Skincare & Wellness Industry

Transforming Knowledge Access in the Skincare & Wellness Industry with AI-Powered SOP Automation

A leading enterprise in the Skincare & Wellness industry, operating a large network of clinics, delivers advanced dermatological, haircare, and body care services. With a commitment to service excellence and process consistency, the organization aimed to streamline access to internal knowledge, improve employee productivity, and ensure adherence to evolving operational standards.

Key Challenges

Unstructured Knowledge Base

Difficulty organizing SOPs, training manuals, service workflows, and customer consent forms for easy access.

Time-Consuming Search

Employees spent significant time locating documents, impacting service quality and internal efficiency.

Secure Access Management

Needed a scalable, role-based access model to manage user permissions across departments.

Need for Channel Integration

Required seamless knowledge access within collaboration platforms and mobile environments.

Delayed Onboarding

Scattered procedural content caused prolonged training cycles for new staff.

Compliance & Standardization Gaps

Ensuring consistent implementation of SOPs across all units posed a challenge.

Solution Overview

With a vision to digitize and simplify knowledge access, an AI-powered solution was developed using Microsoft Copilot Studio, integrated with SharePoint and Microsoft Teams, resulting in a secure and intelligent SOP Agent:

AI-Powered Copilot

Delivered a virtual assistant to retrieve SOPs, service protocols, training materials, and compliance documents using natural language input.

Centralized Document Structure

Reorganized and streamlined content in SharePoint for structured retrieval.

Role-Based Access Control

Integrated with Microsoft 365 to ensure secure, tailored access for different user groups.

Teams & Mobile Access

Enabled staff to engage with the Copilot through Microsoft Teams and mobile platforms.

Self-Service Enablement

Reduced dependency on IT by automating document-related query resolution.

SOP Update Automation

Ensured version control so staff always accessed the most current procedures and guidelines.

Business Impact

Improved Productivity

Reduced time spent searching for essential documents, allowing staff to focus on delivering quality care.

Faster Onboarding

Training time for new employees was significantly reduced due to accessible and structured SOPs.

Enhanced Security & Compliance

Implemented role-based permissions and ensured real-time SOP availability.

Lower IT Workload

Fewer support tickets for document access enabled IT to focus on core initiatives.

User-Centric Experience

Staff could retrieve knowledge effortlessly across desktop, Teams, and mobile platforms.

Scalable AI Adoption

Successfully enabled AI-driven support for over 100 users, laying a foundation for future innovation.

Consistent Service Delivery

Standardized SOP access led to uniform service quality and higher client satisfaction.

User-Centric Experience

Staff could retrieve knowledge effortlessly across desktop, Teams, and mobile platforms.

Scalable AI Adoption

Successfully enabled AI-driven support for over 100 users, laying a foundation for future innovation.

GET IN TOUCH WITH US

Head Office – Mumbai

Aggarwal Estate, Chitalsar Manpada, S V Road, Thane 400 610

Email

salesteam@compusoftadvisors.com

Contact Us

(+91)-022-49745171 / 75

Follow Us On Social Media

Solutions Offered