In the world of HR, balancing strategy with day-to-day tasks can be challenging. For Omar, a Human Resources manager at a regional bank, Microsoft Copilot has become an essential tool, allowing him to move seamlessly through each part of his busy day. Today, we’ll walk through how Omar uses Copilot to stay efficient, connected, and ready for anything.

8:00 AM – Morning Interview with a Helping Hand

Omar starts his day at home, ready to meet a candidate interviewing for a teller position. As the conversation progresses, Omar finds that he wants to delve further into the candidate's experience. So, he turns to Copilot in Teams for guidance:

Prompt: “What are some good follow-up questions to learn more about this person’s skills and experience?”

With a quick response, Copilot suggests insightful questions that encourage the candidate to elaborate on their customer service approach and handling of financial transactions. Throughout the conversation, Copilot even helps Omar summarize key points, leaving him free to focus on the interaction itself rather than taking notes.

9:35 AM – In the Office and Ready to Tackle Challenges

Once at the office, Omar turns his attention to an ongoing situation at one of the bank’s subsidiaries. Overnight, his team has been discussing the issue through a lengthy chat thread, and Omar needs to catch up quickly. He asks Copilot in Teams for a breakdown:

Prompt: “Summarize this thread and include the key issues, suggestions for resolution, and who made the suggestions.”

In moments, Copilot generates a concise summary, highlighting the primary concerns, potential solutions, and each team member's contributions. With this overview, Omar can address the situation effectively, offering guidance without wading through each message. Copilot’s rapid recap ensures he stays informed without sacrificing time.

10:00 AM – Reviewing the New Compliance Handbook

Next, Omar turns to a critical task: reviewing the newly drafted compliance handbook. To ensure it covers all necessary points without spending hours on each section, he commands Copilot in Word to help him synthesize the content.

Prompt: “Summarize the Compliance Handbook in about four paragraphs for an executive and provide a list of key points.”

In no time, Copilot produces an executive summary of the handbook, capturing essential guidelines on confidentiality, ethical conduct, and reporting procedures. It even highlights sections that may need more detail, allowing Omar to make quick edits before he shares the document with leadership.

1:00 PM – Spotting Trends in HR Data

After a productive morning, Omar returns from lunch and focuses on some HR data analysis. He needs a quick look at recent attrition trends, so he queries the HR dashboard through a plugin in Copilot Studio:

• Prompt: “Add a column that averages the other columns for each month.”

Copilot seamlessly adds the requested column, offering a snapshot of monthly averages. With these insights, Omar can identify any emerging patterns and consider steps to improve employee retention. Thanks to Copilot, analyzing data is now as straightforward as asking a question, leaving him with a clearer picture in a fraction of the time.

2:00 PM – Building a Presentation on HR Initiatives

Later, Omar starts preparing a presentation on HR’s upcoming initiatives for the leadership team. Rather than starting from scratch, he asks Copilot in PowerPoint to add a slide that outlines these plans.

Prompt: “Add a slide about potential HR initiatives.”

With a simple command, Copilot generates a professional slide highlighting initiatives on employee engagement, wellness programs, and leadership training. Omar makes a few quick adjustments, confident that the slide will communicate his team’s vision with clarity and polish.

4:00 PM – Catching Up on Missed Emails

As the day winds down, Omar notices several unread emails and missed calls. To catch up efficiently, he asks Copilot in Outlook to summarize the conversations, allowing him to respond quickly and accurately.

Prompt: “Summarize the thread.”

Copilot compiles each thread into clear summaries, capturing the main points and any required follow-up. With the summaries on hand, Omar drafts thoughtful responses and closes out his day on a proactive note.

From insightful interviews to quick data analysis, Omar’s day showcases how Copilot allows HR managers to work with greater precision and efficiency. By integrating seamlessly into his workflow, Copilot empowers Omar to stay connected, make faster decisions, and focus on what matters most: supporting his team and building a thriving workplace.

Copilot’s impact isn’t just limited to HR—its benefits extend across all departments, influencing each team’s ability to meet key performance indicators (KPIs) and achieve strategic objectives.

Digital Bricks plays a critical role in facilitating Copilot’s adoption across companies of all sizes. Through expert guidance, change management practices, and specialized upskilling programs, Digital Bricks ensures that each department fully understands Copilot’s capabilities and can harness its potential.

Change management is essential in any digital transformation, as it helps employees understand the “why” and “how” behind new technology. This approach reduces friction, encourages buy-in, and ultimately leads to smoother transitions. By fostering a positive attitude toward technology change, Digital Bricks ensures that teams are excited about what Copilot can offer, rather than hesitant about learning something new.

Upskilling is another foundational piece in this journey. Digital Bricks provides hands-on training tailored to various roles, allowing employees to build confidence and develop the skills they need to use Copilot effectively. As each team learns to incorporate Copilot into their specific tasks and goals, they discover new ways to save time, increase output quality, and boost collaborative efforts. These upskilling sessions help employees at every level gain valuable AI knowledge, furthering both personal and organizational growth.

At Digital Bricks, we’ve developed an Adoption Accelerator to support organizations of all sizes in successfully integrating Copilot into their workflows. Our accelerator program offers multiple packages tailored to the specific needs of any business—whether a small, mid-sized company, or a large enterprise.

Contact us today for a free, no-obligation quote! Together, we can unlock the full potential of Microsoft Copilot for your organization.

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