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Buyers Guide: AI-Assisted Knowledge Management Solutions

Buyers guide and market trends.

  • IT leaders and knowledge managers are currently overwhelmed by the sheer volume of internal information distributed across systems such as SharePoint, Slack, Google Drive, and Confluence.
  • Employees frequently spend excessive time searching for documents, conversations, or expert knowledge, hurting productivity and decision-making.
  • Hybrid and remote work have intensified these challenges, making it harder to retain and access institutional knowledge.
  • As a result, many businesses are turning to AI-powered knowledge management platforms that can quickly surface and summarize relevant information in context.

Our Advice

Critical Insight

  • AI knowledge management technologies offer potential, but the industry is always changing, which can be confusing for buyers.
  • Solutions such as enterprise search, generative AI copilots, and knowledge bases frequently make overlapping claims.
  • While they provide features like semantic search and conversational interfaces, buyers are concerned about hallucinated responses, poor corporate integration, and restricted data governance.
  • Many organizations struggle to confidently evaluate and compare technologies beyond marketing demos.

Impact and Result

  • This buyers guide will help you navigate the crowded AI knowledge management market, understand key trends, explore common use cases, and identify the features that truly differentiate solutions.
  • You will emerge with a requirements workbook ready to engage with leading vendors to find the best fit for your organization’s knowledge goals, technical requirements, and user needs.
  • The guide is designed for IT leaders, knowledge managers, and department heads looking to reduce time spent searching for information, improve access to institutional knowledge, and enable smarter decision-making.

Buyers Guide: AI-Assisted Knowledge Management Solutions Research & Tools

1. Buyers Guide – AI Knowledge Management

This AI Knowledge Management Buyers Guide is a practical, research-backed resource designed to help organizations confidently evaluate and select the right AI-powered KM solution.

It breaks down the crowded and fast-evolving market into clear categories, maps tools to real business use cases, and highlights the trends, capabilities, and pitfalls that buyers need to watch for.

2. The AI Knowledge Management Requirements Workbook is a structured, editable tool that helps you clearly communicate your organization’s needs to AI knowledge management vendors. 

This tool helps translate your business goals into process-focused use cases and technical requirements, ensuring vendor responses are aligned with what matters. The workbook simplifies vendor comparison, reduces ambiguity, and accelerates your selection process by providing a consistent framework for evaluation, including use cases, integration needs, qualifications, and pricing.

3. The AI Knowledge Management Demo Script – this template is designed to help the IT department provide vendors with a consistent set of instructions ensuring an objective comparison of AI-powered knowledge management product features. 

This template provides the vendor with the opportunity to showcase their product considering your most important requirements. This will also provide an opportunity for your organization to score the vendor on a subjective scale based on how they intend to use the product. Modify this script to fit individual needs and requirements.


AI Knowledge Management Tools

Buyers guide and market trends

Analyst perspective

Cut through the noise and choose an AI KM platform that actually works for you.

Harshita Bordiya

AI is dramatically reshaping the way organizations manage and apply knowledge. However, with rapid innovation comes vendor noise, feature overload, and a significant risk of misalignment. The goal of this guide is to cut through that noise and provide a structured, outcome-focused approach to evaluating AI knowledge management platforms, starting with your needs rather than the vendors' claims.

This guide is tailored for IT leaders, knowledge managers, and business teams to facilitate confident, cross-functional decision-making. We recommend beginning with high-value use cases that align directly with the most critical stages of the Knowledge Management process. Utilize the AI Knowledge Management Requirements Workbook to clarify what your organization truly needs from a solution, addressing both business outcomes and technical suitability. Next, leverage the AI Knowledge Management Demo Script to ensure that vendor demonstrations are grounded in real-world workflows, rather than generic AI scenarios.

Ultimately, it's essential to remember that AI is only as valuable as the problem it solves. The objective should not be the pursuit of flashy features but rather to minimize time-to-answer, enhance knowledge reuse, and integrate intelligence into everyday tasks. This guide is designed to assist you in achieving these goals with clarity, confidence, and the right questions.

Harshita Bordiya

Research Analyst, AI
Info-Tech Research Group

Executive summary

Situation

  • IT leaders and knowledge managers are currently overwhelmed by the sheer volume of internal information distributed across systems such as SharePoint, Slack, Google Drive, and Confluence.
  • Employees frequently spend excessive time searching for documents, conversations, or expert knowledge, hurting productivity and decision-making.
  • Hybrid and remote work have intensified these challenges, making it harder to retain and access institutional knowledge.
  • As a result, many businesses are turning to AI-powered knowledge management platforms that can quickly surface and summarize relevant information in context.

