Built in Microsoft Copilot StudioCase Study

Enterprise Operations Copilot

Microsoft Copilot Studio · Claude Sonnet 4.6 · Power Platform

An AI-powered conversational copilot that gives operations teams instant answers about vendors, inventory, work orders, and storm logistics — all through plain English conversation. No more jumping between disconnected systems.

Copilot StudioAgentic AIWorkflow AutomationKnowledge GroundingOperational Intelligence
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The Problem

Enterprise operations teams juggle multiple disconnected systems every day. Checking a vendor's onboarding status means logging into one system. Checking inventory levels means opening another. Tracking work orders means a third.

This creates real delays — especially during high-pressure situations like storm response operations, when field teams need inventory and logistics information immediately.

The Solution

A single conversational AI copilot that connects to all operational data sources. Employees ask questions in plain English and get immediate, grounded answers with recommended actions — without logging into multiple systems.

Built in Microsoft Copilot Studio with Claude Sonnet 4.6, the copilot understands operational context and provides structured, actionable responses.

System Design

How It Works

One conversational interface connected to all operational knowledge sources.

User
Microsoft Copilot Studio
Enterprise Operations Copilot
Vendor Onboarding Agent
Storm Logistics Operations Agent
Purchase Order Creation Agent
Contract Review Assistant

Knowledge Sources

Vendor RecordsWork OrdersInventory DataShipment TrackingStorm Readiness Data
AI-Powered Recommendations
Capabilities

Four Intelligent Agents

Vendor Onboarding Agent

Check vendor status, review compliance, identify missing documents, assess risk, and get approval recommendations in one conversational turn.

"Check vendor onboarding status for ABC Logistics"

Storm Logistics Operations

Track work orders, monitor inventory levels, identify shortages, track shipments, and generate storm readiness reports on demand.

"How many Poly mats are available in NC East?"

Purchase Order Creation

Create procurement requests, material orders, and operational resource requests — then route them for approval through Power Automate.

"Create a PO for 500 Poly mats to NC East"

Contract Review Assistant

Summarize vendor contracts, identify risks, review compliance requirements, and surface approval-ready recommendations.

"Review the contract for Vendor #2241"
Conversations

Real Conversations

These are actual responses from the Enterprise Operations Copilot — tested and validated in Microsoft Copilot Studio.

"Check vendor onboarding status for ABC Logistics"

ABC Logistics (Vendor ID: V-2241)

Status:PENDING

Missing Documents: Insurance Certificate, W-9 Form

Compliance Risk: MEDIUM

Recommended Action: Contact vendor to submit missing documents before approval. Estimated completion: 3-5 business days.

"How many Poly mats are available in NC East?"

NC East Inventory — Poly Mats

Available: 847 units

Threshold: 1,000 units — BELOW THRESHOLD

Shortage: 153 units

Recommendation: Transfer 200 units from NC West (current stock: 1,243 units) to maintain storm readiness levels.

Engineering

What Powers It

AI Platform

  • Microsoft Copilot Studio
  • Claude Sonnet 4.6 (via Copilot Studio)

Power Platform

  • Power Automate (workflow execution)
  • Power Apps (future integration)

AI Capabilities

  • Knowledge Grounding
  • Topic-Based Agent Design
  • Conversational AI
  • Prompt Engineering
  • Operational Decision Support

Knowledge Sources

  • Vendor Records
  • Work Orders
  • Inventory Data
  • Shipment Tracking
  • Storm Readiness Data
Gallery

Project Screenshots

Screenshots from the live Microsoft Copilot Studio implementation — available for live demo on request.

My Contribution

What I Built

End-to-end design and implementation of the Enterprise Operations Copilot.

  • Designed the Enterprise Operations Copilot architecture in Microsoft Copilot Studio
  • Configured conversational AI topics for vendor onboarding, storm logistics, PO creation, and contract review
  • Implemented knowledge-grounded responses using enterprise operational datasets
  • Built inventory visibility and storm readiness reporting with AI-driven recommendations
  • Designed and refined prompt behavior for operational accuracy and response quality
  • Validated end-to-end conversational flows across 4 business process domains

Get in Touch

Want to see this live?

I can walk through this copilot in real time in Microsoft Copilot Studio — showing actual vendor queries, inventory checks, and storm logistics responses.