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Title
Accelerating client strategy success with AI-powered insights
…Login Contact Us Try Databricks Customer Stories / EY-Parthenon CUSTOMER STORY Accelerating client strategy success with AI-powered insights EY-Parthenon leverages data insights, driving smarter M&A and value creation Th…
Description
EY-Parthenon built an AI-powered platform on Databricks using fine-tuned models, AI Search/RAG and an agent framework to automate KPI extraction from hundreds of thousands of unstructured M&A documents, cutting insight-extraction time from weeks to hours and delivering 30-50% efficiency gains.
…as essential to establish client trust and maintain compliance. On top of that, Databricks powers automated KPI extraction from over hundreds of thousands of unstructured documents — including Excel spreadsheets, PowerPoint decks and Word files — using a combination of fine-tuned models, AI Search and an agent framework. AI Search made it easy to build retrieval augmented generation (RAG) pipelines…
…rocess of extracting insights from client engagement data is largely automated. The organization has cut the time needed to collect, sanitize and analyze data from weeks to hours, depending on the complexity of the engagement. This acceleration is unlocking faster client delivery, but more importantly, it…
…creation Thousands Of EY-Parthenon projects enriched with data-driven insights 30%–50% Efficiency gains, accelerating client decision-making and unlocking new opportunities Millions Of documents processed, extracting proprietary insights to enable bett…
Company
EY-Parthenon
…rity and Trust Ready to get started? Get a Demo Login Contact Us Try Databricks Customer Stories / EY-Parthenon CUSTOMER STORY Accelerating client strategy success with AI-powered insights EY…
Industry
Financial Services
…n is redefining what’s possible in strategy consulting. Share this post Details Industry : Financial Services Use Case : Artificial Intelligence , Data Science , Data Warehousing , Data Eng…
Problem
EY-Parthenon advises on thousands of high-stakes engagements annually, generating massive volumes of structured and unstructured client data. Before the Databricks Data + AI Platform, insights were trapped in PDFs and spreadsheets, requiring weeks to extract.
…acting proprietary insights to enable better data- and insight-driven decisions EY-Parthenon advises on thousands of high-stakes engagements annually, generating massive volumes of structured and unstructured client data. Before the Databricks Data + AI Platform, insights were trapped in PDFs and spreadsheets, requiring weeks to extract. With Databricks, EY-Parthenon built an AI-powered platform that automates docum…
Solution
EY-Parthenon built an AI-powered platform on Databricks that automates document processing and KPI extraction at scale: Unity Catalog governs access and compliance across the global data estate, large language models sanitize documents of sensitive information, and a combination of fine-tuned models, AI Search (for retrieval-augmented generation) and an agent framework extracts KPIs from hundreds of thousands of unstructured documents, stored in Delta tables and made queryable through Genie spaces.
…could build this the right way — without reinventing everything from scratch.” EY-Parthenon was also able to more easily manage access, enforce compliance and track lineage across their global data estate with Unity Catalog. Given the sensitivity of confidential documents and varying regional regulation…
…The most transformative impact, however, came from Databricks and Genie spaces. EY-Parthenon uses large language models (LLMs) to sanitize documents — removing sensitive information and other personal identifiable information (PII) — with high accuracy at scale. This was essential to establish client trust and maintain compliance. On top of…
…as essential to establish client trust and maintain compliance. On top of that, Databricks powers automated KPI extraction from over hundreds of thousands of unstructured documents — including Excel spreadsheets, PowerPoint decks and Word files — using a combination of fine-tuned models, AI Search and an agent framework. AI Search made it easy to build retrieval augmented generation (RAG) pipelines…
…s — using a combination of fine-tuned models, AI Search and an agent framework. AI Search made it easy to build retrieval augmented generation (RAG) pipelines using custom embeddings, while automatic syncing with Delta tables enabled scalability and reduced oper…
…ication across varied file formats — limiting the need for manual intervention. Extracted KPIs are automatically stored in Delta tables and made queryable through Genie spaces, so EY-Parthenon consultants can explore benchmarks and insights in a self-service, natural language environment without waiting on engineering teams. The team also leveraged model serving and AI Gateway to manage models and reduc…
Business value
EY-Parthenon cut the time needed to collect, sanitize and analyze engagement data from weeks to hours, and achieved 30%-50% efficiency gains that accelerate client decision-making and unlock new opportunities.
