Example - Identify automation opportunities
In the scuba shop scenario, you review the current service process and find some obvious improvements to make:
Go paperless for the entire process. (Note the savings and environmental impact as a project benefit.)
Look up the gear automatically that's being serviced based on the customer's purchase history.
Do initial assessment checks and gather pictures, if needed, through the app. This approach greatly reduces the time that it takes to gather that information from four potential sales team members and end-to-end process time.
Create weekly service reports automatically by using the data.
Send service reminders to customers every year.
Provide the customer with status updates automatically as their gear is serviced.
Identify the customers who are affected by a manufacturer's recall.
These automation opportunities don't address some obvious benefits in other departments, such as sales. By keeping track of the life of gear, the sales department can reach out to customers with opportunities to buy new gear and new training.
Don't forget to let Copilot help you out with this. This option shows how Copilot suggests tackling these improvements by using the Power Platform.