What’s Joanna’s secret to faster finance recaps? Copilot did the heavy lifting.

by Doug Cox

Hi everyone,

If you’re looking for ways to make your monthly reporting faster and more impactful, you’ll want to check out this quick win from the Finance team.

Joanna Rossomano, Manager of Financial Planning & Analysis, recently transformed a recurring task—one that used to take her 30 minutes every month—into a streamlined, 5-minute process using Copilot. The result? More time for strategic work, and a consistent, professional output.

Her approach is a great example of how a well-crafted prompt and a little experimentation can unlock serious efficiency.

👉 Want to see how she did it—and the exact prompt she used?

Check out the full story and reference guide here:
AI in Practice – Finance: Variance Analysis and Recap

Happy learning and keep prompting,
Doug

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