Automating Food Plan Management & Saving 60% Time with Copilot
Our Azure experts implemented Copilot to automate the food plan creation and management process for the institutional and large-scale catering operations. The solution led to massive efficiency gains for food plan managers.
Colorado, USA
Food Production
100+
About The Client
Food Verification Organization
An independent food verification company based in Colorado, USA. They house over 100 employees with an annual revenue generation of $ 25.7 M. Thye provide verification, auditing, and certification services to enhance transparency and authenticity in food production practices, covering every aspect of the food supply chain, including farms, ranches, processors, and retailers. This maintains high standards of food safety and sustainability.
Challenges Faced
The food planning managers were burdened with constant manual effort, including fetching dietary inputs, creating weekly meal plans, updating them based on management’s feedback, and ensuring compliance with nutritional data sources, which was not only time-consuming but also led to human errors. They sought a solution that could enable them to respond quickly to changing requirements and make the overall food plan management more efficient.
Manual compilation of diverse dietary preferences from numerous sources caused time delays
Manual and iterative meal plan creation with chances of missed alignment with stakeholders’ feedback
Ensuring compliance with the nutritional standards was complex and prone to errors
Inability to adapt to the last-minute changes to dietary requirements, hindering operational agility
The food plan managers had to be involved in the unworthy administrative tasks, which distracted them from strategic planning
Integrated AI-Powered Solution for Efficient and Accurate Food Planning
Folio3 implemented a Copilot-powered automation solution to speed up the entire food planning process. The platform utilized the capabilities of Microsoft tools (Teams, Word, and Excel), Azure OpenAI, and Power Platform components, which were effortlessly integrated into the food plan manager’s daily workflow, targeting the time slot of 9:00 am to 11:00 am in particular to reap the maximum business outcome.
The solution encompassed the following Copilot agents and integrations:
Copilot Agent in Teams
The Copilot agent within Microsoft initiates the food planning process and quickly gathers dietary preferences through an intuitive conversational interface.
Custom Topic Agent
A custom-made topic agent that parses and smartly organizes data from various sources to make it structured for subsequent processing.
Copilot Agent in Word
The organized meal plan data is then fed into the Copilot agent within Microsoft Word that automatically structures the meal plan into a well-defined and professional document.
Visual Generation
To promote clarity and stakeholder engagement, the image-generation AI automatically creates engaging visuals of the meal plans.
Custom Action Agent
To manage the iterations based on the feedback, this custom action agent effortlessly refines or updates specific parts of the meal plan using natural language processing prompts.
Connected Data Source Integration
Pulling crucial nutritional data from verified connected data sources refined the meal plan with accurate and compliant information.
Workflow Automation
Speeding up administrative workflows (approvals and distribution of finalized food plans) to relevant stakeholders
Integrated AI-Powered Solution for Efficient and Accurate Food Planning
Folio3 implemented a Copilot-powered automation solution to speed up the entire food planning process. The platform utilized the capabilities of Microsoft tools (Teams, Word, and Excel), Azure OpenAI, and Power Platform components, which were effortlessly integrated into the food plan manager’s daily workflow, targeting the time slot of 9:00 am to 11:00 am in particular to reap the maximum business outcome.
The solution encompassed the following Copilot agents and integrations:
Copilot Agent in Teams
The Copilot agent within Microsoft initiates the food planning process and quickly gathers dietary preferences through an intuitive conversational interface.
Custom Topic Agent
A custom-made topic agent that parses and smartly organizes data from various sources to make it structured for subsequent processing.
Copilot Agent in Word
The organized meal plan data is then fed into the Copilot agent within Microsoft Word that automatically structures the meal plan into a well-defined and professional document.
Visual Generation
To promote clarity and stakeholder engagement, the image-generation AI automatically creates engaging visuals of the meal plans.
Custom Action Agent
To manage the iterations based on the feedback, this custom action agent effortlessly refines or updates specific parts of the meal plan using natural language processing prompts.
Connected Data Source Integration
Pulling crucial nutritional data from verified connected data sources refined the meal plan with accurate and compliant information.
Workflow Automation
Speeding up administrative workflows (approvals and distribution of finalized food plans) to relevant stakeholders
Technologies Stack Implemented
Azure Storage Account
MS Fabric Data Pipelines
MS Fabric Lakehouse
Power BI
Azure Service Principal
Azure Function App
Business Outcomes
The implementation of this Microsoft Copilot automation solution yielded measurable results for our client:
60% Reduction in Plan Creation Time
The automation and intelligent AI inputs significantly accelerated the generation of weekly meal plans.
32% Fewer Human Errors
Directly pulling verified nutritional data sources reduced human errors while ensuring the meal plans comply with the dietary guidelines and regulations.
Enhanced User Productivity
Food plan managers were offloaded with many redundant tasks so they can easily turn to higher-value activities and strategic initiatives.
Faster Adaptability
The quick refinement and regeneration of meal plans based on last-minute feedback or changing dietary needs improved agility.
Better Stakeholder Experience
The automatically generated visual and customized outputs improved the clarity, understanding, and overall engagement for end-users and other stakeholders.
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