A small central team supporting a global organization
For an engineering and advisory business, fast access to accurate governance guidance matters. But when documentation is fragmented, even simple questions can take too long to answer. We helped our client create a conversational knowledge hub that made trusted guidance easier to access.
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- 01
The challenge
Our client needed to make data governance and data literacy guidance easier to access across a global organization. This included:
- Bringing together fragmented guidance spread across SharePoint sites, internal documents, and training materials
- Reducing time spent searching across multiple sources to find the right answer
- Improving access to information affected by permissions, licences, and inconsistent ownership
- Enabling a small central team to support growing demand more efficiently across the business
- 02
The approach
We designed and launched a conversational knowledge hub and AI agent through Microsoft Teams to make trusted guidance easier to access. This included:
- Centralising internal knowledge sources and selected external references into one accessible experience
- Building the agent with structured instructions to improve answer quality and avoid unsupported responses
- Testing the solution through individual, team, and subject matter expert validation
- Supporting adoption through launch and enablement materials, user guidance, and ongoing optimization to refine answers, update knowledge sources, and respond to user feedback
- 03
The impact
The solution gave employees a faster, simpler way to access trusted data governance guidance across the business. It recorded 62 active users in its first month, while users reported saving up to 6 hours per week.
Launch activity also generated strong internal visibility, with a live demo reaching 6.1k attendees and follow-up communications reaching over 2,000 employees.


