AI-Powered User’s Guide Interactive Guide for Seamless Onboarding
AI-Powered User’s Guide
Solution Overview
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Customer Problem
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Resource-Intensive Onboarding Processes
Onboarding new employees often requires significant time and effort from existing staff, pulling them away from core responsibilities and straining organizational resources. This leads to slower integration and reduced productivity. -
Slow Knowledge Transfer across Teams
Without a centralized and efficient system, sharing knowledge across departments or roles becomes inconsistent and time-consuming, delaying new hires' ability to contribute effectively to their teams. -
Underutilization of New Features
Post-release functionality often goes unnoticed or misunderstood by employees or clients, resulting in poor feature adoption and diminished return on investment for new tools or software. -
Limited Real-Time Guidance during Transitions
Rolling out new technologies or processes can overwhelm employees without instant access to clear, interactive guides or troubleshooting support, slowing transitions and increasing dependency on IT or HR teams. -
User Support Inefficiencies
Service teams often struggle to provide timely, step-by-step assistance, leading to longer wait times and lower user satisfaction. This can negatively affect user retention and overall perception of the brand
EPAM Solution
The AI-powered User’s Guide solves these problems by delivering instant, interactive, and role-specific guidance directly within Microsoft Teams. It streamlines onboarding, accelerates knowledge transfer, boosts feature adoption, and enhances customer and employee support systems for a seamless experience.
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Streamlining Onboarding Processes to Reduce Resource Intensity
The solution enables managers to create interactive, role-specific onboarding guides in natural language, which are processed by AI and stored in a centralized repository. These guides provide step-by-step instructions directly within MS Teams, reducing the time and effort required from existing staff and accelerating new hire integration. -
Accelerating Knowledge Transfer Across Teams
By centralizing knowledge in an easily accessible repository, the solution ensures consistent and efficient sharing of information across departments. Employees can access role-specific guides and instructions on demand, enabling faster learning and reducing dependency on senior staff for training. -
Maximizing Adoption and Usage of New Features
The accelerator ensures that post-release functionalities are effectively communicated and adopted. It provides interactive walkthroughs and detailed explanations for new features, helping employees and users understand and utilize them fully, which improves ROI on software investments. -
Providing Comprehensive Real-Time Guidance During Transitions
The solution offers instant, interactive support for employees during technology rollouts or process changes. By delivering clear, real-time guidance and troubleshooting directly within MS Teams, it reduces dependency on IT or HR teams and ensures smoother transitions. -
Enhancing Efficiency in User Support
Integrated into support channels, the AI-powered guide delivers real-time, step-by-step assistance for users. This reduces wait times, improves resolution rates, and enhances user satisfaction by providing accurate and timely responses.
Key Differentiators
Fast onboarding programs kick-off. In days, not weeks
Lightweight and flexible onboarding setup deployable in days, unlike complex LMS or enterprise platforms.
Industry agnostic
Solution has a wide range of industry agnostic applicability scenarios for users onboarding.
Reliable AI Platform driven by Microsoft
Solution is built on the Copilot Studio, low-code platform driven by Microsoft, enabling quick ROI and time-to-market.
Benefits
Up to 30% time saving for onboarding
Reduction in the time for onboarding of newcomers to become fully productive
Costs savings for onboarding
Lowering of costs associated with the training and onboarding processes
Time to value – 1 month
Production results with increased efficiency and cost savings within 1 month
Higher retention rates
Increase in motivation and satisfaction leading to a more positive work culture
Faster cases resolution
Drop in ticket volumes and workload on service desks, enabling self-service
Features
- AI-Powered Content Creation: Managers create onboarding courses with AI assistance. The Bot proposes content from the knowledgebase, which managers can edit, approve, or cancel before finalizing.
- Static Course Management: Approved courses are saved in a static state, ensuring consistent communication during execution. Managers can adjust content through the application as needed.
- Course Assignment and Notifications: Managers assign courses to users, who receive push notifications in Microsoft Teams when new training is assigned, ensuring timely engagement.
- Progress Tracking: The solution tracks user progress, allowing managers to monitor completion rates and identify areas needing attention.
- Interactive User Support: Users ask questions via MS Teams, and Copilot retrieves accurate answers from SharePoint, Confluence, or other sources based on permissions. Users can rate sessions.
- Source Linking: Copilot provides answers with direct links to original sources, ensuring transparency and easy access to detailed information.
