Enhancing project oversight at India’s largest power utility with Copilot agent
Monthly project reviews accelerated by 70%; leaders get instant answers and actionable insights in Microsoft Teams
About our customer
Company
India’s largest integrated power utility
Industry
Utilities
Location
India
Presence
108 plants worldwide
Installed capacity
86 GW
Employee base
19,000
The challenge
- Project teams across locations submitted monthly status updates in different formats, mostly Word and PDFs. The reports would have no standard structure.
- Senior leaders had to manually read through dozens of lengthy reports to extract key points and stitch together a consolidated view.
- There was no single source of truth to quickly search past reports, ask follow-up questions, or get instant clarity on project health. They had to go back to project teams for more information.
- Comparing progress, risks, and delays across projects or regions was difficult, as insights were buried in unstructured documents.
- By the time summaries were prepared, the information was often already outdated.
Our solution – an AI copilot agent
The customer approached Saxon to simplify how project status information was consolidated and reviewed across the organization. We assessed their existing reporting process, technology landscape, and governance requirements, and identified an AI copilot agent as the most practical solution.
The copilot was designed with privacy, security, and data governance at the core, fully aligned with the customer’s internal policies and compliance guidelines. Built using Copilot Studio and secured by Microsoft’s enterprise-grade security framework, the solution ensures controlled access, auditability, and responsible use of AI across the organization.
Tech stack
Copilot Studio
Power Automate
SharePoint Online
Microsoft Teams
Key capabilities of the AI agent
- Automatic ingestion: Project updates from email are captured and organized in a central SharePoint workspace.
- Executive-ready summaries: The copilot distills lengthy reports into clear, decision-focused updates and multi-month trend views.
- Work where users already are: Seamless integration of the copilot with Microsoft Teams to eliminate tool and tab switching.
- Ask, don’t search: Leaders can query project status, risks, and delays in plain language across all reports without leaving Microsoft Teams.
- Structured outputs: Approved summaries are stored in a structured format for audits, reviews, and follow-ups.
The business impact
70% reduction in manual effort
Time spent by senior leaders reviewing and summarizing monthly project reports dropped significantly.
Faster review cycles
What earlier took multiple days of back-and-forth was available on demand through the copilot.
Improved decision turnaround
Leaders could get answers to project questions instantly, accelerating reviews, escalations, and corrective actions.
Higher visibility across project
Trends, delays, and risks surfaced consistently across reporting periods instead of being identified late.
Centralized project intelligence
Hundreds of reports became a searchable, reusable knowledge base, reducing repeated queries to project teams.
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