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From Documents to AI: How Medium-Sized Industrial Companies Unleash Their Knowledge

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Use Cases & Industries

From Documents to AI: How Medium-Sized Industrial Companies Unleash Their Knowledge

From Documents to AI: How Medium-Sized Industrial Companies Unleash Their Knowledge

Dr. Maximilian Panzner, CTO and Co-Founder of Mercury.ai

Dr. Maximilian Panzner

Chief Technology Officer @Mercury.ai

8 Min. read time

Cover image for knowledge management in industrial SMEs: Making documents usable for AI
Cover image for knowledge management in industrial SMEs: Making documents usable for AI
In this article

In most industrial companies, knowledge has long been present. It is contained in manuals, data sheets, test reports, assembly instructions, and maintenance schedules. It resides in folders, on network drives, in PDF archives, and in the heads of a few specialists. When a customer or colleague has a question, someone has to search for it. The answer exists; it is simply hard to access.

This affects virtually every company. According to estimates by IDC and Gartner, 80 to 90 percent of enterprise data is unstructured—existing in texts and documents rather than structured database fields. Around 90 percent of this content is never analyzed, remaining unused as so-called Dark Data. In the industrial Mittelstand, this dark data consists of technical documentation that has grown over decades.

The appeal of AI lies in making precisely this knowledge accessible. However, the path from documents to a reliable assistant requires more than just uploading a few PDFs.

Why uploading PDFs to knowledge management is not enough

The obvious first attempt is to feed a few documents into a general AI tool and ask questions. This works for a quick test, but not for productive operations, as it often lacks up-to-date accuracy. An uploaded file is merely a snapshot. If the maintenance schedule or bill of materials changes, the tool knows nothing about it. Provenance is missing. Anyone providing information in a technical environment must be able to state which source and revision it originates from. Structure is lost. A data sheet relies on tables, units, and limit values; a manual relies on circuit diagrams and annotated screenshots. With simple ingestion, these contextual links blur, and classic search often only finds what is written verbatim in the text, while diagrams and images remain invisible. And verifiability is absent. A model that generates text freely delivers a plausible answer even when the underlying fact is missing. How this source attribution succeeds technically is explained in our article on hallucinations in AI chatbots. The article AI knowledge management in the Mittelstand shows how documents are transformed into a searchable knowledge base.

The path from documents to AI

Der Weg von Dokumenten zur KI: erfassen, aufbereiten, an Quellen binden, aktuell halten, prüfen und übergeben

A document burden transforms into a reliable assistant when five steps come together.

  • Capture. First, the sources are gathered: manuals, data sheets, instructions, internal wikis, along with structured data from ERP and product master data. The goal is unified access, not another silo or a new system requiring ongoing care and maintenance.

  • Process. Documents are parsed into meaningful sections and enriched with metadata, such as validity, version, and product reference. This ensures the AI later finds the exact, correct passage rather than just something that sounds similar.

  • Anchor to sources. Every answer is grounded in a verifiable passage. The language model handles the phrasing; the facts come directly from the document. If no source can be found, the assistant admits it instead of guessing.

  • Keep up to date. Technical documentation changes. The knowledge base must incorporate these changes so that the provided information reflects the current status rather than that of two years ago.

  • Verify and hand over. What the assistant cannot verify is routed to a human. This controlled handover keeps information reliable—especially in technical environments where an incorrect specification can prove costly.

What matters most for industry and the Mittelstand

In an industrial environment, an answer often carries decisions with significant consequences. Three points therefore carry more weight than elsewhere.

  1. Technical precision takes precedence above all else. A mixed-up variant or an incorrect limit value leads to missing parts, downtime, or complaints.

  2. The version status is decisive. Documentation for a machine from 2015 differs from that of the current model, and the assistant must reference the correct one.

  3. And experiential knowledge is at risk of being lost. The DIHK Skills Shortage Report 2025/26 cites the shortage of skilled workers as the greatest business risk for more than half of companies. When experienced specialists retire, their knowledge leaves with them—unless it is secured within the sources. A well-maintained knowledge base retains this expertise in-house. For after-sales service inquiries, this pays off immediately, as shown in the article on first-level support in mechanical engineering.