- Reporting and Analytics: Administrators access reports on satisfaction rates, engagement levels, and abandonment rates to measure the effectiveness of onboarding courses.
Pricing Plan(s)
One-time setup
Copilot Studio licenses consumption is billed separately by Microsoft.
8,000 $
- Unlimited number of users
- Solution deployment, including data model setup
- Configuration of knowledgebase connections
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Pricing Plan(s) Information
features | One-time setup8,000 $ |
---|---|
Unlimited number of users | |
Solution deployment, including data model setup | |
Configuration of knowledgebase connections | |
AI Agent instruction and prompt configuration | |
Training for learning managers and key users |
Use Cases
Automating Onboarding
Problem Statement
A regional IT services provider onboarded up to 10 new employees monthly across various roles. The manual onboarding process required 10+ hours of senior staff involvement per hire, leading to productivity losses and inconsistent training quality. New hires often took 4 weeks or more to become fully productive.
Solution Proposed
The AI-powered User’s Guide automated onboarding by enabling managers to create role-specific, interactive courses accessible through Microsoft Teams. The guides included progress tracking and real-time notifications, allowing new hires to independently complete their training.
Achieved results
- Reduced senior staff involvement by 50%, saving 50 hours monthly (600 hours annually).
- Shortened onboarding time from 4 weeks to 3 weeks, accelerating time-to-productivity.
- Improved training consistency by 60%.
- Increased new hire productivity by 15% within the first 30 days.
- Boosted employee satisfaction with onboarding by 20%, based on feedback surveys.
Streamlining Compliance Training
Problem Statement
A pharmaceutical company with 500 employees across multiple regions faced challenges in ensuring compliance with updated regulatory protocols. Traditional training methods were time-consuming, with completion rates below 60% due to inconsistent delivery and lack of engagement. Non-compliance posed a significant risk, with potential fines of up to $250,000 annually.
Solution Proposed
The AI-powered User’s Guide enabled managers to create tailored compliance training courses for specific roles and regions. Employees accessed training materials directly through Microsoft Teams, with progress tracked in real-time. The system also provided interactive Q&A functionality, allowing employees to clarify doubts instantly by querying integrated knowledge sources such as SharePoint and Confluence.
Achieved results
Increased compliance training completion rates to 95% within 3 months.
Reduced non-compliance risks by 80%, avoiding potential fines.
Saved over 700 hours annually by automating training delivery and reducing reliance on manual follow-ups.
Improved employee engagement with training content by 30%, as reflected in post-training surveys.
Enabled real-time tracking for managers, helping identify and address gaps proactively.
Awards
Botbusters in EPAM AI Games, 2024
Recognized as Runner-Up in the Client.AI theme during EPAM AI Games 2024. The solution showcased innovative approaches to solving client-specific challenges using AI, delivering impactful results and demonstrating exceptional teamwork and creativity.Questions & Answers
What data sources can the AI-powered User’s Guide connect to?
The solution integrates seamlessly with SharePoint, Confluence, and other connected data sources. It retrieves information based on user permissions, ensuring secure and accurate responses. Additional data sources can be connected upon request to meet specific organizational needs
How does the AI-powered User’s Guide ensure safe and appropriate content delivery?
The solution includes advanced content moderation to ensure safe interactions:
- Model Refusal Responses: The AI avoids processing prompts on restricted or inappropriate topics.
- Prompt/Input Filtering: Inputs are analyzed to block harmful or irrelevant queries.
- Pre-programmed 'Safe' Responses: The system provides predefined, compliant responses for flagged topics, ensuring alignment with organizational policies.
How can I be sure that AI-powered User’s Guide won’t provide information from SharePoint to someone who doesn’t have permission to see it?
Copilot Studio strictly adheres to SharePoint’s security model. All requests are executed on behalf of the user, meaning the system uses the user’s existing permissions and role-based access controls (RBAC). If a user doesn’t have access to certain information in SharePoint, Copilot Studio won’t retrieve or display it for them.
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Price starts from
Starts at 8,000 $
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license type
categories
Integrates with
SharePoint
Jira
Confluence
ServiceNow
Outlook
Sap OData
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Tech Requirements
Power Platform environment (development, production) with provisioned Dataverse
Microsoft Copilot Studio Licensing - Pay-as-you-go model, per tenant messages package (based on sizing)
Documentation
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