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View downloadsIT scenario: Procure new IT solution
Download this scenario guidePotential 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.
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.
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.
Copilot in Excel
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.
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
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.
Copilot in Outlook
Use Copilot to review your email to ensure that is clear, concise, and impactful.