Microsoft Scenario Library Information Technology Project Manager agent

Available with: Copilot Studio

Information Technology scenario: Project Manager agent

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Scenario

Using AI Agents to create a Project Manager agent

Automate standardized BRD and PRD creation for clarity, consistency, and stakeholder alignment.

1. Gathering business needs from stakeholders

Gathers business needs and objectives from stakeholder interviews, workshops, and existing documentation.

Copilot Studio icon

Copilot Studio Agent

Reduces time spent on manual stakeholder interviews by consolidating and structuring inputs automatically.

Analyzes user stories, market research, and competitive analysis to identify product/project/ business requirements.

Copilot Studio icon

Copilot Studio Agent

Improves requirement quality by identifying trends, gaps, and user needs from historical and external sources.

Structures information into a standardized BRD/PRD/etc. template, ensuring clarity and consistency.

Copilot Studio icon

Copilot Studio Agent

Ensures consistency and completeness in documentation using standardized formats.

Automatically generates sections for scope, features, user flows, acceptance criteria, technical specifications.

Copilot Studio icon

Copilot Studio Agent

Accelerates documentation by instantly generating core requirement components, reducing manual drafting.

Facilitates collaboration and feedback from stakeholders through version control and commenting features.

Copilot Studio icon

Copilot Studio Agent

Streamlines versioning and feedback collection for better stakeholder alignment and fewer revisions.

Prepares polished, ready-to-share documentation.

Copilot Studio icon

Copilot Studio Agent

Delivers ready-to-share, professional-grade documents quickly reducing delays in development cycles.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve budget variance

Keep your budgets on track by improving employee and process efficiency.
Create internal feedback loop to identify cost saving areas:
  • Draft employee surveys focused on the value of resources utilized and ideas for cost savings
  • Analyze surveys to gain valuable insights into what makes employees happy or areas that need improvement within the organization

How Microsoft Copilot can help improve app usage rates

Create great onboarding experiences and collect and analyze feedback to improve user experiences
Create onboarding materials:
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks
  • Generate news and announcements

How Microsoft Copilot can help improve the product adoption rate

Create great onboarding experiences and collect and analyze feedback to improve user experiences.
Create onboarding materials:
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks
  • Generate news and announcements

How Microsoft Copilot can help improve NPS

Real-time AI assistance for faster issue resolution allows agents to focus on delivering high-quality service.
Incorporate feedback:
  • Rapidly analyze customer feedback
  • Quickly create recommendations
  • Swiftly update scripts and processes
  • Create communications to socialize the changes

How Microsoft Copilot can help reduce costs

Use the time savings gained from Copilot to bring activities in-house and reduce reliance on external resources.
Create internal feedback loop to identify cost saving areas:
  • Draft employee surveys focused value of resources utilized and ideas for cost savings
  • Analyze surveys to gain valuable insights into what makes employees happy or areas that need improvement within the organization

How Microsoft Copilot can help optimize service outage response

Copilot helps you work to get your services back up and running and maximize user satisfaction.
Respond to user complaint or inquiry:
  • Respond quickly to inbound emails
  • Access customer records for improved support
  • Gets answer fast by searching internal sites and documents

How Microsoft Copilot can help reduce average support ticket resolution time

Microsoft Copilot enhances customer support by integrating AI assistance into self-service and service desk workflows.
Increase support communications and follow up efficiency:
  • Have Copilot assist with emails inbound and outbound emails
  • Draft email comms and announcements with Copilot
  • Generate meeting notes and follow up items

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-specific apps. In the past this would have required an API call to get data from a system of record.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.