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SoftwareOne case study
Increasing efficiency through AI: How AMINA Bank AG successfully implemented Microsoft Copilot
AMINA Bank AG has been working successfully with SoftwareOne for many years and, through the partnership, had already implemented several IT transformation projects. These include introducing and optimizing Microsoft Azure cloud infrastructure, creating a modern, cloud-based working environment with Microsoft 365, and establishing and operating a Security Operations Center (SOC) for the proactive monitoring, detection, and prevention of cyber threats.
AMINA is now planning the global launch of Microsoft Copilot to further increase efficiency in office automation. The company plays a pioneering role as an early adopter of artificial intelligence (AI) and a fast-mover in the banking sector. At the same time, compliance with the strict regulations poses a particular challenge.
Compliant
Compliance with regulations
Structured
For a global copilot implementation
- Client
- AMINA Bank AG
- Industry
- Finance
- Platform
- Microsoft Azure
- Services
- Copilot Envision Advisory
New technology, high expectations: What to consider when introducing Copilot
AMINA had no experience with M365 Copilot but was still looking for a fast and efficient implementation. The primary goals were to optimize work processes through AI-supported functions such as meeting and email summaries and automated presentation creation. In addition, AMINA had to meet regulatory requirements and prepare employees optimally for using Copilot. A structured and practical approach was required to make targeted use of Copilot's potential throughout the company.
Practical advice for a successful copilot implementation
SoftwareOne conducted a Copilot Envision Advisory at AMINA to familiarize employees with Microsoft Copilot's possibilities. The multi-stage process began with a kick-off meeting to analyze the company's requirements and identify relevant use cases. SoftwareOne paid particular attention to how Copilot could be efficiently integrated within the company's existing IT and security guidelines.
Subsequent workshops individually tailored practical demonstrations to AMINA's needs and business context.
These included, among other things:
- The use of Copilot to create reports, presentations, and summaries in real time.
- The use of AI-supported tools to automate routine HR, sales, and marketing tasks.
- Strategies for the secure and compliant implementation of Copilot adhering to strict requirements.
- The communication of best practices for the optimal use of Copilot in day-to-day work, specifically tailored to the banking sector.
Thanks to SoftwareOne's Copilot Envision Advisory, we have a clear strategy for implementing Microsoft Copilot. The practical workshops showed our team how we can use Copilot in a targeted way to optimize work processes and increase our efficiency.
Head IT Operations at AMINA Bank AG
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A central component of the consulting approach was to develop an individual implementation plan that considered technical, organizational, and licensing aspects. This helped AMINA set the course for a successful and sustainable introduction of Copilot.
From theory to practice: tangible results for AMINA
Upon completion of the Copilot Envision Advisory, AMINA Bank AG had a structured and actionable plan for the global implementation of Microsoft Copilot. The company received a comprehensive assessment of key Copilot use cases, clear strategic recommendations, and an action plan for the following steps to deploy and optimize AI-powered capabilities. Thanks to the hands-on approach, AMINA created a solid foundation for the efficient and compliant use of Copilot within the company.
Working closely with SoftwareOne has helped us to align regulatory requirements with the capabilities of Microsoft Copilot. Thanks to the customized demos and the individual implementation plan, we are well-positioned to take full advantage of the benefits of AI in our company.
Head IT Operations at AMINA Bank AG
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