Automation Archives - Microsoft Industry Blogs - United Kingdom http://approjects.co.za/?big=en-gb/industry/blog/tag/automation/ Tue, 02 Sep 2025 15:43:37 +0000 en-US hourly 1 Empower your sales team with AI agents: a practical guide  http://approjects.co.za/?big=en-gb/industry/blog/cross-industry/2025/09/02/empower-your-sales-team-with-ai-agents-a-practical-guide/ Tue, 02 Sep 2025 15:39:55 +0000 Empower your sales team to focus on customers, using Microsoft AI agents that automate admin, qualify leads and drive growth. Watch our "day in the life" videos to learn how agents support different sales roles.

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According to the latest Microsoft Work Trend Index, 80% of workers globally say they lack the time or energy to do their jobs. If  you work in sales, this may sound familiar. In other words, more targets, more tools and more admin can mean less time for selling. 

While AI is rapidly reshaping how we work, many sellers still spend too much of their day on manual tasks. Typical examples include updating CRM records, writing follow-up emails and preparing for meetings. 

That’s exactly where Microsoft sales agents come in.

By helping you focus on what matters most – building relationships and closing deals – our AI-powered assistants take care of the repetitive, time-consuming work behind the scenes.

What are sales agents?  

Sales agents are intelligent, role-based AI assistants that work across Microsoft 365 and your CRM, whether that’s Dynamics 365 or Salesforce. For example, Microsoft Sales Agent and Sales Chat can support and empower sellers in different ways, including:  

  • Drafting personalised emails and meeting summaries  
  • Qualifying leads and prioritising your pipeline  
  • Keeping CRM records up to date automatically  
  • Surfacing insights and next-best actions in real time  

What’s more, these solutions aren’t just assistive. They can work autonomously, engaging leads 24/7 and passing warm opportunities to you when it’s time to close. For lower-impact leads, they can even complete a sale. 

With Copilot, agents and human expertise working hand in hand, sales teams are empowered to unlock new opportunities for profitability and growth. 

Reimagine your sales day: watch role-based demos 

To show how AI-powered agents can transform your workflow, we’ve created five bite-size videos, including “day in the life” pieces focusing on specific sales roles.

Why not start with the demo that fits your role and see what’s possible?

🎥 Demo 1: How to Empower Your Sales Team with AI Agents

An introduction to how Sales Agent and Sales Chat work together to streamline sales operations. 

Watch "How to Empower Your Sales Team with AI Agents"

🎥 Demo 2: A Day in the Life of a Relationship Manager with AI

See how Sales Chat helps you stay informed and personalise customer engagement. 

Watch "A Day in the Life of a Relationship Manager with AI"

🎥 Demo 3: A Day in the Life of a Velocity Seller with AI

Watch how Sales Agent helps you qualify leads, automate outreach, and stay focused on high-value deals. 

Watch "A Day in the Life of a Velocity Seller with AI"

🎥 Demo 4: A Day in the Life of a Sales Leader with AI

Discover how Sales Research Agent helps you optimise team performance and drive revenue. 

Watch "A Day in the Life of a Sales Leader with AI"

🎥 Demo 5: Get Started with Sales Agents

Explore the benefits of enhancing sales productivity and efficiency today by integrating AI-powered platforms into your workflow.

Watch "Get Started with Sales Agents"

Dive deeper into seamless, agent-supported sales journeys

To explore more, watch Microsoft Discovery Hour: The Autonomous Customer Experience on-demand, which includes highlights from our Customer Experience Reimagined UK event. You’ll hear from product and strategy experts how sales agents are already helping organisations deliver more personalised, proactive and scalable customer experiences. 

Access sales agents today 

Our agents are now generally available. To access them in Microsoft 365 Copilot and Microsoft 365 Copilot Chat, just follow these steps:

  • Open your Microsoft 365 Copilot app. 
  • Navigate to Chat > Agents
  • Use the dropdown to browse pre-installed agents or select All agents  to explore the Agent Store
  • Select the Sales Agent, then click Add or Open.
  • You can now interact with the agent using prompts in the Message Copilot box. 

Remember, these solutions work with both Microsoft Dynamics 365 and Salesforce. That means you can nurture and close deals without even opening your CRM. You can also fine-tune them to connect to all your business data, ensuring accurate, actionable responses.  

It’s selling, made seamless – so you can spend more time with customers, and less time with systems.

Find out more

Read Microsoft’s announcement about sales agents 

Watch Microsoft Discovery Hour: The Autonomous Customer Experience

Explore the sales agents in Microsoft 365 Copilot and Copilot Chat 

Read the e-book: AI + CX: Your guide to marketing, sales and service transformation

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Transforming insurance with AI-powered autonomous agents  http://approjects.co.za/?big=en-gb/industry/blog/insurance/2025/05/01/transforming-insurance-with-ai-powered-autonomous-agents/ Thu, 01 May 2025 15:02:27 +0000 AI is transforming insurance, freeing staff from repetitive tasks and enabling more personalised customer experiences. Learn how autonomous agents are helping to streamline underwriting, claims processing and customer services.

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AI is revolutionising the insurance industry, driving efficiencies and creating personalised customer experiences across the value chain. From claims processing and underwriting to customer service and fraud detection, AI-powered tools are proving invaluable.  

The emergence of AI agents is poised to further accelerate innovation. In this article, we’ll explore the impact of these agents on the insurance sector and how organisations are using them to transform business operations.   

What are AI-powered agents?  

Often referred to as “orchestrator agents”, autonomous AI agents are designed to achieve specific goals with reduced intervention from us. Extracting greater value from existing data, reducing operational costs, automating processes and improving decision-making. They can also learn from past interactions and even execute tasks autonomously.

While these improvements are promising, safety is key to rolling out agentic systems. This means prioritising security, privacy and safety throughout AI development. Drawing on decades of expertise in building AI products, Microsoft is committed to industry-leading practices and capabilities. This includes our Secure Future Initiative and Responsible AI principles, providing a solid foundation to unlock AI’s transformative potential with confidence.  

These efforts enable insurers to enhance the customer experience while maintaining outstanding standards of trust and reliability.

Using agents in the insurance industry 

Deploying a network of agents can help insurers address intricate customer prompts efficiently. For example, one agent can extract information from a policy administration system, another could specialise in medical records related to customer policies, and a third might access and analyse claims data. 

Here are some significant industry use cases. 

Transforming underwriting through time-saving

AI-enabled tools in underwriting can automate data ingestion, translate unstructured data into structured data, and help underwriters access and interpret information from multiple, isolated sources.  

For example, Markerstudy Group built an app for its claims department on Azure OpenAI to summarise claims calls for handlers. With 300 claims handlers using the app, the organisation saved around four minutes per call – and a total of 7,500 working days.

AI agents can also provide real-time cross-checks, ensure compliance with new regulations, and help underwriters evaluate more policies by removing manual tasks from their workflow. For example, Zurich Insurance Group is using tools like Azure OpenAI to support more accurate, efficient risk evaluations – accelerating underwriting and boosting customer satisfaction.

Automating claims processes and data analysis

Agentic AI can automate the extraction and validation of claims data from forms, emails or portals. It can also cross-reference claim information with policies and coverage terms, and route claims for approval or escalation based on pre-defined rules.  

Insurance platform Nsure.com has created a customer copilot which draws data from Microsoft Fabric and helps customers submit payments, review renewal offers and request discounts. Along with text, the copilot offers an interactive voice response option and handles around 60% of customer questions. In scenarios like this, agents can reduce the claims process from weeks to hours.  

