A business brokerage and franchise consulting firm supporting complex buy/sell transactions needed a fast, secure way to search over 150,000 internal documents. Advisors were spending days finding critical information, and employees were turning to unauthorized AI tools to fill the gap, creating serious compliance and NDA risk. The firm partnered with Expedient to deploy the AI CTRL Platform—delivering a secure, AI-powered search capability integrated into their existing SharePoint environment.
Existing search tools inadequate for complex advisory workflows
No secure, compliant AI tool available for non-technical users
Manual document searches across 150K+ files took days or weeks
Employees using unauthorized AI tools with sensitive data, creating compliance risk
Document retrieval reduced to minutes, not days
99%+ of 150K+ documents ingested and searchable at go-live
Shadow AI eliminated; NDA-compliant AI in place
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