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AI · Financial services

ECG Group

40% faster ticket resolution

Softree built retrieval-augmented copilots with entitlement-aware SharePoint indexes, human-in-the-loop escalation, and weekly knowledge gap reports for ECG's 1,200+ agents.

40%Faster tier-1 resolution
100%Answers with citations
14 wksProgram delivery
ECG Group hero

Project overview

ECG Group

Softree built retrieval-augmented copilots with entitlement-aware SharePoint indexes, human-in-the-loop escalation, and weekly knowledge gap reports for ECG's 1,200+ agents.

Project type
AI & Microsoft 365
Industry
Financial Services
Region
EMEA
Duration
14 weeks
Team size
5 engineers + 1 AI architect
End users
1,200+ knowledge workers

The Client Challenge

Support teams re-answered the same policy questions while early M365 pilots lacked grounding — creating compliance risk when models hallucinated.

Pilot enthusiasm without production guardrails

Early copilots answered confidently but could not cite sources — unacceptable for client-facing policy workflows under EBA scrutiny.

ECG Group — project context

Ungrounded pilots

Early bots answered confidently without sources — unacceptable for regulated workflows.

Permission blind spots

Indexes ignored Graph entitlements, risking over-exposure of restricted libraries.

Shadow automation

A dozen unsanctioned bots created conflicting answers and audit gaps.

Our approach

We indexed approved SharePoint libraries with Graph-scoped permissions, ran red-team evaluation harnesses, and wired escalation to existing ITSM queues.

Grounded retrieval with human escalation

Chunking strategies respected library sensitivity tiers; every response includes source links and confidence metadata for reviewers.

Solution overview

How we delivered

We indexed approved SharePoint libraries with Graph-scoped permissions, ran red-team evaluation harnesses, and wired escalation to existing ITSM queues.

Power Platform operations dashboard

Microsoft Copilot Studio

Integrated Microsoft Copilot Studio layer in the enterprise architecture.

Azure OpenAI

Integrated Azure OpenAI layer in the enterprise architecture.

SharePoint

Integrated SharePoint layer in the enterprise architecture.

Microsoft Graph

Integrated Microsoft Graph layer in the enterprise architecture.

What we built

What We Delivered

Deliverable 01

Retrieval pipeline

Permission-aware SharePoint indexes with chunk metadata.

Deliverable 02

Evaluation harness

Red-team prompts and citation accuracy benchmarks.

Deliverable 03

Copilot Studio agents

Tier-1 deflection with ITSM handoff.

Deliverable 04

Feedback loop

In-product thumbs and weekly gap reports for content ops.

The outcome

What changed for the client

Trust and speed moved together

Median resolution time dropped from 18 hours to 11 while compliance reviewers gained citation trails for every automated response.

Overall, we are satisfied with our collaboration — your last action really makes a difference.

Results

Results & Business Impact

38%

Deflection rate

4.6/5

CSAT (copilot)

12

Shadow bots retired

Weekly

Knowledge gaps surfaced

MetricBeforeAfter
Tier-1 resolution18h median11h median
Cited answers0%100% in production
Sanctioned bots12 shadow1 governed program

Reference tech stack

Microsoft Power Platform ecosystem

Governed low-code components integrated with Azure — built for enterprise scale and plant-floor reliability.

MI

Microsoft Copilot Studio

Enterprise integration layer

AZ

Azure OpenAI

Enterprise integration layer

SharePoint

Enterprise integration layer

MI

Microsoft Graph

Enterprise integration layer

Power Automate

Enterprise integration layer

Overall, we are satisfied with our collaboration in the past and your last action really makes a difference.

ECG Group

Arkady Fedorovtsjev

IT Director · ECG Group · Netherlands

Build faster with a reliable offshore engineering partner.

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What we offer

Enterprise Integration
Cloud Architecture
AI & Automation
Microsoft Solutions
Offshore Engineering

Offices

  • Bengaluru

    11th Floor, Prestige Tech Park, Platina 2 · Outer Ring Rd, Kadubeesanahalli · Bengaluru, Karnataka 560087, India

  • Cuttack

    PLOT 5C/1283, SECTOR-10, CDA · Cuttack, Odisha 753014 · India

  • San Francisco

    San Francisco, CA 94108 · United States

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