IT scenario: Evaluate and purchase a new IT solution
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
IT management costs
Value benefit
Cost savings
Employee experience
Using Copilot to evaluate and purchase a new IT solution
1. Gather business requirements
Use Microsoft Copilot to aggregate multiple threads of conversations and create a holistic view of all essential business requirements for the new solution.
Microsoft 365 Copilot Chat2
Sample Prompt: Summarize my conversations about [project name].
2. Research solutions
Quickly and accurately compare available solutions in market using Copilot.
Microsoft 365 Copilot Chat1
Sample Prompt: Prepare a summary of information gathered from [website].
3. Create a build vs. buy analysis
Use Copilot in Excel to compare quotes from vendors and analyze key differences.
Copilot in Excel
Sample Prompt: Add a column showing the deviation from the lowest number in the total cost column.
4. Create solution RFP
Draft RFP to the selected vendors using Copilot to take content from your emails, meeting notes, and presentations.
Copilot in Word
Sample Prompt: Draft a “request for proposal” using the attached files as reference: [email], [meeting recap[, [presentation].
5. Create a comparison chart
Use Copilot to create a comparison chart across all the vendor proposals you received.
Microsoft 365 Copilot Chat2
Sample Prompt: Create a comparison chart with each company’s proposal, with the company at the top of each column, and rows that compare cost, services provided, and timeline.
6. Create launch communication
Use Copilot in Outlook to easily draft an email announcing the new solution and thanking contributors.
Copilot in Outlook
Action: Use Coaching by Copilot to ensure that it is clear, concise, and impactful and provide coaching tips.
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 Microsoft Teams, and set toggle to “Work”.
3Copilot agents allow Microsoft 365 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.
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.
