The system boosted report generation efficiency, achieving 98% recall in retrieving insights. It provides structured recommendations, auto-generates report entries, and reduces manual effort, ensuring consistency.
Meet our client
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In a Nutshell
Client’s Challenge
Our client needed a faster, more efficient way to retrieve historical report data and generate new reports. Their manual process was slow and labor-intensive, requiring a solution to enhance accuracy, speed, and compliance.
Our Solution
In 8 weeks, we built an AI-driven report retrieval and generation system powered by ragbits, our own GenAI framework. It provided core components for vector search, retrieval optimization, and evaluation, integrating seamlessly with a Python backend, Qdrant, and Azure OpenAI. The solution was deployed via a Microsoft Word Add-in for reporting and a Web UI for broader access.
Client’s Benefits
The system boosted report generation efficiency, achieving 98% recall in retrieving insights. It provides structured recommendations, auto-generates report entries, and reduces manual effort, ensuring consistency. The streamlined workflow accelerates decisions and supports scaling AI-driven reporting.
A Deep Dive
Client
Our client is a globally recognized audit and compliance consulting firm. They provide regulatory affairs support and quality audits to top-tier pharmaceutical, biotech, and MedTech companies. Operating in a highly regulated industry, the client sought to modernize their audit documentation workflows without compromising data security or compliance.
Overview
We partnered with the client to develop a Report Generation MVP, an AI-powered tool that significantly reduces report generation time while maintaining strict quality and compliance standards.
The solution leverages vector search and LLMs to retrieve past audit findings and generate consistent, high-quality report entries. Deployed via Microsoft Word Add-in and Web UI, the tool achieved 98% recall in retrieving relevant insights and recommendations. It now serves as a cornerstone of the client’s broader digital transformation strategy.
Client’s Challenge
- Manual, Time-Consuming Process: Generating reports was slow and inconsistent across auditors.
- Unstructured Historical Data: Previous observations were valuable but hard to retrieve and reuse.
- Strict Confidentiality & Compliance Needs: All tools had to meet enterprise-grade security requirements.
- Low Internal AI Readiness: The client needed both the solution and strategic guidance on adopting AI.
Process
We followed a staged delivery model:
- AI Guidance (Sep 2024): Conducted workshops to define use cases, pain points, and technical landscape.
- Project Kick-Off (Dec 2024): Finalized requirements and began implementation.
- MVP Delivery (Feb 2025): Rolled out the first version of the application to selected auditors and reviewers.
Each step was supported with extensive validation and user feedback loops, including collaborative sessions to align the tool with real-world workflows.
Solution
Our technical stack and implementation included:
- Vector-Based Retrieval: Using Qdrant to index and retrieve past findings and regulatory citations.
- LLM-Powered Generation: Leveraging Azure OpenAI to draft consistent issue statements and evidence blocks.
- Microsoft Word Add-in: Embedded functionality into auditors’ primary working environment.
- Web UI: Additional access point for broader usage and review.
- Azure Deployment: Hosted fully within client infrastructure to meet data residency and security requirements.
Client Benefits
The AI-powered MVP didn’t just automate reporting, it transformed it. By embedding intelligence directly into the auditors’ workflow, the solution delivered measurable improvements across accuracy, speed, consistency, and security.
Here’s what the client achieved:
- 98% Recall in retrieving relevant past observations and templates.
- Reduced Turnaround Time with automated report generation.
- Standardized Language across reports, improving quality and audit readiness.
- Seamless User Experience within MS Word, no need for external platforms.
- Secure by Design—the entire system runs within the client’s Azure environment.
- AI Adoption Roadmap supported through workshops and embedded guidance.
In Summary: Real Impact Through AI-Powered Reporting
This project delivered more than just an MVP, it laid the foundation for scalable, intelligent audit operations. By automating the most time-consuming parts of report generation and embedding AI directly into the auditors’ tools, the client achieved:
- Faster, more consistent reporting with up to 98% recall of relevant findings.
- Significant time savings across teams, allowing experts to focus on analysis, not admin.
- Improved report quality and audit readiness through standardized language and recommendations.
- Secure, compliant deployment fully integrated with the client’s Azure environment.
- And most importantly, a confident step into AI adoption, with the MVP now serving as a blueprint for broader digital transformation initiatives.
This is how AI delivers value: not just through automation, but by empowering experts and accelerating strategic outcomes.
