Knowledge Search for Consultants

Knowledge Search Guide for Consultants

This guide explains how to use the knowledge search features in Ollama to enhance your consulting work. Learn how to efficiently search through client documents, research materials, and project files to find relevant information quickly.

Key Features for Consultants

Client Document Analysis

Quickly search through client documents, contracts, and reports

Research Management

Organize and search through industry research and market data

Project Documentation

Access and analyze project documentation and deliverables

Competitive Intelligence

Search through competitor analysis and market research

Getting Started

Uploading Documents

Step 1

Click the “Upload” button in the interface

Step 2

Select your documents (supports various formats)

Step 3

Wait for processing to complete

Step 4

Your documents are now available for search

Supported Document Types

Client Documents

Contracts, proposals, reports, presentations

Research Materials

Market studies, industry reports, white papers

Project Files

Deliverables, meeting notes, status reports

Data Files

Excel spreadsheets, CSV files, data exports

Using Knowledge Search

Basic Search

Step 1

Start a new conversation

Step 2

Enable “Knowledge Search” mode

Step 3

Type your question or query

Step 4

Get context-aware responses

Advanced Search Techniques

Client-Specific Search

Search only in [client name] documents for information about [topic]

Project-Based Search

Find all references to [project aspect] in project documentation

Comparative Analysis

Compare information about [topic] across all relevant documents

Best Practices

Document Organization

Client Files

• Organize by client name
• Use consistent naming conventions
• Include dates in filenames

Project Structure

• Create clear folder hierarchy
• Use standard document templates
• Maintain version control

Research Materials

• Categorize by industry/topic
• Include source information
• Add relevant tags

Example Use Cases

Client Research

Search through all client documents for:
1. Previous project deliverables
2. Contract terms and conditions
3. Past recommendations
4. Implementation timelines

Market Analysis

Analyze industry reports to find:
1. Market size and growth
2. Key competitors
3. Industry trends
4. Regulatory changes

Project Review

Review project documentation for:
1. Project scope and objectives
2. Timeline and milestones
3. Resource allocation
4. Risk assessments

Troubleshooting

No Results Found

• Check document upload status
• Verify search terms
• Try different keywords

Irrelevant Results

• Refine your search query
• Check document content
• Use more specific terms

Processing Errors

• Verify document format
• Check file size limits
• Try re-uploading