Complications

  • AI knowledge management technologies offer potential, but the industry is always changing, which can be confusing for buyers.
  • Solutions such as enterprise search, generative AI copilots, and knowledge bases frequently make overlapping claims.
  • While they provide features like semantic search and conversational interfaces, buyers are concerned about hallucinated responses, poor corporate integration, and restricted data governance.
  • Many organizations struggle to confidently evaluate and compare technologies beyond marketing demos.

Info-Tech’s Approach

  • This buyers guide will help you navigate the crowded AI knowledge management market, understand key trends, explore common use cases, and identify the features that truly differentiate solutions.
  • You will emerge with a requirements workbook ready to engage with leading vendors to find the best fit for your organization’s knowledge goals, technical requirements, and user needs.
  • The guide is designed for IT leaders, knowledge managers, and department heads looking to reduce time spent searching for information, improve access to institutional knowledge, and enable smarter decision-making.

Info-Tech Insight

AI can’t fix knowledge chaos. The real value comes when vendors combine AI with strong governance, smart taxonomy, and deep integration into the flow of work. The most impactful platforms are not the ones with the most features but the ones that measurably reduce the time it takes to find, apply, and act on knowledge. Choose a partner, not just a product.

Your challenge

  • In today's digital workplace, knowledge is dispersed among systems such as SharePoint, Slack, Google Drive, and email, making it difficult for employees to locate the necessary information fast. This fragmentation results in redundant work, missed insights, and an overreliance on informal information sharing.
  • As hybrid work becomes more common and the speed of business accelerates, businesses require faster and more dependable access to institutional knowledge.
  • This has sparked increased interest in AI-powered knowledge management technologies that promise to reveal relevant information intelligently and contextually. The rise of generative AI has further increased the urgency, with many expecting it can overcome the limits of existing knowledge management systems.

22%

A study by Aberdeen Group found that organizations with well-structured knowledge management practices see a 22% boost in productivity, directly cutting costs and improving efficiency.

Info-Tech’s approach

Some tools are designed to find answers fast, others to connect people or organize content at scale. Understanding these distinctions lets organizations map tools to workflows rather than retrofitting workflows to tools.

A list of knowledge hubs/Content repositories, enterprise search and discovery engines, and collaboratives wikis and internal docs. As well as All-in-one platforms.

The Info-Tech difference:

  1. This buyers guide will help you navigate the crowded AI knowledge management market, understand key trends, explore common use cases, and identify the features that truly differentiate solutions.
  2. You will emerge with a requirements workbook ready to engage with leading vendors to find the best fit for your organization’s knowledge goals, technical requirements, and user needs.
  3. The guide is designed for IT leaders, knowledge managers, and department heads looking to reduce time spent searching for information, improve access to institutional knowledge, and enable smarter decision-making.

Insight Summary

Insight 1

AI can't fix knowledge chaos. The real value comes when vendors combine AI with good governance, taxonomy, and integration into the flow of work. Choose a partner, not just a platform. The most impactful KM platforms aren’t those with the most checkboxes. They’re the ones that measurably reduce the time it takes for your people to find, apply, and act on knowledge.

Insight 2

The best AI KM tools don’t just organize content, they deliver the right insight to the right person in the right moment without lengthy search times. Prioritize solutions that embed intelligence into workflows, not just portals.

Insight 3

Build vs. buy depends on clarity of scope and available talent. Organizations with mature internal data, clear use cases, and strong AI teams may benefit from custom solutions, but most benefit from a vendor partnership.

Insight 4

The requirements workbook and demo script cut through the glitz and keep your vendor evaluation grounded in what actually matters: your use cases, your priorities, and your ability to drive real outcomes with the platform you choose.

Info-Tech’s methodology for selecting the right AI solution

1. Contextualize theVendor Landscape

2. Select the Right AI Vendor

Phase Steps

  1. Define the landscape.
  2. Explore important trends.
  3. Understand which AI tools are a good fit for your organization.
  1. Build the business case.
  2. Streamline requirements elicitation.
  3. Construct a requirements list and demo script.

Phase Outcomes

  1. Consensus on scope of AI and desired capabilities.
  2. Identify established and right-sized vendors.
  1. AI solution business case.
  2. High-value use cases and requirements.
  3. Requirements workbook and demo script.

Info-Tech Insight

In a hurry? Save time by leveraging a lean RFP. A Lean RFP is just that – a very lean or light RFP that includes the constructs of an RFI while keeping the competitive advantages of negotiating an RFP.

