金融场景： Procurement insight acceleration

下载场景指南
适用于： Copilot 金融 （包括 Microsoft 365 的 Copilot） 场景级别：
开始使用

受影响的 KPI

Supply chain costs

价值效益

节约成本

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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Excel 中的副驾驶

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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.

Outlook icon

Outlook 中的副驾驶

Copilot icon

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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团队中的副驾驶

 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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Word 中的副驾驶

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

1访问 Copilot copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2访问 Copilot copilot.microsoft.com、Microsoft Copilot 移动应用程序或 Teams 中的 Copilot 应用程序，并将开关设置为“工作”