Revolutionizing knowledge management with Gen AI for a private equity firm
A leading Private Equity (PE) firm partnered with Fuld & Company to transform its knowledge management system using Generative AI (Gen AI). With over 40 years of accumulated data, including research, reports, and documents in various formats, the firm needed an efficient solution to make this wealth of information more accessible. By implementing a Gen AI-powered SharePoint system with a conversational chatbot interface, employees can now instantly access valuable insights from the firm’s vast knowledge base.
Key Achievements:
- 1TB+ of Data Managed: Efficiently integrated and indexed over 1TB of historical data, including more than 10 file types, into a single accessible platform.
- Enhanced Decision-Making: Employees could quickly retrieve critical information through natural language queries, improving decision-making speed and accuracy.
- Improved Efficiency: The chatbot interface reduced time spent searching for data, enabling employees to focus on strategic tasks, leading to faster response times and greater organizational agility.
- Seamless Knowledge Access: With support for diverse file formats (e.g., MS Office, audio files, web pages), the system offered a comprehensive, unified knowledge experience across various internal documents.
How We Did It
- Generative AI-Powered Knowledge Mining: Leveraged Gen AI to intelligently mine and analyze 1TB of data from over four decades of reports, research, and documents.
- Conversational Queries via Chatbot Interface: Integrated an AI-powered chatbot within SharePoint, allowing employees to interact with the knowledge base in natural language, providing accurate, context-relevant responses.
- Scalable and Secure Platform: Built on SharePoint, the system ensured a secure, scalable, and user-friendly environment, allowing seamless access while protecting sensitive information.
