What challenges did CompleteCare face before AI implementation?

Client had stalled Copilot licenses with low active usage. Governance and guardrails were missing, including sensitivity labels, SharePoint sharing defaults, and Conditional Access for external guests. The organization needed governed AI agents and faster intake response handling plus board-ready ROI reporting.

What was the impact of the AI solution?

Reduced intake response time from 2.3 days to under 4 hours for the pilot customer by Week 8. Delivered a live governed Copilot program and one live agent. Produced a board-ready ROI report and cost-per-outcome reporting.

Source

MicrosoftPilotEvidence: Medium50/100

CompleteCare/Intelligence deployment of Copilot Studio & Azure AI Foundry for a nonprofit case management program

Use case typeCase managementUpdated 4 days ago

Centered Networks’ CompleteCare Intelligence offering helps a nonprofit human services organization deploy governed Microsoft Copilot and AI agents. The program includes an AI readiness assessment, Copilot governance and guardrails, a pilot rollout, production deployment, and a first Copilot Studio agent for grant inquiries, intake routing, and donor research. It also includes AgentOps lifecycle management, FinOps tracking, and AI security/audit logging to support board-ready ROI reporting.

Organization: CompleteCare
Industry: Other
Location: United States
Published: July 2026

Reported outcomes

2.3 days to under 4 hours

intake response timeTime & speed

Strategic outcomes

Cost efficiencyLive governed Copilot programOther strategic outcomeFirst live intake and research agentRisk & complianceBoard-ready AI governance and risk controlsOther strategic outcomeBoard-ready ROI reporting

Why do we believe this?Outcome claims, sources, and evidence checks

Normalized claim

Intake response time: 2.3 days to under 4 hours decrease

Centered NetworksJul 24, 2026UnknownExplicit claimMedium evidence strength

reducing intake response time from 2.3 days to under 4 hours

Why do we believe this deployment?Customer identity, provider attribution, maturity, and source checks

Customer: CompleteCare
Provider: Microsoft
Maturity: Pilot
Linked source: Centered Networks

The program includes an AI readiness assessment, Copilot governance and guardrails, a pilot rollout, production deployment, and a first Copilot Studio agent for grant inquiries, intake routing, and donor research

Customer identity supportedSource describes one deploymentMaturity supported

Primary read

Use case focus

Showing 3 of 3

1Case management
2Workflow automation
3Knowledge management

Client had stalled Copilot licenses with low active usage.
Governance and guardrails were missing, including sensitivity labels, SharePoint sharing defaults, and Conditional Access for external guests.
The organization needed governed AI agents and faster intake response handling plus board-ready ROI reporting.

Conducted an AI Readiness Assessment to identify Copilot prerequisites, governance posture, license inventory, use cases, and shadow AI exposure.
Implemented Copilot governance and guardrails using sensitivity-label integration, restricted SharePoint settings, semantic-index management, and identity governance.
Delivered a pilot Copilot deployment, then production rollout, and built the first business-process agent in Copilot Studio for grant inquiry handling, donor research, and intake routing.
Set up AgentOps lifecycle management with version control, performance monitoring, drift detection, rollback, Microsoft Agent 365 governance, and Entra Agent ID.
Added FinOps cost tracking, spending policies, and AI security operations with content safety filters, prompt-injection protection, data-access governance, and audit logging.

Technologies

Copilot Studio Microsoft Azure AI Foundry Microsoft Agent 365 Microsoft Entra Agent ID Microsoft 365 Copilot

Reduced intake response time from 2.3 days to under 4 hours for the pilot customer by Week 8.
Delivered a live governed Copilot program and one live agent.
Produced a board-ready ROI report and cost-per-outcome reporting.

Architecture

A governed Microsoft AI program that starts with readiness assessment and foundations remediation, then progresses through pilot and production Copilot rollout, a first Copilot Studio agent, AgentOps lifecycle management, FinOps tracking, and Microsoft Agent 365/Entra Agent ID governance.

Sources & evidence1

Evidence: Medium50/100Evidence strength