Available with: Microsoft 365 Copilot
Government scenario: Improve procurement cycle time
Scenario
Use AI throughout the procurement process to secure favorable terms with less work.
1. Gather RFP requirements
Utilize Copilot in Word to generate a list of required items for the RFP based on referencing previous RFPs. By swiftly summarizing and compiling content from documents and the web, Copilot helps supercharge productivity.
Copilot in Word
Example prompt: Generate a list of required items for the RFP based on /[previous RFP files].
2. Analyze procurement data
Track and analyze procurement metrics with Copilot in Excel, identifying areas that improve procurement cycle time.
Analyst
Example prompt: Identify areas for cycle time improvement based on the data in /[production data].
3. Standardize contract templates
Utilize Copilot in Word to create standardized contract templates that ensure consistency and compliance. Turn important requirement bullet points into text and integrate quickly into drafts.
Copilot in Word
Example prompt: Create a standardized contract template ensuring compliance with procurement policies.
4. Present procurement strategies
Use Office Agent to develop high quality presentations that make it easy to convey a clear message, helping to reduce the time to close a deal, and outline strategies for improving procurement cycle times.
Example prompt: Develop a PowerPoint presentation outlining strategies to improve procurement cycle times.
5. Summarize stakeholder meeting
After the stakeholder meeting is over, review the meeting recap created by Copilot in Teams for a summary of key points and action items. Copilot automatically summarizes key discussion points, identifying alignment or disagreement among participants, and suggesting action items.
Copilot in Teams
Example prompt: Summarize the stakeholder meeting, highlighting key points and action items.
6. Send email approval
Use Copilot to turn a list of bullet points into a professional email summarizing approvals for various vendors, including doing a final review to ensure the language is clear, concise, and impactful.
Copilot in Outlook
Example prompt: Turn these bullet points into a professional email summarizing vendor approvals.
1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.
2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.
3AI Agents allow Copilot to access your organization-specific apps. In the past this would have required an API call to get data from a system of record.
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.
What's next
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