IT scenario: Procure new IT solution

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Potential benefits

Reduce costs

Using Copilot to procure new it solution


1. Gather business requirements

Be present during the meeting by relying on Copilot in Teams for transcription and summary.​

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Copilot in Teams

Rapidly get up to speed to focus on key issues and concerns. Have additional time to identify key pain points for customer. ​

2. Research solutions

Quickly identify and summarize existing solutions in market with Microsoft Copilot. ​

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Copilot

Save time and increase accuracy by asking Copilot to prepare a summary of information gathered from multiple sources.​

3. Create a build vs. buy analysis

Compile quotes from vendors and work with internal development teams to build a variance analysis with Copilot In Excel. ​

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Copilot in Excel

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Copilot in Whiteboard

Leveraging the variance analysis, whiteboard the pros and cons for each solution. Utilize Copilot in Whiteboard to categorize the initial list. ​

4. Create solution RFP

Draft RFP to the selected vendors using Copilot to take content from your emails, meeting notes, and presentations.​

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Copilot in Word

Document and socialize the RFP to ensure all business requirements are being met, and all necessary approvals have been received. ​

5. Summarize weekly status meeting

Hold status update meetings to track the procurement process. Use Copilot to summarize each meeting and list open items​

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Copilot in Teams

During the meeting you can ask Copilot for suggestions on questions to ask or next steps to discuss to keep the conversation on track.​

6. Create and send launch communication

Use Copilot in Outlook to easily draft an email announcing the new solution and thanking contributors. ​

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Copilot in Outlook

Use Copilot to review your email to ensure that is clear, concise, and impactful.​