CASE STUDY • ENERGY & RESOURCES • AUSTRALIA

When the data was all there -
it just wasn't working.

How we helped an Australian energy company go from manual spreadsheets to live procurement intelligence — and ran a structured Microsoft Copilot adoption program that changed how their teams work.

Industry

Energy & Resources

Region

Australia

Technology

SAP + Power BI + Copilot

Delivered by

AMZ Consulting

01 — Background

The situation

The data existed. It always does.

This organisation had years of procurement transactions sitting inside SAP — purchase orders, goods receipts, invoices, supplier records. The information to run a tight operation was there. The problem was that nobody could actually see it in a useful way.

Finance and procurement teams were exporting data manually, building Excel models by hand, and sending reports that were already out of date by the time they landed. Budget holders had no way to check their own spend position without going back to finance and waiting. Year-end forecasts were built on assumptions, not actuals.

And beneath all of it was a bigger gap: the organisation had Microsoft 365 in place, Copilot licences available, and genuine appetite to work smarter — but no structured path to get there. Tools were being underused. Capability was scattered. The AI investment wasn’t landing.

Nobody was doing anything wrong. The process had just grown around the limitations of what people knew how to use.

02 — The challenge

What they actually needed

Not a fancier spreadsheet. Not another report. And not another tool dropped on people without a plan.

They needed three things to work together: live data they could trust, a platform that made it accessible, and a team that actually knew how to use it.

Data & Reporting

→   Real-time spend tracking against budget, by cost centre and category

→   Year-end forecast that updated as actuals came in

→   Scenario modelling without rebuilding spreadsheets

→   Self-serve visibility for cost-centre managers

→   Automatic data refresh — always current

Copilot & Capability

→   Honest AI readiness assessment — not assumptions

→   A structured adoption program, not a one-day training

→   Role-specific upskilling for real workflows

→   Ongoing enablement to build capability over time

  • The underlying question leadership couldn't reliably answer: 'Are we getting real value from our Microsoft investment?' On the data side and the AI side, the answer was the same — not yet.

03 — The solution

What we built

We approached this as one connected program, not two separate projects. The data work and the capability work reinforce each other — there’s no point building a Copilot-powered workflow if the underlying data isn’t trustworthy, and there’s no point having great data if nobody knows how to use it.

DATA & REPORTING

Power BI spend intelligence on SAP data

  • Extracted procurement data from SAP — purchase orders, actuals, budget targets
  • Built a Power BI data model designed for finance and procurement thinking
  • Live dashboard with real-time actual spend and dynamic year-end forecasting
  • Variance reporting, monthly snapshots, commitment-aware forecasting
  • Row-level security — each manager sees their area, leadership sees everything
  • Automatic refresh from SAP — the dashboard updates itself

Try the live dashboard

This is the actual solution — interactive, live, and built on real sample data. Switch the comparison baseline and watch the year-end forecast re-project instantly.

View the live Power BI dashboard →

COPILOT ADOPTION

Microsoft Copilot adoption & capability uplift program

  • AI readiness assessment — licensing, infrastructure, team capability baseline
  • Structured adoption roadmap from strategy through phased rollout
  • Role-specific Copilot upskilling for finance, procurement, and operations teams
  • Change management to drive real behaviour change, not just licence assignment
  • Ongoing enablement checkpoints so capability grew after go-live, not just during it
  • The goal was never adoption metrics. It was measurable behaviour change — people working differently because the tools actually fit how they work.

04 — Outcomes

What changed

OutcomeResultWhat it means
Reporting cycle time~90% fasterFrom multi-day manual exports to live dashboard access
Forecast accuracyMaterially improvedDynamic modelling replaced static Excel run-rates
Budget visibilityReal-timeCost centres self-serve without raising finance requests
Copilot adoptionStructured rolloutFrom scattered usage to an org-wide program with clear milestones
Team capabilitySelf-sufficientFinance, procurement, and ops teams upskilled and operating confidently

The clearest sign it worked: the questions stopped. Not because people stopped caring about spend or AI — but because the answers were already there when they needed them, and the teams knew how to find them.

05 — Sector context

Why this matters for energy & resources companies

Procurement in energy and resources is high-stakes. Contracts are large, lead times are long, and cost overruns in one category can quietly erode margin across the whole operation. At the same time, organisations in this sector face real pressure to adopt AI and extract more value from existing Microsoft investments.

The challenge is that most run ERP systems — particularly SAP — that are excellent at capturing transactions and difficult to report out of at speed. They have Microsoft licences that aren’t being fully used. And they have teams that are ready for AI but haven’t had a structured path to build real capability.

That’s the gap AMZ Consulting closes. We take what’s already in your environment — your SAP data, your Microsoft 365 investment, your people — and build something that actually works for the way your organisation operates.

06 — About AMZ Consulting

Who we are

AMZ Consulting is a Microsoft Partner based in Australia, and one of the country’s leading service providers in Microsoft Copilot adoption and AI capability uplift. We work with organisations that want to get measurable value from their Microsoft investment — not just tools installed, but capability built and outcomes delivered.

Our work sits at the intersection of data intelligence and human capability. We run the full journey from strategy to adoption to long-term enablement: assessment, roadmap, rollout, upskilling, and the ongoing program that makes it stick.

On the data side, we’ve built procurement and spend analytics for real organisations across energy, resources, and enterprise. On the AI side, we design and deliver capability upfit programs that build genuine fluency across teams — role-specific, not generic.

 

Copilot adoption specialist

This is a core practice, not a bolt-on. We run structured programs built for Australian organisations.

Full-journey approach

From readiness assessment through to long-term enablement — not a one-off delivery.

SAP + Power BI expertise

Proven ability to extract and model enterprise ERP data for live analytics.

Role-specific enablement

Programs built around how real teams work, not generic tool walkthroughs.

Microsoft Partner

Certified and accredited across the Microsoft technology stack.

Australian-based

We understand local market dynamics, sector context, and compliance requirements.

 

Microsoft Copilot Adoption

End-to-end adoption programs — from readiness assessment through rollout, capability upskilling, and long-term enablement.

Power BI & Data Intelligence

SAP, Dynamics, or any ERP — we build live dashboards that give operational teams real-time answers, not month-end exports.

Capability Upfit Programs

Structured learning pathways that build real AI and data fluency. Teams don’t just get tools — they know how to use them.

 

Ready to make your Microsoft investment work harder?

Whether it’s data, Copilot adoption, or both — we’ll show you what’s possible with what you already have.

www.amzconsulting.com.au  ·  info@amzconsulting.com.au

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