Case Study
ENTERPRISE DOCUMENT COPILOT
Executive Summary
A global corporate-services and fund-administration firm operating across 80+ jurisdictions, with large volumes of internal policy and process documentation.
- Industry:
- Geography:
- Capability: Agentic AI Platform
- Technologies:
- Key Outcome: • Instant knowledge retrieval inside Teams
The Challenge
A global corporate-services and fund-administration firm operating across 80+ jurisdictions,
with large volumes of internal policy and process documentation
Delivery
A Teams-integrated GenAI chatbot lets employees query internal documents in natural language. An asynchronous job keeps a Blob-backed knowledge base in sync with SharePoint, and a multi-model RAG pipeline returns grounded answers with precise citations - document name, section, page, version and author — all behind Entra ID authentication
TECH STACK & INTEGRATIONS
Azure OpenAI — answer synthesis & reasoning
Azure AI Search — multi-model RAG retrieval
Microsoft Teams (Bot) — conversational interface
SharePoint → Blob Sync — always-current knowledge base
Microsoft Entra ID — secure, authorized access
Real-Time Chunking — no pre-indexing delay
Results
• Instant knowledge retrieval inside Teams
• 100% cited & traceable answers
• Knowledge base always up to date
Deep Dive into the Outcomes
Get the detailed PDF report covering the complete problem-solution-impact lifecycle and measurable ROI metrics for this project.
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