REFERENCE SCENARIO / REAL ESTATE & ENGINEERING
Private document search for a property group.
Explore how a group could search tenders, plans and contracts in one governed place, keep tenant data protected and route AI-assisted outputs through clear approval paths.
Reference scenario built on fictional organizational details and synthetic data. It is not a client engagement or a report of measured results.
THE STARTING POINT
Project knowledge. Scattered across sites.
In this fictional scenario, the group develops, builds and manages property through several subsidiaries. Tenders, plans, technical studies and contracts live in shared drives, project platforms and email. Some teams have started using public AI tools on tender documents that include tenant and supplier information.
- Which project documents may an assistant search, and for whom?
- How is tenant personal data kept out of general search?
- Where are plans, tenders and prompts processed?
- Who approves an AI-assisted tender response or contract summary?
- Can the group change model or provider without rebuilding the index?