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Unlocking AI Potential for AEC: Build a Copilot That Works the Way Your Firm Does
How AEC firms can use Microsoft Copilot Studio to build AI tools tailored to their people, processes, and data.
AI is no longer an experiment for AEC firms - it’s quickly becoming essential. But while most firms start with generic, out-of-the-box Copilot tools, those only scratch the surface of what’s possible. And, as a result, deliver limited benefits.
The real opportunity lies in building Copilots that reflect how your firm actually works: your data, your documents, your processes. With Microsoft Copilot Studio and the Microsoft Fabric data platform, architecture, engineering, and construction (AEC) firms can create tailored Copilots that streamline workflows, surface insights, and solve real business problems - without forcing teams to adapt to a one-size-fits-all approach.
One Copilot. Countless Possibilities.Every AEC firm is unique; you have your own ‘secret sauce’ that makes it all work. Your teams manage different types of projects. Your data lives in different systems. Your processes reflect your firm’s experience and culture. Copilot can meet you there.
By combining structured ERP and CRM data with unstructured content like contracts, correspondence, and planning documents, Copilot becomes more than a productivity tool; it becomes a knowledge engine.
Let’s take a look at some examples of what is possible in the real world and can be further customized to your firm’s needs.
Copilot Use Case: Getting Ahead of Project Cost and Schedule Overruns
Custom Copilots help project leaders stay ahead of issues before they hit the bottom line. In this example, a project manager uses AI to:
- Flag projects with forecasted budget overruns or delivery delays
- Sort by project manager to focus coaching where it matters most
- Bring together job-to-date performance and future projections in one view
The result? Proactive adjustments, better-informed teams, and fewer surprises at the end of the project.
Copilot Use Case: Eliminate Revenue Leakage By Tracking Contract Escalation Clauses
Your firm may have thousands of contracts filed across SharePoint, network drives, or inboxes. Many include rate escalation clauses, but manually tracking them is time-consuming and inconsistent. That results in lost revenue opportunities.
In this demo, Copilot:
- Scans unstructured contract files for escalation language
- Connects those clauses to active projects using ERP data
- Surfaces opportunities for rate increases tied to billing milestones
- Helps project managers take action before deadlines are missed
It’s a clear example of AI recovering revenue with zero added overhead.
Copilot Doesn’t Just Save Time. It Changes How You Work.
Think beyond automation. When you build Copilot experiences tailored to your firm, you’re not just doing the same work faster – you’re elevating how decisions get made.
With a custom Copilot, your firm can:
- Ask natural-language questions and get intelligent answers from your own data
- Tap into institutional knowledge that’s often locked in documents or people’s heads
- Drive consistency in how your teams evaluate risk, manage projects, or forecast demand
- Eliminate the manual burden behind reporting, status updates, and policy enforcement
Whether you’re in project management, finance, operations, or pursuit strategy, Copilot helps your teams stay focused on high-value work, not admin.
Ready to Build a Copilot That Works Like Your Firm Does?
Every AEC firm has untapped value in its data, documents, and workflows. The question isn’t if AI can help—but where it should start.
During this 30-Minute Complimentary Engagement with our experts will:
- Deeper dive into industry-specific use cases
- Considerations regarding data and security
- Industry-specific cloud services
- Introduction to Copilot POC to get your firm started with your first custom Copilot
This isn’t about deploying another tool. It’s about building a smarter, faster way to run your business, with AI that works the way you do.
Ready to talk?
Schedule a Call