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Jason On Firms Youtube

9 AI Tools Modern TAX Accounting Firms Are Using Right Now

This intermediate youtube helps Tax Preparers in finance learn 9 AI Tools Modern TAX Accounting Firms Are Using Right Now with a practical focus on applying ai_tax_tools, tax_workflow_automation, ai_data_capture to everyday work. Objective review of 9 AI tools actively used by modern tax accounting firms: Magnetic, Juno, Filed, StanfordTax, TaxGPT, HubSync, Soraban - covering data capture, client intake, tax research, workflow automation, and client experience. By the end, learners will have a clearer understanding of how to use ai_tax_tools, tax_workflow_automation, ai_data_capture to save time, improve quality, and complete common Tax Preparer tasks with more confidence.

5.0 (0)

19m

intermediate Finance

Coursera Course

AI For Healthcare Professionals

This intermediate course helps Medical Assistants in Healthcare learn AI For Healthcare Professionals with a practical focus on supporting clinical documentation, intake workflows, and patient communication. High role fit - teaches real tools for Tuesday morning tasks like drafting encounter notes and generating referral letters. By the end, learners will have a clearer understanding of how to use ChatGPT, Clinical Documentation, AI in Healthcare to save time, improve quality, and complete common Medical Assistant tasks with more confidence.

5.0 (0)

30h 0m

intermediate Healthcare

Microsoft Learn Course

Use Copilot in Microsoft Excel

This beginner course helps Ops Analysts in Finance learn Use Copilot in Microsoft Excel with a practical focus on applying Microsoft Copilot, Excel, Data Analysis to everyday work. Specific to the tool they use every day. By the end, learners will have a clearer understanding of how to use Microsoft Copilot, Excel, Data Analysis to save time, improve quality, and complete common Ops Analyst tasks with more confidence.

5.0 (0)

25m

beginner Finance

Microsoft Adoption Article

Simplify Tasks for Plant Employees with Microsoft Copilot

Frontline factory and warehouse workers will learn how to use Microsoft Copilot Chat to handle routine daily tasks faster and with less effort. This scenario guide covers drafting shift summary reports from brief notes, simplifying confusing procedure documentation, finding maintenance information from equipment manuals, writing clear incident reports, and composing emails on sensitive topics. After completing this guide, plant employees can use Copilot Chat to cut the time spent on paperwork and reporting, keeping focus on production.

5.0 (0)

30m

beginner Manufacturing

YouTube Video

Create Project Charter With ChatGPT: Lean Six Sigma With AI Tools (PART 1)

This intermediate video helps Process Engineers in Manufacturing learn Create Project Charter With ChatGPT: Lean Six Sigma With AI Tools (PART 1) with a practical focus on applying ChatGPT, Lean Six Sigma, DMAIC to everyday work. 'PART 1' signals a dedicated series, indicating the creator produces sustained practical content rather than a one-off. By the end, learners will have a clearer understanding of how to use ChatGPT, Lean Six Sigma, DMAIC to save time, improve quality, and complete common Process Engineer tasks with more confidence.

5.0 (0)

15m

intermediate Manufacturing

Microsoft Adoption Article

Identify New Suppliers Using Microsoft Copilot Chat

Procurement and purchasing managers in manufacturing will learn how to use Microsoft Copilot Chat to accelerate supplier research and sourcing decisions. This scenario guide shows how to prompt Copilot to find new potential suppliers against a set of criteria presented in a comparison table, assess financial viability from supplier annual reports, analyze online customer sentiment and reviews for shortlisted suppliers, verify certifications and product specifications, and draft RFx documents. After completing this guide, procurement teams can cut weeks of manual research into hours and make more confident sourcing decisions.

5.0 (0)

30m

beginner Manufacturing

YouTube Video

AI for CFOs: Where to Begin and What to Expect

This beginner video helps CFOs in Finance learn AI for CFOs: Where to Begin and What to Expect with a practical focus on using AI to support financial planning, executive communication, and strategic analysis. 57-min depth is appropriate for executive learners. By the end, learners will have a clearer understanding of how to use ChatGPT, AI for Finance, CFO to save time, improve quality, and complete common CFO tasks with more confidence.

5.0 (0)

57m

beginner Finance

Microsoft Adoption Article

Improve Retail Store Operations with Microsoft Copilot Studio

Retail store managers and operations leads will learn how to deploy a Copilot Studio AI agent that gives store associates instant access to product information, customer order details, task lists, and company policies from a single interface. The scenario shows how an agent can retrieve product specs from store documentation, pull live order status from the order management system, create and assign maintenance or incident tickets, and surface time-off and store policies on demand. After this guide, store leaders can see how AI agents reduce the time associates spend switching between applications and empower faster, more confident customer interactions.

4.7 (0)

25m

intermediate Retail

Coursera Course

AI in Healthcare

Explore AI applications in modern healthcare delivery. Learn how AI supports clinical decision-making, patient data analysis, pharmaceutical research, and health systems management. Covers AI ethics, data privacy in healthcare, and hands-on applications relevant to healthcare administrators and operations professionals.

4.7 (0)

10h 0m

beginner Healthcare

Microsoft Adoption Article

Production Planning with Microsoft Copilot

This scenario guide shows production schedulers and planners how to turn sales forecasts into actionable production schedules using Microsoft Copilot. Learners follow a five-step workflow: summarizing incoming sales forecasts, adjusting projections based on team feedback, planning inventory with supplier input, scheduling production runs, and finalizing plans with operations teams—all using Copilot Chat and Microsoft 365 tools. Working through the scenario builds practical skills for reducing schedule delays and keeping manufacturing output aligned with demand.

4.7 (0)

20m

intermediate Manufacturing

YouTube Video

How to Use ChatGPT to Build a Supply Chain Inventory Optimizer (Excel + Power Query)

This intermediate video helps Production Planners in Manufacturing learn How to Use ChatGPT to Build a Supply Chain Inventory Optimizer (Excel + Power Query) with a practical focus on improving scheduling, capacity planning, and production coordination with AI support. 35+ min, interview/tutorial format. By the end, learners will have a clearer understanding of how to use ChatGPT, Supply Chain, Inventory Optimization to save time, improve quality, and complete common Production Planner tasks with more confidence.

4.7 (0)

35m

intermediate Manufacturing

Coursera Course

Microsoft Customer Service (with AI)

Learn to deliver AI-powered customer service using Microsoft Dynamics 365 and Power BI. Master complaint resolution, customer engagement strategies, and how to use AI tools to improve response times and customer satisfaction. Ideal for customer support specialists and service operations coordinators looking to leverage AI in their daily work.

4.7 (0)

8h 0m

beginner Retail

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