A Fortune Global 500 oilfield services firm employs over 100,000 people across 140 nationalities and operates in more than 120 countries. The organization is a global leader in technology for reservoir characterization, drilling, production, and processing, serving industries such as agriculture, science, technology, and transportation.

Download case study

The Challenge

The client faced critical challenges with their existing enterprise search capabilities. Transitioning from the retired Google Search Appliance, they adopted Microsoft 365 but encountered limitations with internal search functionalities. Users lacked a consolidated view of content across multiple systems, including SharePoint Online, Yammer, and OneDrive. The absence of a single, unified search interface resulted in reduced efficiency, duplicated efforts, and a lack of productivity.

The firm urgently needed a robust solution that would integrate disparate systems into a unified search experience while enabling advanced capabilities like document preview, natural-language search, and metadata enrichment.

The Solution

The oilfield services firm partnered with BA Insight to implement a cutting-edge search solution, addressing organization-wide challenges. Leveraging BA Insight’s AI-enabled platform and connector-based technology, the solution unified their content ecosystems and delivered actionable insights.

Key Features of the Solution

• Unified Search Index: By integrating content from Yammer, OneDrive, and structured databases into SharePoint Online, the firm achieved a single pane of glass for enterprise search.
• Enhanced Search Results: Users now access a consistent search experience, with the ability to locate documents and specific pages efficiently across all indexed content repositories.
• Document Previews and Workspaces: Instant previews for all content types enabled users to quickly assess documents. The workspace feature also facilitated seamless assembly of new documents using retrieved information.

The solution delivered several key benefits, including accelerated work processes through faster access to critical information, and improved staff productivity by eliminating redundancies and reducing duplication. Additionally, it increased the adoption of Microsoft 365 and SharePoint Online by providing an intuitive and effective search experience.

Additional Capabilities

To further enhance search functionality, additional capabilities will be implemented, such as intelligent chatbots and AI-powered recommendations. The firm is expanding beyond the SharePoint interface by incorporating an internet-like user experience through BA Insight’s SmartHub.

Next-Phase Components

1. AI-Driven Platform: SmartHub brings natural language processing (NLP), personalization, autocomplete, and recommendations, creating a modern, web-like search experience.
2. Advanced Metadata Management: AutoClassifier automates metadata tagging through machine learning and cognitive services, generating document summaries, taxonomy management, image OCR, audio transcripts, and more.
3. Structured Search Expansion: Incorporating structured data ensures comprehensive search capabilities across departments and business units.

Why Choose Upland BA Insight?

A Trusted AI Enablement Partner

Upland BA Insight’s AI Enablement Platform empowers enterprises to unlock the full potential of their AI investments. Through technologies like vector search, machine learning, and security trimming, the platform creates intelligent, accessible knowledge ecosystems that fuel innovation.

BA Insight empowers organizations to simplify complex workflows and enhance search capabilities with AI-powered solutions. Key offerings include:

• AI Agnostic Technology: Integrates seamlessly with your preferred platforms and systems for better functionality.
• Connector-Based Technology: Utilizes advanced machine learning and AI features across repositories and portals.
• Actionable Insights: Transforms scattered data into precise, actionable information for better decision-making.

With BA Insight, organizations can confidently manage content complexities while driving efficiency, collaboration, and growth.