Operations scenario: Execute a project review
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Improve efficiency
Reduce risk
Value benefit
Cost savings
Employee experience
Using Copilot to execute a project review
1. Consolidate project scope
Leverage Microsoft Copilot to summarize related project data on scope, core project objectives and KPIs.
Business Chat2
Benefit: Automatically extract key project requirements from scattered documents, streamlining the process for your operations team.
2. Baseline project milestones
Meet with project team to discuss key milestones and project status. Use Copilot in Teams to summarize the meeting, with action items.
Copilot in Teams
Benefit: Save time by using Meeting recap as a starting point for project milestones and status updates.
3. Assess key risks/issues
Use Copilot in Whiteboard to map mitigation plans to top risks/issues and categorize all the items at the end of the meeting.
Copilot in Whiteboard
Benefit: Identify and flag potential data compliance and security risks, allowing your operations team to proactively investigate.
4. Create a presentation
Use Copilot in PowerPoint to create a presentation based on overall project plan and status.
Copilot in PowerPoint
Benefit: Transform existing written documents into decks complete with speaker notes and sources.
5. Create a presentation
Use Copilot in PowerPoint to create a presentation based on overall project plan and status.
Copilot in PowerPoint
Transform existing written documents into decks complete with speaker notes and sources.
6. Meet with key project stakeholders
Gain alignment with key stakeholders on project health and next steps/actions. Use Copilot in Teams to summarize the meeting, with action items.
Copilot in Teams
Benefit: Stay focused during the meeting by asking Copilot for suggestions on questions to ask or next steps to keep the conversation on track.
7. Send a post-meeting recap
Send a meeting recap with Copilot in Outlook, emphasizing stakeholder feedback and next steps from the stakeholder meeting.
Copilot in Outlook
Benefit: Generate a meeting summary, including action items, allowing you focus on the meeting discussion.
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 company-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.
