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/ Professional Services

AI Agent for a Risk Management and Sustainability Consulting Company

Global Professional Services Company (Risk Management & Sustainability)Efficiency
At a glance
Industry:Professional Services
Business outcome:Efficiency
Client type:Global Professional Services Company (Risk Management & Sustainability)
Layers:
AgenticGovernance

QR/OS™ Layers

AgenticGovernance

QR/OS™ Blocks

AgentsLLMContextDataWorkflowIntegration

Business situation

A global professional services company focused on risk management, operations, and sustainability, needing faster knowledge access from SharePoint documents.

The challenge

Consultants were losing significant time searching through SharePoint documents. Traditional search was inadequate for complex queries requiring contextual understanding and knowledge synthesis.

Why it matters

Quantum Rise built a three-stage agentic system: automated document pre-processing and enrichment, a semantic vector knowledge base, and a conversational AI assistant that uses business knowledge to answer questions, retain context, and analyse new content.

What Quantum Rise delivered

The QR/OS™ approach in practice

  • • Automated pipelines pre-processing SharePoint documents with strategic summaries and metadata • Semantic vector database for powerful document search • Conversational AI assistant: answers questions, retains conversation history, analyses new uploads • Faster consultant deliverables with more time freed for strategic activities

Directional outcome

Significant time reduction searching for information. Efficiency gains by centralising knowledge base with agentic AI.

What became repeatable

A reusable RAG-based enterprise knowledge agent: document pre-processing → vector knowledge base → conversational AI — deployable across any professional services firm.

Want to see where QR/OS™ could create value in your business?

We'll help identify the AI plays, controls, workflows, and adoption moves most likely to create measurable value.