Looking for
downloadable content?
Download our functional scenario kits, scenario guides, and day in the life guides to accelerate your Copilot implementation.
View downloadsFinance scenario: Build a business case
Download scenario guideAvailable with: Copilot for Finance (includes Copilot for Microsoft 365 and Copilot Studio plug-ins) Scenario level:
KPIs impacted
Reduce spend
Risk management
Value benefit
Cost savings
Revenue growth
Using Copilot to build a business case
1. Define investment opportunity
Ask Copilot to create a project brief including data from emails, competitive research, and financial records pulled from Copilot Studio plug-ins.
Copilot2
Copilot Studio
Benefit: Streamline the review process and quickly understand key issues to be addressed with the potential investment.
2. Gather project information
Meet with the business development team to learn about the various options available and gather financial information. Use Copilot in Teams to suggest questions and summarize the meeting.
Copilot in Teams
Benefit: Ensure a productive meeting by using Copilot in Teams to suggest questions and clarify what people said. Use the recap for a summary and action items.
3. Gather financial data
Analyze financial data with Copilot in Excel. Use Copilot for Finance to pull in ERP system insights to estimate past cost of sales and revenues by year and model potential growth based on project implementation.
Copilot in Excel
Copilot for Finance (Preview)
Benefit: Eliminate time spent searching for data and information from across complex systems.
4. Produce forecast trends
Prompt Copilot to get the latest sales forecasts from your email. Use Copilot in Excel to organize the information and produce trend charts.
Copilot2
Copilot in Excel
Benefit: Collaborate effectively across teams and
functions (e.g., legal, transportation) in a secure way. Use data for decision making in meetings and discussion.
5. Produce summary report
Once the business case analysis is complete, use Copilot in PowerPoint to turn the project brief into a set of slides for the executive presentation.
Copilot in PowerPoint
Benefit: Save time by using Copilot in PowerPoint to revise content and organize the slides using Excel data.
6. Test the business case
After the business case has been implemented for six months, use Copilot for Finance to conduct a variance analysis and capture project KPIs.
Copilot in Excel
Copilot for Finance (Preview)
Benefit: Speed analysis by using Copilot for Finance to accelerate variance analyses.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
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.
