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What good looks like in Modern Work & Automation

Microsoft 365 and Copilot deployed properly, plus the automation that removes work nobody counts as work.

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SUCCESS STORIES

Four outcomes in Modern Work & Automation

HealthcareModern Work & Automation

Twenty million records a year, processed without new headcount

A national acute care provider group — United States

The challenge

Medical records arrived from a wide variety of providers in inconsistent formats and had to be assembled into a coherent history for each patient, for both care and billing. Volume growth meant hiring.

What was done

The DevOps team automated intake and processing with Power Automate, taking records from every source and normalising them into one patient history without manual handling.

20MRecords processed per year
100,000+Hours of work saved annually
0New hires required to scale
  • Records from many provider formats normalised into one coherent patient history.
  • Care history and billing both served from the same processed record.
  • New clients and processes onboarded without adding staff.
  • Skilled people redeployed from data handling onto exception work.
Power Automate
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LegalModern Work & Automation

Thirty-six hours a week returned to the business teams

One of the world's largest law firms — Global

The challenge

Operational and administrative teams were spending substantial time on document creation, reporting and data analysis — work that was necessary, repetitive and entirely non-billable.

What was done

The firm was an early adopter of Microsoft 365 Copilot, starting with several hundred licences and taking a deliberate 'coalition of the willing' approach to adoption rather than a mandated rollout.

36 hrsSaved weekly on content and analysis
100sLicences at first wave
FasterReport turnaround
  • Document creation and reporting streamlined across operational teams.
  • Workflows optimised and time on low-value tasks reduced.
  • Faster and more accurate reports improving internal interactions.
  • Adoption led by volunteers, which built genuine internal advocacy.
Microsoft 365 CopilotMicrosoft Azure
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LegalModern Work & Automation

Sixteen hundred people live in two months

An international legal and tax firm — Europe

The challenge

Fragmented manual workflows in a complex cross-border environment were slowing work, but nothing could be streamlined at the cost of security, governance or client trust.

What was done

Microsoft 365 Copilot was deployed to the whole firm in two months alongside new hardware, with data governance, security and compliance settled ahead of rollout rather than alongside it.

1,600Employees live in 2 months
90%Lawyer-level accuracy reported
2 moEnd-to-end deployment
  • Manual steps removed from cross-border workflows without weakening controls.
  • Governance, security and compliance addressed before deployment rather than after.
  • Enthusiastic adoption because professionals remained clearly in control.
  • Teams freed for higher-value thinking and client service.
Microsoft 365 CopilotMicrosoft Defender for CloudSurface
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Financial ServicesModern Work & Automation

Scaling scarce expertise instead of hiring it

A member-owned financial cooperative — Canada

The challenge

Administrative burden was consuming time that should have gone to members, and specialist expertise was concentrated in a small number of people who could not be everywhere.

What was done

Microsoft 365 Copilot was adopted across the organization, with Copilot Studio used both for out-of-the-box capability and for custom agents that made internal expertise reachable by more staff.

AllDepartments and roles
CustomAgents built in Copilot Studio
MoreTime supporting members
  • Administrative burden reduced across departments and roles.
  • Specialist expertise made reachable through custom agents.
  • Teams spending more time on member support and less on internal process.
  • Agentic capability developed on the same platform as everyday productivity.
Microsoft 365 CopilotCopilot Studio
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