Automating Policy Q&A with a Microsoft Copilot Agent
- Client Overview
Industry
Manufacturing
Company Size
300+ employees
Location
Belgium
- Problem Statement
The client was managing over 150 vendors through emails, Excel files, and shared drives—resulting in:
- Delayed approvals and missed compliance steps
- Inconsistent document collection (e.g., contracts, insurance)
- No visibility into vendor onboarding or renewal status
- High IT support overhead due to manual processes
- Solution Provided
We implemented a secure Vendor Management Portal using Microsoft Power Pages, tightly integrated with Dataverse and Power Automate.
Key Features:
Branded portal with Microsoft Entra ID (Azure AD B2B) authentication
Role-based access for vendors, procurement team, and finance
Self-service onboarding forms with file uploads and status tracking
Automated approval flows triggered by submissions
Document expiration reminders with Power Automate
Power BI dashboard for real-time vendor lifecycle insights
- Impact & Business Value
- 50% reduction in vendor onboarding time
- 100% compliance with document submission and renewal tracking
- 65% fewer support tickets related to vendor access or status
- Procurement team saves ~12 hours/week through automation
“Our vendor onboarding process went from chaotic and manual to fast, secure, and fully auditable—without adding IT burden.”
— Procurement Manager
- Tools & Technology
Power Pages
Dataverse
Power Automate
Power BI
SharePoint (for policy document storage)
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