Case Study 1 - Compusoft Advisors - Microsoft Dynamics 365 | Office 365 | Power BI | Azure

Optical Retail Industry

Optical Retail — Accelerating HR Efficiency with Microsoft Copilot Studio

A leading optical retail brand committed to delivering advanced vision care and adopting modern technologies. With multiple locations and a growing workforce, the organization continually seeks innovative ways to improve operational efficiency and enhance employee experience.

Business Challenges

The customer faced significant challenges in streamlining employee support and HR query management:

HR teams spent considerable time manually responding to repetitive employee questions about policies, benefits, and internal processes.
No automated system existed to track or categorize the nature and frequency of employee queries.
Lack of real-time visibility for HR administrators made it difficult to identify recurring issues or implement process improvements.
Employees faced delays in getting quick and accurate responses, affecting their efficiency and satisfaction.

Solution Highlights

Compusoft Advisors designed and delivered an Advanced Microsoft Copilot Studio Workshop, focused on both training and live solution building:

Conducted an in-depth consulting session with CIO, HR, and IT teams to assess workflows and pain points.
Delivered a hands-on workshop showcasing Copilot Studio’s capabilities and real-world use cases.
Built a fully functional AI Agent within the workshop, integrated with the HR knowledge base, and deployed on Microsoft Teams and external channels.
reports Configured automated daily Excel summarizing all employee queries and AI responses, sent directly to HR administrators.
Demonstrated retrieval-augmented responses, action creation, and autonomous workflows live during the session.

Key Challenges

Instant Query Resolution:

Employees now get immediate answers to HR questions without waiting for manual responses.

Reduced HR Workload

Freed HR teams to focus on strategic initiatives rather than routine query handling.

Real-Time Analytics

Automated reports provide insights into query trends, enabling data-driven decision-making.

Rapid Adoption

Users started engaging with the AI Agent from day one, ensuring strong ROI.

Scalable Framework

Established a blueprint to extend AI-powered solutions to other departments.

Faster Digital Transformation

Boosted the organization’s confidence in adopting AI technologies for operational efficiency.

Outcome & Customer Satisfaction

This engagement delivered tangible results within a single day — a live, working AI Agent that addressed a key operational challenge. HR administrators immediately saw improvements in query resolution times, and automated reporting allowed them to identify common issues proactively.

Positive feedback led to the identification of additional use cases, with discussions underway for further implementations — reinforcing the scalability and long-term value of the solution.