Case Study: a business brokerage and franchise consulting firm accelerates secure AI document search with Expedien

a business brokerage and franchise consulting firm searches 150K+ documents in minutes with Expedien

The customer, a business brokerage and franchise consulting firm, faced significant challenges with its internal document search. Advisors were spending days manually searching through over 150,000 files, and employees resorted to unauthorized AI tools, creating serious compliance and NDA risks. They partnered with Expedient to find a secure and efficient solution using the AI CTRL Platform.

Expedient implemented its AI CTRL Platform, which was integrated directly into the firm's existing SharePoint environment. This solution provided a secure, AI-powered search capability that eliminated the use of shadow IT. The results were immediate and impactful, reducing document retrieval from days to minutes. At go-live, over 99% of the documents were successfully ingested and made searchable.