- [Narrator] Lydia is CEO of a company
delivering life-changing healthcare services.
Lydia's challenge?
Project teams spend so much time updating
and reporting on plans to assure projects
are delivered on time and on budget,
Copilot in the Dynamics 365 Finance portfolio
helps them complete that work faster and more accurately
so they can achieve their true goal,
delivering as many successful
healthcare services as possible.
Project Manager Prakash is leading a new project
for Lamna Hospital
setting up an outpatient service in Jordan.
Capturing the initial project tasks
would usually take hours.
Not anymore.
Copilot takes as project name and description
then uses its knowledge of similar projects
to suggest tasks and their duration.
Prakash can edit, add or remove tasks,
make assignments, and modify task contours.
Copilot's robust recommendations just freed up hours
that he can now dedicate to progressing the project,
delivering impact faster.
A few weeks later, Prakash receives a reminder
that he needs to create a project status report.
These reports give finance an important understanding
of the stage of the project,
but take hours to generate, slowing down progress.
Now, Copilot reads and analyzes
in-depth service execution data and metrics,
current, past, and projected financial transactions,
budget and revenue performance,
and the progress of tasks by each team member.
Then it produces a clear report
that shares the project health,
risks and mitigations, and financial status.
Prakash can edit the report and add any comments.
Now that a clear picture
of the state of the project has been created
for his key finance and project management stakeholders,
he can spend the afternoon making real progress.
Another challenge PMs face,
missing risks that cause project delays.
Delays impact project success and profitability.
Copilot is here to help Prakash avoid them.
One morning, he gets a notification that the Lamna project
is running really high on cost,
and delivery may have to be paused
if they don't get more funds.
Like any business, when funds are low,
they really struggle to keep delivering impactful work.
Copilot suggests that Prakash overcome this problem
by asking Lamna Hospital for an advance.
He agrees, adds an advance request to the contract,
and sends an invoice requesting the payment.
Copilot isn't just helping the PMs,
it's also helping the collection agents.
They spend their days
ensuring they're receiving the project payments
needed to keep the business rolling.
Right from within Outlook,
Copilot shows them customers with outstanding payments
and gives them all of the details they need
to send payment reminders.
Less time spent finding the information
and more payments secured.
Copilot capabilities in the Dynamics 365 Finance portfolio
are truly making a difference for Lydia's Company.
By empowering the team to create more realistic plans
based on previous engagements
and avoiding potential problems,
they have a greater utilization of resources,
more on-time delivery, and less rework.
This combination increases profit margins
and means the company can have a true impact,
delivering successful, life-changing healthcare services.
(bright music)