AI search that queries across your documents, databases, CRM, ERP, and every system where knowledge lives. One question. One answer. Sourced, permission-aware, and always current.
Perth-based. Australia-wide. Deployed in your environment. Fixed-price scoping.
Most businesses have knowledge spread across more systems than they realise. Documents in SharePoint. Client records in the CRM. Project data in Monday or Jira. Financial figures in Xero or the ERP. Technical specs in Confluence. Contracts in a shared drive. Each system has its own search. None of them talk to each other.
When someone needs an answer that spans two systems, they have to search each one separately, then mentally combine the results. That takes 15 minutes when it should take 30 seconds. And if the person does not know which system to check, they ask a colleague instead.
Multi-source knowledge search connects to all of your systems and creates a single searchable interface. One question, one answer, even when the information is spread across five different platforms. Permission-aware, so users only see what they are authorised to access. Sourced, so every piece of the answer traces back to its origin.
If your team spends time hopping between systems to find answers, a unified search will change their workflow.
Documents in SharePoint. Project data in Monday.com. Client records in the CRM. Technical specs in Confluence. Financial reports in the ERP. Staff check three systems, find nothing, then ask someone who "might know."
Each system has its own search. SharePoint search finds SharePoint files. The CRM search only searches CRM records. But the answer the person needs might span two systems, and there is no way to search across both at once.
Different systems have different access rules. Someone has access to the CRM but not the financial reports. Another person can see the project docs but not the HR files. Any cross-system search needs to respect all of these permissions simultaneously.
The same information often exists in multiple places, and it does not always agree. The project status in Monday says one thing, the email trail says another, and the report from last week says something else. Which one is current?
There are three people in the business who know where everything is. They get interrupted constantly because they are faster than searching. When they are not available, things stall.
Executives and managers lack a way to get quick answers that span multiple systems. "What is the current status of the Jones project and how much have we invoiced?" requires checking three systems and merging the information manually.
Three stages. No surprises. Your live operations stay untouched until cutover — delivered personally by the founder.
Week 0
15-minute scoping call. We map your current process, the documents/data the AI will work with, and the systems the AI output must land in. Fixed-price quote inside 48 hours.
Weeks 1–N
AI system built and parallel-run against your live operations for two weeks. Every extraction, decision and integration validated before production. Human-in-the-loop where confidence is lower.
Cutover
Production cutover on a planned window. Team training, monitoring active, 30 days post-launch support. Documentation, prompts and source code handed over in full.
Five deployment patterns from focused document search to full enterprise knowledge hubs.
A single search interface that queries across all your knowledge sources: SharePoint, Google Drive, Confluence, CRM, ERP, project tools, databases, and file servers. One question, one answer, drawn from whichever system has the relevant information.
"What are the warranty terms for the Johnson contract?" might pull the answer from a contract in SharePoint, cross-referenced with terms in the CRM. The user does not need to know where it is stored. They just ask.
Go beyond document search. Ask questions that span structured data (CRM records, ERP data, project management tools) and unstructured content (documents, emails, reports). The AI combines information from multiple sources into a coherent answer.
"Which active projects have budgets over $50K and are behind schedule?" The AI checks your project management tool for timelines, your ERP for budget data, and synthesises the answer. No manual cross-referencing.
One of the hardest problems in multi-source search: users should only see results from systems they have access to. A finance manager can see financial reports. A project manager can see project docs but not salary data. Permissions need to work across every connected system.
We build permission-aware search that maps access controls from each source system. When the AI searches across SharePoint, the CRM, and the ERP, it only returns results the requesting user is authorised to see. No accidental data exposure.
An AI interface built for managers and executives who need quick answers from across the business. "What was our revenue last quarter by region?" "How many active clients do we have in Queensland?" "What did the last audit report flag?"
Pulls answers from financial reports, CRM data, project dashboards, compliance documents, and board papers. The executive gets a direct answer with source citations, not a link to a 50-page report they need to read.
A central knowledge hub that connects to every system in your organisation and provides a single conversational interface. Not just search. An AI that understands your business context, remembers conversation threads, and surfaces related information proactively.
When someone asks about a project, the hub can proactively mention related risks from the risk register, upcoming milestones from the project tool, and relevant policy changes. Connections across systems that humans miss.
We built an AI-powered search system for a consulting firm. Consultants now find relevant insights across a decade of reports and proposals in seconds.
Read the full case studyNot another search bar. A cross-system AI that understands your question, searches every connected source, and delivers a sourced, permission-aware answer.
Connects to documents, databases, APIs, SaaS platforms, and file servers. Indexes content from every source into a unified searchable knowledge base.
Maps access controls from each connected system. Users only see results they are authorised to access. No accidental data exposure across system boundaries.
Every answer cites the source system and specific record or document. A cross-system answer clearly labels which information came from where.
Understands meaning across all sources. "Tenancy agreement" in one system matches "lease" in another. "Revenue" in the ERP connects to "sales" in the CRM.
Connected sources stay in sync. Updated document in SharePoint, new record in the CRM, changed status in the project tool. Reflected in search results automatically.
Track what your team searches for, which systems provide the most answers, and where information gaps exist. Identify knowledge management blind spots.
Right now, finding an answer that spans multiple systems requires logging into each one, running separate searches, and mentally combining the results. A question that should take 30 seconds takes 15 minutes of system-hopping.
Multi-source search eliminates the hopscotch. Your team asks one question and gets one answer, even if the relevant information is spread across SharePoint, the CRM, and the project management tool. The AI does the cross-referencing.
The productivity impact is immediate. For knowledge workers who spend significant time finding information, even 30 minutes saved per day is substantial at scale.
