Copilot for Operations — ONB Hands-On Exercises

Hands-on materials for the Microsoft 365 Copilot for Operations session (Old National Bank). The session is anchored in Excel — built around the four features the cohort uses most: Formulas & Functions, PivotTables, Data Validation, and Conditional Formatting — with Outlook for summarizing and drafting, and a single PowerPoint exercise to turn the numbers into a process-trends update.

It is designed for ONB Operations, with the Process Optimization / Business Process Management (BPM) team as the lead audience, and content drawn from real Operations workflows: translating a third-party file into an upload template, logging projects and process items, tracking 90-day follow-ups, and turning coaching trends into a readout.

Start here

• Pre-Work — Set up and upload your practice materials — complete before the session.

Exercises

1. Copilot-Ready Data & Template Mapping — Excel · Formulas & Functions
2. Process & 90-Day Follow-Up Tracker — Excel · Data Validation + Conditional Formatting
3. Training-Opportunity Trends — Excel · PivotTables
4. Inbox Summary to Coaching Readout & Draft — Outlook
5. Process-Trends Update Deck — PowerPoint

Sample materials (assets/)

• Process-Intake-Raw.xlsx — a deliberately messy third-party servicing export (merged title, stacked header, per-department subtotal rows, blank rows, request numbers that lost their leading zeros, trailing spaces) for the data-prep lesson
• Template-Builder.xlsx — a Source tab of coded vendor data, a Mapping (translation table) tab, an empty Template upload layout, and a Validation-Lists tab — for the translate-and-build-the-template workflow
• Process-Tracker.xlsx — a project/process log with date-logged, a 90-day follow-up workflow, Lists for dropdowns, and a Legacy formula tab to explain
• Training-Opportunities.xlsx — a 78-row coaching/training-opportunity log across departments, themes, and months for PivotTable trend analysis
• Practice-Inbox-Pack.md — four synthetic Operations email threads you email to yourself in pre-work

How to use

Each exercise is self-contained: objective, prerequisites, step-by-step prompts, a deliverable, and a verification checklist. All prompts are copy-paste ready. Work in Excel for the web and Outlook on the web with the sample materials saved in OneDrive.

Ground rules

Copilot accelerates the mechanics; the operations professional decides. There is no Track Changes in Excel — work on a copy and rely on OneDrive version history. Copilot only sees the open workbook (put the source, the translation table, and the template as tabs in one file) and the mail you can open. Nothing uploads, posts, or sends until a person clicks the button — Copilot drafts and translates; you verify the mapping and execute the upload to Docusign or a list yourself. Verify every translated value, follow-up date, count, and flagged exception before it goes into a template, a tracker, a readout, or an email. Use only synthetic sample data inside ONB's Microsoft 365 tenant — never live customer, account, or vendor information.

A note on storage: these exercises assume your files live in OneDrive (Copilot in Excel requires a cloud-saved file with AutoSave on). They do not assume SharePoint access. If your team's lists or templates live elsewhere, the template you build here is still the clean, validated source — uploading it to its destination remains a manual, human step.