AI & Document Intelligence

SharePoint-to-Snowflake Migration and AI Search Foundation for Healthcare Advisory Firm

The Situation

A professional services and advisory firm had a large volume of institutional documents stored in SharePoint and needed to move them into Snowflake to enable AI-powered search and future retrieval-augmented generation (RAG) use cases. Their Snowflake environment was configured on PrivateLink, ruling out common ingestion tools that do not support PrivateLink natively. Key challenges included:

SharePoint documents inaccessible for search or analytics, with no path to AI-powered querying over institutional knowledge
PrivateLink configuration requiring a Snowflake-native ingestion approach, limiting tool options
Client team unfamiliar with OpenFlow, a newer Snowflake-native connector, and needing a guided, independently maintainable setup
A need to lay the technical foundation for future AI and RAG capabilities, not just move data

What We Did

Designed a Snowflake-based architecture using Snowflake OpenFlow to migrate SharePoint document libraries into Snowflake while staying fully compatible with the client's PrivateLink configuration

Built a trial Azure environment and prepared step-by-step setup documentation in advance, then ran a collaborative over-the-shoulder session with the client to configure their Azure environment for OpenFlow, since direct access could not be granted
Configured Snowflake grants and access controls required for the engagement
Used OpenFlow's out-of-the-box SharePoint connector to ingest two document libraries (approximately 6GB combined) into Snowflake in both raw and chunked form
Set up document processing including OCR parsing, text chunking, and embedding generation to support similarity search
Configured Cortex Search over the staged, chunked documents to enable contextual natural-language search across the full document corpus
Delivered simplified, plain-language handoff documentation per the client's explicit request, ensuring the team could maintain and extend the solution independently
Ingested a third document library

Results

Two SharePoint document libraries — approximately 6GB of institutional documents — fully staged in Snowflake in both raw and chunked form, with a Cortex Search service enabled and operational

AI/RAG-ready foundation established, enabling future natural-language querying over the client's document knowledge base
Client team independently exploring and engaging with the new environment following handoff
Relationship expanded from an existing Tableau, Power BI, and Curator partnership into Snowflake, making InterWorks a trusted resource across four platforms

What This Unlocks

For professional services firms or any organization with large volumes of institutional documents in SharePoint running Snowflake on PrivateLink, this engagement demonstrates a proven path from raw document storage to a governed, AI-ready search foundation. The OpenFlow plus PrivateLink plus Cortex Search architecture is directly reusable for any client looking to build RAG capabilities on top of Snowflake without custom ingestion tooling.

Team

Led by a Senior Data Engineer serving as delivery lead, with a Data Engineer owning primary technical delivery across Azure configuration, OpenFlow ingestion, Cortex Search setup, and client enablement.

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The Situation

What We Did

Results

What This Unlocks

Team

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