Microsoft Scenario Library Operations Execute a project review​

Available with: Microsoft 365 Copilot

Operations scenario: Execute a project review​

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Scenario

Collect and report on project information.

1. Consolidate project scope ​

Leverage Microsoft Copilot to summarize related project data on scope, core project objectives and KPIs.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Automatically extract key project requirements from scattered documents, streamlining the process for your operations team.

Meet with project team to discuss key milestones and project status. Use Copilot in Teams to summarize the meeting, with action items.​

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Copilot in Teams

Benefit: Save time by using Meeting recap as a starting point for project milestones and status updates.

Use Copilot in Whiteboard to map mitigation plans to top risks/issues and categorize all the items at the end of the meeting.

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Copilot in Whiteboard

Benefit: Identify and flag potential data compliance and security risks, allowing your operations team to proactively investigate.

Use Copilot in PowerPoint to create a presentation based on overall project plan and status.

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Copilot in PowerPoint

Benefit: Transform existing written documents into decks complete with speaker notes and sources.

Use Copilot in PowerPoint to create a presentation based on overall project plan and status. ​

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Copilot in PowerPoint

Transform existing written documents into decks complete with speaker notes and sources. ​

Gain alignment with key stakeholders on project health and next steps/actions. Use Copilot in Teams to summarize the meeting, with action items.​

Microsoft Teams icon

Copilot in Teams

Benefit: Stay focused during the meeting by asking Copilot for suggestions on questions to ask or next steps to keep the conversation on track.

Send a meeting recap with Copilot in Outlook, emphasizing stakeholder feedback and next steps from the stakeholder meeting. ​

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Copilot in Outlook

Benefit: Generate a meeting summary, including action items, allowing you focus on the meeting discussion.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve operational efficiency

By streamlining processes, optimizing resources, or identifying bottlenecks, Copilot can help inform decision making and drive productivity.
Save time​
  • Generate meeting notes and follow up items​
  • Improve email and chart quality​

How Microsoft Copilot can help manage operational risks

By identifying anomalies, suggesting preventive measures, and streamlining processes, Copilot enhances operational reliability and minimizes risks.
Identify ​risks​
  • Continuously monitor regulations​
  • Enable timely detection and proactive risk management​

How Microsoft Copilot can help increase employee satisfaction

Leverage Microsoft’s Copilot to streamline operations, enhance efficiency, and deliver exceptional service, ensuring employee satisfaction.​
Efficient ticket resolution​
  • Quickly identify urgent issues​
  • Organize information from past interactions​

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.