Production RAG copilot over contracts, policies, and CRM notes — with citation-backed answers, role-based access, and usage governance for thousands of staff generative ai.
Industry
Professional Services
Services
Technologies
Global professional services firm partnered with Spectrum to address operational and technology gaps in professional services. Teams relied on generic chat tools without access to approved internal documents. Legal and compliance could not trust uncited model outputs. Spectrum applied a phased delivery model — 10-week pilot · ongoing scale — aligning stakeholders, compliance needs, and production cadence. Since 2016, Spectrum has delivered similar programs with managed teams and fixed-cost options.
Teams relied on generic chat tools without access to approved internal documents. Legal and compliance could not trust uncited model outputs.
Teams relied on generic chat tools without access to approved internal documents. Legal and compliance could not trust uncited model outputs.
Existing systems could not support required speed, scale, or visibility without modernization.
Regulated or customer-facing workflows demanded audit trails and controlled change management.
Market and regulatory timelines required incremental delivery rather than a multi-year big-bang rewrite.
Spectrum delivered a copilot with vector search over governed corpora, inline citations, prompt templates per role, and admin controls for model and data boundaries.
Indexed approved PDFs, wikis, and CRM exports with retention rules.
Golden Q&A sets and hallucination checks before each release.
Phased enablement by practice with feedback loops into the knowledge base.
Pilot to production
Answers with citations
Active monthly users
Indexed approved PDFs, wikis, and CRM exports with retention rules. This domain was validated with security and operations stakeholders before production traffic depended on it.
Golden Q&A sets and hallucination checks before each release. This domain was validated with security and operations stakeholders before production traffic depended on it.
Phased enablement by practice with feedback loops into the knowledge base. This domain was validated with security and operations stakeholders before production traffic depended on it.
Spectrum addressed bottlenecks and compliance needs while keeping delivery incremental and measurable.
Delivered and measured in production with stakeholder sign-off.
Delivered and measured in production with stakeholder sign-off.
Delivered and measured in production with stakeholder sign-off.
Spectrum delivered a copilot with vector search over governed corpora, inline citations, prompt templates per role, and admin controls for model and data boundaries.
Pilot to production
Answers with citations
Active monthly users
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Typical engagement · 10-week pilot · ongoing scale
AI-assisted automation connecting CRM, documents, and approval flows — reducing manual processing time for operations teams ai automation.
Professional Services
Enterprise Workflow Automation
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