Healthcare scenario: Optimize workforce planning

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Available with: Microsoft 365 Copilot Scenario level:
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KPIs impacted

Wait times

Patient satisfaction

Value benefit

Cost savings

Employee experience

Using Copilot to optimize workforce planning


1. Data analysis

A hospital’s clinical leader faces challenges in managing their nursing staff effectively due to high turnover, scheduling complexities, and skill gaps and wants proactive workforce planning measures.

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Copilot in Excel

Benefit: Analyze trends and identify patterns in nurse call-offs, patient volumes, skill sets, and workload distribution across different departments and specialties.

2. Optimal shift planning

Using data from the enterprise resourcing application, design balanced schedules that consider individual preferences, skill sets, and workload distribution for real-time and predicted need.

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Copilot in Excel

Benefit: Explore flexible scheduling options such short shifts or part-time roles to attract and retain nurses seeking work-life balance.

3. Streamline communication

Communicate with staff on the updated shift plans, staffing needs, and other operational requirements.

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Business Chat2

Benefit: Draft communication to provide the workforce with updates on staffing and scheduling.

4. Performance tracking

Track key performance indicators (KPIs) such as overtime hours, peak interval staffing levels, and skill utilization to identify areas for individual and team improvement.

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Copilot in Excel

Benefit: Analyze the KPI data and create customized visuals to identify improvement areas.

5. Administrative efficiency reporting

Report on staffing costs, overtime hours, and nurse-to-patient ratios, freeing up time for strategic decision-making.

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Copilot in PowerPoint

Benefit: Generate visuals and summaries to effectively communicate staffing insights to hospital management.

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.