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.
Difficulty organizing SOPs, training manuals, service workflows, and customer consent forms for easy access.
Employees spent significant time locating documents, impacting service quality and internal efficiency.
Needed a scalable, role-based access model to manage user permissions across departments.
Required seamless knowledge access within collaboration platforms and mobile environments.
Scattered procedural content caused prolonged training cycles for new staff.
Ensuring consistent implementation of SOPs across all units posed a challenge.
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:
Delivered a virtual assistant to retrieve SOPs, service protocols, training materials, and compliance documents using natural language input.
Reorganized and streamlined content in SharePoint for structured retrieval.
Integrated with Microsoft 365 to ensure secure, tailored access for different user groups.
Enabled staff to engage with the Copilot through Microsoft Teams and mobile platforms.
Reduced dependency on IT by automating document-related query resolution.
Ensured version control so staff always accessed the most current procedures and guidelines.
Reduced time spent searching for essential documents, allowing staff to focus on delivering quality care.
Training time for new employees was significantly reduced due to accessible and structured SOPs.
Implemented role-based permissions and ensured real-time SOP availability.
Fewer support tickets for document access enabled IT to focus on core initiatives.
Staff could retrieve knowledge effortlessly across desktop, Teams, and mobile platforms.
Successfully enabled AI-driven support for over 100 users, laying a foundation for future innovation.
Standardized SOP access led to uniform service quality and higher client satisfaction.
Staff could retrieve knowledge effortlessly across desktop, Teams, and mobile platforms.
Successfully enabled AI-driven support for over 100 users, laying a foundation for future innovation.
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