A California-based consulting firm overcame challenges from rapid growth and system fragmentation by implementing BA Insight’s enterprise search platform. Previously hindered by siloed information across Salesforce, SharePoint, and SQL, employees struggled to access critical client and project data. BA Insight delivered a unified search bar, in-app Salesforce integration, and visual refiners—allowing staff to find experts, past engagements, and key documents instantly. The solution improved collaboration and pitch preparation, even enabling recovery of archived emails. Now exploring AI, bots, and voice tools, the firm continues to evolve its intelligent search capabilities.

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