AI-Powered Process Discovery Copilot
Built an AI-powered Process Discovery Copilot to identify sales bottlenecks, automate analysis, and deliver real-time process intelligence.
Business Process Challenges
- Lack of visibility into the sales workflow.
- Delays occurring after initial client contact.
- Frequent proposal rework cycles causing inefficiencies.
- No-response scenarios slowing down deal progression.
- Manual process analysis that was time-consuming and error-prone.
- No centralized process monitoring system.
- Difficulty identifying bottlenecks and process deviations.
- Limited insights into case duration trends and process performance metrics.
- Absence of process intelligence for variant analysis and optimization.
Our Strategic Approach
The project followed a structured implementation approach to build an AI-powered Process Discovery Copilot for intelligent sales process analysis.
Phase 1: Data Preparation
- Collected and organized sales process event data.
- Structured data within Dataverse for analysis and reporting.
- Ensured data quality and consistency for process mining.
Phase 2: Process Mining Setup
- Configured Microsoft Process Mining.
- Discovered and mapped end-to-end sales process flows.
- Performed variant analysis to identify process deviations and bottlenecks.
Phase 3: AI Copilot Development
- Built an intelligent Copilot using Copilot Studio.
- Enabled conversational access to process insights.
- Generated AI-driven recommendations for process optimization.
Phase 4: Workflow Automation
- Implemented Power Automate flows.
- Automated follow-up reminders, approvals, and escalation processes.
- Reduced manual intervention in sales operations.
Phase 5: Analytics & Visualization
- Developed interactive Power BI dashboards.
- Visualized process maps, KPIs, bottlenecks, and case trends.
- Enabled real-time monitoring with drill-down analytics.
Our Engineering & Delivery Process
Our structured project delivery approach takes you from discovery and planning to development, testing, and deployment, ensuring quality, transparency, and predictable outcomes at every stage.
Discovery & Architecture
Deep-dive technical audit of existing systems, security baselines, API mapping, and comprehensive cloud target blueprinting.
UX & System Prototyping
Role-based user journeys, wireframing, high-fidelity clickable Figma prototypes, and API contract specifications prior to build.
Agile Sprint Engineering
Modular development sprints delivering clean, shippable code with automated CI/CD pipelines and continuous testing.
QA & Security Hardening
End-to-end regression suites, cross-device verification, load stress audits, and penetration testing for enterprise resilience.
Production Launch & Scale
Zero-downtime blue-green production deployment, real-time telemetry, administrator training runbooks, and ongoing SLA support.
Explore the Solution Through visuals
What changed for the client.
The integrated solution combined Process Mining, Copilot Studio, Power Automate, Power BI, and Dataverse to deliver intelligent process discovery, bottleneck detection, automation recommendations, and real-time sales process visibility.
The numbers behind the rollout.
The full integration layer.
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