Copilot integration
Project Journey: Started when Copilot was introduced and the request to integrate it into all Microsoft applications.
The Project: A small team was assigned to work with teams less experienced with Copilot to explore its potential. We aimed to integrate Copilot across all Microsoft products, a significant challenge due to long-term planning and aging code stacks. Some projects required minimal short-term modifications with plans for future rebuilds.
My Role: I was responsible for creating Figma components and visuals, working from sketches and matching them to existing design system components or creating new ones when necessary. I joined a task force to envision and prototype Copilot’s integration into enterprise-level and internal applications. We developed various flow options, presented them to stakeholders, and identified Northstar goals versus short-term wins. I worked closely with a Lead UX designer, her boss, and a motion designer. We collaborated with existing teams, iterating on designs and receiving feedback from different leadership levels.
One major UX/UI challenge was optimizing the sidecar chat, which often lacked space for data visualization and created awkward whitespaces. We are currently researching larger sidecar options and an “immersive full screen” variation to address these issues.
To summarize 18 months of work, I have uploaded video walkthroughs presented to CVP levels to secure buy-in and justify the long-term costs of these projects.
Partner Center
Understanding customer profiles and performance is essential for partners to maximize business opportunities. Tools like Copilot can streamline data processing and improve decision-making efficiency. Partners spend significant time reconciling data from various sources, often amounting to hundreds of hours annually, which is crucial for informed decision-making.
The Copilot tool helps partners like Dia by offering tailored suggestions based on customer information, enhancing meeting preparation and identifying new business opportunities. Key performance indicators (KPIs) and incentive opportunities are vital for assessing customer relationships. By leveraging Copilot, partners can gain insights into performance and potential incentives.
Dia uses co-pilot to understand her earnings and customer eligibility for the fourth coffee program, gaining clarity on earnings and growth opportunities. She can view her earnings based on specific engagements or levers, allowing for a personalized inquiry into her performance. Co-pilot also provides reasons for customer ineligibility, highlighting the importance of data-driven insights in business decision-making.
Additionally, Dia learns about Azure Enterprise and online purchase incentives, offering new avenues to potentially increase her earnings. However, this particular part of Partner Center is on an old code base and currently cannot fully incorporate Copilot abilities. As a result, we used a Word document for the results.
Market Place Series
Sonia, a financial adviser, leverages the co-pilot tool from Morgan Stanley to streamline her research and enhance client portfolio strategies. This innovation allows her to prepare for meetings with ease and accuracy. The co-pilot tool integrates multiple resources, enabling Sonia to access necessary data without switching between numerous tabs, significantly improving her workflow and productivity.
With Morning Star premium access, Sonia can retrieve comprehensive fund ratings, enhancing her ability to advise clients effectively and optimize their investment strategies. Additionally, co-pilot helps Sonia compile market overviews by sourcing trends from various platforms, providing her with reliable insights. This functionality allows her to present well-informed updates to her clients.
Short Version
Longer Version
Market Place Envisioning
A Harvard study shows that information workers juggle 22 applications daily. Kevin, a recruiter at Koso, uses co-pilot to streamline his job posting process. This tool helps him efficiently review job descriptions, follow HR guidelines, and analyze posting performance across platforms, boosting his productivity.
Co-pilot automates many of Kevin’s tasks, reducing the need to switch between numerous apps. It allows him to focus on strategic recruitment rather than administrative chores. Integration with Marketplace apps like Workday enhances collaboration with hiring managers, making job posting and candidate sourcing smoother.
By automating job description reviews and ensuring compliance, co-pilot improves hiring practices and applicant management. It also tracks job posting performance in real-time, helping recruiters make informed decisions. In an SMC setting, co-pilot simplifies the hiring process with flexible app options and fewer IT restrictions.