Improving customer services and empowering employees

With chatbots available 24/7 and capable of understanding natural language, AI agents can increase customer choice, personalisation and satisfaction. 

When a customer initiates a claim, they typically complete a form to gather general information and open the damage case. To streamline this process and improve service quality, insurance company DOMCURA has developed an AI-powered agent called Claimens, capable of handling calls, guiding customers through the claim form and outlining next steps.  

By handling simple tasks, the agent enables case workers to focus on more complex claims, which helps improve the experience for both customers and employees. 

Take the next step with trusted support 

With the UK government’s Action Plan emphasising the role of AI in driving economic growth, implementing AI-powered agents is now a key strategic priority and differentiator for businesses.  

The value of agents comes from their potential to support complex use cases across business functions, particularly for workflows that involve time-consuming tasks or require multiple sources of data. To get started with Microsoft as your partner, we invite you to co-innovate AI use cases to ensure we’re transforming priority areas.  

By leveraging proven solutions, you can streamline processes and improve customer satisfaction while maintaining the highest standards of trust and reliability. 

To learn how to build your strategic plan today and discover the five stages of AI value creation, download a free copy of our AI Strategy Roadmap.  

Find out more

Read the blog: Insurance in the era of generative AI – use cases that transform the industry

About the author

A man in a suitJames has held leadership positions across Microsoft Consumer and Enterprise teams. With a passion for people and technology coming together to drive customer success, he has been at the forefront of cloud and digital transformation for over a decade, developing new revenue streams and significantly accelerating growth.

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How AI and intelligent agents are transforming local government  http://approjects.co.za/?big=en-gb/industry/blog/public-sector/2025/04/29/how-ai-and-intelligent-agents-are-transforming-local-government/ Tue, 29 Apr 2025 16:56:45 +0000 Discover how AI and intelligent agents are already transforming local government, from streamlining social care case notes to enhancing contact centre support and more.

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In recent conversations with local government customers, I’ve seen growing interest in agent-based AI – driven by the real impact it’s already having across councils. AI is streamlining complex processes, supporting residents and freeing up staff to focus on what matters most. 

These technologies aren’t on the horizon – they’re in use today. The examples below show how AI, and agents in particular, are delivering results and helping councils provide smarter, more compassionate services. 

Streamlining case notes in social care

At a recent AI Roadshow in Bristol hosted with our partner Advania, one council shared how they’ve been using a solution called Echo, co-developed with Microsoft and five other local authorities. Echo enables social workers to have conversations with vulnerable citizens without pausing to take notes. The system records, transcribes, summarises, and formats the conversation to match the case management system. 

It’s already making a difference – freeing professionals to focus on people rather than paperwork. The underlying language model is tuned to reflect lived experience, and with 10 more councils now joining phase two, the solution is being made available across the sector via our Local Government GitHub repository

Breaking down language barriers

Language is often a barrier to access. That’s why Microsoft is piloting Translator Pro in several councils. It enables two people to converse in their native languages, with Translator capturing, transcribing and translating the exchange in real time – presenting the translation on a screen while reading it out in the receiver’s native tongue. 

It also logs the entire exchange for follow-up or case management. Early feedback shows it’s already improving service accessibility and cutting down on delays caused by language gaps. 

Simplifying complex SEND processes

Creating an Education, Health and Care Plan (EHCP) is a time-consuming process involving multiple data sources. In one of the most powerful agent-based AI use cases, councils are simplifying the process by using a command-and-control model with specialised agents: one pulls case data, another scans policy, another suggests relevant services, and a central agent compiles a first draft of the EHCP. 

With review agents in place, the case worker remains in control, but the workload is significantly reduced. It’s a compelling example of how agents can handle complex, high-stakes workflows. 

Automating procurement workflows

In one council, an agent now handles purchase order processing. It extracts key details, checks them against policy, and recommends whether to approve payment. What used to take hours now happens in minutes – with staff still making the final call. 

This automation removes repetitive admin, improves accuracy and gives procurement teams more time to focus on strategic work. 

Speeding up contact centre support

Another council is using an agent to support contact centre staff. Trained on a 700-page housing repairs manual, the agent provides instant answers to frontline staff handling resident calls – saving them from digging through dense documentation. 

This cuts call times and enables quicker resolution, improving both staff efficiency and resident experience. 

A trailblazing “front door”: Basildon Council’s AI journey 

I recently joined a UK Authority webinar with leaders from Basildon Council to discuss how the council is working with HSO to transform its resident experience through AI. For example, common service requests – such as missed-bin reports – are now automatically handled via an intelligent portal that provides updates and reduces the need for follow-up contact. 

This AI-powered system has freed up capacity to focus on complex, high-impact cases. The council has already delivered £2 million in savings, while also working to unify data sources through Microsoft Fabric to better predict demand and support broader service reform. Read more about Basildon Council’s AI initiative

Looking ahead 

These are just a few of the many live examples where AI and agent-based models are helping councils rethink how they work. You can explore more in Microsoft’s new report, Agents of Change, which discusses, among other benefits, how agentic AI is helping reduce staff burnout and transform public services.

From social care to procurement, translation to SEND support, these tools are enabling better, faster, more responsive services – and ultimately, improving lives. 

If you’re a public servant who would like to learn more, connect with peers and co-create with support from Microsoft, I encourage you to join us at the next Innovation and Collaboration Forum

Find out more

Read the blog: Driving innovation in the UK public sector with AI

Download the Agents of Change report

About the author

Portrait photo of Robin Denton Director of Local Public Services at Microsoft UKRobin has 20 years of experience working with Microsoft and local public services, and has deep expertise in the local government and housing sectors. His technology background helps align emerging tech with sector priorities, driving innovation in services and resident outcomes. He has worked on many shared services and unitary council mergers, and is passionate about using AI and reform to modernise processes. Robin currently leads Microsoft UK’s Local Public Services team, driving transformation across the sector.

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Embrace the art of the possible: 5 ways Microsoft AI can enhance your SAP workload  http://approjects.co.za/?big=en-gb/industry/blog/cross-industry/2023/12/14/embrace-the-art-of-the-possible-5-ways-microsoft-ai-can-enhance-your-sap-workload/ Thu, 14 Dec 2023 13:11:41 +0000 Looking to drive agility and security in your SAP workloads, or want more control over your SAP migration? Discover five ways the Microsoft Cloud can help you extend your SAP capabilities, using the power of AI.

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Just a few years ago, we saw that organisations that had already invested in a solid digital foundation were able to weather the disruption of the pandemic better than their peers, with many emerging even stronger than before. 

Today, the pressures are different. The global workforce is shrinking as the population ages. Labour productivity is in the doldrums. And, with a more connected global population, security threats emerge and evolve faster than ever. While human ingenuity and expertise will always be needed to defend against these threats, 87% of leaders see AI as a market advantage.  

Whether you’re looking to improve agility and security in your SAP workloads, wanting to innovate without disrupting core business processes or looking for more control over your SAP migration, the cloud and AI offer a unique opportunity.

87% of leaders believe AI gives them a competitive edge

Here are five ways the Microsoft Cloud can help you harness the power of AI and extend your SAP capabilities. 

1. Create faster with AI-powered data insights

In a world of deadlines and labour-intensive tasks, innovation and creativity can suffer. By integrating Azure AI services to your SAP data, you can optimise your workflow and empower your employees to create ideas and content faster. Our AI-powered data platforms also help you complete time-consuming tasks with ease, offering instant and intelligent insights that propel your work forward. 

