Project Health Agent

Project Health Agent is an AI-powered conversational assistant built on Microsoft Copilot Studio by Saxon AI. It provides high visibility into the overall operational and financial health of customer projects and organizational initiatives — directly within Microsoft Teams.

The Problem It Solves

Managing large-scale projects involves navigating complex BI dashboards, exporting reports manually, and gathering data from multiple disconnected systems. Project managers and leadership teams struggle to access relevant data quickly, generate real-time insights, and streamline workflows — leading to slower response times, reduced productivity, and suboptimal decisions. The Project Health Agent eliminates these inefficiencies by bringing project intelligence to a simple chat interface inside Microsoft Teams.

How It Benefits Users

The agent for Microsoft 365 Copilot enhances real-time data accessibility, improving decision-making and reducing response times. It provides key decision-support metrics for routine tasks, increasing productivity and operational efficiency. Users can ask questions in plain English and receive instant, contextual, data-driven responses — all without leaving Teams.

Key Features

Natural Language Querying: Ask project health questions in plain English. The NLP engine translates queries into structured requests, routes them to the right data source, and returns contextual, comparative responses.

450+ Project Health KPIs: Access KPIs spanning cost performance, schedule performance, quality, resource deployment, procurement status, and risk — through a conversational interface in Teams.

Real-Time Aggregated Insights: Connects to enterprise data sources such as Data Lake, OLTP Staging, and EIP systems to deliver live project information.

Document Generation: Generate IPMP (Integrated Project Management Plan) and RATF (Risk Assessment and Treatment Form) by uploading source documents (SOW, contracts, BRD) in PDF, DOCX, PPTX, or XLSX format directly in Teams chat.

Intelligent Follow-Up Questions: Generates contextual follow-up questions based on your initial query to refine results and maintain conversation context.

Feedback Mechanism: Built-in thumbs up/down ratings and comments enable continuous improvement of response quality over time.

Secure Role-Based Access: Users only see data relevant to their role and project assignments, powered by Microsoft Entra ID authentication.

Who Is It For

Project Managers: Real-time data access, automated reporting, and workflow optimization.

Senior Management: Insights and analytics for decision-making, resource allocation, and strategic planning.

Engineers, Site Teams & Analysts: Access project data, resolve queries instantly, and improve operational efficiency.

Business Analysts & Operations Teams: Monitor project performance and track exceptions.

Compliance & Risk Managers: Insights into procurement trends, outstanding invoices, and SLA compliance.

Limitations and Conditions

Requires an active Microsoft Teams license and Microsoft Copilot Studio entitlement.

Requires connectivity to your organization's project data sources (e.g., Data Lake, SAP/ERP). Data source integration setup must be completed prior to use.

Response accuracy depends on the quality and completeness of underlying project data. The agent provides read-only insights and does not modify source data.

Document generation (IPMP/RATF) requires uploading valid project documents in supported formats (PDF, DOCX, PPTX, XLSX).

Designed for use within Microsoft Teams. Use the latest Teams desktop or web client for the best experience.

Contact support@saxon.ai for onboarding and setup assistance. Visit https://saxon.ai for more information.