Automating the 10 Tips with Copilot

Learn how to use Copilot as an AI-assisted analytical partner that helps
surface commercially meaningful insights faster.
Most organisations are still trying to figure out what AI actually means for reporting,
dashboards, and analytics.
There’s a growing belief that AI will eventually replace analysts altogether.
We don’t see it that way.
At least not yet.

What AI is exceptionally good at right now is helping analysts navigate large amounts of
operational and financial data faster, identify important storylines earlier, and surface patterns
that might otherwise remain buried inside dashboards, charts, and reporting packs.
That’s where this webinar fits in.

Building on the first two sessions, we’ll show you how the “10 Tips” analytical framework
can be used inside Copilot to dramatically accelerate insight generation and analytical
storytelling.

Instead of manually clicking through dozens of visuals and dimensions looking for something
important, Copilot can help surface:

• growth patterns
• trends
• rankings
• comparisons
• mix shifts
• target variances
• correlations
• Pareto opportunities
• and spread analysis using the 5Ms

More importantly, it can help generate narrative explanations around what is likely driving
the movement and where analysts should focus attention first.

Because the real power of Copilot isn’t the charts.
It’s the ability to quickly traverse multiple dimensions of the data and surface commercially
meaningful nuggets of insight in narrative form.

This session is focused on practical, low-volume analytics environments that most finance,
MI, and business teams already work with today:
• spreadsheets
• exports
• MI reports
• operational datasets
• management reporting packs
• and lightweight analytical workflows

This is not a deep technical AI session.
It’s a practical business session about how analysts and finance professionals can work
alongside AI to accelerate analytical thinking and insight generation.

We’ll also cover:
• how prompts influence analytical quality
• why frameworks matter when working with AI
• how to stop Copilot from disappearing down irrelevant tangents
• where human judgement still matters enormously
• and how strong analytical thinking becomes even more important in an AI-assisted
world

The future probably won’t belong to people who simply know how to use AI tools.
It will belong to people who know how to ask better business questions and guide AI
effectively.
This session is ideal for:
• finance teams
• analysts
• MI and BI professionals
• operational managers
• executives
• and anyone interested in how AI is changing modern analytics and decision support.

Practical Application

Learn frameworks and techniques you can apply immediately in your role.

Real Business Insight

Sessions are based on real workplace challenges, not generic theory.

Expert-Led Learning

Hosted by experienced finance, analytics and business performance professionals.

Future-Fit Skills

Stay current with evolving trends in AI, automation and business intelligence.