An example is the Microsoft Fabric platform. It delivers data analytics in a software-as-a-service model, with an open, lake-centric data architecture and deep integration with Microsoft 365. Its built-in AI Copilot helps you find out what you need to know using natural language. In addition, it’s built to work across clouds, so you can easily migrate elsewhere in the future. 

Part of the Microsoft Intelligent Data Platform is Power BI, relied on by the vast majority of Fortune 500 companies. With easy-to-use AI analysis capabilities and AI-powered data summarisation, it helps you find insights, make decisions and take appropriate action with ease.  

97% of the Fortune 500 use Power BI

2. Improve collaboration and productivity

To get the most from your employees, they need to be freed from siloed technology, software and business processes. You can enhance employee productivity by integrating and giving access to SAP data in Microsoft 365. 

With Microsoft 365 Copilot, your AI assistant can help you keep work organised and your employees productive. It combines the power of large language models (LLMs) with your data in the Microsoft Graph – your calendar, emails, chats, documents, meetings, and more – and the Microsoft 365 apps to turn your words into the most powerful productivity tool on the planet. 

Copilot for Microsoft 365 works alongside your favourite day-to-day office apps. Just a few examples:

  • You can be more creative in Microsoft Word, as Copilot writes, edits, summarises and creates alongside you. Rapidly find key information or get a head start by generating (and then re-generating) a full client brief.
  • Copilot helps put all the rich capabilities of Microsoft Excel at your fingertips. It will review and edit data with simple prompts, make sheet-wide updates in seconds, and visualise key insights from large data-sets. 
  • In Microsoft PowerPoint, you can now quickly summarise an entire presentation deck, or organise your deck into sections. Copilot also makes it easy to transform existing written documents into full decks, complete with speaker notes and sources – all with a few simple, spoken prompts. 
  • With Microsoft Outlook and Teams, Copilot lightens the load and provides the gift of clarity. Summarising long email or message threads (with bullet points and all), pulling out different opinions expressed in meetings, and quickly drafting suggested replies and action items, all in real time. So you can unlock the magic of efficient and effective meetings. ​ 

Combining Microsoft Generative AI with SAP’s SuccessFactors and Joule enables new experiences for HR leaders, recruiters, hiring managers and employees. They can now create tailored job descriptions based on SAP SuccessFactors data and external data. Or rapidly generate interview questions based on an applicant’s CV. Using Microsoft Viva Copilot, employees will be able to curate their own learning paths. 

3. Simplify with automation and innovation

When great ideas or highly productive employees are held back by repetitive or labour-intensive business processes, it can stifle progress and creativity. Simplify your business process with AI-powered development and automation, using your SAP data. 

For over a decade, we’ve been progressively unifying the Microsoft Power Platform into a unique, fully integrated and cloud-powered suite. With solutions such as Power Apps, Power Automate, Power Virtual Agents and AI Builder, we’ve reinvented how all makers develop software, further democratising access to innovative business solutions.

Today, all employees have access to the tools they need to create applications, solve problems, automate workflows and analyse data more effectively. With Copilot working as your AI assistant in Power Apps, the development process is more accessible and less repetitive, so your development cycles don’t get slowed down.

Just describe your goal verbally, and Power Apps will use integrated AI to generate code, and even build complete apps. Check out the latest AI and other advances built into Power Apps.

You can also auto-generate working apps and data within seconds from images and design files. Save time, build more complex solutions, and reimagine business applications. Empower anyone across the business to create apps quickly and easily. 

4. Improve developer productivity with Copilot

Working faster and smarter can be crucial when it comes to business competitiveness and innovation. One of the most exciting new capabilities we’ve recently launched with GitHub is a new service we call GitHub Copilot. It can empower developers to save time and energy with AI-generated code, and helps easily integrate AI capabilities into SAP ABAP applications. 

GitHub Copilot provides an AI-pair programmer that works with all of the popular programming languages. This dramatically accelerates developer productivity. Up to 46% of all new code written by developers using Copilot is now fully AI-generated, with developers reporting a 55% productivity boost by using Copilot. 60% to 75% of developers who use GitHub Copilot also say it helps them focus on more satisfying work and enjoy their jobs more. 

Up to 46% of new code is now written by AI / 55% faster developer productivity / Up to 75% of developers say they can focus on more satisfying work

5. Stay ahead with AI-powered security

Keeping protected against cyberthreats in today’s security landscape means being able to respond quickly and effectively. With Microsoft Security Copilot, you can do just that. 

Security Copilot combines the most advanced GPT4 model from OpenAI with a Microsoft-developed, security-specific model. It’s powered by Microsoft Security’s unique expertise and scale, sifting through 65 trillion signals daily. So whether you need to detect hidden patterns, harden defences or respond to incidents in your SAP systems, it’ll help you do it better and faster. 

65 trillion signals processed by Microsoft Security Copilot every day

As the first and only generative AI security product to help defend organisations at machine speed and scale, Security Copilot helps you be more effective and efficient while also supporting your teams to solve security challenges. It runs on our security and privacy-compliant hyperscale infrastructure, which is unique to Microsoft and brings the full benefit of being on the Azure cloud platform. And over time, it will work with a growing ecosystem of products from third-party vendors. 

With this comprehensive approach, and all your security capabilities in one place, you’ll benefit from unparalleled simplicity, visibility, automation, and intelligence.  

Extend SAP and innovate on Microsoft Cloud

Redefine what’s possible by integrating AI and Microsoft into your SAP data. It can help empower your employees, accelerate savings in your business, optimise your workload and enhance your productivity.  

To learn how AI can benefit your organisation and how we’ll support you through the change, please contact the authors, Sean Pilkington and Tom Payne, or your Microsoft representatives. 

Find out more

Microsoft Discovery Day: SAP on the Microsoft Cloud

Maximize SAP Investments by Migrating to the Microsoft Cloud: On-demand webinar

Innovate on Your SAP Data with Power Platform Integration: On-demand webinar

About the authors

Sean Pilkington

As the SAP on Azure UK Lead at Microsoft, Sean draws on over 20 years of experience in SAP design and solutioning to help clients visualise how their SAP solutions can be deployed into the Azure cloud. He thrives on demonstrating innovative technology that seamlessly blends with SAP to give customers the best experience, while enabling their business to drive down costs, increase ROI on technology and accelerate their digital transformation.


Tom Payne

As the SAP on Azure Sales Lead at Microsoft, Tom brings a wealth of experience to empowering SAP customers as they embrace cloud transformation with Microsoft Azure. He is adept at simplifying complex technology applications while optimising the customer journey.

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AI starter pack: 5 ways to implement AI into your business http://approjects.co.za/?big=en-gb/industry/blog/cross-industry/2023/06/07/ai-starter-pack-5-ways-to-implement-ai-into-your-business/ Wed, 07 Jun 2023 13:42:04 +0000 Empower your business to achieve more with AI. Glen Robinson, National Technology Officer at Microsoft UK, outlines practical applications and implementation tips to get you started.

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The number of UK organisations using AI solutions in their day-to-day operations continues to grow rapidly, as reported by the Microsoft and LinkedIn Work Trend Index. For those that have not yet replaced exploration with AI implementation at scale, now is the time to act or risk falling behind.

Yet for many business decision-makers, the biggest question continues to be: “How do I start the journey?”

To help answer this question, I want to outline some practical applications of AI that can help your team achieve more today. I’ll then end with some high-level implementation tips.

First, a few words about preparing for the road ahead.

