CanvasKB ยท Knowledge AI

The answer already exists. Your people just can't find it.

CanvasKB turns the policies, procedures and playbooks you already have into instant, source-cited answers for every employee, and shows leaders which questions keep coming up. We bring it to the Caribbean through our strategic partnership with CanvasKB.

01Every repeated question is a knowledge gap

Sound familiar?

The answer usually exists in a policy, procedure or SharePoint folder. When people cannot find it, managers become the search engine.

  • Scene 01

    The Monday morning question

    Someone asks their manager what the policy is. The answer is somewhere in SharePoint, but nobody can find it.

    With CanvasKBA cited answer in seconds, and the manager keeps their morning.

  • Scene 02

    Same question, three answers

    Three colleagues ask the same thing and get three different answers, depending on who they asked.

    With CanvasKBOne consistent answer, from one approved source, every time.

  • Scene 03

    The new hire on day 12

    A new starter is still hunting for basic procedures and waiting for someone to be free.

    With CanvasKBThey ask, and get up to speed in days instead of weeks.

  • Scene 04

    The leader who finds out too late

    Confusion about a policy only reaches leadership after it has caused a mistake.

    With CanvasKBRecurring questions show up on a dashboard before they turn into problems.

02How it works

From approved content to answers and insight.

  1. 01

    Connect approved content

    Upload the policies, procedures, HR playbooks and onboarding guides your team already uses, or connect SharePoint and OneDrive.

  2. 02

    Set who can see what

    Permissions by team, so HR, finance and operations each see only the knowledge meant for them.

  3. 03

    People ask, CanvasKB answers

    Plain-language questions, answered only from approved content, with the sources shown.

  4. 04

    Leaders see the patterns

    The most-asked questions and knowledge gaps surface, so you know exactly what to clarify, add or update.

03What it could save you

Every repeated question has a cost.

Move the sliders to match your organisation for a quick, indicative estimate of the time recovered through faster onboarding and less time spent searching.

Indicative estimate only, based on public benchmarks: 250 working days a year, 65 days for a new person to get up to speed, 20% of working time spent looking for information, with 35% of ramp-up time and 20% of search time saved.

You could save around

$0 a year

Faster onboarding$0

Less time searching$0

Finance is the team everyone asks.

Expense rules, approval limits, purchasing steps and month-end checklists generate a steady stream of questions. CanvasKB answers them instantly, so your finance team spends less time fielding questions and more time on the work only they can do.

  • What is the approval limit for a purchase order?
  • Which receipts do I need for an expense claim?
  • When is the month-end cut-off?
  • How do I set up a new supplier?

04Who it is for

Built for organisations that run on documented knowledge.

  • Financial services
  • Manufacturing
  • Retail and distribution
  • Professional services
  • Healthcare
  • Government and public bodies
  • Hospitality
  • Energy and utilities

How we deliver CanvasKB

Local delivery, tailored to your organisation.

CRG Solutions Caribbean is CanvasKB's strategic partner in the region. You get the platform, plus a local team that sets it up around your organisation and stays with you.

Book a CanvasKB demo
  1. 01
    Choose the contentWe help you pick and prepare the documents that answer the most questions first.
  2. 02
    Configure accessWe set up permissions so each team sees exactly what it should.
  3. 03
    Launch and trainWe roll CanvasKB out to your people and show them how to get the best answers.
  4. 04
    Improve and extendWe review what people ask, close the gaps and extend CanvasKB with our other AI services as you grow.

Questions

Questions we are often asked

Something else on your mind? Ask us directly.

Does CanvasKB make answers up?

No. It answers only from the approved content you connect, and shows the sources so people can check.

Who can see our documents?

You decide. Access is set by team, so each person sees only the knowledge they are allowed to.

What content can we use?

Policies, procedures, playbooks, onboarding guides and other documents, including files in SharePoint and OneDrive.

How quickly can we start?

We can begin with a focused set of documents for one team and expand from there.

Who supports us locally?

CRG Solutions Caribbean, as CanvasKB's strategic partner in the region.

Book a consultation

Open up the knowledge your company already has.

Tell us which teams field the most questions and where your knowledge lives today. We will reply by email to arrange a CanvasKB demo.

  • A conversation with a senior consultant, not a salesperson
  • A clear, practical plan with scope and cost
  • No obligation

Send us an enquiry

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Tell us about your finance function, the systems you use and what you would like to improve.

We use your details only to respond to your enquiry.