Escenario financiero: Procurement insight acceleration

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Disponible con: Copilot para finanzas (incluye Copilot para Microsoft 365) Nivel de escenario:
Empezar

KPI impactados

Supply chain costs

Beneficio de valor

Ahorro de costes

Using Copilot to procurement insight acceleration


1. Collaborative document review​

Utilize Copilot for Finance in Excel to check for spending variances versus product deliverables.​

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Copiloto en Excel

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Copilot for Finance (Preview)

Streamline contract review processes, Reduce manual effort, and ensure compliance.

2. Prepare for a meeting

In Outlook, use Copilot for Finance to display information about prior contracts and supplier payments to be confident you are negotiating with the latest info.

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Copiloto en Outlook

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Copilot for Finance (Preview)

Streamline contract review processes, Reduce manual effort, and ensure compliance.

3. Efficient meeting summaries

In the Supplier meetings, use Copilot in Teams to summarize agreements on deliverables and capabilities. Next, assign a rating based on established criteria.

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Copiloto en Teams

 Improve meeting efficiency, capture essential points, and facilitate follow-up actions.

4. Interactive brainstorming

Have Copilot search data from contracts, meetings and e-mails to create a table of various suppliers organized by service delivered with a detailed assessment.

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Copilot2

Boost creativity, foster collaboration, and generate innovative solutions.

5. Customized process documentation

Use Copilot in Word to generate new supplier contract terms and recommendations for updated preferred vendor lists.

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Copiloto en Word

Standardize procedures, reduce errors, and empower team members with comprehensive reference material.

1Acceda a Copilot en copiloto.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Acceda a Copilot en copiloto.microsoft.com, la aplicación móvil Microsoft Copilot o la aplicación Copilot en Teams, y configure el interruptor en "Trabajar"