Professional services — permissions-aware RAG assistant in Teams
Multi-discipline professional services firm, 85 staff
Staff were pasting SOPs, job packs, and client templates into public ChatGPT to get answers fast — with no audit trail and no guarantee sensitive content stayed inside the firm. Leadership needed an internal assistant that respected SharePoint permissions and could ship in weeks, not quarters.
- Time to answer: Typical SOP lookup dropped from ~15 min search to under 2 min
- Shadow AI risk: Pilot cohort moved off public ChatGPT for approved procedures
- Permissions: Answers scoped to Entra groups — HR docs never surfaced to delivery staff