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View downloadsHealthcare scenario: Clinical trials
Download scenario guideAvailable with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Product time to market
Value benefit
Revenue growth
Cost savings
Using Copilot for clinical trials
1. Get ideas for protocols
The clinical researcher uses Copilot to get ideas for the study protocol document.
Copilot in Word
Benefit: Rapidly create a protocol document first draft from a few source documents.
2. Selection and training
Organize clinical team discussions to select the site, coordinate patient recruitment, and ensure proper training for trial.
Copilot2
Benefit: Retrieve and summarize relevant chats, emails, and documents that may be referenced for selection and training faster.
3. Informed consent
Clinical team member creates form to obtain consent from study patients.
Copilot in Word
Benefit: Quickly update a prior consent form with appropriate information for desired clinical trial.
4. Data collection and management
Clinical researcher gathers and analyzes trial data.
Copilot in Excel
Benefit: Create metrics and visualizations to track clinical trial performance / key milestones.
5. Closeout and reporting
Clinical team collaborates to create a clinical study presentation.
Copilot in PowerPoint
Benefit: Apply branding guidelines, adjust layouts, and reformat text for stakeholder presentations.
6. Publication and communication
Clinical team seeks regulatory approval to market product.
Copilot2
Benefit: Coordinate with communications team for external reporting and share / locate attachments easily.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
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.
