Design conversational topics
Configured flows for vendor onboarding, storm logistics, purchase order creation, and contract review. Each flow captures context needed for the operational request.
All work01 02 03
CASE STUDY / AUTOMATIONValidated prototype
Finance & Supply Chain Copilot
One conversational interface for vendor onboarding, inventory, and procurement workflows.
MY ROLE
End-to-end solution design · topic configuration · workflow validation
PROJECT STATUS
Validated prototype
FOCUS
Automation · Enterprise AI
01 / BUSINESS CHALLENGE
Start with the problem.
Operations teams navigate disconnected vendor, inventory, and procurement information. Routine questions become multi-system searches, especially when timely decisions matter.
02 / SOLUTION APPROACH
A practical path forward.
The Enterprise Operations Copilot, presented here through its finance and supply chain use cases, brings four conversational domains into Microsoft Copilot Studio: vendor onboarding, storm logistics, purchase orders, and contract review.
My contribution
End-to-end solution design · topic configuration · workflow validation.
03 / ARCHITECTURE
How the pieces connect.
Copilot Studio prototype · illustrative flow
2 / 04From business request to workflow response
Explicit failure paths
Animate the main flow, or select a branch to inspect how the operation refuses, pauses, or escalates.
Finance & Supply Chain CopilotClick a component
Microsoft Copilot Studio handles the conversational topics. Power Automate supports workflow execution and approval routing. This view illustrates the validated prototype; it does not claim the Foundry / MCP expense architecture or a production deployment.View case study: Finance & Supply Chain Copilot
04 / IMPLEMENTATION
From design to workflow.
Ground the conversation
Connected operational knowledge covering vendor records, work orders, inventory, shipments, and storm readiness. Responses make missing documentation, inventory shortages, and recommended actions visible.
Validate across domains
Tested end-to-end conversational flows in Microsoft Copilot Studio across four business domains. Power Automate supports execution and approval routing; Power Apps is a future integration in the original case study.
Design decisions & tradeoffs
Why a conversational copilot?+
A shared interface reduces the need to know which system holds each answer. Grounding and clear responses keep the interaction tied to operational information.
Why keep workflows visible?+
Vendor approval and procurement have process owners. The conversation should surface the next action and approval boundary.
08 / OUTCOMES
What the work demonstrates.
- Built and validated conversational flows in Microsoft Copilot Studio.
- Demonstrated vendor compliance and inventory-shortage responses.
- Configured four operational domains in a shared copilot experience.
Built and validated in Microsoft Copilot Studio, as documented in the original portfolio. Public samples are simulated and do not query enterprise systems.
09 / INTERACTIVE DEMONSTRATION
Experience the pattern.
SIMULATION
01THE REQUEST
A clearer operational picture.
Choose a sample question to explore a grounded response.
Preset responses for the sample topics shown above.
Fictional data. No live AI calls or enterprise connections.
02INSIDE THE WORKFLOW
01Understand
02Retrieve
03Validate
04Generate
05Cite sources
See the workflow unfold.
Run a sample to explore each step, the structured data, and the resulting action.
AWAITING SAMPLE INPUT10 / REFLECTIONS
What I take forward.
- Business context makes an answer actionable.
- Recommendations should expose missing data and require review before consequential actions.
- Topic design and prompt behavior need testing across realistic requests.
Enterprise Expense Automation Agent — One Architecture, Two ERP Systems
05 /A CONVERSATION AWAY
Let’s build
what’s next.
Interested in enterprise AI, agentic systems,
or intelligent automation? Let’s connect.