Finanzszenario: Procurement insight acceleration

Szenariohandbuch herunterladen
Verfügbar mit: Copilot für Finanzen (beinhaltet Copilot für Microsoft 365) Szenarioebene:
Loslegen

Betroffene KPIs

Supply chain costs

Wertvorteil

Einsparmaßnahmen

Using Copilot to procurement insight acceleration


1. Collaborative document review​

Utilize Copilot for Finance in Excel to check for spending variances versus product deliverables.​

Excel icon

Copilot in Excel

Copilot icon

Copilot for Finance (Preview)

Streamline contract review processes, Reduce manual effort, and ensure compliance.

2. Prepare for a meeting

In Outlook, use Copilot for Finance to display information about prior contracts and supplier payments to be confident you are negotiating with the latest info.

Outlook icon

Copilot in Outlook

Copilot icon

Copilot for Finance (Preview)

Streamline contract review processes, Reduce manual effort, and ensure compliance.

3. Efficient meeting summaries

In the Supplier meetings, use Copilot in Teams to summarize agreements on deliverables and capabilities. Next, assign a rating based on established criteria.

Microsoft Teams icon

Copilot in Teams

 Improve meeting efficiency, capture essential points, and facilitate follow-up actions.

4. Interactive brainstorming

Have Copilot search data from contracts, meetings and e-mails to create a table of various suppliers organized by service delivered with a detailed assessment.

Microsoft Copilot icon

Copilot2

Boost creativity, foster collaboration, and generate innovative solutions.

5. Customized process documentation

Use Copilot in Word to generate new supplier contract terms and recommendations for updated preferred vendor lists.

Word icon

Copilot in Word

Standardize procedures, reduce errors, and empower team members with comprehensive reference material.

1Zugang zu Copilot unter copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Zugang zu Copilot unter copilot.microsoft.com, die Microsoft Copilot-Mobil-App oder die Copilot-App in Teams und stellen Sie den Schalter auf „Arbeit“