CASE STUDIES
Real AI and automation solutions built for complex businesses.
These examples demonstrate the types of AI agents and automation solutions we’ve designed across enterprise environments. While every organisation is different, the same structured approach is now available to smaller businesses through Operate Labs.
Enterprise Financial Services
Challenge: Employees spent significant time searching internal documentation and repeatedly asking HR and support teams the same questions.
Solution: Designed an AI assistant using Microsoft Copilot Studio connected to approved SharePoint knowledge. Responses were grounded in internal documentation with escalation pathways for more complex questions.
Technology: Microsoft Copilot Studio, SharePoint, Power Automate, Azure AI
Business Impact: Faster access to internal knowledge, reduced repetitive support requests and more consistent answers.
Employee asks question → AI searches approved documentation → Business rules applied → Grounded response returned → Escalate if required
Enterprise Finance Operations
Challenge: Finance teams manually reviewed invoice PDFs before entering information into business systems.
Solution: Designed an AI workflow that extracts invoice information, validates data using business rules and routes exceptions for review.
Technology: Azure AI, Power Automate, Document Intelligence
Business Impact: Less manual data entry, faster invoice processing and staff focused only on exceptions.
Invoice received → AI extracts information → Business rules validate → Exceptions routed → Invoice processed
Enterprise Member Operations
Challenge: Customer and beneficiary records required manual review across multiple operational processes.
Solution: Designed an automated workflow that identifies relevant records, applies screening logic and routes only higher-risk cases for manual review.
Technology: Microsoft Copilot Studio, Power Automate, internal business systems
Business Impact: Reduced manual handling, consistent screening and improved auditability.
Record identified → Screening performed → Risk assessed → Exceptions reviewed