Microsoft Scenario Library Healthcare MedTech – Augment supply chain management

Available with: Microsoft 365 Copilot and Copilot Studio

Healthcare scenario: MedTech – Augment supply chain management

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Scenario

Use Copilot to augment supply chain management

Leveraging Microsoft 365 Copilot and agents, MedTech supply chain managers can automate routine tasks, enhance collaboration, and gain real-time insights—resulting in a more resilient, efficient, and continuously improving supply chain.

1. Morning inventory check

A MedTech supply chain manager, starts the day by prompting Copilot Chat to summarize overnight inventory updates from emails, Teams messages, and shared files.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Rapidly identifies supply risks and urgent needs without manual searching, enabling proactive inventory management.

Next an agent automatically generates purchase orders for items flagged as low in stock. The agent connects to the ERP system, drafts orders, and routes them for approval—all within Teams.

Copilot Studio icon

AI Agent

Benefit: Streamlines order creation, reduces manual effort, and ensures timely replenishment of critical supplies.

When a supplier delay notification arrives midday, Copilot summarizes related communications and drafts a message to the supplier requesting expedited shipping and alternative options.

Outlook icon

Copilot in Outlook

Benefit: Accelerates issue resolution, and improves supplier communication, minimizing disruption to operations.

A Copilot Studio agent can be activated to track inbound shipments, aggregating status updates from logistics partners and presenting a dashboard in Teams.

Copilot Studio icon

AI Agent

Benefit: Provides real-time visibility into shipment progress, enabling quick response to delays or exceptions.

Copilot in Excel can visualize key metrics—such as order fulfillment rate, average delivery time, and inventory turnover—helping generate charts, spot trends, and summarize insights, making it easy to share a data-driven report with leadership.

Excel icon

Copilot in Excel

Benefit: Transforms raw supply chain data into actionable insights and visualizations, enabling faster, more informed decision-making and continuous process improvement.

Finally, Copilot highlights suggestions for process improvements, and drafts an action plan, ensuring that all insights and recommendations are captured and distributed to stakeholders for follow-up.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Promotes a culture of continuous improvement by streamlining feedback collection, action planning, and team alignment—helping the organization adapt quickly and drive ongoing supply chain excellence.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve product time to market

The time spent on drug research and trials. Reducing time to market can reduce costs and accelerate revenues.
Boost productivity
  • Rapidly find information
  • Diagnose problems faster
  • Check for similar issues and resolutions
  • Quickly send follow-up communications

How Copilot can help to reduce claims processing time

This KPI measures the average time to process a claim and can impact patient satisfaction.
Respond to a claim
  • Create richer, faster responses to claims
  • Have Copilot assist with drafting and summarizing emails
  • Simplify finding information for claims responses

How Copilot can help to reduce wait times

This measures the average time a patient waits before receiving care. It’s calculated by dividing the total wait time by the number of patients.
Reduce waiting
  • Address more queries in less time
  • Personalize solutions
  • Improve staff availability based on automated capacity-based scheduling
  • Diagnose problems faster

How Copilot can help to reduce readmission rates

This measures the percentage of patients who are readmitted to the hospital within a specific time frame after being discharged.
Reduce churn
  • Address more queries in less time
  • Personalize solutions
  • Improve staff availability based on automated capacity-based scheduling
  • Diagnose problems faster

How can Copilot improve patient retention

This KPI measures the percentage of patients who return to the same healthcare facility for future care.
Reduce churn
  • Address more queries in less time
  • Personalize solutions
  • Improve staff availability based on automated capacity-based scheduling
  • Diagnose problems faster

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.