A financial planning and analysis firm had years of institutional knowledge scattered across SharePoint folders, past models, memos, and methodologies that new analysts couldn't find without asking someone who'd been there long enough to know where to look.
New hire ramp stretched to six months. Experienced staff spent disproportionate time fielding knowledge requests. The firm's intellectual capital was effectively locked away from the people who needed it most.
AlongsideAI built a custom RAG chatbot integrated directly into the firm's SharePoint environment, allowing analysts to query years of past models, memos, and methodologies in plain language, with cited source documents and role-based access controls preserving data security.
Knowledge that previously required asking a senior colleague, or hours of manual searching, became retrievable in seconds via natural language query.
New hire ramp time collapsed as analysts could access institutional knowledge independently from day one, dramatically reducing the cost of onboarding.
The client firm became a white-label distribution partner, deploying the AlongsideAI system to their own clients and generating a new revenue stream from the engagement.
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