Project

Document Intelligence Platform

Timeline: 2026, ongoing

A document intelligence platform for research teams working across reports, spreadsheets, and project materials. It supports structured questioning, reviewed answers, and report-ready synthesis, helping teams move from source files to usable findings with less manual rework.

The work centred on a common delivery problem: project knowledge was spread across too many formats, and too much of the analysis depended on people manually reopening files, retracing evidence, and rebuilding the same context from scratch. A useful answer was not just a search result. It needed to sit inside a project structure, belong to a specific area of analysis, and remain traceable enough to be reviewed later.

I designed the workflow so document processing could happen in the background, without blocking the user while larger uploads were being prepared for analysis. Once ingested, source material could be broken into searchable units, while tabular content was handled with more care. Spreadsheet-heavy questions needed a different path from narrative material because sales tables, category breakdowns, and time-series exports rarely behave like reports, slides, or written documents.

The platform also needed a practical review layer. Answers were versioned, review states were built in, and only approved material flowed into summaries and synthesis. That matters in real research work, where teams often need to test a question, re-run it, compare drafts, and decide what is reliable enough to carry forward.

The result is a backend that supports day-to-day research operations with less manual rework. Analysts can work through large sets of source material in a more structured way, reviewers can check what should progress into summary outputs, and reporting becomes an extension of the analysis process rather than a separate cleanup exercise.

Challenge

The challenge was to turn scattered project materials into a controlled research workflow, not just a searchable document store. Teams needed structured questions, preserved context, reviewed answers, and support for mixed formats such as reports, presentations, text documents, and spreadsheets. The workflow also had to handle sensitive source material carefully, including PII masking before external AI processing.

Solution

I designed the platform around the way research work actually moves: from uploaded source material, through focused questions, into reviewed answers, area summaries, and project-level synthesis. The backend prepares documents for retrieval, handles tabular material separately where structure matters, and keeps answer history, review states, and sensitive-data handling inside the workflow. This gives analysts a controlled path from raw material to usable conclusions, rather than a loose chat or search interface.

Outcome

The finished application supports a more disciplined research process. Analysts can work through large document sets without repeatedly rebuilding context, reviewers can see what should move forward, and approved findings can flow into summaries and report-ready outputs. The value is not just faster search. It is a clearer route from evidence to decisions, with less manual rework and better control over what becomes part of the final project narrative.