Scenario

Using Copilot for contract lifecycle management

1. Summarize pending contracts

A contract manager reviews a high volume of supplier contracts daily to ensure accuracy, compliance, and efficiency in managing numerous supplier and client agreements.

Copilot Studio icon

Copilot Studio Agent

Benefit: Summarize pending contracts including critical deadlines the list of contracts requiring review and prioritize them by urgency and

For a specific high priority contract, ask to compare key clauses with industry and company standards to ensure compliance and identify potential concerns.

Copilot Studio icon

Copilot Studio Agent

Benefit: Cross reference contracts with organizational and regulatory standards with Copilot to highlight potential discrepancies or non-compliant clauses such as pricing and penalty terms.

Review the highlighted potential discrepancies, compare to existing contracts, and make revisions as needed.

Copilot Studio icon

Copilot Studio Agent

Benefit: Compare identified clauses to past contracts using Copilot to recommend revisions for more balanced terms based on historical data and industry standards.

Once potential revisions are identified, draft email with updated contract terms highlighted and send back to legal team for e-signature.

Copilot Studio icon

Copilot Studio Agent

Benefit: Draft email to legal team on recommended revisions requesting the identified updates be made and communicated to the supplier for new e-signature.

During the day, the contract manager can review the status of all open contracts to assess their progress.

Copilot Studio icon

Copilot Studio Agent

Benefit: Create a table with status of all ongoing contract negotiations highlighting items that may require immediate attention such as approval or updates.

At the completion of each day, the contract manager needs to track activities, contract status, and next steps for each contract.

Copilot Studio icon

Copilot Studio Agent

Benefit: Generate a contract report summarizing the work done on all contracts including completed items, contract activities, completed approvals, and open tasks for a specific time.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve product time to market

Use Copilot capture customer needs and then support coordination of product development activities.
Boost productivity
  • Rapidly find information
  • Diagnose problems faster
  • Check for similar issues and resolutions
  • Quickly send follow-up communications

How Microsoft Copilot can help employee turnover rates

Retain critical plant and headquarters staff by improving the work/life balance of all workers by simplifying overhead tasks. Improve skilling to provide more growth opportunities and increase internal hiring.​
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

How Microsoft Copilot can help customer satisfaction

Improve customer service performance with tailored LLMs for higher first-time call resolution. Improve customer communications whether through improved writing or improved call scripts.​
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 minimize scrap rate

Quickly identify quality issues by accessing and analyzing quality logs. Reduce the cost of any recall programs that are required with effective management and tailored responses.​
Speed problem resolution​
  • Rapidly find information​
  • Diagnose problems faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

How Microsoft Copilot can help supply chain performance

Use AI to generate evaluation criteria for new materials and suppliers. Review contracts to make the most effective deals and use AI analysis to evaluate supplier performance.
Speed data analysis and reporting​
  • Quickly analyze trends​
  • Generate informative charts​
  • Create strategy presentations ​

How Microsoft Copilot can help minimize production downtime

Use Copilot to analyze information from manufacturers apps to predict and prevent equipment failures, manage inventory levels and identify training that can help staff keep machines operating. 
Speed problem resolution​
  • Rapidly find information​
  • Diagnose problems faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

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.