Nurturing (and protecting) your new “learning culture”

As your organisation implements AI, you’ll embark on a change-management journey in which departmental and data silos tend to disappear. In fact, you’ll get the best out of AI by nurturing:

  • Organisation-wide participation, so all staff can contribute new solutions to business problems
  • Two-way communication, right across a diverse and inclusive team
  • Experimentation, including opportunities to learn from mistakes

Your new AI-powered“learning culture” will increasingly be powered by data, with richer insights and new analytical tools. To support this major shift, we’ve developed an end-to-end analytics solution, Microsoft Fabric, unveiled at Microsoft Build 2023. Infused with the Azure OpenAI Service at every layer, Fabric integrates the most advanced D&A tools – from Data Factory to Power BI and Synapse – in one place. Enabling you to surface business insights faster than ever.

Responsible AI by design

It will also be important to consider the ethical, cultural and compliance aspects of deploying AI technology. You can rest assured that, in designing AI solutions, Microsoft puts people and principle first. Our team of researchers, engineers and policy experts is guided by our AI principles and  Responsible AI Standard, along with decades of research on AI, grounding and privacy-preserving machine learning.

Our design process ensures Microsoft AI systems are scrutinised for potential harms and mitigations. We also make it clear how a system makes decisions by noting its limitations, linking to sources and prompting users to review and adjust content based on their subject-matter expertise.

5 ways to start implementing AI at work

The following scenarios highlight how Microsoft AI can help you work smarter and faster, using natural language to cut through the drudgery of search and manual compilation. Our solutions put technology, AI, data, cybersecurity and advanced usability through natural language at your disposal.

Decorative icon

1. Transform workloads with an AI copilot

Imagine next-generation AI embedded into the Microsoft 365 apps you use at work each day – Word, Excel, PowerPoint, Outlook, Teams and more. That’s Copilot in Microsoft 365.

Using Copilot in Word, you can now quickly create a first draft to edit and develop using a language prompt. Want more help? Copilot will shorten, rewrite or give feedback on it.

You’re always in control. You can (and should) review, fact-check and fine-tune content yourself.

Creating a presentation? With Copilot in PowerPoint, you can easily bring in slide content from any previous deck. And Copilot in Excel will help you rapidly analyse trends and create data visualisations.

Create reports in seconds

With our Business Chat AI tool, you can use a natural language prompt (such as “Tell the CEO how we’ve updated the campaign strategy”) to instantly create a status update, based on your relevant meetings, documents, emails and chat threads.

2. Detect cybersecurity threats faster 

For security operations and response teams, constant vigilance against threats can drain resources and exhaust individuals.

Microsoft Security Copilot reduces the burden. It uses AI to integrate insights and data from security tools, detecting vulnerabilities earlier and shutting down cyberattacks.

Microsoft Security Copilot provides intelligent guidance informed by 65 trillion daily signals.

It also puts your people first by improving usability. To understand functions, users can simply ask for step-by-step guidance.

As with all our AI solutions, Security Copilot strictly follows our AI principles and Responsible AI Standard. It also runs on Azure’s hyperscale infrastructure for a fully privacy-compliant experience.

3. Reinvent search with an AI copilot for the web  

Our new AI-powered Bing search engine and Edge browser tools are like a copilot for the web. They give you more complete search answers, a new chat experience, and the ability to generate content.

“We’ve launched Bing and Edge powered by AI copilot and chat, to help people get more from search and the web.”

Satya Nadella, Chairman and CEO, Microsoft

With the chat experience, you can easily fine-tune your search by asking for more details and clarity. You’ll get relevant links to follow up, too.

Merging search, browser and chat opens up exciting possibilities. Need the highlights of a long annual report? Just ask for it using the Edge Sidebar. Want to compare it to a competitor and see them side-by-side in a table? Just use the chat function.

Even as AI transforms search, the privacy policies of Bing and Edge AI ensure your user identity and behaviour are safe and protected.

4. Improve services and solve problems with AI

Rapidly improve your customer service and data insights by tapping into the power of generative AI models, including GPT-4, Codex, and DALL-E 2. All are available through the Azure OpenAI Service, backed by built-in Microsoft Azure security, compliance and data privacy and the Responsible AI Standard.

Solve your business problem in seconds

Looking to speed up clinical communications or automate an accounting process? Any team member can now do it using AI and low-code. We’ve added Copilot to Microsoft Power Platform, so you can create apps, flows and bots in seconds through natural language. And whatever you build, you can easily query the data for instant, actionable insights.

You can develop Power Automate workflows in 50% less time with Copilot.

5. Unite teams, communicate and collaborate in one place

We’ve also improved usability. Instead of having to keep an eye on your chat while presenting in Teams, you can use Copilot to auto-answer any questions – and save time to collaborate.

Copilot finds Teams notifications, messages and information rapidly and helps you manage work with personalised suggestions. Asking Copilot for a summary can help reduce that Monday morning weekly-status stress by putting you one step ahead.

Implementing AI at scale: 4 practical steps

Scaling your AI journey can be confusing with so many technical, business, cultural and ethical considerations. To move smoothly from experimenting to implementing, follow these steps.  

1. Think business transformation

Approach AI as a business change programme, with tech as a key component. AI will transform your culture, so this might help you think big. It will also stop you seeing AI as belonging solely to IT. 

2. Get your people onboard

Take the time to explain to stakeholders the reasons for change. Highlight the benefits they can expect. No-one should feel they’re having AI “done to them”.   

3. Identify a problem to solve

Scope a business problem, then plan how AI can help solve it. That way, your solution can create measurable value. Don’t use a new business problem – start with one you know and understand.

4. Build an organisation-wide strategy

Create a strategy that allows AI to scale organically. Businesses that focus on scale do better than those hoping multiple, smaller projects will automatically lead to scale.

Over to you

Integrating AI into your business shouldn’t be a daunting process. We’ve designed our AI solutions to fit in with the way you work, not the other way round. This includes applying robust ethical AI principles at every step, and it’s why Copilot automatically adopts your organisation’s security, compliance, and privacy policies and processes. It also protects your tenant, group and individual data.

As Microsoft AI creates a new workplace interaction between humans and computers, I hope this blog has inspired you to take the first step. I look forward with excitement to seeing how AI helps you unleash innovation, unlock productivity and expand skills across the team.

Find out more

Visit the Microsoft AI hub

Accelerate competitive advantage with AI

Build an AI strategy with our Digital Transformation Playbook

Microsoft Responsible AI principles

About the author

.As National Technology Officer, I lead Microsoft’s technology vision and model its culture of learning, while developing strategies to protect and extend Microsoft Cloud into complex regulated markets. My goal is to inspire leaders of state and enterprise, as well as regulators and customers, on how best to leverage innovation to drive digital transformation.

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Digital public services: How to drive transformation with change agents http://approjects.co.za/?big=en-gb/industry/blog/government/2023/04/18/digital-public-services-how-to-drive-transformation-with-change-agents/ Tue, 18 Apr 2023 12:56:16 +0000 Digital public services are an imperative. Learn how 'change agents' can help the public sector to digitally transform with the Microsoft Change Agent training programme in June 2023.

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The public sector’s response to the pandemic resulted in rapid digital innovation, taking digital public services from a ‘nice-to-have’ to an imperative. But public sector transformations can be challenging, as they lack the people with the right skills to deliver that transformation.

In 2022, only 4% of people were employed in digital roles throughout the public sector, highlighting the need to embrace technology, upskill internally and produce better outcomes for everyone. The way to do it is by employing public sector employees as ‘change agents’.

