A proposed workflow for discussion. This is not a client project, testimonial, or measured result.
The problem to address
Staff search several folders or ask colleagues for the same policy and process answers. Outdated documents can lead to inconsistent advice.
A possible workflow
- Sources are approved and versioned
- Staff ask a work-related question
- The assistant retrieves relevant material
- An answer includes source references
- Uncertain questions go to a person
How to judge whether it helps
Record the current process first, then agree a target and review the same measures after launch.
- Answers supported by the cited documents
- Time spent finding a correct answer
- Escalations handled by a person
- Questions answered from outdated material
What needs to be checked first
AI may give incorrect answers. Test representative questions, enforce source access, and keep human review for consequential decisions.