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Enhancing Accreditation Services with Custom Co-pilot Development

Soluzione tailored copilot solution, optimizing knowledge retrieval, service request handling, and user productivity.

AI-Powered Copilot | Knowledge Base Optimization | Dynamics 365 Integration | Self-Service Enablement

About Project

A prominent accreditation services organization partnered with Soluzione IT Services, a leading provider of IT solutions, to streamline and enhance the efficiency of their consultants and program managers. The collaboration focused on transforming the process of accessing and utilizing a vast knowledge base of accreditation documents stored across SharePoint and external websites while enabling seamless service request handling.

  • Accreditation
  • AI-powered copilot Development, Knowledge Base Integration, Workflow Automation
  • Microsoft Power Platform, Dynamics 365, SharePoint, Microsoft Copilot
Challenges Addressed by Soluzione

While traditional query systems offered basic search functionalities, they fell short of meeting the dynamic needs of accreditation services consultants and program managers. Soluzione identified and addressed these key challenges:

  • • Inefficient access to scattered knowledge bases across SharePoint and external websites.
  • • Lack of a mechanism to handle unresolved or unsatisfactory query results.
  • • Heavy dependency on manual support for information retrieval and service request creation.
  • • Limited accessibility of tools within SharePoint and user portals.
Soluzione’s Microsoft Copilot Solutions

To overcome these challenges, Soluzione IT Services developed a tailored Copilot leveraging Microsoft Power Platform and Dynamics 365, integrating cutting-edge technologies for a seamless user experience:

  • Advanced Knowledge Base Querying
    • Intergration with Share Point and External Website
      • Enabled efficient retrieval of accreditation documents and resources stored across multiple platforms.
      • Ensured comprehensive search results by querying external websites alongside internal repositories.
    • Contextual Assistance:
        • Provided guided suggestions for user queries, reducing search complexities.
• Automated Service Request Creation 
    • Dynamics 365 Customer Service Integration:
        • Configured Copilot to automatically generate service request cases for unresolved queries.
        • Ensured smooth escalation to human support while maintaining user satisfaction.
Self-Service Enablement
  • Empowered users to independently resolve queries, minimizing reliance on manual intervention.
  • Fostered improved information flow and quicker decision-making.
Enhanced Accessibility
  • Embedded Copilot directly into SharePoint and user portals for ease of access.
  • Provided an intuitive user interface to ensure seamless interaction with the tool.
Impact Delivered by Soluzione Copilot Services
  • 50% reduction in query resolution time with advanced search capabilities.
  • 40% improvement in user productivity through self-service enablement.
  • Seamless transition from unresolved queries to service requests with automated Dynamics 365 integration.
  • Higher user satisfaction with intuitive and guided assistance.
  • Enhanced accessibility with Copilot embedded in SharePoint and user portals.

Soluzione IT Services transformed the way our consultants and program managers access information and manage service requests. Their custom Copilot solution has been a game changer – streamlining workflows, enhancing user satisfaction, and enabling self-service capabilities. The intuitive interface and seamless integration with SharePoint and Dynamics 365 have significantly improved our operational efficiency. We highly recommend Soluzione's expertise for any organization seeking innovative IT solutions.

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Confidential

Accreditation Services Organization

Key Takeaways

This case study highlights how Soluzione IT Services revolutionized accreditation services by developing a custom Copilot tailored to the unique needs of consultants and program managers. By utilizing Microsoft technologies, including Power Platform and Dynamics 365, Soluzione enabled streamlined operations, higher productivity, and exceptional user satisfaction.

Soluzione IT Services remains committed to delivering innovative IT solutions that drive transformation and growth for its clients worldwide.

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