In a rapidly evolving market, Independent Software Vendors (ISVs) must integrate innovative solutions to remain competitive. AI-driven features and self-service solutions have become critical business requirements. To address these challenges, ISVs can implement a Custom Copilot with Power BI Embedded to significantly enhance user engagement and operational efficiency, driving future business growth.
The issue
A leading information services provider sought to enhance data analytics capabilities within its products. The goal was to decrease the number of support tickets, minimize reliance on custom dashboards, and strengthen the products’ market position.
The solution
A Custom Copilot agent was designed to enable self-service capabilities by streamlining the extraction of actionable insights from Power BI reports. The solution contained the following components:
· AI: The solution used Azure OpenAI to create the
chatbot and to respond to users.
·
Databases (DB): The solution used Azure SQL DB to
store and manage feedback on the bot usage.
·
Applications (Apps): Azure WebApp served as the
primary application to host the chatbot.
Our accelerators helped the client achieve faster time-to-market by building the solution quickly and efficiently. We implemented the solution in alignment with the Azure Well-Architected Review Framework, ensuring optimal performance, security, reliability, cost-efficiency, and operational excellence.
Solution flow
User authentication
· Users log in securely with their credentials.
· Access permissions are validated to ensure the right level of data access.
Interactive chat interface
· Users enter queries in natural language.
· The bot processes the query using AI and NLP to understand intent.
Power BI data retrieval
· The bot retrieves relevant data from Power BI reports.
· Text-based insights are generated alongside visual elements (charts, graphs, tables).
Visual insights generation
· The bot extracts and displays dynamic visual insights such as charts, graphs, and tables from Power BI for better clarity.
User interaction and feedback loop
· Users engage with insights and provide feedback via like/dislike buttons or additional comments.
· The bot learns from feedback to improve the relevance and accuracy of future responses.
Security and compliance
· The bot adheres to CoreLogic and Microsoft security standards, ensuring data protection.
· Role-based access control and data encryption are enforced for compliance and privacy.
| Figure 1: Solution architecture |
Business impact
The implementation yielded significant improvements in key operational areas:
· Self-service access: Enabled users to access and interpret data without technical expertise.
·
Quick decision-making: Real-time insights allowed users to proactively respond to market shifts and business challenges.
·
Enhanced user engagement: The interactive chat and visuals improved user experience and adoption.
·
Operational efficiency: Optimized workflows by automating data exploration and reducing manual effort.
Summary
By implementing the Custom Copilot agent with Power BI Embedded, the ISV met critical business requirements, from self-service analytics to enhanced decision-making. This strengthened the company’s competitive position by improving user engagement, optimizing productivity, and achieving faster time-to-market.
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