Buyers Guide deliverables

Each step of this blueprint is accompanied by supporting deliverables to help you accomplish your goals:

AI Knowledge Management Demo Script

This demo script will ensure vendors demonstrate the capabilities that matter most to your organization, aligned to your top use cases. It keeps demos focused, comparable, and relevant so you can evaluate solutions based on how well they meet real-world needs, not just polished presentations.

Key deliverable:

AI Knowledge Management Requirements Workbook

This workbook will help you clearly define what your organization needs from an AI Knowledge Management solution based on real use cases, not just features. It streamlines vendor conversations and improves evaluation consistency.

This Buyers Guide makes it easier for both IT and business teams to make the right knowledge management decision

IT Benefits

  • This research simplifies the process of choosing a solution by converting business requirements into well-organized technical specifications.
  • Vendor-facing requirements workbook, demo scripts, and pre-built use cases minimize evaluation effort.
  • Helps improve vendor communication by establishing clear expectations and a common understanding of priority capabilities.
  • Identifies integration points, compliance requirements, and scalability considerations to support alignment with IT architecture.

Business Benefits

  • This buyers guide helps simplify decision-making by offering a transparent framework for comparing tools and vendors.
  • Ensures business relevance by grounding the evaluation in real-world use cases and pain points.
  • Enhances the cross-functional alignment of business stakeholders, knowledge managers, and IT.
  • Helps teams determine which capabilities are most important for impact and adoption, lowering the risk of malinvestment.

Measure the value of this research

Are the success factors below relevant to your organization?

Success Factor

Potential Metric(s)

Example Target

Deliver expected business outcomes
  • % of AI projects that pass UAT.
  • % of AI projects that meet defined objectives.
  • >80%
Develop confidence in the early stages of the AI journey
  • Self-check: am I confident in my ability to lead a solution selection process?
  • Yes! I feel confident.
Assure yourself your approach is the right one
  • Number of outstanding solution or design issues.
  • No outstanding issues.
Develop detailed qualification criteria
  • Completion of detailed qualification criteria.
  • Complete set of functional and technical solution requirements that can be used in an RFI or RFP.
Minimize unanticipated costs
  • % of AI projects within budget.
  • >80%
Deliver AI solutions on time
  • % of AI projects delivered on time.
  • >80%

Executive brief case study

Bloomfire

Client 1

Regeneron

Client 2

Lubrizol

Bloomfire is well-positioned on the risk/return index. The organization is positioned with a massive return and a mitigated risk index.

Source: Bloomfire Case Study – AI for Knowledge Management

Bloomfire

Challenge

Both Regeneron and Lubrizol faced growing pressure to build a scalable, effective knowledge management system that would reduce information silos, improve collaboration, and ensure employees could easily find and contribute to critical knowledge.

Solution

By implementing Bloomfire’s AI-powered knowledge platform, the organizations centralized their content into a single source of truth. The platform’s intuitive categorization, smart tagging, robust search, and built-in collaboration features enabled seamless access to institutional knowledge across teams.

Results

With knowledge now centralized and easier to navigate, both companies reported significant efficiency gains, including up to a 30% reduction in time spent searching for information and a 25% boost in team productivity. The platform also strengthened cross-functional communication and reduced redundant work across departments.

Executive brief case study

Slite

Client 1

Quatt

Client 2

Agorapulse

Slite is well-positioned on the risk/return index. The organization is positioned with a massive return and a mitigated risk index.

Source: Slite Case Study – AI for Knowledge Management

Slite

Challenge

Quatt and Agorapulse needed to build a sustainable, scalable knowledge management system to improve how knowledge was created, maintained, and accessed across their growing teams. Disconnected tools and informal knowledge sharing were limiting productivity and knowledge reuse.

Solution

Both organizations adopted Slite’s collaborative knowledge platform to centralize their internal documentation and processes. Key capabilities like structured content creation, built-in content validation, and an intuitive, AI-powered “Ask” function allow employees to easily find relevant information or connect directly to subject matter experts.

Results

Slite enabled a transformative shift in how teams accessed and shared information reducing knowledge silos, improving transparency, and accelerating onboarding. The combination of smart search and human-centered AI helped both companies streamline internal collaboration and ensure knowledge stayed current and actionable.

Info-Tech offers various levels of support ot best suit your needs

DIY Toolkit

"Our team has already made this critical project a priority, and we have the time and the capability, but some guidance along the way would be helpful."

Guided Implementation

"Our team knows that we need to fix a process, but we need assistance to determine where to focus. Some check-ins along the way would help keep us on track."

Workshop

"We need to hit the ground running and get this project kicked off immediately. Our team has the ability to take this over once we get a framework and strategy in place."

