Vivriti Capital — When “Genuinely Adopted” Is the Brief: A Gemini Enterprise Rollout at Production Scale
Vivriti Capital partnered with Wohlig Transformations for a production Gemini Enterprise rollout across 425 licensed users in five business departments — combining a multi-app GE tenant with strict department data segregation, 10 no-code agents, 3 custom ADK agents on Vertex AI Agent Engine, and a structured change-management programme targeting 50%+ weekly active usage by Project End + 4 weeks.
Project Overview
Vivriti Capital is a diversified financial-services group whose work spans Treasury Operations, Finance, Operations, Credit & Risk, Distribution, and AIF Operations — each with its own data, its own controls, and its own regulatory weight. Vivriti licensed Gemini Enterprise for 425 users and brought in Wohlig to do the part a licence purchase can’t: stand up Google’s AI workspace so it is genuinely adopted, not merely deployed. The anchor decision was a multi-app GE tenant — a separate GE app per business department — layered over Vivriti’s existing Microsoft 365 productivity stack. Across a focused 4-week engagement plus ongoing office hours, the brief was framed around one number that deployment alone never guarantees: weekly active usage.
The Challenge
Strict Department Data Segregation: Operations users must not retrieve Treasury data through chat; Finance must not surface Credit & Risk content. For a regulated financial-services organisation, segregation has to be architectural — enforced by how the platform is built, not by a policy memo or a post-query filter.
Microsoft 365 as the System of Record: Vivriti’s collaboration runs on OneDrive, SharePoint, and Outlook. The rollout had to integrate cleanly with Microsoft 365 — federated for user-specific content, ingested for shared content — rather than asking the organisation to move its working files.
Fintech-Specific Use Cases: Generic GE templates don’t fit a fintech operating model. Trade reconciliation (RupeeVest + NSDL; BSE + NSE), KYC document chat, regulatory document analysis, and mailbox-monitored market intelligence all need purpose-built agents to be useful on day one.
Self-Sufficiency by Handover: Vivriti’s non-technical users needed to build their own no-code agents, and its technical spokes needed to build custom ADK agents and custom connectors — without Wohlig in the room.
Licence-to-Usage Gap: 425 licences are worthless if usage never reaches a meaningful threshold. The brief was explicit — 50%+ weekly active usage (~213 users) by Project End + 4 weeks.
Key Objectives
Production GE Tenant, Architecturally Segregated: A separate GE app per business department, each with its own Microsoft 365 connector and isolated Cloud Storage bucket.
Microsoft 365 First-Class: SharePoint (federated + ingestion), OneDrive, and Outlook connectors configured per department.
Fintech No-Code Library: 10 no-code agents covering the fintech operating patterns Vivriti users actually need.
3 Priority Custom ADK Agents: RupeeVest/NSDL Mapping, BSE/NSE Trades, and Regulatory & Market Intelligence — built on Vertex AI Agent Engine.
Custom Connector Reference: One demonstration custom connector to show Vivriti’s technical spokes how to extend the platform themselves.
50%+ Weekly Active Usage: A structured enablement and change-management programme aimed at the adoption number, not just the deployment milestone.
The Solution: Multi-App Gemini Enterprise Tenant + Custom Agents + Adoption Programme
Multi-App GE Tenant — Roughly 5 separate GE app instances, one per business department (Treasury Operations, Finance, Operations, Credit & Risk, Distribution; more as identified during kickoff). Each app has its own department-level Microsoft 365 connector, authenticated via distribution-list-level tenant configuration, and its own isolated Cloud Storage bucket. Segregation is enforced by tenant architecture — not by an application-layer filter.
Microsoft 365 Connectors — SharePoint runs in federated mode for user-specific sites and in data-ingestion mode for shared sites (legal templates, KYC repositories, report templates). Outlook handles inbound email access and designated mailbox monitoring. OneDrive covers personal files across every department app.
10 No-Code Agent Demo Library — Document summarisation, email triage, simple reconciliation, report generation, regulatory document analysis, KYC document chat, expense queries, calendar management, meeting summaries, and internal policy Q&A. The library is documented in a Vivriti SharePoint knowledge base for users to reference, copy, and adapt.
3 Custom ADK Agents on Vertex AI Agent Engine — RupeeVest and NSDL Mapping; BSE and NSE Trades (with Vivriti Invest 2.0 read-only access for distributor master and commission-rule lookups); and Regulatory and Market Intelligence (designated mailbox monitoring via the Outlook connector).
