Unifying Enterprise Knowledge & Sales Workflows with Gemini Enterprise

Unified IDEO’s scattered knowledge into a secure, AI-powered workspace that cut research time in half and boosted BD productivity and lead conversion across teams.

Unifying Enterprise Knowledge & Sales Workflows with Gemini Enterprise

Client:

IDEO

Industry:

Design & Innovation Consulting

Core Technologies:

Gemini Enterprise
Google Cloud Platform
Vertex AI
HubSpot API

Background

IDEO is a world-renowned, global design & innovation firm. Their teams need instant access to decades of collective institutional knowledge—ranging from past client case studies to complex project archives. However, this data was distributed across multiple systems, making it difficult for teams to quickly access relevant BD insights or act on opportunities.

Challenge

IDEO’s BD and IT teams faced several operational bottlenecks:

Scattered Knowledge: Data was spread across Drive, Gmail, Calendar, and HubSpot, making it hard to find what mattered.

Inconsistent Follow-Ups: Outreach depended on individual effort and was often missed or delayed.

Manual Prospect Work: Contact lists required time-consuming cleanup and research.

Low-Relevance Search: Results lacked context, making them difficult to use in practice.

Complex Access Control: Sensitive data required strict, user-level permissions tied to Okta.

Solutions Delivered

Zazmic designed and deployed a Gemini Enterprise pilot tailored to IDEO’s workflows:

Unified Search: A single, AI-powered search across Drive, Gmail, Calendar, and HubSpot, making it easy to find relevant information fast.

AI-Powered BD Assistants: Custom agents built with Gemini to Generate weekly follow-up recommendations Suggest personalized outreach messaging Surface relevant triggers (company updates, past interactions, shared connections)

Automated Prospect Enrichment: Contact lists are enriched with updated roles, company context, and insights, then prioritized for outreach.

Natural Language UI: Teams can ask questions, generate summaries, and draft emails in plain English, through a single intuitive chat interface.

Secure Access Control: Built-in permissions ensure users only see and generate content from data they’re authorized to access.

Outcomes

Pilot adopted in real BD workflows across teams

Manual research reduced by half, with BD productivity up 35%

Search time reduced from minutes to seconds with improved relevance

5x faster weekly planning

Teams moved from insight to outreach in a single workflow

15% higher lead conversion potential through better prioritization

Conclusion

By connecting fragmented data and embedding AI into daily workflows, Gemini Enterprise helped IDEO move faster on opportunities with less manual effort. The pilot established a scalable foundation for extending AI-assisted capabilities across design consulting workflows.

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