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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.

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.

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.

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

FAQ

Frequently Asked Questions.

question 01

How long does a Power Platform manufacturing rollout typically take?

Question Answer:

Most plant-floor and operations rollouts ship in 8–12 weeks. We start with a scoped MVP on one line or facility, validate adoption with floor teams, then expand to additional plants with reusable Dataverse schemas and Power Automate templates.

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question 02

Can Power Platform integrate with our existing ERP and MES?

Question Answer:

Yes. We design a governed integration layer — Power Automate connectors, Azure API Management, and event-driven flows — so Power Apps read and write operational data without replacing ERP or MES investments.

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question 03

How do you measure success on manufacturing Power Platform projects?

Question Answer:

We track manual effort reduction, approval cycle time, user adoption across plants, system availability, and audit-readiness. This case study highlights 75% less manual work, 60% faster approvals, and 500+ employees on the platform.

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question 04

Is the solution scalable across multiple facilities and regions?

Question Answer:

The architecture uses a centralized Dataverse model with environment strategy, role-based access, and reusable app components. New plants inherit the same governed templates while localizing workflows where regulations or processes differ.

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question 05

Can Softree build a similar solution for our operations?

Question Answer:

Absolutely. We specialize in manufacturing Power Platform programs — from discovery and architecture through deployment and change management. Schedule a consultation and we will map a fixed-scope plan based on your plants, systems, and compliance requirements.

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Build faster with a reliable offshore engineering partner.

Partner with Softree to accelerate product delivery, modernize enterprise systems, and scale with confidence.

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What we offer

Enterprise Integration
Cloud Architecture
AI & Automation
Microsoft Solutions
Offshore Engineering

Offices

BengaluruSoftree Technology Pvt. Ltd.11th Floor, Prestige Tech Park, Platina 2Outer Ring Rd, KadubeesanahalliBengaluru, Karnataka 560087, India
CuttackSoftree Technology Pvt. Ltd.PLOT 5C/1283, SECTOR-10, CDACuttack, Odisha 753014India
San Francisco28 Geary St., Suite 650San Francisco, CA 94108United States

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