Information in one system often relates to information in another. A client complaint in the CRM might connect to a quality issue in the project tool and a policy update in SharePoint. But nobody sees all three unless they happen to check all three systems.
Multi-source search surfaces these connections. When someone asks about a client, the AI can pull in the CRM record, related project documents, recent invoices, and any relevant contracts. A complete picture instead of fragments.
Executives and managers benefit most. They need cross-functional visibility but have the least time to search multiple systems. One question, comprehensive answer.
The biggest risk with cross-system search is accidental data exposure. A finance-only report appearing in a general search result. Confidential HR data surfacing for someone who should not see it.
Our permission-aware architecture maps access controls from every connected system. When the AI constructs an answer, it only includes information the requesting user is authorised to see. If part of the answer is restricted, that segment is excluded. The user does not even know it exists.
This is not bolted-on security. It is core architecture. We design the permission model before we build the search. For regulated industries and businesses with sensitive data, this is non-negotiable.
Bad decisions rarely come from bad judgement. They come from incomplete information. The person making the decision did not have access to one critical piece of data, because it was in a system they did not check.
Multi-source search puts complete information in front of decision-makers. "What is the full picture on the Henderson project?" pulls data from the project tool, financials from the ERP, client communications from the CRM, and related documents from SharePoint.
The AI aggregates, attributes, and presents. The human makes the decision. Better input leads to better output, and the information was there all along.
Businesses with multiple systems and distributed teams see the biggest impact. The more systems, the more value.
Client records in the CRM, project documents in SharePoint, financial data in the ERP. One search that spans all three, giving partner-level visibility without the system-hopping.
Project specs, safety documents, subcontractor records, and commercial data, spread across project tools, document management, and the ERP. Cross-system search for project managers and site teams.
Legislative documents, departmental records, grant databases, and operational documents. Cross-system search for policy officers, managers, and executive teams who need multi-domain answers.
Clinical records, compliance documents, operational procedures, and financial data. Clinicians and administrators search across systems with role-appropriate access.
Geological data, safety management plans, operational records, and contractor documentation. Cross-system search for site managers, engineers, and compliance officers.
Different brands or divisions using different systems. Cross-system search gives group-level visibility without forcing system consolidation.
A structured process that maps your systems, designs the permission model, and delivers a search interface that spans everything.
Your knowledge lives in many places. We connect to all of them.
Indexes documents, pages, and lists from your primary document stores. Real-time sync and permission mapping from existing library configurations.
Indexes client records, opportunities, activities, and notes. Permission-aware: sales data only accessible to authorised roles.
Connects to financial and operational data. Budget figures, invoice data, and business metrics searchable alongside documents and project data.
Indexes project data, task status, timelines, and team assignments. Cross-reference project status with financial data and documents.
Indexes wiki content alongside documents from other systems. Search your knowledge base and your operational data from one interface.
Connects to internal databases, custom-built systems, and legacy applications with APIs. If the system has data, we can usually connect it.
We had information in SharePoint, Salesforce, Xero, and Monday.com. Nobody could search across all four. The multi-source search changed everything. Our project managers now get answers in seconds that used to take 20 minutes of system-hopping.
You get working software, not a slide deck of recommendations. Everything we design gets built, tested and handed over — not left as a strategy artifact.
You know the cost before we start. No hourly surprises, no scope creep — we scope it, quote it, ship it.
Perth-based team who understand Xero, MYOB, ServiceM8, simPRO, Cliniko, Deputy — the tools your business actually runs on.
You email Kasun, you get Kasun. No account managers, no offshore handoff — straight from scope to ship.
When it is done, you own every line of code, every credential, every artefact. No lock-in, no license fees, no black-box dependencies.
Most business systems with APIs or data export capabilities. Common connections include SharePoint, Google Drive, Confluence, HubSpot, Salesforce, Zoho, Xero, MYOB, NetSuite, SAP, Monday.com, Asana, Jira, SQL databases, and custom-built systems with APIs. If your system has data, we can almost certainly connect to it.
We map access controls from each source system and enforce them at query time. If a user has read access in SharePoint but no access to the financial data in NetSuite, their search results only include SharePoint content. Permission mapping is designed before we build, not added afterwards.
We provide a fixed-price quote after scoping. A deployment connecting 2-3 document sources sits at the lower end of project size. An enterprise deployment spanning 5+ systems with cross-system permissions, structured data integration and advanced Q&A is larger. Ongoing costs are scoped during the build.
A 2-3 source deployment takes 6 to 8 weeks. A broader enterprise deployment with 5+ systems and complex permission requirements takes 10 to 16 weeks. We deliver in phases: start with the highest-value sources, then add more systems over time.
The content index stores embeddings and metadata, not full copies of your data. When the AI needs to reference a document or record, it retrieves it from the source system in real time. Sensitive data stays in its original system. The index stores enough to search effectively while minimising data duplication.
Yes. That is what makes multi-source search different from a document chatbot. It searches unstructured content (documents, emails, wiki pages) and structured data (CRM records, ERP data, project management tools) from the same interface. The AI understands both types and combines them in answers.
Deployed within your Azure, AWS, or on-premise environment. Permission-aware architecture enforces existing access controls across every connected system. Full audit logging. Encrypted in transit and at rest. Compliant with Australian Privacy Principles. Australian data centre hosting available.
Yes. Ongoing monitoring, connector maintenance, and search optimisation. We add new source systems, tune retrieval quality, and expand capabilities based on usage patterns. Monthly reporting on search volume, cross-system coverage, accuracy, and identified gaps.
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What systems does your team use? What information lives where? What questions take too long to answer? We will come back with a practical plan.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
