CG TECH

Success story

Community Transport Provider

Every volunteer match was worked out by hand, which slowed the service as demand grew.

Copilot Studio Not-for-profit
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Client
Community Transport Provider
Industry
Not-for-profit
Technologies
Copilot Studio, Microsoft 365
Community Transport Provider

This client is a not-for-profit provider of community transport, home care and social support services, helping older people and those with additional needs stay independent along Australia’s eastern seaboard.

The challenge

The client matched volunteers to clients by hand, which was slow to scale.

What we did

We built a proof of concept agent in Copilot Studio that suggests ranked matches with clear reasons.

We built a proof of concept agent to take the guesswork out of volunteer matching.

What this involved

  • Built the agent in Copilot Studio using anonymised data.
  • Analysed volunteer and client details like distance, interests and availability.
  • Produced ranked match recommendations.
  • Gave a clear reason for each suggested match.
  • Ran it securely inside the client’s Microsoft 365 environment.

The results

What Community Transport Provider got

Faster, fairer matching

Ranked suggestions instead of hours of manual work

A clear reason for each match

Distance, interests and availability weighed openly

Built to scale safely

Proven securely inside their Microsoft 365 environment

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