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Manufacturing

Managers running Copilot on their own real files.

Nine two-day sessions to embed Copilot in managers’ daily work, starting from their own business cases.

TrainingCopilotManagers
100+
People trained

In small groups, over nine two-day sessions.

9 × 2 days
Intensive format

Nine sessions built on real cases: Excel, PowerPoint, Word, Outlook, Teams.

01 · Context

The starting point

International industrial group specialising in packaging: tubes, caps, components. Microsoft 365 and Copilot are deployed. The leadership launches a pilot aimed at managers — people who handle pricing, cost, sales-activity and HR files every day. Time saved on those tasks has direct leverage on their teams.

02 · Objective

What had to work

Make Copilot concrete on real industrial data, directly in the managers’ own files.

Demanding managers with little time: every hour had to produce a usable habit.
Work on their cross-functional cases — Sales Excellence, sales, finance, HR — rather than generic examples.
Build the security and verification reflexes on sensitive data: prices, costs, payroll.
Create a shared frame across the management population.
03 · Approach

What we did

Nine two-day sessions, on site, in small groups — built as workshops on their own files.

Step 01

Framing and good practice

Generative AI fundamentals, where Copilot sits in the Microsoft environment, security rules for sensitive data — prices, costs, HR — and verification reflexes.

Step 02 · Copilot × Excel

Data analysis and modelling

The core of the programme, on real cases: consistency checks on a price table and price/cost cross-checks to protect margins, multi-year activity analysis, cost allocation by business unit, and a three-year payroll projection.

Step 03 · Copilot × PowerPoint

Formatting, reliability and monitoring

Bringing a presentation back to brand with the brand kit, an AI- generated visual and translation, slide-by-slide reliability checks on a market review, sourced event monitoring and competitive analysis, and a study of trends in a market segment.

Step 04 · Copilot × Word

Producing structured deliverables

Turning rough meeting notes into professional documents: a specification with numbered, prioritised requirements ready to share with suppliers, and a standardised quality procedure (steps, RACI, flowchart, versioning).

Step 05 · Copilot × Outlook & Teams

Summaries, communication and meetings

From a dense meeting report to a short, actionable summary email, then reviewing and structuring the key points of a Teams meeting: explicit subject line, decisions and deadlines preserved, a “who does what, by when” block, faithful to the source and verified.

Step 06 · Copilot Agents & Cowork

Building assistants and automation

Building custom Copilot agents — an HR Assistant answering only from the HR Guide and a competitive-watch agent with web search — then discovering Cowork to automate file and task processing beyond the Microsoft suite.

04 · Results

Impact

100+ people trained, all leaving with uses they could apply immediately to their own files. Managers now share a common frame: the same good practice, the same caution rules on sensitive data, the same verification reflexes. The Excel, PowerPoint, Word, Outlook and Teams workshops proved the tool’s value on high-stakes tasks — pricing consistency checks, margin protection, payroll projection, reviewing Teams meetings — and every group built its first Copilot agents. The manager format created credible advocates to spread the practice through the teams.

“Workshops on our own files: people started using it during the training.”

The offer behind this case

This case comes from our Formation Microsoft Copilot : start from managers’ real tasks to turn a paid licence into actual use.

Book 30 min Free · No commitment
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