Knowledge OS Case Study | Operations Automation

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Operations

Knowledge & Process OS with RAG

Centralized platform for SOPs, process execution, employee onboarding, and AI-powered knowledge retrieval.

This Operations AI automation case study explores Knowledge & Process OS with RAG. Tags: Operations, AI Implementation, Document Processing, Workflow Automation, OpenAI, Retool, AI Automation.

-50%

Onboarding Time

3 weeks → 3 days

SOP Update Cycle

+30%

Process Adherence

Overview

A multinational services organization needed a centralized platform for SOPs, process execution, employee onboarding, and knowledge retrieval across multiple regions. The system reduced onboarding time by 50% and centralized institutional knowledge.

Challenges

1

SOPs scattered in PDFs and drives

2

Inconsistent process execution

3

Onboarding required 1-on-1 training

4

No version control for procedures

5

Knowledge loss across departments

What We Delivered

RAG knowledge engine with document ingestion and classification

Semantic indexing in vector store

Step-by-step guided process execution with dynamic branching

SOP versioning and audit trail

AI assistance for process explanations and policy clarifications

Multi-region knowledge segmentation

Tech Stack

Python ingestion services, Node.js backend, PostgreSQL, Pinecone/AstraDB, Next.js, Azure AD

Tags

OperationsAI ImplementationDocument ProcessingWorkflow AutomationOpenAIRetoolAI Automation

Results

-50%

Onboarding Time

3 weeks → 3 days

SOP Update Cycle

+30%

Process Adherence

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