Discover how Melissa, a tax executive and AI enthusiast, transforms her day with BDO Intelligent Virtual Assistant (BDO IVA) and Microsoft Copilot. From unexpected challenges to strategic insights, see how AI empowers her to achieve more and stress less.
This transcript was generated using AI and reviewed by an editor. Meet Melissa, tax executive, mom and dog mom, marathon runner, and AI user. Melissa heads to work after a morning run only to realize she has a flat tire. She is going to be a little bit later than she was hoping, but she's not concerned. She uses the CoPilot app, which gives step by step instructions for her car model on how to replace a flat tire. Following the app's guidelines, Melissa is able to replace the tire herself. Next, she uses CoPilot to catch up on emails and review her schedule. With her tire changed and her day planned, Melissa heads to work feeling confident and prepared. At ten AM, Melissa reviews her board presentation. With the help of BDO intelligent virtual assistant, BDO Iva, and CoPilot, she creates a comprehensive briefing document that includes the board presentation summary. She uses BDO Iva to make sure the presentation is tailored and concise while addressing the needs of key stakeholders. At eleven AM, BDO Iva saves her at least eight hours by extracting data from Excel files, scanned documents, and PDFs while reviewing the financial statements her team prepared. Despite a late start, thanks to BDO and Microsoft AI tools, she still manages to fit in a quick training run at lunch. The clock hits two PM, and it's brainstorming time. Melissa meets with her team to review the latest data and discuss tax planning ideas. During the meeting, she asks BDO Iva to provide data analytics and generate visualizations to guide their approach. By late afternoon, Melissa has time for focused project work. Using BDO Iva, she evaluates the filings provided by multiple global jurisdictions. AI also helps her spot inconsistencies and anomalies, allowing her to spend her time focusing on strategic initiatives. As Melissa wraps up and prepares to head home, Microsoft Copilot recaps her day. Before leaving, she sends a message to her team with appreciation for their efforts. Melissa leaves the office grateful for her team and for how much AI has made her life easier, allowing her to make it home in time for dinner. Welcome home, mom.
AI in Your Day Video Transcript
This transcript was generated using AI and reviewed by an editor.
Introduction
Meet Melissa, tax executive, mom and dog mom, marathon runner, and AI user.
Morning Mishap: The Flat Tire
Melissa heads to work after a morning run only to realize she has a flat tire. She is going to be a little bit later than she was hoping, but she's not concerned.
Using Technology to Solve Problems
She uses the CoPilot app, which gives step by step instructions for her car model on how to replace a flat tire.
Following the app's guidelines, Melissa is able to replace the tire herself.
Next, she uses CoPilot to catch up on emails and review her schedule. With her tire changed and her day planned, Melissa heads to work feeling confident and prepared.
Preparing for the Board Presentation
At ten AM, Melissa reviews her board presentation.
With the help of BDO intelligent virtual assistant, BDO Iva, and CoPilot, she creates a comprehensive briefing document that includes the board presentation summary. She uses BDO Iva to make sure the presentation is tailored and concise while addressing the needs of key stakeholders.
Maximizing Efficiency with AI Assistance
At eleven AM, BDO Iva saves her at least eight hours by extracting data from Excel files, scanned documents, and PDFs while reviewing the financial statements her team prepared.
Balancing Work and Personal Goals
Despite a late start, thanks to BDO and Microsoft AI tools, she still manages to fit in a quick training run at lunch.
Team Collaboration and Brainstorming
The clock hits two PM, and it's brainstorming time. Melissa meets with her team to review the latest data and discuss tax planning ideas.
During the meeting, she asks BDO Iva to provide data analytics and generate visualizations to guide their approach. By late afternoon, Melissa has time for focused project work.
Data Evaluation and Strategic Focus
Using BDO Iva, she evaluates the filings provided by multiple global jurisdictions.
AI also helps her spot inconsistencies and anomalies, allowing her to spend her time focusing on strategic initiatives.
Reflecting on a Productive Day
As Melissa wraps up and prepares to head home, Microsoft Copilot recaps her day. Before leaving, she sends a message to her team with appreciation for their efforts.
Conclusion: The Impact of AI on Daily Life
Melissa leaves the office grateful for her team and for how much AI has made her life easier, allowing her to make it home in time for dinner. Welcome home, mom.
BDO IVA offers a secure and tailored ChatGPT environment hosted within your own Microsoft Azure. This integration with Azure OpenAI services ensures that the platform is not only customizable but also leverages the robust infrastructure and capabilities of Azure. This mitigates the risks associated with data breaches and safeguards sensitive information within your organization, providing peace of mind and compliance with data protection regulations.
Learn how BDO helps you responsibly embed AI into your day-to-day functions.