Hours of writing. Now about 3 minutes.
The impact
- 80%less time per project plan
- ~3 minafter the interview, to a finished, formatted plan
- House styleevery plan in SmartR’s own Word template, no formatting work
[01] The problem
Every new project needs a project plan. Consultants wrote each one by hand. That took hours, every time. Hours that could have gone to clients.
[02] What it brings
- Consultants answer a few questions in Teams. The assistant asks again where something is missing.
- The AI writes every chapter: background, scope, phases, team, risks and planning.
- The planning comes with a timeline chart and a capacity table, ready to share with the client.
- Out comes a finished Word file in SmartR’s own template, saved in SharePoint.
- Personal data stays out of the process.
[03] How it works
- 01Consultant answers questions in Teams
- 02AI drafts each chapter
- 03Chapters merge into the house template
- 04Word file ready in SharePoint
Built withCopilot Studio · Power Automate · SharePoint · Azure · Claude
“Good, and already very usable for a first phase.”