Microsoft Scenario Library Retail Improve store associate management

Available with: Microsoft 365 Copilot

Retail scenario: Improve store associate management

Back to Retail Scenarios Download scenario guide

Scenario

Help improve store associate activities

1. Create optimized shift rosters

Copilot helps create a shift schedule based on employee availability, applicable regulations, enterprise guidelines, and predicted store traffic.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Prompt: Generate a shift roster for the 8:00 am-4:00 pm shift for this coming Monday factoring in the work hour regulations for California.

Copilot gathers email and Teams chat notifications of employee time off or late start times to determine the changes needed for work assignments and additional workforce needs.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Prompt: Summarize emails and Teams chats about staff delays or absence. Arrange them in a table including the employee name and the details of the changes needed.

Copilot provides a proposed list of tasks for each store location and shift based on the procedural guidance manual.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Prompt: Add tasks to the shift schedule next week. Make sure the priority tasks for each shift base on /ContosoStoreProcedureGuide.doc are assigned.

Copilot drafts a summary of recent policy updates for distribution and posting in employee forums.

Word icon

Copilot in Word

Prompt: Create an announcement based on /Policy Update Oct 1.docx pages 35-41.

Copilot identifies employees who have training due so reminders can be sent.

Microsoft Teams icon

Copilot in Teams

Prompt: Create a summary of required training due for each employee. Put it in a table format including the name of the training with due dates for each employee.

Copilot drafts the weekly email to employees that includes the latest schedule and task assignments and notifies them of the recent policy changes.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Prompt: Draft an email notifying the team of the latest shift schedule and priority task assignments. Remind them to provide at least one week notice for any scheduling changes needed. Emphasize that there are new policy updates they must read and implement prior to their next shift.

KPIs

Opportunity to impact key functional area KPIs

Better manage costs, discounts, and pricing to improve average margins.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Ensure your marketing budget is used efficiently with research, analytics, and personalization capabilities that help you reach customers wherever they are in their shopping journey.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

How Microsoft Copilot can help employee turnover rates

Reduce time spent on shift scheduling while optimizing coverage requirements. Improve employee morale with improved communication and simplified schedule changes.
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

Help customers move from ‘browse’ to ‘buy’ with personalized shopping experiences that understand context to surface the perfect product, targeted marketing campaigns that maximize the power of your marketing spend, and helpful answers in the pocket of every store associate.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Streamline processes that lead to greater customer satisfaction, from analyzing multiple data sources to understand which products to stock to ensuring product availability and answering customer questions in-store.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Provide real-time monitoring of sales, inventory, customer feedback, and staff performance across different locations and/or channels by leveraging data from various sources to quickly gain actionable insights.
Improve targeting
  • Analyze current product mix
    and cross sell success

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.