Usually recruited from within the organisation, change agents help to manage the relationship between the organisation and the individual for a smooth digital transformation. The best change agents have extensive experience in department processes and technology and can offer moral support to those cautious of change.

The role of the change agent

Full-time change agents can be expensive and may divert some of the best and most productive people from a team. So organisations should make smart decisions about how a change agent programme is staffed, managed and supported.

As part of Microsoft’s Innovate Together programme, the Change Agent programme aims to train at least one person in every public sector service to be a catalyst for change. Delivered through expert training sessions and an online community of UK public sector change agents, the programme will provide a platform for the rapid exchange of ideas and solutions to maximise your journey to digital transformation.

This article offers insights into the powerful role of the change agent and allows you to register for the next Change Agent training programme in June 2023, open to those from Local Government organisations.

Delivering transformation benefits on the ground with a change agent

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A change agent supports strategic transformations to deliver benefits locally on the ground. They also act as transformation conduits from a technology and a culture perspective. On one hand, they need to supply the central team with regular progress reports and flag up potential issues. On the other hand, they need to win over colleagues and support them in embracing new technologies and ways of working that may be unfamiliar to many.

Using technology to overcome complexity

Small conference meeting in modern workspace.

Given the right training, change agents can match an organisation’s needs with the technology that it already has and advise on other opportunities. The Change Agent programme provides training on a whole host of transformational technologies such as AI and Power Automate, along with insights into how to leverage the tech you are likely already using day to day, from Microsoft Teams to SharePoint.

The training also equips participants with an understanding of the principles of change, how to lead and support change, different learning styles and meeting accessibility requirements through technology; providing attendees with the confidence, theory and practical examples to embrace and lead change within their own organisations.

Confidence in these ‘softer skills’ is crucial in enabling change within a complex industry, which is why one day in the five-day Change Agent programme option is dedicated to providing attendees with the skills to enable change. This content is delivered by industry experts; supporting colleagues to adopt digital tools requires empathy and an understanding of human psychology as well as knowledge of the products being used.

The programme also offers a bespoke version for managers within local government, providing them with sessions on how to support their teams with change, as well as technology specific sessions. This is imperative to fostering a culture of change through a top-down approach.

What really brings the training to life is the real-world examples of how other public sector organisations have leveraged these technologies as the catalyst for change within their own teams. After completing the sessions, the change agents are invited to join a digital community of alumni to further share best practice, providing access to a wider support network at anytime, anywhere.

Even where organisations across the public sector provide completely different services, most have shared common problems and therefore benefit from understanding what technologies others have implemented to resolve these issues. For example, many have a similar approach to technology-enabled time and task management, automation of document ingestion, and reporting. Collaboration between change agents should therefore be encouraged, even if that means overcoming competitive instincts.

How change agents enable transformations that differ in scale

Whilst all public sector transformations differ in scale and scope, the success of a change agent depends on a close understanding of how people respond to – and eventually accept – the introduction of technology into their working life. Leaning on a community of change agents continues to be an invaluable resource to previous alumni.

Large scale transformations could include the introduction of a new HR system. For a smaller transformation, a change agent might help a local council save time on admin by enabling the adoption of some simple digital tools. The Change Agent training programme looks at a wide range of common problem statements and the technologies that help to address some of those issues, with digital breakout rooms to discuss and collaborate.

The first key to achieving measurable benefits from change lies in finding opportunities for efficiencies that might start small or incrementally but can then scale across an entire organisation. The second key is to persuade colleagues to collaborate with the transformation programme and embrace technologies that empower them to do more with less. This usually begins by showing them that change is possible, even on a small scale. This is why change agents benefit from training in technology acceptance strategies throughout the course.

Acquiring change-agent skills

Change agents can be full-time professionals who are qualified to optimise a large-scale programme, or enthusiastic volunteers who work within their teams to deliver measurable results on the ground.

Giving these proactive individuals a forum to update their skills and coordinate their efforts adds value to any organisation’s transformation effort by enhancing its collective intelligence. In other words, a coalition of change agents is greater than the sum of its parts.

Change agents can benefit from learning new skills and putting them into practice at the same time. This is often more efficient than attempting to accelerate onboarding with an intense training schedule at the outset. Enabling new recruits to gradually build their confidence through practice lessens the risk of overwhelming them with too much information. Not all change agents are volunteers; some are nominated by their manager to gather insights on the transformation programme, or to develop their career.

The Microsoft Change Agent programme

This free programme is a national initiative designed to support local and regional government (LRG) in its digital transformation efforts. It is open to Microsoft customers, and offers a five-day version aimed at the ‘change agents’ within an LRG organisation, and a two-day version for managers.

The training employs industry experts from Microsoft and Socitm, and experienced local authority staff to help prepare delegates in theories of change, using a wide variety of Microsoft technologies to address common industry problem statements. Delegates will have the opportunity to learn and engage with others in similar roles across LRG. The programme also provides an opportunity for participants to join a collaborative network of Change Agent alumni practitioners, while learning about digital transformation technologies such as Power Platform, Power Automate, and Power BI.

Read more about our Change Agent programme and partnership with Socitm in the Financial Times – Equip the public sector with digital skills for better government.

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Find out more

Microsoft Learn for government
Microsoft Adoption Score
Microsoft Enterprise Skills Initiative
Digital Skills Hub

About the author

I am an Account Technology Strategist (ATS) at Microsoft, with an MSc in managing and leading IT systems change. I help customers understand how Microsoft products can solve business problems, and I lead the Change Agent programme within the Innovate Together programme. I’m passionate about technology acceptance and supporting scalable, sustainable change across public services.

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How to create an effective test plan http://approjects.co.za/?big=en-gb/industry/blog/technetuk/2022/10/12/where-to-begin-when-creating-an-effective-test-plan/ Wed, 12 Oct 2022 13:00:00 +0000 Software is complex. Writing software is even more complex. But there are ways to make it easier on ourselves.

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Software is complex, but writing software is even more complex. There are so many factors that come into play when writing software that it is hard to think of all the exceptions that might occur and cause all sorts of havoc. We need UI tests, smoke tests, regression tests, edge case tests, integration tests, and so on.

If the organisation relies on us to run all these tests every time they make a change, we would be spending most of their time testing rather than coding.

We as developers and IT Pros know, or should know, how important it is to test the created work. Testing software requires a different mindset than developing software does. When tests are written by developers who are not trained in writing tests, we don’t always get the results at the quality level we need.

To minimise the risks, it would be helpful if we tested our software in many ways, which means we need to have a lot of tests in place. These could come in the form of Unit Tests, Integration Tests, Automated UI tests and many other methods.

Testing also helps during development. We often find that refactoring a piece of code leads to unwanted side effects. Sometimes when fixing a bug, the developers inadvertently introduce new bugs in other parts of the system. Having a good set of unit tests in place might help by alerting the developer that something is wrong.

This works only if the testing is done regularly and consistently. Most of us developers know we need to run unit tests to get better software, but that is not enough.

Test automation helps

The answer to this dilemma is obvious: automate the tests.

In Visual Studio, you can turn on the option to run all tests continuously or at least after each build. This way a defect will be caught as soon as possible if the right tests were written. When this setting is on, we cannot forget about running them—the tools remembers this for us.

Other types of tests are more problematic. You usually do not want to run a full integration test after each build because these test runs can take hours.

A better solution would be to have them as part of your build pipeline. If you use Azure DevOps, you can take advantage of the Build Pipelines engine, which enables you to script out all tests and run them whenever you see fit.

