+1 (408) 900-9133
sales@thecodevision.com
Streamlining Project Management Workflows with Microsoft Copilot Agent
A mid-sized software development firm in the US approached Codevision Technologies when their project operations began to feel overwhelming. The company works across healthcare, finance, tech, and retail, and their teams depend on Jira for task management and Azure DevOps for CI/CD pipelines. The tools worked well individually, but as the company grew, the gaps between them became more noticeable.
Over time, information started to scatter. Simple questions—like “What’s the latest deployment status?” or “Are we on track for this sprint?”—took longer to answer. Teams switched between platforms, managers pulled data manually, and everyone felt the slowdown.
They wanted a centralized project management platform that could bring Jira, Azure DevOps, and internal systems together.
Country
Canada
Industry
Products Manufacturing
Technologies
40%
Cost Savings Achieved Through Optimized Vendor Selection and Negotiation.
50%
Faster Vendor Onboarding with Standardized Approval & Compliance Checks.
55%
Faster SLA Resolution via Centralized Vendor Communication Channels.
35%
Improved Compliance Adherence via Centralized Risk & Contract Monitoring.
Challenges
- Fragmented Project Data Across Tools: Project details lived in different systems, forcing teams to jump between Jira, Azure DevOps, and internal tools to get the full picture.
- Limited Real-Time Transparency: Managers struggled to see real-time task or sprint updates, slowing meetings and delaying daily decision-making.
- Reporting Was Manual and Slow: Reports required combining data from multiple systems, often leading to inconsistencies.
- Late Risk and Issue Detection: Risks were discovered late because there was no central place to identify early patterns.
- Difficulty Managing Task Priorities: Without a unified dashboard, it was unclear which tasks required immediate attention, causing small delays to escalate.
- Heavy Load on Project Managers: Project managers tracked updates manually or through long message threads, increasing workload and stress.
- Limited Forecasting: Tools showed raw data but didn’t explain delays, making it difficult to predict resource issues or spot bottlenecks.
- Breakdowns in Communication and Alignment: Updates via chats, emails, and calls were inconsistent, causing missed information and duplicated work.
Solution
Codevision Technologies designed an AI-powered project management solution using Microsoft Copilot Agent, fully connected with Jira, Azure DevOps, and the client’s internal systems.
- The unified platform allowed teams to see real-time insights with plain prompts. Instead of switching between tools, Copilot acted like a smart assistant—bringing together tasks, dependencies, and updates in one place.
- Workflows were automated, so routine updates and follow-ups no longer depended on manual effort. Teams could finally see what mattered most, including risks, progress, and upcoming deadlines.
- Copilot also added predictive insights. For example, if a sprint started to slip or a resource gap appeared, teams got early warnings. This helped project managers focus more on strategy and less on administrative checks.
The Result
The changes were noticeable almost immediately. Here’s what improved:
- Instant Access to Real-Time Insights: Managers could ask Copilot for any update and get accurate answers within seconds, saving hours every week.
- Faster and Clearer Reporting: Reports no longer required manual data gathering. Dashboards stayed up to date, giving leadership full visibility at any time.
- Smarter Prioritization and Resource Planning: AI highlighted high-impact tasks and helped teams allocate resources effectively, catching issues before they escalated.
- Better Collaboration and Alignment: With information unified in one view, teams spent less time clarifying work and more time completing it—reducing duplicated efforts.
- 30–40% Boost in Operational Efficiency: By cutting admin work and improving alignment, productivity increased significantly, enabling teams to focus on strategic goals.
The organization now benefits from accurate forecasting, improved visibility, and a stable workflow across healthcare, retail, finance, and tech projects.
Key Features
Unified Project Dashboard
A single screen that displays data from Jira, Azure DevOps, and internal systems. Teams can finally see everything in one place.
AI-Powered Perception
Copilot provides instant updates, summaries, and context. It helps teams understand what’s happening without digging through tools.
Workflow Automation
Routine tasks—like follow-ups, alerts, and status updates—run automatically. Teams stay aligned without extra effort.
Intelligent Reports & Dashboards
Real-time dashboards give stakeholders clear information at any moment. Reports that once took hours now take seconds.
Improved Collaboration
With shared visibility, communication becomes smoother. Everyone knows what’s happening, which reduces mistakes and double work.
Scalable Integration
The solution grows with the organization and works well with tools the team already uses. No need for big process changes.
Ready to work together?
Let's discuss your product goals and see how we can help.
Case Studies
-
Power Automate
-
UK
Microsoft Power Automate Simplifies Document Tracking and Resident Management
Discover how a UK care group transformed compliance and resident management with Microsoft Power Automate — cutting manual work and boosting accuracy.
-
Microsoft Copilot Studio
-
USA
AI-Powered ESOP Calculator Boosts Accuracy & Efficiency with Microsoft Copilot Studio
Read how we leveraged Microsoft Copilot Studio to create an intelligent ESOP calculator that transforms complex equity management into a user-friendly digital experience.
-
PowerApps
-
UK
Empowering Envases Group: Streamlining Visitor Management Processes with Microsoft PowerApps
Read how we modernized visitor management with a Microsoft PowerApps solution, streamlining check-in/check-out, enhancing security, improving efficiency, and supporting sustainability by eliminating paper-based systems.
DO YOU HAVE QUESTIONS? LOOK HERE
We specialize in custom software development, Microsoft Power Platform solutions, business intelligence (BI), automation, and digital transformation services. Our expertise spans Power BI, Power Apps, SharePoint, Azure, and .NET technologies, helping businesses streamline processes, improve insights, and enhance productivity.
We have been delivering innovative software and IT solutions for over 7 years, serving startups, SMEs, and large enterprises across the USA, UK, Middle East. Our track record includes 100+ successfully completed projects.
Our headquarters is in India & USA, with global delivery capabilities. We provide remote project management, international collaboration, and agile delivery for clients across multiple industries worldwide.
- Our team includes professionals with 7+ years of experience, along with innovative young talent.
- Our CEO has hands-on development experience working with US-based companies.
- We maintain 100% client satisfaction, with consistently high ratings and positive feedback across platforms like Clutch, GoodFirms, and Google Reviews.
Yes! We have delivered solutions across custom software, SharePoint portals, Power Platform apps, and enterprise systems. You can view our case studies and project details
Absolutely. Client confidentiality is our top priority. We sign Non-Disclosure Agreements (NDA) before starting any project and follow industry best practices for secure coding, encrypted communication, and access control.
We work with startups, SMEs, and large enterprises in sectors such as finance, healthcare, manufacturing, retail, and government. Our solutions are scalable and tailored to each client’s unique business requirements.
Yes. Our team is experienced in managing remote teams and delivering global projects using Microsoft Teams, Jira, and agile methodologies to ensure seamless communication and timely delivery.
We provide flexible engagement models including:
- Fixed-price projects
- Time & material contracts
- Dedicated development teams
This ensures a perfect fit for varying project scopes and budgets.
Yes. We provide continuous support, bug fixes, performance monitoring, and feature enhancements to ensure your software remains reliable, secure, and optimized.
We offer a comprehensive range of IT solutions designed to streamline operations, improve efficiency, and drive digital growth:
- Business Intelligence (BI) Consulting & Data Visualization
- Robotic Process Automation (RPA) Solutions
- Cloud Migration & System Integration
- Digital Transformation Strategy & Advisory