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Popular starting points

Knowledge and decisions

AI can make relevant, current and approved information accessible, compare sources and prepare expert review.

Three detailed examplesAll use cases

Knowledge becomes valuable when it can be used reliably.

Many organisations do not lack knowledge; they lack a reliable route to the right information. Strong solutions preserve existing permissions, show provenance and validity and make missing evidence visible. Content ownership remains with the subject-matter owners.

Typical starting signals

These situations indicate potential. They are not an automatic decision to use AI.

  • People repeatedly search several repositories for the same information.

  • Similar questions receive different answers depending on who responds.

  • It is unclear which version of a policy or instruction is valid.

  • A small number of experts become a bottleneck for recurring questions.

  • Decisions require evidence from many documents and sources.

Three detailed examples

The three examples explain the starting point, target state, systems, controls, measures and a sensible pilot scope.

Source-grounded knowledge assistant

Make approved business knowledge findable and connect every answer with the passages used.

Starting point

Employees search across file stores, intranets, manuals or wikis and cannot always tell which information is current or available to them.

Possible target state

Permission-aware retrieval connects approved sources, answers specific questions and cites the passages used. If evidence is insufficient, the system says so instead of inventing an answer.

Data and systems

  • SharePoint and Microsoft 365
  • Confluence, document management and file stores
  • Databases
  • SSO and identity access management

Controls and boundaries

  • Preserve source permissions
  • Show citations and freshness
  • Abstain when evidence is insufficient
  • Assign ownership for content and indexing

Useful measures

  • Accepted answers with a useful source
  • Unanswered or escalated questions
  • Search effort before reliable information is found
  • Corrections and feedback from domain owners

Prepare proposals, tenders and RFPs

Capture requirements, expose gaps and prepare a reviewable draft from approved capability information.

Starting point

Tender requirements must be captured, matched against product information and transferred into recurring proposal structures.

Possible target state

The application extracts requirements, creates completeness and gap checklists, retrieves approved product information and produces a reviewable draft.

Data and systems

  • CRM and CPQ
  • Product documentation and price lists
  • Templates and document management
  • Microsoft 365

Controls and boundaries

  • Use current prices and approved capability statements only
  • Never invent capabilities
  • Retain commercial and legal approval
  • Document sources and open gaps

Useful measures

  • Completeness of captured requirements
  • Statements supported by an approved source
  • Open gaps before approval
  • Manual editing effort by section
Smallest useful pilot

One recurring proposal type, approved product sources and completed examples for comparing requirements with expected responses.

Related services

Review contracts and policies

Identify clauses, flag deviations from internal guidance and prepare a structured expert review.

Starting point

Long documents must be compared with internal policies, mandatory clauses or previous versions.

Possible target state

The application identifies clauses, flags deviations, links them to the relevant playbook and creates a structured summary for the responsible specialist.

Data and systems

  • Document and contract management
  • SharePoint
  • E-signature
  • Templates and internal policies

Controls and boundaries

  • Support rather than autonomous legal decisions
  • Show exact references and comparison basis
  • Require domain-expert approval
  • Use confidential processing and role-based access

Useful measures

  • Completeness of identified clauses
  • Traceability of every flagged deviation
  • False-positive and missed flags
  • Time to completed expert review

Further opportunities

Further tasks that may benefit from support depending on the workflow, available data and accountability.

  • Role-based onboarding

    Assemble approved learning material and tasks for a specific role and work area.

  • Make project lessons discoverable

    Retrieve lessons, decisions and context from completed initiatives.

  • Prepare audit evidence packs

    Assemble required evidence with owners, validity and references.

  • Compare products or solutions

    Compare capabilities and evidence against business-defined criteria.

  • Prepare meeting context

    Consolidate relevant history, open items and current documents before a meeting.

  • Find expertise and ownership

    Search maintained role and ownership information without inferring personal profiles.

Data, systems and boundaries

Typical data and systems

  • DMS, intranet, wikis and file repositories
  • Policies, product information and work instructions
  • Project archives, tickets and decision records
  • Metadata, search index, SSO and permissions

What requires particular care

  • Preserve existing access rights
  • Link answers to their source, version and validity date
  • Do not manufacture a confident answer when evidence is missing
  • Keep content ownership and maintenance with subject-matter owners

Relevant next steps

Services

Practical knowledge

Other areas

Which use case fits your current situation?

We structure the task, data, systems and risks and propose a testable first scope.

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