For instance, you can build a pipeline that runs after each code check-in. These tests usually include unit tests and some regression tests. They run quickly and notify developers when their code is not accepted.

Other tests, such as UI and integration tests, can be set up to run at a fixed interval. It is customary to have these tests run every night, but in these days of global teams it’s hard to identify what night is. So, you have to come up with a time that works for you.

With Azure Pipelines, you can automate all sorts of builds and tests, including Python, Java, and Mobile, among others.

Where to begin?

Testing is something that needs to be done from the start. To have the biggest chance of success, testing needs to be part of every step of the software design process. During design, planning, development, and deployment, testing should be on everybody’s mind all the time. Test professionals can help with identifying good test cases, but since a lot of the tests are being automated, developers will be part of the test team as well.

We can break down the process as follows:

  1. Identify which types of test can be run often and which ones should be run periodically.
  2. Write the test plans on a high level
  3. Create unit tests
  4. Create UI Tests
  5. Create integration tests.

But remember, it is very important have these tests in place, and to run them often. If you make them automated where possible, and as part of your build pipeline, you can never forget to run them.

Learn More

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How low/no code solutions can accelerate innovation and digitisation http://approjects.co.za/?big=en-gb/industry/blog/cross-industry/2022/10/03/low-no-code-solutions-accelerate-innovation-and-digitisation/ Mon, 03 Oct 2022 07:05:33 +0000 As a society, we use apps to manage, connect and augment our day-to-day lives. So, it’s understandable that when we go to work, we expect to have the same. Apps can help organisations modernise processes, create new innovations and uncover opportunities.

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Worker reviewing her Viva dashboard on a mobile device

As a society, we use apps to manage, connect and augment our day-to-day lives. So, it’s understandable that when we go to work, we expect to have the same. Apps can help organisations modernise processes, create new innovations and uncover opportunities.

According to the IDC, this growing demand for digital solutions means that 500 million new applications will be built in the next five years. And with a shortfall of 4 million developers predicted by 2025, most organisations don’t have enough developers to create the apps they need. We call this the App Gap Challenge:

The gap between the number of software developers you have today and the number of software developers you need to build the next generation of apps.

So how can organisations solve this? Low/no code platforms like Microsoft Power Apps can help speed up app development and democratise it across the organisation.

Empower developers to innovate with low/no code

Female developer working on the go from the office breakroom or kitchen. Empty ping pong table in the background.

Low/no code solutions allows the rapid building of solutions that automate and streamline routine tasks. This allows developers to focus on more high-value, complex work. According to The Total Economic Impact™ Of Power Apps commissioned study by Forrester Consulting, Power Apps can reduce app development and costs by 74 percent.

It can also help organisations drive a growth mindset culture in development teams. They can use Power Apps to quickly prototype a new idea and deploy this capability rapidly.

Take, for example, AstraZeneca’s HealthyMind app. The biopharmaceutical company wanted to ensure their employees had convenient, secure access to mental health resources. It took the developer team just four months to build the solution on Power Apps.

“Key to the choice [of Power Apps] was its ease of use. It is low code, so it is quick to develop and deploy. This all meant that we were able to design and build HealthyMind very quickly,” says Matt O’Halloran, Head of Workplace and Enterprise Services at AstraZeneca.

A platform like Power Apps can also connect to hundreds of different data sources including Microsoft Dataverse. This brings all your business data together into a single source of truth. Your developers can easily customise and extend capabilities in Azure and leverage business data from your systems of record such as Microsoft Dynamics 365 and Surface through Microsoft 365.

“[HealthyMind’s] natural integration with the broader suite that we use enabled us to deliver the application within the context of Teams, which was another game-changing factor,” says O’Halloran.

Drive digitisation with citizen development

Man sitting in an office viewing Power BI UI within Windows 365.

With low/no code, development is democratised throughout your organisation. It allows anyone to solve business problems themselves.

At Centrica, citizen developers have built over 1,000 apps.

“We’ve really embraced this technology in Centrica. We’ve made an effort to be on the front foot and use the latest technology first, rather than waiting for it to be embedded and then acting,” says James Boswell, Director, Design and Engineering at Centrica. “It was a conscious risk but it’s worked really well – it’s giving us some great benefits and rewards and we’re well on the way to ensuring all our employees are digital employees.” 

For the energy services and solutions company, Power Apps has changed perceptions and steered to business-led development. Take, their finance team for example, in a couple of months they built an app that simplified and automated coordinating tax returns across different regimes. 

Build fusion teams to digitise and innovate faster

What happens when you combine your pro developers and citizen developers? You build fusion teams and unlock the true value of low/no code. According to Gartner, 84 percent of companies already have a fusion team.

People together in the Conference Room, using Whiteboarding in a Teams meeting on Together mode on a Yealink Ideation Board.​

By bringing together people with different experiences and knowledge into a multi-disciplinary team, you’ll build more innovative, inclusive apps, faster.

In a fusion team, citizen developers, with the support of pro developers, can rapidly build more complex applications. Citizen developers can focus on the UI, whilst pro developers can create and manage the APIs needed to enrich the application with key data sources. This accelerates time-to-delivery. Fusion teams can deploy solutions up to two and a half times faster than traditional siloed teams.

Centrica used a fusion team to develop an app that matches Centrica volunteers with people from the Trussell Trust charity.

“We’ve got people from all over the business working together. Some are working on the development work, some on the UI, some acting as scrum masters to manage the project. It’s all being done by people who came to the clinics and volunteered. And it will be a huge help to the Trussell Trust,” says Roy Young, Global Head of Office 365.

Build a fusion team

  1. Find your use case

Pick a relevant problem that needs solving quickly and when solved, provides a considerable impact.

  • Assemble your team

Have a mixture of proactive employees from across many lines of business, such as customer service, developers, team leaders, business leads.

  • Plan your roadmap

Determine how much time it’ll take to create, implement, and produce results. Make sure you have time to troubleshoot and determine which solutions work best.

  • Accept mistakes along the way

By working in an agile environment, your team will constantly be testing and may have to be ready to pivot when necessary.

Drive digitalisation and innovation

Power Apps helps organisations increase agility by giving everyone the ability to rapidly build low-code apps that drive innovation, modernise processes and solve tough challenges.

Cara Barratt, Workplace Transformation Lead at AstraZeneca agrees, “…we’re really looking at how we can empower our colleagues across AstraZeneca so those that have great ideas can develop their own use cases.”

Find out more

Accelerate innovation with low-code

Microsoft Power Apps

Join a Power App Microsoft Training Day

Make app building easier

Take the Fusion Development Learning Path

Take a fusion development approach to building apps

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About the author

As a Power Platform Technical Specialist at Microsoft, Simon takes great pride in helping companies solve their business problems and generate insight into data, providing rapid answers to business questions through use of the Power Platform (specifically Power BI, Power Apps, Power Automate, Power Virtual Agents, Dataverse and AI Builder). He enjoys working with the people in customer organisations who are helping to drive transformation using this technology and seeing the impact it has on their organisations and their careers.

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How data and AI will transform contact centres for financial services http://approjects.co.za/?big=en-gb/industry/blog/financial-services/2022/07/25/how-data-and-ai-will-transform-contact-centres-for-financial-services/ Mon, 25 Jul 2022 07:57:37 +0000 Contact centres for financial institutions have traditionally been a core touch point for customers to access various types of immediate support – from queries to complaints to fraud alerting. Today their role hasn’t necessarily changed. However, the value organisations place on them certainly has.