Executive & Technical Counselling

"Our team and processes are maturing; however, to expedite the journey we'll need a seasoned practitioner to coach and validate approaches, deliverables, and opportunities."

Consulting

"Our team does not have the time or the knowledge to take this project on. We need assistance through the entirety of this project."

Diagnostics and consistent frameworks are used throughout all five options.

Guided Implementation

What does a typical GI on this topic look like?

Phase 1

  • Call #1: Discover what AI tools are right for your organization. Understand what software is and discover the “art of the possible.”
  • Call #2: Identify right-sized vendors and build the business case to select an AI off-the-shelf SaaS provider.

Phase 2

  • Call #3: Define your key requirements.
  • Call #4: Build procurement items, such as the AI Knowledge Management Requirements Workbook and AI Knowledge Management Demo Script.
  • Call #5: Evaluate vendors and perform final due diligence.

A Guided Implementation (GI) is a series of calls with an Info-Tech analyst to help implement our best practices in your organization.

The AI software selection process should be broken into segments:

  1. Vendor shortlisting with this buyers guide.
  2. Procuring via the Rapid Application Selection Framework.
  3. Leveraging Info-Tech’s contract review services.

Workshop overview

Contact your account representative for more information.
workshops@infotech.com 1-888-670-8889

Pre-Workshop

Day 1

Day 2

Day 3

Ongoing

Post-Workshop

Activities

Preparation

  • Team composition.
  • Drivers behind the project.
  • Identification of key stakeholders impacted.
  • Understanding of impacted applications.
  • Any available requirements documentation. (informal or otherwise).
  • Provision of any vendors engaged with/ identified.

Business Impact Assessment

  • Document business opportunity and drivers
  • Ideate high-level use cases/requirements
  • Assess application portfolio
  • Perform a stakeholder analysis and communication plan
  • Outline risk register

Requirements Design

  • Using SoftwareReviews and AI Marketplace, explore vendor landscape, trends, and key capabilities
  • Analyze up to six key vendors in the market
  • Validate a high-level business case
  • Confirm and document high-value use cases
  • Build out non-functional requirements
  • Build out functional requirements

Prepare Vendor Engagement

  • Prioritize and validate requirements list
  • Review expected vendor qualifications and implementation deliverables
  • Construct weighted scoring criteria
  • Finalize security questionnaire
  • Shortlist three to four vendors
  • Prepare demo scripts
  • Compose vendor outreach messages

Finalize Vendors

  • Debrief after each vendor demo Normalize scoring results
  • Identify finalists for continued engagement
  • Finalize governance for post-workshop
  • Build initiatives roadmap
  • Hand-off to Info-Tech’s contract review services.

Wrap-Up and Next Steps

Capstone Deliverables:
  1. Workshop Executive Presentation
  2. AI Knowledge Management Requirements Workbook
  3. Vendor shortlist/selection
Post-Workshop
  1. Alignment of Info-Tech resources with initiatives
  2. Analyst document review, including RFx and business requirements
  3. Ongoing analyst support for vendor evaluation
  4. Contract review

Outcomes

  • Business Impact Assessment
  1. Market overview
  2. SoftwareReviews vendor scorecards
  1. AI Knowledge Management Requirements Workbook
  2. AI Knowledge Management Vendor Demo Script
  3. AI Vendor Questionnaire
  1. Vendor Due Diligence Checklist
  2. Initiative roadmap

Phase 1

Contextualize the Vendor Landscape

Phase 1

1.1 Define the landscape

1.2 Explore important trends

1.3 Understand which AI tools are a good fit for your organization

This phase will walk you through the following activities:

This phase walks you through the foundational landscape of AI knowledge management tools. It explores how these solutions enhance knowledge work by automating key processes across the knowledge management (KM) lifecycle, from knowledge capture to search, tagging, and governance. You’ll gain insight into critical trends, key features, and the knowledge management process. To support your evaluation, this phase includes use case mapping, vendor categorization, and a SWOT analysis of leading AI knowledge management vendors.

Buyers Guide – AI Knowledge Management

What is knowledge management?

Capturing and delivering the right knowledge at the right time.

  • Knowledge management is the process an enterprise uses to gather, organize, share, and analyze its knowledge in a way that's easily accessible to employees. This knowledge can include technical resources, frequently asked questions, training documents, and other information.
  • The primary goals of knowledge management are to improve organizational efficiency and save knowledge in an easily accessible format. The objective of knowledge management is to present the right information to a user at the right moment.
  • Knowledge management is critical for completing outcome-focused tasks. It may be costly for any organization if employees waste valuable time fishing for relevant information rather than focusing on areas which boost profitability.
  • Knowledge Management supports faster onboarding and better cross-team collaboration, and it reduces dependency on specific individuals. It ensures that institutional knowledge lives within systems and not just in people’s heads.

