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View downloadsFinance scenario: Build a business case
Download this scenario guidePotential benefits
Reduce spend
Access data more efficiently across systems
Using Copilot to build a business case
1. Define opportunity for investment
Ask Copilot to create a project brief from emails and other company documents.
Copilot
Support efficient review and understanding of the issues that need to be addressed with the investment.
2. Gather project information
Meet with the production team to learn about the various options available and gather financial information for the business case.
Copilot in Teams
Help ensure a productive meeting by using Copilot to suggest questions and clarify what people said. Use the recap for a summary and action items.
3. Gather financial data
Pull data from the financial system using a plug in built with Copilot Studio to estimate past cost of sales and revenues by year.
Copilot Studio
Copilot in Excel
Reduce the effort required to pull information from financial systems.
4. Meet with chief economists
Get the latest economic forecast from the economist team to estimate future pricing and cost of materials. Organize the information in a table in Excel and use Copilot to produce charts showing trends in the data.
Copilot in Teams
Copilot in Excel
Collaborate effectively across teams / functions (e.g., legal, transportation) in a secure way. Use data for decision making in meetings and discussion.
5. Produce summary report
Once the case flow analysis is complete use Copilot to turn the project brief into a set of slides for the executive presentation. Then add in the financial information.
Copilot in PowerPoint
Improve the quality of your presentations by using Copilot to revise content and organize the slides using Excel data.
6. Stress test the business case
Use Copilot to test some options for the business case and identify the largest variances.
Copilot in Excel
Speed analysis by using Copilot to add formulas columns and create charts.