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Contact centres for financial institutions have traditionally been a core touch point for customers to access various types of immediate support – from queries to complaints to fraud alerting.

Today their role hasn’t necessarily changed. However, the value organisations place on them certainly has. The focus is shifting from fitting customers around business processes to reshaping contact centres around customers’ needs.

For years, the role of contact centres was limited – often confined by traditional 9-5 working hours. It was predominantly aimed at driving down costs and improving efficiencies.

This was reflected by the way companies measured their success. They had KPIs ranging from targets for call volumes to queue times and abandonment rates. These inward-focussed efficiency metrics have, however, consistently failed to put the customer at the centre of the service.

In today’s increasingly digitalised environment, this is no longer sustainable. Nothing is more valuable than customer experience and customer outcome. Organisations are fast adapting to the idea that great customer experiences convert into customer loyalty and new customers. People increasingly sharing their positive and negative experiences online. As a result, financial institutions can no longer afford to underestimate their services.

Contact centres are transforming. From unempathetic, 9-5 services reliant on a standard agent script, to becoming a customer experience centre. They don’t just focus on a service but the total customer experience across an organisation.

This presents a new opportunity for financial services companies to become fully connected organisations driven by technology. Embrace solutions that connect and unify all their channels – from digital to physical and mobile. As a result, they can create seamless, connected customer experiences that distinguish them from their competitors.

Understanding the needs of financial services customers

To better equip contact centres to service customers, we first need to look at how the needs of these customers have changed over time.

The past few years have seen the customer landscape evolve and diversify significantly. Alongside more traditional customers, organisations are increasingly welcoming a new generation of tech-savvy, socially connected customers. They come with a fresh new range of expectations.

Empathy, passion and hyper-personal connections are key drivers behind their demands. They centre around being understood and supported throughout their customer journey. Failure to do so can have catastrophic effects for organisations. Not only will it risk customers leaving their service but also expressing their frustration online.

This means one thing:

The more you know your customer, the more you can tailor your service to them.

A customer who’s been with your organisation for decades will be likely to seek support through traditional landlines or your website. On the other hand, the younger, digitally savvy customers will want mobile and self-service options, pursuing a more digital experience.

So how can organisations make sure that all these needs and preferences are satisfied? Put simply, the more diversified the audience, the more diversified the services.

Breaking down silos in contact centres

To really drive customer satisfaction across your evolving customer base, you need to invest in omnichannel engagement. Encompassing anything from social media to instant messaging, webchats and physical customer support, customers choose their channel of preference.

But this hasn’t always been the case for organisations in the financial services industry. Organisations may have invested in technologies to support a growing number and type of customer-facing channels. However, these are often used in silos and operated by different vendors.

This leaves customer data confined. Additionally, it prevents agents from surfacing customers across multiple systems. Most importantly, it prevents organisations from leveraging customer insights and using them to better orchestrate the customer journey.

Organisations who adapt and unify these siloes will be more likely to succeed at improving the customer journey. Doing so will empower employees to be more collaborative and productive. It will also reduce time to serve customers and provide an overall higher quality of service.

But it’s not enough to change the internal ways of working. Organisations must improve the way they build relationships with their customers. Looking ahead, they need to improve their ability to capture interactions in the moments that matter. They must continuously adapt and improve using this new-found knowledge.

To do this, they need an infrastructure and technology foundation. One that can empower them to capture these moments, understand their context and orchestrate the best, most optimal route across any function. All to deliver fast, impactful and personalised services that convert prospects into long-lasting advocates.

The rise in automated self-service technology

In a world that increasingly relies on digital innovation and newly found tech capabilities, automation can play a key role in improving customer services and contact centres.

Until recently, these have had virtually no front-door filter standing between customers and operators. Self-service has only just started to become a reality, leaving agents to deal with more complex cases.

This is where automation comes in. As data-based insights and capabilities become the norm, organisations have the opportunity to identify the simpler customer queries. They can then direct them to self-service areas, virtual assistants and AI-powered services.

Conversational virtual assistants are a powerful tool. Especially when it comes to harnessing data to gain insights on the customer. This data can be used to understand customer demands, their purchase history and previous complaints and other crucial information that can help them address their query entirely autonomously.

If the customer wants to transfer to a human, all that data can be carried across. Using AI, potential knowledge articles and recommendations, agents can successfully solve a customer’s request.

AI can also assist with more complex tasks such as pre-authenticating customers before speaking to an agent. This time-saving feature benefits both the customer experience and a contact centre’s inward metrics. With the addition of voice-biometric technology, a virtual agent could also help detect and prevent fraud by comparing a customer’s voice against their customer profile. A more cost-effective solution to training agents on fraud prevention and extra reassurance to customers that their money is secure.

These kinds of innovations aren’t there to make calling a contact centre redundant. There will always be a need to speak to agents to help manage banking relationships or advise on future monetary decisions. But for simpler, everyday tasks, financial organisations can empower customers to self-service rather than waiting to speak to an adviser.

Challenger banks have been particularly good at pushing innovations in this way and raising the customer service bar. Many of them are truly revolutionising retail banking by reducing typical applications processes from a week to minutes. By promoting a digitally-native experience, more traditional banks are forced to reconsider their own customer experience.

Keeping customer data secure in the cloud

Data breaches happen far too frequently today. And as financial institutions can hold an entire customer’s wealth – from mortgages to loans to bank balances – there’s an enormous responsibility to ensure that data is kept safe and secure.

This presents an immediate challenge to spend millions innovating on an existing IT infrastructure. This may require a huge amount of capital investment and resources to maintain. We’re seeing many leading insurance companies and banks choosing to migrate their contact centre operations from on-premise servers to the cloud.

If you consider Azure for example, Microsoft has already spent billions creating a secure cloud solution and helped protect leading organisations from cyber-attacks, fraud and Denial-of-Service on an intraday basis. This reassurance makes migrating to the cloud not just a business decision for better data security, but also for greater cost efficiency by eliminating the many overheads that physical servers require.

The cloud also offers advantages when it comes to complying to financial regulations such as how organisations handle data, offer services and prevent financial crime. By working with a trusted cloud provider like Microsoft, a lot of this responsibly can be shared and evidence can be provided to show that data is being kept securely and systems are operating within regulations.

An all-in-one solution for financial services contact centres

Financial organisations are changing. Their reputation and global presence is increasingly tied to customer experience, online reviews and the quality of their services. As a result, they must reimagine their services with a new, more demanding and diversified customer base in mind.

At the same time, switching banks or insurers has never been simpler. Therefore, it crucial for organisations to innovate their contact centre and make the end-to-end experience as efficient and helpful as possible.

The key is to not consider every channel as a separate challenge. A 2021 Forrester report commissioned by Microsoft, Boost Your CX With A Better Integrated Contact Center, CRM, And Collaboration Systems, found that 74 percent of contact centre agents in organisations typically use four or more applications to service customers. This gives a disconnected experience for agents. But by implementing an all-in-one contact centre solution such as Microsoft Dynamics 365 Customer Service, financial organisations can manage their operation through a single platform. From initial customer contact to automated self-service with AI virtual assistants, to agent-guided case management and back office collaboration with Microsoft Teams.

This allows live agents to interact with customers on any channel. They have a complete overview of all previous interactions to give a frictionless and effective customer journey. It also helps to free up their time. So they can focus on the most complex and sensitive requests that virtual assistants aren’t equipped to handle.

