Skip to main content

Knowledge Vault

The Knowledge Vault is your firm's reusable library. As engagements produce deliverables — reports, decks, dashboards — they roll up here, so the firm's best work compounds into an asset instead of being lost in individual engagements.

Who can access​

All firm users; the vault aggregates deliverables across the engagements you can access.

How it works​

The Knowledge Vault collects completed deliverables from across accessible engagements in multiple formats (PDF, PPTX, HTML, Deck) and lets you filter by industry, practice, and status.

Knowledge Vault

Step by step​

  1. Open Knowledge Vault from the firm sidebar.
  2. Filter by industry, practice, or status to find relevant prior work.
  3. Open a deliverable to reuse it as a reference or starting point for a new engagement.

Best practices​

  • Mine it before starting fresh. Before building a new report or deck, check the vault for a strong prior example in the same industry or practice.
  • Deliver well — it compounds. Because Deliver outputs flow into the vault, quality work pays off across future engagements.