20%

Only 20% of organizations have a system in place for collecting information from retiring employees.

Source: ATD Research, 2022

Traditional vs. AI-Powered Knowledge Management

Focus Area

Traditional Knowledge Management

AI-Powered Knowledge Management

Information AccessKeyword-based search, manual navigationSemantic search with natural language queries
Content DiscoveryUsers must know what to look forAI surfaces relevant content proactively based on content
Content TaggingManual tagging and classificationAuto-tagging and metadata enrichment via NLP and ML
Knowledge CreationStatic documents created by select authorsDynamic inputs from users, plus auto-summarization and Q&A generation
User ExperienceSiloed systems, disconnected repositoriesUnified, intuitive interfaces with federated search across systems
Maintenance & GovernancePeriodic manual reviews, content is often outdatedContent freshness alerts, automated clean-up prompts, usage-based prioritization
ScalabilityDifficult to scale across large orgs and content volumesScales easily with large datasets, adaptable to changing organizational needs

AI knowledge platforms can be grouped by what they help you do best

Identifying the category a tool belongs to is critical and it ensures you're not just buying features but solving the right knowledge problem. Each category aligns with a distinct knowledge flow, helping you avoid overlap, overspend, and underutilization.

Enterprise Search

AI/ML-based search across siloed systems; enables semantic discovery and federated retrieval.

Knowledge Hubs

Centralized platforms for storing and organizing institutional knowledge, documents, and SOPs.

Collaborative Wikis & Internal Docs

Lightweight platforms for team-contributed documentation, internal SOPs, and FAQs.

In-Workflow Knowledge Assistants

Tools that surface answers contextually within apps like Slack, Teams, or email.

Customer Support Knowledge Base

AI-enhanced agent-facing or self-service knowledge tools to improve support resolution.

Expert Finder/ Knowledge Routing

AI connects users to internal subject matter experts based on queries or context.

Understand the flow of knowledge to automate or optimize it

Each stage represents a practical opportunity to enhance knowledge access, reduce friction, and drive impact through AI.

KNOWLEDGE MANAGEMENT PROCESS

Identification
  • Recognizing what knowledge exists within the organization (tacit and explicit).
  • Identifying knowledge gaps and critical areas (e.g. expertise that’s undocumented).

Creation

  • Documenting tacit knowledge from employees (e.g. best practices, lessons learned).
  • Creating new content: process guides, FAQs, templates.
  • Capturing data from tools like CRM, support systems, wikis, and chats.

Organization

  • Structuring knowledge using taxonomies, categories, tags, and metadata.
  • Applying governance (e.g. assigning ownership, setting review schedules).
  • Enabling access control and role-based visibility.

Maintenance

  • Storing content in searchable repositories (e.g. SharePoint, Confluence, etc.).
  • Ensuring version control and review cycles and archiving outdated content.
  • Applying content lifecycle policies to keep the repository relevant.

Sharing

  • Making knowledge available across the organization through search, portals, integrations.
  • Supporting self-service (for employees or customers), expert Q&A, and knowledge push.
  • Delivering contextually right info and content at the right time & channel.

Improvement

  • Measuring how knowledge is used (views, search queries, feedback, gaps).
  • Using analytics to improve content quality and identify usage patterns.
  • Encouraging continuous improvement through feedback loops and AI refinement.
Buyers Guide: AI-Assisted Knowledge Management Solutions preview picture

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

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Guided Implementation 1: Contextualize the Vendor Landscape
  • Call 1: Discover what AI tools are right for your organization. Understand what software is and discover the “art of the possible.”
  • Call 2: Identify right-sized vendors and build the business case to select an AI off-the-shelf SaaS provider.

Guided Implementation 2: Select the Right AI Vendor
  • Call 1: Define your key requirements.
  • Call 2: Build procurement items, such as the AI Knowledge Management Requirements Workbook and AI Knowledge Management Demo Script.
  • Call 3: Evaluate vendors and perform final due diligence.

Author

Harshita Bordiya

Contributors

  • Mahmoud Ramin, Senior Research Analyst, Info-Tech Research Group
  • Ibrahim Abdel-Kader, Senior Research Analyst, Info-Tech Research Group
  • Austin Wagar, Senior Research Analyst, Info-Tech Research Group
  • Andrea Malick, Principal Advisory Director, Info-Tech Research Group
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