Find out more

Envisioning the Future of Customer Experience

Microsoft Dynamics 365 Customer Service

About the author

Chris Adams headshot

Chris leads the Dynamics 365 Customer Engagement portfolio for Microsoft UK within the Dynamics 365 Business Group. Chris is responsible for developing and orchestrating the go-to-market strategy across this portfolio for the UK geography to generate awareness, create excitement and drive business development. The Dynamics 365 Customer Engagement portfolio is a suite of intelligent front office business applications designed to accelerate digital transformation across sales, marketing and customer service.

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KPIs and ROI: Quantifying the impact of data management in your business http://approjects.co.za/?big=en-gb/industry/blog/cross-industry/2022/05/17/kpis-and-roi-quantifying-the-impact-of-data-management-in-your-business/ Tue, 17 May 2022 08:00:00 +0000 How can business leaders generate the right outcomes? With timely, fact-based decision making. Data can help an organisation identify new opportunities and uncover hidden efficiencies.

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How can business leaders generate the right outcomes? With timely, fact-based decision making.

Data can help an organisation identify new opportunities and uncover hidden efficiencies. The business world is no stranger to disruptions and changes, and when you extract as much value from data as possible, your organisation will be able to move with speed and gain competitive advantage.

Data maturity helps empower employees to collaborate, gain new insights and take action to deliver operational efficiencies. It can help teams be more innovative with their product development. Ultimately, this leads to delivering a better customer experience.

A graphic of big data

95% of surveyed organisations have deployed big data initiatives on a department or enterprise level

To drive tangible outcomes, leaders should build a solid data foundation to start maximising opportunities. By fusing the power of Azure data and AI with Dynamics 365 and Power Platform, organisations can start to unlock new insights and more critically – take action.

But what stage are you on in your journey? And how do you leverage the right tools to stay agile and deliver the results you need and drive innovation?

Data-driven organisations are growing at an average of 30% or more annually

What stage is your organisation in your data journey?

  1. Good
    • Better understand your customers, employees and use data to drive collaboration.
  2. Better
    • Identify needs and trends, and adapt quickly to new business models, drive efficiencies and reduce costs.
  3. Best
    • Empower employees with insights and drive meaningful change.

Step 1: Good

Customers have high expectations of brands. They want to be heard, understood and have personal, meaningful experiences.

An graphic of two people talking. One has a speech bubble with a smiling face and the other a thumbs up.

73% of customers will consider switching to a competitive brand after one bad experience.

How can leaders meet these goals in an ever-changing world?

  • Make customer experience an organisation-wide priority.
  • Be agile enough to respond to customer needs quickly.
  • Respond honestly and authentically.
  • Meet customers in the channels they expect.

When you unify and centralise your customer experience technology, you’ll gain insights to build deeper customer relationships.

Royal Enfield offers a frictionless experience to both its potential and existing customers at different touchpoints, ensuring they can access their data on the spot instead of starting anew each time.

75% of organisations have proved that customer satisfaction leads to revenue growth through increased retention or lifetime value.

These insights will help employees deliver a more personalised experiences to customers. They will also be able to make decisions faster and with greater confidence, to deliver insights to the right stakeholders and the right time.

Rolls-Royce provides targeted and actionable insights at the point of need to inform business decisions, such as which factors will have the most impact on fuel performance.

How?

Microsoft Dynamics 365 logo

Microsoft Dynamics 365 Customer Voice

Helps you better listen to, understand and satisfy your customers. When combined with the Microsoft Dynamics 365 suite, it will help collect customer feedback across channels and form more authentic customer relationships.

Microsoft Dynamics 365 Customer Insights

Get a 360-degree view of customers and identify new unfound segments to support customer retention or create new revenue stream. Optimise and orchestrate real time personalised journeys to create fans improve loyalty.

Power BI

Power BI

Gives every employee within the business the ability to respond in real-time with data-empowered insights on a secure platform.

Step 2: Better

To make sure your organisation continues to meet changing expectations, leaders must collaborate across business functions to align data goals and initiatives. At the same time, continued disruption, and budgeting means cost saving measures are critical.

A graphic of different data like a pie chart, bar graph, line graph.

64% of IT leaders say they’re using two or more analytics solutions

When you consolidate your data, you’re creating a single source of truth for the enterprise. And by combining it onto one tool like Power BI, you’ll reduce costs.

PwC provides their clients with the data they need to on one platform. They use Azure to process the data and push it to Power BI, before shutting down (to save costs). From there, clients can view their data across customisable dashboards from anywhere.

A graphic of a person standing in front of a signpost with arrows on it.

48% of business goals driving data initiative investments is to improve decision making

Power BI

Power BI

Align your data across organisational silos. Employees can easily self-serve to get the data they need when they need it. Take advantage of cloud tech such as AI and automation to create cross-team reports that gain more insight. Plus, industry-leading data security capabilities help keep your insights protected.

Microsoft Azure logo

Azure Synapse Analytics

Take your analytics to the next level with Azure Synapse Analytics. Bring together data integration, enterprise data warehousing and big data analytics that utilises your broader data to run more sophisticated modelling for deeper insights that can be quickly accessed in Power BI for everyone to take action from.

The average time-to-insights is 27% faster with Power BI

Step 3: Best

Now you’ve laid the groundwork for a data-driven culture, you can use these insights to drive meaningful change and adapt at speed.

45% of users want real-time data aggregation and analysis

To fully take advantage of your data, leverage automation and AI tools to process, aggregate and analyse data in one place in real-time. This, combined with user-friendly tools allows any employee to pull insights that are relevant for their role, right when they need it.

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82% of users agree that self-service analytics is a top priority at their organisations

This gives rise to the citizen analyst. Employees can get the answers they need while reducing the burden on IT staff. This better places your organisation to make decisions at speed.

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66% of users say these capabilities are critical when evaluating new tools and solutions

Data and AI can also enable predictive analytics, helping you respond quicker to upcoming changes, uncover new opportunities and better support customers. Dynamics 365 Sales, Dynamics 365 Commerce or Dynamics 365 Marketing can help you find new segments to market to, or drive customer retention with Dynamics 365 Customer Service.

Preemptive digital transformations have a 50% higher ROI than reactive ones

Identify operational inefficiencies with analytics to streamline and optimise back-end tasks, for example, monitor equipment health in manufacturing or healthcare or reduce manual tasks. Dynamics 365 Supply Chain can maximise your supply chains operations.

Analytics can also be used to amplify your organisation’s work. Take, for example, healthcare. AI is being used to analyse medical imagery, leading to quicker diagnosis and helping doctors focus on patient care.

Move forward with confidence

Making data-driven decisions with the right technology will help you make bold business moves with confidence. As a result, you’ll empower your employees, deliver better customer outcomes and stay agile in a fast-paced environment.

Find out more

Discover how to build a data strategy:

Imagine business powered by data

Learn how to put your data to work

Get data-driven insights

Get fresh perspectives on business modernisation:

Watch Microsoft Envision UK on demand

Explore data management solutions:

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Dynamics 365 Customer Voice

About the author

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Chris leads the Dynamics 365 Customer Engagement portfolio for Microsoft UK within the Dynamics 365 Business Group. Chris is responsible for developing and orchestrating the go-to-market strategy across this portfolio for the UK geography to generate awareness, create excitement and drive business development. The Dynamics 365 Customer Engagement portfolio is a suite of intelligent front office business applications designed to accelerate digital transformation across sales, marketing and customer service

The post KPIs and ROI: Quantifying the impact of data management in your business appeared first on Microsoft Industry Blogs - United Kingdom.

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