…rocess of extracting insights from client engagement data is largely automated. The organization has cut the time needed to collect, sanitize and analyze data from weeks to hours, depending on the complexity of the engagement. This acceleration is unlocking faster client delivery, but more importantly, it…
…creation Thousands Of EY-Parthenon projects enriched with data-driven insights 30%–50% Efficiency gains, accelerating client decision-making and unlocking new opportunities Millions Of documents processed, extracting proprietary insights to enable bett…
Headline outcome
…creation Thousands Of EY-Parthenon projects enriched with data-driven insights 30%–50% Efficiency gains, accelerating client decision-making and unlocking new opportunities Millions Of documents processed, extracting proprietary insights to enable bett…
Use case type
Document processing
…as essential to establish client trust and maintain compliance. On top of that, Databricks powers automated KPI extraction from over hundreds of thousands of unstructured documents — including Excel spreadsheets, PowerPoint decks and Word files — using a combination of fine-tuned models, AI Search and an agent framework. AI Search made it easy to build retrieval augmented generation (RAG) pipelines…
AI capabilities
Large Language Models, Retrieval-Augmented Generation, Agentic AI, Document Intelligence
…The most transformative impact, however, came from Databricks and Genie spaces. EY-Parthenon uses large language models (LLMs) to sanitize documents — removing sensitive information and other personal identifiable information (PII) — with high accuracy at scale. This was essential to establish client trust and maintain compliance. On top of…
…s — using a combination of fine-tuned models, AI Search and an agent framework. AI Search made it easy to build retrieval augmented generation (RAG) pipelines using custom embeddings, while automatic syncing with Delta tables enabled scalability and reduced oper…
…syncing with Delta tables enabled scalability and reduced operational overhead. The agent framework orchestrated multistep tasks like parsing, extraction and classification across varied file formats — limiting the need for manual intervention. Extracted KPIs are automatically s…
Technology
Databricks Data + AI Platform, Unity Catalog, Delta Lake, Genie spaces, AI Search, Agent Bricks, Databricks SQL, Lakeflow Jobs, AI Gateway
…a to enabling nontechnical users to extract insights with speed and confidence. The Databricks Data + AI Platform enabled EY-Parthenon to accelerate development, enforce data governance, embed AI and increase scalability across the DBS initiative. One of the first critical advantages was the inherent medallion architecture co…
…could build this the right way — without reinventing everything from scratch.” EY-Parthenon was also able to more easily manage access, enforce compliance and track lineage across their global data estate with Unity Catalog. Given the sensitivity of confidential documents and varying regional regulation…
…ests benchmarks on a niche topic, such as NPS for women’s health tech startups, the organization can quickly mine their historical data using Delta Lake, Unity Catalog and Genie spaces to deliver a tailored answer. This balance of scalability and flexibility is helping EY-Parthenon offerings t…
…s — using a combination of fine-tuned models, AI Search and an agent framework. AI Search made it easy to build retrieval augmented generation (RAG) pipelines using custom embeddings, while automatic syncing with Delta tables enabled scalability and reduced oper…
…Intelligence , Data Science , Data Warehousing , Data Engineering Cloud : Azure Product : Agent Bricks , Databricks SQL , Delta Lake , Lakeflow Jobs , Unity Catalog Ready to get started? Try Databricks for free Learn more about our product Talk…
…elf-service, natural language environment without waiting on engineering teams. The team also leveraged model serving and AI Gateway to manage models and reduce cost over time by transitioning from high-accuracy external models to smaller, fine-tuned ones. In addition, EY-Parthenon architects are developing agentic and RAG capabilitie…
Deployment model
Cloud
…: Artificial Intelligence , Data Science , Data Warehousing , Data Engineering Cloud : Azure Product : Agent Bricks , Databricks SQL , Delta Lake , Lakeflow Jobs , Unity Ca…
Deployment options
cloud
…: Artificial Intelligence , Data Science , Data Warehousing , Data Engineering Cloud : Azure Product : Agent Bricks , Databricks SQL , Delta Lake , Lakeflow Jobs , Unity Ca…
