HR scenario: Improve organizational health metrics
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
KPIs impacted
Improve eNPS
Employee turnover rate
Value benefit
Cost savings
Employee experience
Using Copilot to improve organizational health metrics
1. Identify data sources
Identify multiple data sources which can provide insights into manager capability, employee relations, and organizational health. Use Copilot to access HR system data using a Copilot Studio agent.
Copilot Studio Agent
Action: Use Copilot to rapidly locate relevant data which indicates and impacts organization health.
2. Analyze data
Analyze data, summarize findings, provide insights, and create organizational health reports.
Copilot in Excel
Example prompt: Highlight org health scores yellow where YoY % change exceeded -20%.
3. Develop action plan
Leverage insights and Copilot suggestions in Word to draft a detailed, actionable implementation plan to improve organizational health.
Copilot in Word
Example prompt: I am a human resources consultant. Create an action plan based on the organizational health report and insights. Include tasks and timelines.
4. Generate the proposal
Generate a presentation detailing the plan which includes images and tables.
Copilot in PowerPoint
Example prompt: Create a presentation from file [plan.docx] for HR leaders that clearly articulates how the plan will enable organizational health goals.
5. Meet with Key Stakeholders
Lead the meeting to present the plan, leveraging Copilot in Teams to suggest topics and take notes.
Copilot in Teams
Action: Use Copilot during the meeting to “list main ideas we discussed” and then review the AI notes “Follow-up tasks” after the meeting to finalize the plan.
6. Communicate to managers
Communicate plan and actions to organization managers and monitor engagement.
Copilot in Outlook
Example prompt: Draft with Copilot: Create an email to a group of managers that provides detail and timelines regarding organizational health action plans.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 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.
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.