From the field: technical support in live operations

Drei Säulen im technischen Support: multimediales Verstehen, Rollensicherheit und No-Code-Skalierung

A project from technical support illustrates what this process looks like in practice. A manufacturer of connected industrial devices operates its systems via a central web portal used by field operators to access the technology. With every additional device, inquiry volumes grow. The answers are buried in lengthy manuals that are rarely consulted on-site under time pressure and are sometimes available only in English. Instead of searching, technicians take the direct route via phone or email, and every question ends up with support.

An assistant integrated into the portal addresses three key areas. It understands image-heavy documents: circuit diagrams, tables, and annotated screenshots are parsed and translated into step-by-step instructions rather than remaining unreadable as static images. It consolidates heterogeneous sources: equipment manuals, training materials, tickets from the issue tracking system, and email threads collectively form the knowledge base. And it recognizes technical terminology in the correct context: domain expressions such as whitelist, activation times, or device ID are mapped to the appropriate function, even if a user describes them using colloquial terms.

Added to this is essential role-based access control: upon login, the portal passes the user's role to the assistant, ensuring each user group receives only the answers approved for them. A service technician sees different content than a team lead, and confidential information remains segregated across groups.

The journey there was swift. In the first week, existing manuals and support histories were ingested; in the weeks that followed, the knowledge base was connected to the portal without development overhead; and after about four weeks, the first users were actively using the assistant in the system. An isolated solution thus becomes a foundation that can be extended to further business units.

How Mercury.ai turns documents into an assistant

Mercury.ai unites this approach through the Knowledge Hub. It ingests an enterprise's sources, processes them in a structured manner, and anchors every response to a verifiable passage. In doing so, the Hub also interprets visual content such as circuit diagrams, tables, and screenshots, processes over 20,000 pages of technical documentation without loss of information, and allows the knowledge base to be updated as frequently as every minute. An ensemble of specialized models identifies the intent, verifies the source, and only generates the response at the very end. This ensures the information remains tied to verified knowledge, significantly mitigating the risk of hallucinated answers. Role-based access ensures that each user group only receives the answers authorized for them, and maintenance is handled entirely no-code. For an overview of the knowledge base, visit the page on the Knowledge Hub; the integration of structured systems is described in the article on CRM and ERP integration.

Frequently Asked Questions

Can you simply upload PDFs into an AI and ask questions?

For a test, yes; for productive operations, no. It lacks real-time accuracy, provenance, structure, and verifiability. A robust solution anchors answers to verified, up-to-date sources.

What is unstructured knowledge?

Knowledge contained within texts and documents rather than database fields—such as in manuals, data sheets, or instructions. According to estimates by IDC and Gartner, 80 to 90 percent of enterprise data is unstructured.

How does the AI stay up to date?

The knowledge base incorporates updates made to documents. With Mercury.ai, it can be updated as frequently as every minute, ensuring the provided information reflects the current status.

How do you prevent incorrect information derived from documents?

Through source attribution. Every answer is grounded in a verifiable passage. Without a source, the assistant provides no information and hands the request over to a human.

Does this help prevent the loss of experiential knowledge?

Yes. When the expertise of seasoned professionals is captured and accessible within the sources, it remains within the company, even when employees leave.

Turning documents into reliable answers

Knowledge in the industrial Mittelstand is readily available; it is simply locked away in documents and people's heads. The path to AI lies in capturing, processing, source-grounding, and continuously updating these assets. That is how a document burden becomes an assistant that delivers reliable answers around the clock, relieves experts, and keeps their expertise within the company.

Looking to unlock the knowledge within your documents? Talk to us or explore the Knowledge Hub.

Dr. Maximilian Panzner, CTO and Co-Founder of Mercury.ai
Dr. Maximilian Panzner, CTO and Co-Founder of Mercury.ai

About the Author

Dr. Maximilian Panzner

Chief Technology Officer @Mercury.ai

Dr. Maximilian Panzner is CTO and co-founder of Mercury.ai. He earned his doctorate in computer science at the CITEC institute of Bielefeld University, where he conducted research on multimodal machine learning and intelligent interaction systems. For over 20 years, he has been working on artificial intelligence, human-machine interaction, and conversational AI platforms for enterprise use.

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