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Enterprise knowledge assistant (RAG)

A secure AI assistant that answers from your own documents and systems, cites its sources and respects existing permissions.

Typical timing
8–12 weeks
Engagement
Fixed scope
Delivery framework
User researchDiscoveryAlphaBetaLive

Help staff or customers find accurate answers in policies, contracts, product documentation and case history in seconds. Retrieval-augmented generation grounds every answer in your content with citations, honours document permissions, and is evaluated against real questions before launch.

  • Staff spend hours searching intranets, SharePoint and shared drives
  • Support teams answer the same questions repeatedly
  • Expert knowledge is locked in a few people’s heads
How it runs

Activities, step by step

The plan follows our delivery framework. Steps that do not apply to this kind of work are left out rather than padded.

  1. 01 · User research1 week

    Questions that matter

    • Collect real questions from the target users
    • Identify authoritative sources for the answers
    • Define accuracy and safety thresholds
  2. 02 · Discovery2 weeks

    Content and design

    • Content audited for quality, currency and permissions
    • Retrieval architecture and model choice
    • Evaluation set built from real questions
  3. 03 · Alpha3–4 weeks

    Build and evaluate

    • Ingestion, chunking, search and answer pipeline
    • Permission-aware retrieval with citations
    • Scored against the evaluation set and tested with users
  4. 04 · Beta2–3 weeks

    Harden and pilot

    • Prompt injection and data leakage testing
    • Private beta with a user group
    • Feedback loop and content fixes
  5. 05 · LiveOngoing

    Launch and improve

    • Rollout inside Teams, Slack or your portal
    • Answer quality and unanswered questions monitored
    • Content gaps fed back to owners

Deliverables

What you keep at the end.

  • Production knowledge assistant
  • Retrieval pipeline and connectors
  • Evaluation harness and quality report
  • Security test results
  • Content governance process

Outcomes

What it is built to change.

  • Answers in seconds instead of hours
  • Fewer repeat questions to experts and support teams
  • Knowledge that stays when people leave