Microsoft Scenario Library Information Technology Evaluate and purchase a new IT solution

Available with: Microsoft 365 Copilot

Information Technology scenario: Evaluate and purchase a new IT solution

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Scenario

Using Copilot to evaluate and purchase a new IT solution

Make the best decisions by improving requirements, research, and communications.

1. Gather business requirements

Use Microsoft Copilot to aggregate multiple threads of conversations and create a holistic view of all essential business requirements for the new solution.

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Microsoft 365 Copilot Chat2

Sample Prompt: Summarize my conversations about [project name].

Quickly and accurately compare available solutions in market using Copilot.

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Microsoft 365 Copilot Chat1

Sample Prompt: Prepare a summary of information gathered from [website].

Use Copilot in Excel to compare quotes from vendors and analyze key differences.

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Copilot in Excel

Sample Prompt: Add a column showing the deviation from the lowest number in the total cost column.

Try in Copilot Lab: Get column ideas

Draft RFP to the selected vendors using Copilot to take content from your emails, meeting notes, and presentations.​

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Copilot in Word

Sample Prompt: Draft a “request for proposal” using the attached files as reference: [email], [meeting recap[, [presentation].

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Use Copilot to create a comparison chart across all the vendor proposals you received.

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Microsoft 365 Copilot Chat2

Sample Prompt: Create a comparison chart with each company’s proposal, with the company at the top of each column, and rows that compare cost, services provided, and timeline.

Use Copilot in Outlook to easily draft an email announcing the new solution and thanking contributors. ​

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Copilot in Outlook

Action: Use Coaching by Copilot to ensure that it is clear, concise, and impactful and provide coaching tips.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve budget variance

Keep your budgets on track by improving employee and process efficiency.
Create internal feedback loop to identify cost saving areas:
  • Draft employee surveys focused on the value of resources utilized and ideas for cost savings
  • Analyze surveys to gain valuable insights into what makes employees happy or areas that need improvement within the organization

How Microsoft Copilot can help improve app usage rates

Create great onboarding experiences and collect and analyze feedback to improve user experiences
Create onboarding materials:
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks
  • Generate news and announcements

How Microsoft Copilot can help improve the product adoption rate

Create great onboarding experiences and collect and analyze feedback to improve user experiences.
Create onboarding materials:
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks
  • Generate news and announcements

How Microsoft Copilot can help improve NPS

Real-time AI assistance for faster issue resolution allows agents to focus on delivering high-quality service.
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 reduce costs

Use the time savings gained from Copilot to bring activities in-house and reduce reliance on external resources.
Create internal feedback loop to identify cost saving areas:
  • Draft employee surveys focused value of resources utilized and ideas for cost savings
  • Analyze surveys to gain valuable insights into what makes employees happy or areas that need improvement within the organization

How Microsoft Copilot can help optimize service outage response

Copilot helps you work to get your services back up and running and maximize user satisfaction.
Respond to user complaint or inquiry:
  • Respond quickly to inbound emails
  • Access customer records for improved support
  • Gets answer fast by searching internal sites and documents

How Microsoft Copilot can help reduce average support ticket resolution time

Microsoft Copilot enhances customer support by integrating AI assistance into self-service and service desk workflows.
Increase support communications and follow up efficiency:
  • Have Copilot assist with emails inbound and outbound emails
  • Draft email comms and announcements with Copilot
  • Generate meeting notes and follow up items

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.