Empower Teams with AI Agents for Faster and Smarter Decisions
From scattered business knowledge to connected AI-powered access to trusted insights
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About the Client
A fast-growing enterprise organization with teams working in Sales, Finance, and Operations. The company was using Microsoft 365, SharePoint, Power BI and other business systems to handle information and reporting.
As the organization expanded, staff members had a harder time accessing the data and insights they needed when they needed them. Important business knowledge was spread across different platforms and repositories.
Teams also spent substantial time looking for documents, reviewing document information, and responding to manual requests for information. Frequently questions needed to be directed to experts in the subject area, leading to delays.
The organization had to find a scalable solution to deliver trusted information quickly without compromising security, governance, and access control for the use of AI.
Customer Feedback
“Our teams can find the information they need much faster, while the AI framework gives us better control over security and governance.”
Head of Business Operations
AI Agents Create a Smarter Foundation for Faster Business Decisions
The Unboxx team collaborated with the client to uncover high-value AI opportunities in sales, finance and operations. Business stakeholders contributed to establishing requirements, priorities and governance standards.
AI-powered business agents were created using Microsoft Copilot Studio and Power Platform. The agents offered conversational access to business knowledge and assisted the employees to obtain answers without manual search.
SharePoint, Microsoft Fabric, OneLake and business systems were linked to provide a more uniform knowledge base. This made it easier for employees to the relevant information from various sources.
Power BI was used to support self-service reporting and analytics. There was no additional reporting choke point for finance and operations teams to gain business insights.
The solution also included security, access controls and governance features. Testing prior to the solution being deployed to users focused on response accuracy, security requirements and business needs.
The Difference
The organization went from having individual business knowledge to a more connected space supported by knowledge and artificial intelligence.
Employees were able to access trusted information and answers from conversational AI more readily and with fewer requests for answers to simple questions from subject-matter experts.
There was greater support for Financial and Operations staff around reporting and self-service analytics. This minimized repetitive requests and gave an increased insight into business performance.
The new framework would also provide a more solid base for future artificial intelligence projects. Security, governance and access controls were part of the entire discussion during the inception of the AI solution.
Results
Reduction in Business Information Search Time
Reduction in Manual Research Effort
Improvement in Reporting Process Efficiency
Improvement in Self-Service Analytics Access
Reduction in Dependency on Subject Matter Experts
Improvement in AI Governance & Access Control
Key Takeaways
The organization changed the way employees were using business information and working with data. AI-powered agents offered a quicker path to trusted knowledge throughout the Microsoft ecosystem.
Copilot Studio, Power BI, Fabric, OneLake, SharePoint and Microsoft 365 were the tools that together offered a more cohesive user experience for accessing information and reporting in the business. The adoption of AI was controlled through strong security and governance practices.
The outcome is a scalable AI base that enhanced information access, facilitated quicker decision-making, mitigated repetitive tasks, and positioned the organization for future AI initiatives.