Knowledge AI Consulting · Enterprise

Enterprise AI Knowledge Management Consulting

Generative AI over the wiki, SharePoint, and shared drives people already use — permissioned, cited, and refused when the corpus has no answer.

Service
Knowledge AI
Industry
Enterprise
Updated
2026-08-25
Engagement
4 wks
The short answer

Enterprise AI knowledge management consulting builds generative Q&A over internal wikis, SharePoint, and approved drives with hybrid retrieval (BM25 plus embeddings), per-user ACL at query time, required citations, refuse-when-empty, and golden sets plus CI evals — a 4-week standard implementation in the client cloud, with client-owned IP and no shared training.

The premise

AI knowledge management is RAG over the sources people already search, not a new wiki nobody will maintain.

Engagement
4 wks
standard knowledge AI handover
Live ACL
SharePoint and wiki permissions at query time
You own
index, connectors, evals, and IP
The path
01Discover
02Design
03Build
04Validate
05Enable

Why teams pick this engagement

Knowledge AI × Enterprise

Source ACL, not a new ACL

SharePoint, Drive, and wiki permissions are enforced at query time. We do not flatten everything into a public knowledge bot.

Questions you already ask

Golden sets come from search logs, Slack repeats, and service-desk macros — not invented FAQ copy.

Curate, then index

Start with two or three sources that actually answer the questions. Indexing every draft in the tenant is how you retrieve junk.

Enablement for knowledge owners

Page owners learn how a stale wiki page becomes a wrong answer. Runbooks cover republish, ACL refresh, and eval failures.

Four-week path

Discovery of sources and identity, environments in your cloud, shadow-mode, handover. Thirty days on-call.

Citations back to the page

Answers cite URL and heading path. Empty retrieval refuses. People can open the source instead of trusting a summary.

Key takeaways

  • 01

    AI knowledge management is RAG over the sources people already search, not a new wiki nobody will maintain.

  • 02

    Indexing the whole tenant on day one retrieves drafts, duplicates, and private files. Curate first.

  • 03

    Per-user ACL at query time is mandatory for SharePoint and Drive. A shared crawler account is a leak.

  • 04

    Standard implementation is four weeks in your cloud. You own the IP. You pay inference. Thirty days on-call.

  • 05

    Golden sets from real search and helpdesk questions, plus CI evals, are how you know a republished page actually improved answers.

What the engagement covers

01

Source and Owner Inventory

Map wikis, SharePoint libraries, drives, and PDFs against the questions already asked. Name owners. Exclude drafts and personal stores from the first index.

02

Permissioned Knowledge Index

Hybrid retrieval over approved sources in the client cloud, ACL metadata from the source system, query-time filtering against live identity.

03

Answer Contract

Citations to URL and heading, refuse-when-empty, traces. No “helpful” paraphrase of a document the user cannot open.

04

Knowledge Eval Suite

Golden sets from search logs and ticket macros, hit@k, faithfulness, citation checks in CI so a bad republish is visible.

05

Owner Enablement

Working sessions for knowledge owners and engineers. Client owns IP. Thirty days on-call. Fixed-scope fee plus platform fee.

How we work

  1. 01

    Discover

    Week 1: question log, source inventory, identity, curation cuts, written scope.

  2. 02

    Design

    Connectors, chunking, hybrid retrieval, query-time ACL, citation UX, eval set.

  3. 03

    Build

    Week 2: indexes and connectors in your cloud; no shared training; you pay inference.

  4. 04

    Validate

    Week 3: shadow-mode for a pilot group; CI evals; ACL leak tests.

  5. 05

    Enable

    Week 4: handover to knowledge owners and engineers; 30 days on-call.

Take the playbook with you

The working documents from real engagements — free, in exchange for an email. They’re useful whether or not we ever talk.

Flagship resource · PDF · 9 pages

AI Knowledge Management Readiness Checklist

22 points covering source curation, SharePoint ACL, hybrid retrieval, citations, refuse-when-empty, and owner cadence — what we require before a 4-week build.

Get the checklist ·
XLSX worksheet

Knowledge Corpus Curation Worksheet

Pick the first sources, exclude drafts and personal drives, and map owners — the week-1 artifact we will not skip.

Get the worksheet ·
PDF · 7 pages

SharePoint ACL for RAG Notes

How item permissions, groups, and broken inheritance must show up at query time if you answer over SharePoint.

Get the notes ·

Frequently asked questions

what is ai knowledge management consulting

It is RAG over internal knowledge — wikis, SharePoint, approved drives — so employees ask questions and get cited answers from current pages, with per-user ACL at query time. It is not a new knowledge-base product. We implement hybrid retrieval, refuse-when-empty, golden sets plus CI evals, in the client cloud, in four weeks standard. You own the IP. There is no shared training.

can genai work over sharepoint and confluence

Yes, if connectors preserve ACL and the first corpus is curated. We index approved spaces, apply per-user ACL at query time, use hybrid retrieval (BM25 plus embeddings), and require citations back to the page. Indexing every site collection on day one retrieves drafts and orphaned copies. Discovery names the first two or three sources that actually answer the questions.

how do you keep answers from stale wiki pages

Citations make staleness visible, owners stay responsible for pages, and CI evals fail when a golden question’s gold passage moved or died. We do not silently “correct” a page from model memory. Refuse-when-empty still applies if retrieval cannot find a current span. Knowledge management remains a publishing problem; RAG does not replace editors.

will the bot see files I cannot open

It must not. Per-user ACL at query time filters chunks to the asking user’s live entitlements before generation. A crawler service account that indexes everything and then “hides” files in the UI will leak. We test this in week 3 with accounts that should miss restricted libraries.

how long does this take

Four weeks standard: discovery, environments, shadow-mode, handover, then 30 days on-call. Financial services typically 8–12 weeks. Healthcare typically 10–14. Ecommerce typically 6–10. If identity or connector work will not fit, we re-scope in writing. Client owns IP in the client cloud.

do we still need a knowledge base

Yes. Generative AI reads the knowledge base; it does not replace it. Pages still need owners, review dates, and a place of record. RAG that cites a heading is useful because people can open the source. If the wiki is abandoned, fix publishing first or the system will cite abandoned pages fluently.

what models do you use

We are model-agnostic: Anthropic, OpenAI, Google, Mistral, open-source, or a client fine-tune. Work runs in your cloud. You pay inference. No shared training. Model choice is scored on your golden set, not on a brand preference. Swaps after handover go through the same CI evals.

what does it cost

Fixed-scope implementation fee plus platform fee, quoted after we know source count, ACL complexity, and eval size. You pay inference. You own indexes, connectors, and evals. Thirty days on-call is included. We do not sell a per-seat knowledge chatbot license as the implementation.

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