Microsoft Scenario Library Operations Conduct a business review

Available with: Microsoft 365 Copilot

Operations scenario: Conduct a business review

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Scenario

Plan and execute a business review meeting.

1. Draft agenda

Leverage Copilot to summarize multiple Teams threads and emails for agenda requests. Catch up on any meetings you might have missed to ensure clarity on the latest requests and decisions. ​

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Microsoft 365 Copilot Chat2

Benefit: Automatically extract key meeting requests from scattered messages, streamlining the process for building the agenda.

After the Finance team provides the data on business performance from the previous period (monthly/quarterly) use Copilot in Excel to highlight data and embed formulas.

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Copilot in Excel

Benefit: Quickly analyze data from the previous period.

Use Copilot in PowerPoint to create a presentation based on a summary of key documents including the business performance analysis.

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Copilot in PowerPoint

Benefit: Create a presentation from a project document.

Use Copilot in Outlook to generate an email asking the team to prepare for the meeting. Then copy in the agenda and attach the presentation summarizing the goals of the meeting.

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Copilot in Outlook

Benefit: Save time using Copilot to share prework for the meeting.

Activate Copilot in Teams during the meeting to summarize discussions and provide the key points and action items.​

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Copilot in Teams

Benefit: Save time and maintain concentration on the meeting by getting Copilot to capture key actions.

Use the generated notes and actions to follow up with meeting attendees. Use Copilot in Outlook to enhance the tone of your follow up email while conveying urgency in your request.​

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Copilot in Outlook

Benefit: Ensure high writing quality using Copilot to revise first drafts.

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.