Insight Enterprises
Microsoft 365 Copilot for proposal drafting
Insight responded to requests for proposals about 50% faster with Microsoft 365 Copilot
Problem
Responding to customer requests for proposals required substantial information gathering and drafting work. Insight wanted to improve employees' daily workflows.
Approach
Insight adopted Microsoft 365 Copilot through its Early Access Program and expanded access across business functions. Employees used it to gather industry and market information and produce proposal drafts. Internal training and weekly office hours supported adoption.
Results
Takeaway
Insight applied Copilot to information gathering and first drafts within an existing sales process. The reported result concerned its own proposal work.
Categories
- Size
- Large enterprise
- Industry
- Technology and telecom
- Business function
- Marketing and salesInternal work and knowledge management
- Innovation type
- Process innovation
- AI technology
- Generative AI
- Adoption
- Off-the-shelf tool or platform
- Evidence
- Vendor case study
Sources
Source summaries
Microsoft described Insight's internal Copilot rollout and employee training. It reported that Insight responded to requests for proposals about 50% faster with Copilot-assisted information gathering and drafting.
Full details are in the original sources.