Case Studies / Pharmaceutical / Microsoft Partner

Case Study

Custom Microsoft 365 Meeting Management Platform

How a Custom Microsoft 365 Meeting Management Platform Helped a Pharmaceutical Company Automate Meetings with AI.

30+Years of Client Experience
Multi-TenantMicrosoft 365 Support
AI-PoweredMeeting Automation
Client Snapshot

Pharmaceutical Company, London

Microsoft 365 Meeting Management Platform
  • Industry

    Pharmaceutical

  • Location

    London, United Kingdom

  • Solution

    Custom Microsoft 365 Meeting Management Application

  • Technology

    Microsoft Teams, Microsoft Planner, AI Integration, Multi-Tenant Microsoft 365

Microsoft 365AI AutomationMulti-TenantPharmaceutical

Client Overview

A well-established pharmaceutical company based in London, with more than 30 years of industry experience, wanted to modernise how internal meetings were planned, documented, and managed.

Although the organisation already relied on Microsoft 365 for collaboration, employees still spent considerable time switching between Microsoft Teams, Microsoft Planner, Outlook, and other Microsoft applications to organise meetings, record discussions, assign tasks, and communicate updates.

The company wanted a single intelligent platform that could simplify the entire meeting lifecycle while maintaining enterprise-grade security and supporting multiple Microsoft 365 tenants.

As meeting volumes increased across departments, administrative work continued to grow, reducing the time available for strategic activities.

Microsoft 365 Meeting Management Platform

The Business Challenge

Managing meetings involved several manual processes that reduced productivity and increased the risk of missed actions. The organisation faced challenges including:

  • Creating meetings, Planner tasks, and Teams channel updates manually after every meeting
  • Employees spending unnecessary time navigating multiple Microsoft 365 applications
  • Important discussion points and action items being forgotten or missed
  • No central repository for meeting transcripts, summaries, or decisions
  • Existing meeting recording solutions generated transcripts but could not automatically create business tasks or integrate with internal workflows
  • Third-party applications lacked the flexibility required for the organisation's specific processes
  • Managing multiple Microsoft 365 tenants through separate environments increased operational complexity
  • Strict security and controlled access requirements due to confidential pharmaceutical business discussions

Project Objectives

The client wanted to create a single platform that would:

  • Reduce manual meeting administration
  • Automatically generate meeting summaries and action items using AI
  • Create Microsoft Teams meetings, Planner tasks, and Teams channel posts from one interface
  • Maintain a searchable knowledge repository of meeting history
  • Support multiple Microsoft 365 tenants within one application
  • Provide secure access for both internal and authorised external users
  • Improve collaboration while maintaining enterprise security standards

Why a Custom Microsoft 365 Solution?

The organisation evaluated several commercial meeting management and AI transcription tools. While these platforms offered meeting recording and transcription capabilities, none could fully integrate with the organisation's Microsoft 365 environment or automate its complete meeting workflow. The client required a solution capable of:

Managing multiple Microsoft 365 tenants
Creating Microsoft Planner tasks automatically
Publishing updates directly to Microsoft Teams channels
Supporting multiple AI providers
Meeting strict organisational security requirements
Adapting to future business processes without relying on third-party limitations

How the Solution Works

Ultralink designed and developed a Custom Microsoft 365 Meeting Management Platform that brings together meeting scheduling, AI-powered transcription, task management, collaboration, and knowledge management within one secure application. Instead of moving between multiple Microsoft 365 applications, users now manage the complete meeting lifecycle through a single interface.

Create Meeting
Microsoft Teams Meeting Starts
Real-Time Speech Transcription
AI Generates Meeting Summary
Action Items Identified
Planner Tasks Created Automatically
Teams Channel Updated
Meeting Stored in Knowledge Repository

Key Features

A secure, multi-tenant Microsoft 365 platform with AI meeting intelligence, automated task creation, and a searchable knowledge repository.

Multi-Tenant Microsoft 365 Integration

The platform securely supports multiple Microsoft 365 tenants from a single application, making it ideal for organisations managing separate business units or environments.

  • Multi-tenant Microsoft 365 connectivity
  • Domain-based organisation access controls
  • Centralised administration
  • Simplified tenant management

AI-Powered Meeting Intelligence

The platform captures live conversations and converts them into structured business information automatically.

  • Real-time speech-to-text transcription
  • AI-generated meeting summaries
  • Automatic identification of action items
  • Intelligent meeting documentation
  • Support for OpenAI, Claude AI, Google AI Services, and Sarvam AI

Centralised Meeting & Task Management

Users can manage meetings without switching between Microsoft 365 applications. From one interface they can:

  • Schedule Microsoft Teams meetings
  • Create Microsoft Planner tasks
  • Publish Teams channel updates
  • Convert meeting discussions into actionable tasks
  • Track task completion

Meeting History & Knowledge Repository

Every meeting becomes part of a searchable organisational knowledge base. The platform securely stores:

  • Meeting transcripts
  • AI-generated summaries
  • Decisions and action items
  • Historical meeting records

Enterprise Security

Security was a key requirement throughout the project. The platform includes:

  • Role-based access control
  • Domain-based organisation restrictions
  • OTP authentication for authorised external users
  • End-to-end encrypted communication
  • Secure storage of meeting data
  • Enterprise access governance

Business Impact

Following implementation, the organisation transformed its meeting management process from a manual administrative activity into an intelligent automated workflow.

01

Efficiency Gains

  • Reduced Administrative Work — meeting notes, Planner tasks, and Teams updates are completed automatically
  • Improved Productivity — teams spend less time on post-meeting admin and more on strategic work
02

Collaboration & Knowledge

  • Better Collaboration — meetings, tasks, and communications managed from one application
  • Stronger Knowledge Management — searchable repository of transcripts, summaries, and decisions
03

AI & Security

  • AI-Driven Task Automation — action items converted into Microsoft Planner tasks automatically
  • Multilingual Meeting Support — multiple AI providers for speech recognition and summaries across languages
  • Enterprise Security & Compliance — role-based access, OTP verification, and encrypted Microsoft 365 integration

Technology & Platform Notes

The Microsoft 365 and AI stack powering the platform.

Platform

Microsoft 365

Collaboration

Microsoft Teams

Tasking

Microsoft Planner

Integration

Microsoft Graph API

AI

OpenAI

AI

Claude AI

AI

Google AI Services

AI

Sarvam AI

Architecture

Multi-Tenant Microsoft 365 Architecture

Security

End-to-End Encryption & OTP Authentication

Processing

Real-Time Speech Processing

Why Ultralink & Conclusion

Rather than implementing another standalone meeting assistant, Ultralink developed a solution fully aligned with the client's Microsoft 365 environment and business workflows.

By combining Microsoft Teams, Microsoft Planner, AI-powered meeting intelligence, and secure multi-tenant architecture into a single platform, the organisation gained a future-ready solution that simplifies collaboration, reduces manual administration, and supports continued business growth.

This project demonstrates how custom Microsoft 365 development combined with AI-powered meeting automation can significantly improve collaboration, reduce repetitive administrative work, and strengthen organisational knowledge management.

By replacing fragmented manual processes with one intelligent Microsoft 365 platform, the client now manages meetings, AI-generated summaries, task assignments, and Microsoft Teams collaboration from a single secure application.

The result is a more efficient, scalable, and secure meeting management process that supports better decision-making, improves productivity, and enables teams to focus on higher-value work instead of administration. Explore more of our Microsoft partner services.

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