AI Automation Reduces Monthly Reporting Time by 75%

Challenge:

A manufacturing company with approximately 150 employees spent hours gathering information from spreadsheets, emails and departmental updates. Compiling management reports was a repetitive, time-consuming process that left managers with limited time to analyze results, identify opportunities and make timely, informed decisions.

Solution:

Using Microsoft Copilot Cowork, the business was able to automate recurring reporting tasks.

• Cowork used manufacturing and sales information from Dynamics 365.
• Information was also delivered through tools such as Excel, Word and email.
• Daily, weekly and monthly reports were generated automatically.
• It summarized updates and highlighted important trends.
• Management teams can start their meetings with the information already prepared.

Benefits:

• 180 hours saved annually: Five managers each reduce monthly reporting work from 4 hours to 1 hour.
• 75% reduction in reporting preparation time: Monthly reports require significantly less manual compilation.
• Faster decision-making: Managers receive organized information sooner.
• More time for analysis: Teams focus on interpreting results rather than collecting data.