MOPSHY AI
All case studies
● Professional Services

Knowledge Assistant for a 1,800-Consultant Advisory Firm

Illustrative reference architecture. This is a composite engagement template built to show how Mopshy structures enterprise work. It is not a real Mopshy client, and every figure, KPI, and quotation on this page is illustrative rather than measured client data.

Firm-wide knowledge assistant unifying prior engagements, benchmarks, and expert directories — with rigorous access controls and audit trails.

3.4h

Reclaimed / consultant / week

+22%

Proposal win rate

−41%

Time to first draft

● The challenge

The bottleneck

Consultants re-created decks and benchmarks that existed elsewhere in the firm. Expert directory was out of date. Client engagement folders lived across SharePoint, iManage, and DMS silos.

● What we built

The system

  • Federated retrieval across SharePoint, iManage, and CRM with per-user ACL enforcement
  • Practice-specific answer packs (strategy, operations, tech, PE)
  • Expert-finder ranking by recent engagements and endorsements
  • Full audit log; no client PII crosses engagement boundaries
● Executive KPI board

Outcomes measured, not promised

1,800

Consultants live

96%

Weekly active users

100%

ACL-respected queries

0

Cross-engagement data leaks

● ROI model

What it cost, what it returned

Investment

$3.2M program (year one)

Payback

6 months

Annualized value

$26M reclaimed billable capacity

● Reference architecture

How it is built

  • Federated retrieval with per-user ACL enforcement at query time
  • Practice-tuned answer packs and prompt templates
  • Expert-finder with recency + endorsement ranking
  • Audit log with query, sources, and cited engagements
SharePointiManageSalesforceEntra ID

Representative engagement. This case study describes a composite of Mopshy AI's enterprise engagement patterns, delivery methodology, and observed outcome ranges. Company names, individual quotes, and specific figures are illustrative and used to communicate the enterprise pattern rather than to describe a single identified client.

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Enterprise Copilot Program Across 74,000 Employees

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