Compliance365 wanted to know how AI could improve its internal processes without compromising data privacy or ethics. Working with its senior team, Redev investigated three areas and delivered a practical answer for each.

About Compliance365
Compliance365 is an independent energy consultancy working across the UK. It covers legal compliance such as DECs, EPCs, MEPS and ESOS, energy-saving work including BIM and energy audits, and online monitoring for billing and procurement. Its clients range from major retailers and pub chains to local government and NHS Trusts.

The challenge
Compliance365 has always been quick to adopt new technology. With AI moving fast, it wanted to understand where it could make internal processes more efficient, while keeping data private, understanding how the models work and meeting ethical standards.

The solution
Together with Compliance365’s senior management, we picked three areas where AI could make a real difference and tested each one properly.

• Service desk assistant: a pilot using a private, local large language model built on internal knowledge base documents and integrated into Microsoft Teams, helping new staff get answers quickly while keeping data private.

• Form Input Definitions backlog: after testing generic, RAG-based and fine-tuned models, token limits and accuracy issues meant AI wasn’t the right fit, so we cleared the backlog with a conventional coded solution.

• Document recognition: we evaluated a range of AI document recognition tools and delivered code to integrate the chosen approach into Compliance365’s systems.

Throughout, we worked closely with Compliance365’s team so the knowledge stayed in-house.
“Their guidance allowed us to grasp the nuances of new AI advancements…”
Malcolm Wallis
CEO, Compliance365