Case Study

Enhancing Customer Support with AI Knowledge Assistant for an Energy-Focused Non-Profit

Overview

A leading energy-focused non-profit organization aimed to improve its customer support and internal knowledge management by implementing an AI-powered Knowledge Assistant. The organization provides expert advice and services to individuals, businesses, and government entities to promote energy efficiency and sustainability. To enhance the accessibility and accuracy of its information delivery, the non-profit partnered with VE3 to deploy an AI-driven solution that seamlessly integrates with its existing digital ecosystem.

Challenges

Fragmented Information Access

Data was dispersed across multiple platforms, including WordPress CMS, Microsoft SharePoint, Office 365, CRM systems, and internal applications.

Inefficient Customer Support

Customers and contracted advisors struggled to find accurate information quickly, leading to delays and inconsistent responses.

Compliance and Security Requirements

The organization needed a solution that adhered to GDPR, HIPAA, and the EU AI Act.

Multilingual and Accessibility Needs

The AI solution had to support multiple languages and comply with accessibility standards such as WCAG and Section 508.

Approach

Project Initiation

Established clear objectives, refined requirements, and developed a comprehensive project plan.

System Design & Configuration

Designed a robust architecture that integrated seamlessly with the organization’s existing digital assets, incorporating NLP customization for complex queries and role-based access controls.

Testing & Quality Assurance

Conducted unit testing, system integration testing, user acceptance testing, and accessibility compliance checks.

Deployment & Training

Deployed the AI Assistant on the organization’s Azure cloud infrastructure and provided extensive training for internal teams and contracted advisors.

Go-live & Ongoing Support

Launched the system with dedicated post-implementation support, performance monitoring, and scheduled maintenance updates.

Results

  • Enhanced Information Retrieval: The AI Knowledge Assistant reduced query resolution time by 40%, improving response accuracy and consistency.
  • Improved Customer Satisfaction: Surveys indicated a 35% increase in user satisfaction due to faster and more relevant responses.
  • Seamless Integration: The AI seamlessly connected with existing CRM, intranet, and document management systems, optimizing workflows.
  • Regulatory Compliance: Successfully met GDPR, HIPAA, and EU AI Act requirements, ensuring secure and compliant data handling.
  • Continuous Improvement: Monthly review meetings and an annual renewal process allowed for iterative enhancements based on user feedback.

Conclusion

VE3 partnered with a leading energy-focused non-profit to transform customer support and knowledge management by implementing a tailored AI-powered Knowledge Assistant. The solution unified dispersed data sources and delivered fast, accurate responses to both customers and internal advisors, significantly reducing query resolution times and boosting satisfaction. The implementation seamlessly integrated with existing systems while meeting regulatory and accessibility requirements, resulting in enhanced workflows, improved customer experience, and a foundation for continuous AI-driven improvements.

Innovating Ideas. Delivering Results.

  • © 2025 VE3. All rights reserved.