Finance Procure-to-Pay Copilot
Automate invoice processing, vendor management, purchase order approvals, and spend analytics with governed AI.
Manual Invoice Processing
Finance teams spend hours on data entry, three-way matching, and exception handling.
Approval Bottlenecks
Purchase orders and invoices get stuck in email chains and lack visibility.
Solution Includes
- Document Intelligence for invoice and PO extraction
- Copilot for vendor queries, policy Q&A, and exception handling
- Power Automate workflows for approvals and notifications
- Integration with ERP (SAP, Oracle, NetSuite, Dynamics)
Faster invoice processing
Reduction in exceptions
Audit trail compliance
Legal Contract Playbook Copilot
Automate contract review, playbook enforcement, clause extraction, and risk flagging with governed AI.
Manual Contract Review
Legal teams spend days reviewing contracts against playbooks and flagging risks.
Inconsistent Enforcement
Playbook rules are applied inconsistently across deals and business units.
Solution Includes
- Document Intelligence for clause extraction and risk identification
- Copilot for playbook Q&A, contract summarization, and redline suggestions
- Automated playbook enforcement with deviation flagging
- Integration with CLM systems and SharePoint
Faster contract review
Playbook compliance
Less legal review time
Risk & GRC Copilot
Automate risk assessments, control monitoring, compliance evidence collection, and policy Q&A with governed AI.
Manual Control Testing
Risk teams spend weeks collecting evidence and testing controls for audits.
Scattered Policies
Policies live in SharePoint, wikis, and email with no unified Q&A.
Solution Includes
- Copilot for policy Q&A, control testing guidance, and risk assessment
- Automated evidence collection from systems and databases
- Power Apps for control monitoring and risk dashboards
- Integration with GRC platforms (ServiceNow, Archer, MetricStream)
Faster evidence collection
Less audit prep time
Policy coverage
HR Service Delivery Copilot
Automate employee inquiries, policy guidance, leave management, and case routing with governed AI. Note: For onboarding-specific automation, see AskHR solution.
High Ticket Volume
HR teams answer repetitive questions about policies, benefits, and leave.
Manual Case Routing
Cases get routed manually and lack status visibility for employees.
Solution Includes
- Copilot for HR policy Q&A, benefits guidance, and leave inquiries
- Automated case classification and intelligent routing
- Power Apps for employee self-service and case tracking
- Integration with HRIS (Workday, SuccessFactors, BambooHR)
Reduction in HR tickets
Faster case resolution
Employee satisfaction
Travel & Expense Copilot
Automate receipt capture, policy enforcement, expense approvals, and compliance monitoring with governed AI.
Manual Receipt Entry
Employees spend hours entering receipts and categorizing expenses.
Policy Violations
Out-of-policy expenses slip through and cause compliance issues.
Solution Includes
- Document Intelligence for receipt OCR and expense extraction
- Copilot for policy Q&A, expense guidance, and exception handling
- Automated policy enforcement with real-time violation flagging
- Integration with Concur, Expensify, and ERP systems
Less data entry time
Policy compliance
Faster approvals
Continuous Improvement Copilot
Automate Lean, Six Sigma, and Kaizen workflows with AI-powered root cause analysis, process mining, and improvement tracking.
Manual Data Analysis
CI teams spend weeks analyzing process data and identifying bottlenecks.
Lost Improvement Ideas
Employee suggestions get buried in email and spreadsheets without tracking.
Solution Includes
- Copilot for root cause analysis, fishbone diagrams, and 5-why analysis
- Process mining and bottleneck identification from system logs
- Power Apps for idea submission, tracking, and impact measurement
- Integration with ERP, MES, and quality management systems
More projects completed
Faster problem solving
Idea capture rate
Common Technology Stack
Core Platform
- • Azure OpenAI
- • Power Platform (Apps, Automate)
- • Microsoft 365 (Teams, SharePoint)
- • Document Intelligence
Governance
- • Role-based access control
- • Data loss prevention
- • Audit trails and logging
- • Compliance frameworks
Integrations
- • ERP systems
- • HRIS platforms
- • CLM and GRC tools
- • Custom APIs