One Demonstration Custom Connector — A Microsoft Graph API integration built during the technical training stream as the reference pattern Vivriti’s technical spokes can replicate indefinitely.
Enablement & Change Management — Non-technical training (online, org-wide); technical training (ADK + custom connectors); customer enablement and change management; named champions per cohort; weekly adoption metric review with corrective action; and three-weekly post-engagement office hours.
Technology Stack — Gemini Enterprise (multi-app), Vertex AI Agent Engine, Google Agent Development Kit (ADK) for Python, Google Cloud Identity (SSO), Cloud Storage, Cloud IAM, Microsoft 365 (OneDrive + SharePoint + Outlook), Microsoft Graph API (custom connector), and Vivriti Invest 2.0 (read-only).
Key Benefits & Results
Previous: A single shared tenant risks cross-department exposure. Our Solution: A multi-app GE tenant with department-isolated apps, Cloud Storage buckets, and Microsoft 365 connectors. Result: Architectural segregation — Operations cannot reach Treasury data; Finance cannot reach Credit & Risk content.
Previous: Generic GE templates with no fintech relevance. Our Solution: 10 fintech-specific no-code agents plus 3 custom ADK agents on Vertex AI Agent Engine. Result: Day-one relevance for Vivriti’s operating model.
Previous: Off-the-shelf connectors only. Our Solution: SharePoint federated + ingestion modes, Outlook mailbox monitoring, and a demonstration custom connector via Microsoft Graph API. Result: Microsoft 365 treated as first-class, with a clear path to extend.
Previous: “We hope users open it.” Our Solution: Structured non-technical + technical training, named champions per cohort, weekly adoption metric review, and three-weekly office hours. Result: 50%+ weekly active usage as the explicit success criterion.
Previous: Dependency on an external partner after deployment. Our Solution: Self-sufficiency by handover — non-technical users build no-code agents; technical spokes build custom ADK agents and custom connectors. Result: Vivriti owns the platform’s growth post-engagement.
Technical Innovation
Multi-App GE Tenant for Department Data Segregation: A separate GE app per business department, each with its own department-level Microsoft 365 connector authenticated via distribution-list-level tenant configuration. Segregation by tenant architecture — not by an application-layer filter or a post-query check.
Microsoft 365 in Two Connector Modes: SharePoint federated for user-specific content, plus SharePoint data ingestion for shared content (legal templates, KYC repositories). Outlook for both inbound access and designated mailbox monitoring.
Custom Connector as a Training Artefact: Rather than building every custom connector Vivriti might ever want, Wohlig built one demonstration custom connector during the technical training stream as the reference — Vivriti’s technical spokes can replicate the pattern indefinitely.
Adoption as a Success Criterion: The engagement is scored on weekly active usage, not on deployment. Named champions per cohort, weekly metric review, corrective action, and post-engagement office hours operationalise that commitment.
Transparent Phased Identity Plan: Workforce Identity Federation with Microsoft Entra ID is deferred to a subsequent phase — this engagement uses Google Cloud Identity for SSO. Planned, not omitted.
Wohlig’s Approach
Kickoff & discovery — Sponsorship engagement; department workshops (Asset Management, AIF Operations, Treasury, Distribution, and others); use-case discovery.
Multi-app architecture design — Roughly 5 GE app instances; department-level Microsoft 365 connector configuration; isolated Cloud Storage buckets.
Implementation — Multi-app tenant + Microsoft 365 connectors + 10 no-code agents + 3 ADK agents + 1 demonstration custom connector.
Enablement — Non-technical training (online, org-wide); technical training (ADK + custom connectors); customer enablement + change management.
Adoption operations — Named champions per cohort; weekly adoption metric review; corrective action where any cohort lags.
Project closeout + ongoing office hours — Handover; documentation; three-weekly post-engagement office hours to sustain adoption.
About Vivriti Capital
Vivriti Capital is a diversified financial-services group with functions spanning asset management, AIF Operations, Treasury, Distribution, Credit & Risk, and Finance. Vivriti operates on Microsoft 365 for collaboration and on Vivriti Invest 2.0 for its internal investment platform.
About Wohlig Transformations Pvt. Ltd.
Founded in 2015, Wohlig Transformations specialises in GenAI and DevOps, with 160+ professionals across India and the UK.
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