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Microsoft Financial Services Japan

PKSHA Technology, Inc.

Customer Service Automation · Document Processing · Enterprise Knowledge Search

PKSHA Technology develops algorithmic solutions and AI technologies that help companies become more efficient and improve their processes—they believe in the power of algorithms to solve some of the world’s biggest challenges.

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PKSHA leans on Copilot for Microsoft 365 as part of their team

Reported impact

Business outcome

PKSHA leans on Copilot for Microsoft 365 as part of their team

  • Cost Reduction
  • Productivity Improvement
  • Revenue Growth
  • Scalability

Solution

PKSHA Technology, Inc., a Financial Services organization in Japan, modernized this customer service automation workload with Microsoft 365, Microsoft Copilot for Microsoft 365, and Microsoft 365 Business. PKSHA Technology develops algorithmic solutions and AI technologies that help companies become more efficient and improve their processes—they believe in the power of algorithms to solve some of the world’s biggest challenges. Microsoft 365 provides the productivity suite used as the operating surface for collaboration and content creation. Microsoft Copilot for Microsoft 365 provides the in-app AI assistant that summarizes information, drafts content, and answers natural-language questions for employees. Microsoft 365 Business supports part of the customer’s Microsoft-based application and data workflow. PKSHA leans on Copilot for Microsoft 365 as part of their team.

Data flow

PKSHA Technology, Inc. connects approved internal data sources into Microsoft 365 services, grounds responses through Microsoft Copilot for Microsoft 365, and serves generated answers and drafts back to users through Microsoft 365.

Solution architecture

3 components · 2 layers
  1. Serving
    • Microsoft 365 provides the productivity suite used as the operating surface for collaboration and content creation.
    • Microsoft Copilot for Microsoft 365 provides the in-app AI assistant that summarizes information, drafts content, and answers natural-language questions for employees.
  2. Uncategorized
    • Microsoft 365 Business supports part of the customer’s Microsoft-based application and data workflow.

Evidence from the source

, every PKSHA employee is able to optimize more of their time that has the greatest impact on the business because they are increasing efficiency in meeting preparations, data analytics, and ideation. Copilot for Microsoft 365 helps them release their products faster and more efficiently, respond to prospecting opportunities more effectively, and have more streamlined customer management.
PKSHA Technology develops algorithmic solutions and AI technologies that help companies become more efficient and improve their processes—they believe in the power of algorithms to solve some of the world’s biggest challenges.
PKSHA Technology develops algorithmic solutions and AI technologies that help companies become more efficient and improve their processes—they believe in the power of algorithms to solve some of the world’s biggest challenges. Through Copilot for Microsoft 365, the team optimizes their time on critical work by increasing efficiency in meeting preparations, data analytics, and ideation. With Copilot, PKSHA releases their products faster and more efficiently, creates better sales presentations and proposals, and improves their customer management.
PKSHA believes they must first utilize new AI solutions internally to better evaluate how they can solve the needs of their clients. And so, they created the Future Work Black Belt Team to try out new technologies that improve the efficiency of the company, including Copilot for Microsoft 365. As Mr. Kensuke Yamamoto, Executive Officer & Head of Development, states, “Copilot is a tool that supports our main mission of defining and shaping the software of the future. Copilot is part of our own future way of working so we can lead our customers to the right future workplace.”
PKSHA leans on Copilot for Microsoft 365 as part of their team
Transparency Evidence & methodology 72/100 reference value · 87% confidence · 1 source

Review how this reference was scored and trace each normalized claim back to its documented source.

01

Scoring methodology

How scores are calculated

Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.

Customer reference value72/100
  • Problem clarity20/20
    Measures whether the customer's operational problem is specific enough to compare.
  • Implementation depth15/25
    Rewards named components, data flow, integrations, and architecture detail.
  • Outcome specificity12/20
    Measures whether the reported benefit is concrete rather than a generic claim.
  • Quantified impact15/25
    1 metric describe measurable impact.
  • Deployment scale10/10
    Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence87%
  • Source authority20/25
    The main evidence is an official vendor-published customer story.
  • Claim traceability21/25
    10 of 12 key fields link to a named source.
  • Direct evidence20/20
    5 direct source quotes retained.
  • Date provenance10/10
    The publication date comes from the source page or publisher.
  • Source transparency8/10
    1 source reference document publisher, URL, authority, retrieval, and supported fields.
  • Implementation specificity8/10
    Rewards source-backed components, data flow, quantified impact, and a specific outcome.
02

Traceability

Sources & provenance

Field coverage shows which facts each source supports. Dates are shown only when documented by the source.

  1. Microsoft

    PKSHA Technology, Inc. customer story

    First-party
    https://www.microsoft.com/en/customers/story/1795890438217888078-pkshatech-microsoft-copilot-for-microsoft-365-other-en-japan
    Source type
    Vendor-published customer story
    Published
    Jul 30, 2024
    Supports
    • Customer
    • Business problem
    • Solution
    • Products
    • Solution components
    • Data flow
    • Integrations
    • technical area
    • use case category
    • Business outcome
    • outcome category
    • Metrics
    • Architecture
    • evidence quotes
    • Publication date

Date evidence

  • Published on source page Jul 30, 2024 · Microsoft · First-party
    Open date source
Not separately sourced Industry, Region, Company size. Treat these normalized attributes as lower-confidence until a dedicated source is added.

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