Inventory Optimization with Microsoft Copilot Studio: 8-Week Implementation

Enterprise supply chains operate across regions, warehouses, suppliers, and products, yet often rely on spreadsheets, emails, and manual data collection. This fragmentation reduces visibility into demand, supply, and shipments, slows replenishment, and drives recurring stock imbalances. Planners spend time consolidating ERP, supplier, and logistics data and handling exceptions offline, limiting scenario planning and proactive risk management, resulting in inconsistent forecasting, delayed decisions, and enterprise-wide inefficiencies.

Celebal Technologies’ 8-week Copilot Studio implementation delivers an AI-driven multi-agent inventory system for forecasting, replenishment, supplier assessment, logistics coordination, and exception handling. Built on Microsoft Copilot and Celebal’s agentic frameworks, it provides an integrated, event-based setup with analytics dashboards tracking KPIs, risks, cost impact, and service levels, and integrates seamlessly with Power Automate, Outlook, Teams, and Dataverse to support planners, procurement, supplier, and logistics teams.

Service Offerings

The Copilot Ecosystem

The solution operates through a coordinated chain of specialized Copilot Agents, each responsible for a critical stage in the inventory lifecycle.

1. Exception Handler Agent: Real-Time Monitoring & Recovery

Continuously tracks all sub-agents, detects failures or data issues, triggers fallback plans, re-runs affected agents with revised parameters, and issues alerts while maintaining a complete exception log.

2. Inventory Optimization Agent: User Interface & Orchestration

Acts as the main conversational entry point, executes all sub-agents in sequence, and compiles their outputs into a single result card with recommendations and cost summaries.

3. Inventory Forecasting Agent: Demand Projection

Analyzes historical data to produce 30/60/90-day demand forecasts, identifies stock risks, and initiates the replenishment workflow.

4. Replenishment Agent: Reorder Planning

Calculates optimal reorder quantities and timing using lead time, MOQ, buffer rules, and cost inputs, then passes the recommendation forward for evaluation.

5. Supplier Evaluation Agent: Supplier Scoring & Selection

Assesses suppliers on cost, availability, delivery performance, and lead time, selects the best option, and hands off the decision to logistics.

6. Logistics Agent: Fulfillment Optimization

Simulates carrier options, compares cost and ETA, and recommends the most suitable shipping plan before sending the final delivery approach to the summary card.

8-Week Implementation Phases

Phase 1: Discovery (Week 1)

• Process walkthroughs, current inventory challenges, data mapping.
• Identification of forecasting, replenishment, and exception scenarios.

Phase 2: Integration (Week 2)

• Connect to required datasets and operational systems.
• Configure data pipelines for demand, supply, and stock movement.

Phase 3: Solution Development (Weeks 3–5)

• Build Copilot agents for forecasting, replenishment, exceptions, and oversight.
• Configure orchestration rules and operational analytics dashboards.

Phase 4: Testing (Week 6)

• Functional, data, and workflow validation.
• Human-in-loop scenario checks and refinement.

Phase 5: Launch (Week 7)

• Production deployment with enterprise users.
• Enablement and rollout through Microsoft Teams.

Phase 6: Hypercare (Week 8)

• Performance monitoring, fine-tuning of agent behaviors.
• Stabilization of analytics dashboards and exception workflows.

Get Started

Take the next step toward modernizing your enterprise inventory operations with Celebal Technologies. To know more, contact enterprisesales@celebaltech.com

*Final quote for this service may vary based on customization, data sources, API integrations, and other implementation factors.