CONSULTING

Consulting Firm Enhances Knowledge Management with Needl.ai’s AskNeedl Agent

A global consulting and professional services firm with more than tens of thousands of consultants worldwide. The firm works across multiple industries, delivering strategy, assurance, and advisory services, and manages extensive internal knowledge assets including presentations, case studies, and video transcripts.

13 Nov 2025
4 min read
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Challenge

As part of its internal knowledge initiative, the firm wanted to make institutional knowledge easily accessible to its partners and consultants. Existing search tools were limited to keyword matches and struggled to understand business context, slowing down research and decision-making

Fragmented Knowledge

Insights scattered across multiple systems, formats, and folders.

Slow Information Retrieval

Manual search and review reduced productivity for senior partners.

Context Understanding

Existing tools could not interpret nuanced business queries.

Security Constraints

Knowledge systems needed to remain fully within the firm’s private infrastructure.

Solution

Needl.ai deployed AskNeedl, a secure, retrieval-augmented generation (RAG) based knowledge agent, white-labeled and hosted on the firm’s private Azure infrastructure. The solution unified knowledge across SharePoint and OneDrive, and enabled partners to ask natural language questions on internal decks, reports, and transcripts. The deployment followed a phased approach that started with a core group of partners and scaled to the wider partnership as adoption grew.

Private Cloud Deployment: Hosted entirely within the firm’s infrastructure, compliant with IT security policies.
Context-Aware Q&A: Delivered citation-backed answers to complex, context-specific business queries.
Unified Knowledge Base: Integrated internal content across PDFs, PPTs, Word files, and video transcripts into a single searchable interface, designed to scale to several tens of terabytes of knowledge assets.
Custom Prompt Libraries: Included pre-defined prompt templates and best-practice guides for partner use.

Outcome

The AskNeedl deployment streamlined access to institutional knowledge and improved research efficiency for partners.

Unified access to knowledge across multiple data types

Faster, more consistent retrieval of internal insights

Secure, scalable AI deployment within private cloud

Improved collaboration and knowledge reuse across teams

Research that once took hours now takes minutes. AskNeedl has improved how quickly our partners access and use institutional knowledge.

–  Senior Partner