Fictional company document
Enquiry procedure · Section 2
Relevant passage
“The office reviews new enquiries. The project lead clarifies technical questions.”
AI for your business
Our programmesApplication example
A knowledge system for your business
Employees find answers in approved company documents. We support your team in building the system or discuss development by Synclaro.
For owner-led businesses, across industries.
IllustrationAn example you can explore
An answer is useful when you can check it.
Choose a question. See an example answer alongside the document it refers to.
Illustrative example.
Example answer
The office reviews incoming enquiries. The project lead handles technical questions. That is the responsibility set out in the example procedure.
Check against the document
Example answer
Scope, a proposed timeframe and any open questions. Prices are reviewed separately before the offer is sent.
Check against the document
Fictional company document
Offer checklist · Section 1
Relevant passage
“Record the scope, timeframe and open questions. Have the prices checked before sending.”
Example answer
There is no approved price in these example documents. The responsible person needs to assess the work before a price can be given.
Check against the document
Fictional company document
Available: enquiry procedure and offer checklist
No supporting price found
Neither document contains a price list for special requests.
In practice, sources are maintained, access is controlled and important answers are reviewed by a person.
An answer needs a source you can check.
Quotations, manuals and meeting notes become a shared point of reference. Decide first which documents belong there and who may access them.
Spend less time searching
Find information from scattered documents in one place.
Check the answer
Open the relevant source and verify important statements against the original.
Share knowledge
New and experienced colleagues can work from the same approved information.
A customer’s experience
A quotation: 10 minutes instead of 2 hours.
Stefan Merz built his own knowledge system with coaching from Marco. He reports preparing a quotation in ten minutes, compared with two hours previously.
Stefan Merz
Holzbau Merz
An account of an individual project. Results will differ between businesses. 4:29 minutes.
More customer storiesHow we work together.
Define sources and access
Establish valid sources, confidential material and permitted roles.
Connect a bounded collection
Start with one useful subject area and test typical questions.
Maintain quality in use
Check answers, fill gaps and assign responsibility for the sources.
Clarity before the next step
What else would you like to know?
Does this prevent invented answers?
Source references and checks reduce risk. They do not make generated answers error-free. Uncertainty and missing evidence need to be visible.
Where will our data be stored?
That depends on the agreed architecture. Provider hosting, a suitable cloud and your own infrastructure are considered against your requirements.
Who builds and maintains the system?
You can build with guidance or request delivery by Synclaro. Handover, maintenance and running costs are agreed explicitly.
Further information
What could AI do for your business?
In a free 30-minute conversation with Marco Heer, discuss your current situation and whether working together makes sense. We call you first to arrange the conversation. You can choose a callback time.