Scenario Library Indonesia & MalaysiaAll scenarios

← All scenarios / Government, BUMN & GLC

Holding portfolio review from subsidiary reportsTinjauan portofolio holding dari laporan anak usahaSemakan portfolio syarikat induk daripada laporan anak syarikat

L2 PractitionerGovernment, BUMN & GLCStrategyFinanceStrategy office / PMOCoworkExcelPowerPointIndonesiaMalaysia
At a glance
Problem

Twenty subsidiaries report in twenty formats. The holding needs one view by the 10th.

You get

Consolidated KPI table vs target, RAG status per subsidiary, and a 10-slide review deck.

Time

3 analyst days per month → 0.5 day review
Estimated

↓ Download demo kit 165 KBStart at step 1

Objective and situation

Objective

Consolidated KPI table vs target, RAG status per subsidiary, and a 10-slide review deck.

The PMO consolidates monthly subsidiary reports despite different formats, inconsistent KPI names and late submissions.

Before you start

What you need to run this
Licence
Microsoft 365 Copilot (Premium)Copilot Cowork
Apps
CoworkExcelPowerPoint
Data rules: read before you paste anything

Sensitivity: Highly Confidential

Personal data: No

Approval before use: Head of Strategy

Use Copilot signed in with your work account, in your organisation's Microsoft 365 tenant. Never paste this content into consumer AI tools.

Files

  • Subsidiary monthly reports ×~20 · .pptx / .xlsx mix · SharePoint, one folder per subsidiary
  • KPI target sheet ×1 · .xlsx · Strategy office library

Demo kit folder layout

After extracting gov-portfolio-004.zip, check all 23 files against this list.

FICTIONAL_gov-portfolio-004/
├── Portfolio Reports/
│   ├── SUB-01 Zava Energy A/
│   │   └── FICTIONAL_SUB-01_Sept_Report.pptx
│   ├── SUB-02 Zava Logistics A/
│   │   └── FICTIONAL_SUB-02_Sept_Report.xlsx
│   ├── SUB-03 Zava Agribusiness A/
│   │   └── FICTIONAL_SUB-03_Sept_Report.xlsx
│   ├── SUB-04 Zava Property A/
│   │   └── FICTIONAL_SUB-04_Sept_Report.pptx
│   ├── SUB-05 Zava Digital A/
│   │   └── FICTIONAL_SUB-05_Sept_Report.xlsx
│   ├── SUB-06 Zava Energy B/
│   │   └── FICTIONAL_SUB-06_Sept_Report.xlsx
│   ├── SUB-07 Zava Logistics B/
│   │   └── README.txt
│   ├── SUB-08 Zava Agribusiness B/
│   │   └── FICTIONAL_SUB-08_Sept_Report.xlsx
│   ├── SUB-09 Zava Property B/
│   │   └── FICTIONAL_SUB-09_Sept_Report.xlsx
│   ├── SUB-10 Zava Digital B/
│   │   └── FICTIONAL_SUB-10_Sept_Report.pptx
│   ├── SUB-11 Zava Energy C/
│   │   └── FICTIONAL_SUB-11_Sept_Report.xlsx
│   ├── SUB-12 Zava Logistics C/
│   │   └── FICTIONAL_SUB-12_Sept_Report.xlsx
│   ├── SUB-13 Zava Agribusiness C/
│   │   └── FICTIONAL_SUB-13_Sept_Report.pptx
│   ├── SUB-14 Zava Property C/
│   │   └── FICTIONAL_SUB-14_Sept_Report.xlsx
│   ├── SUB-15 Zava Digital C/
│   │   └── FICTIONAL_SUB-15_Sept_Report.xlsx
│   ├── SUB-16 Zava Energy D/
│   │   └── FICTIONAL_SUB-16_Sept_Report.pptx
│   ├── SUB-17 Zava Logistics D/
│   │   └── FICTIONAL_SUB-17_Sept_Report.xlsx
│   ├── SUB-18 Zava Agribusiness D/
│   │   └── FICTIONAL_SUB-18_Sept_Report.xlsx
│   ├── SUB-19 Zava Property D/
│   │   └── FICTIONAL_SUB-19_Sept_Report.pptx
│   └── SUB-20 Zava Digital D/
│       └── FICTIONAL_SUB-20_Sept_Report.xlsx
├── ANSWER_KEY_portfolio.xlsx
├── FICTIONAL_KPI_Targets_FY2026.xlsx
└── README.txt                                  # Setup notes and answer key

Heads-up

  • Subsidiaries that report as images or scanned PDFs are skipped and listed.
  • Verify Cowork availability and current behaviour on the public docs before running.
  • Cowork runs for a while: about 20 minutes in validation for 20 subsidiaries, most of it spent building and checking the deck. Start it and come back.
  • Outputs are saved in OneDrive under Documents › Cowork › Tasks › <task name> › output.

Steps

1

Delegate the task to Cowork

Open Copilot, select the Cowork tab, and give it a new task. If your reports are on a SharePoint site rather than in OneDrive, name the site and library in the prompt.

Prompt

Go through each subsidiary folder in the Portfolio Reports folder for September. Extract revenue, EBITDA, capex and headcount against the KPI target sheet in that folder. Convert every figure to the unit of the target sheet and say which subsidiaries you converted. Build one Excel table, one row per subsidiary, with RAG status (Red below 90% of target, Amber 90-100%, Green above). List subsidiaries you could not read and why. Then build a 10-slide deck: portfolio summary, top 3 reds with drivers, and one slide per sector.

Prompt

Periksa setiap folder anak usaha di folder Portfolio Reports untuk bulan September. Ambil pendapatan, EBITDA, capex, dan jumlah pegawai terhadap lembar target KPI di folder tersebut. Konversikan setiap angka ke satuan lembar target dan sebutkan anak usaha mana yang dikonversi. Buat satu tabel Excel, satu baris per anak usaha, dengan status RAG (Merah di bawah 90% target, Kuning 90-100%, Hijau di atas). Sebutkan anak usaha yang tidak terbaca beserta alasannya. Lalu buat deck 10 slide: ringkasan portofolio, 3 merah teratas beserta penyebabnya, dan satu slide per sektor.

Prompt

Semak setiap folder anak syarikat dalam folder Portfolio Reports bagi September. Ekstrak hasil, EBITDA, capex dan bilangan pekerja berbanding helaian sasaran KPI dalam folder itu. Tukar setiap angka kepada unit helaian sasaran dan nyatakan anak syarikat yang ditukar. Bina satu jadual Excel, satu baris setiap anak syarikat, dengan status RAG (Merah bawah 90% sasaran, Kuning 90-100%, Hijau melebihi). Senaraikan anak syarikat yang tidak dapat dibaca dan sebabnya. Kemudian bina dek 10 slaid: ringkasan portfolio, 3 merah teratas dengan puncanya, dan satu slaid bagi setiap sektor.

2

Review the “could not read” list first,

then chase those subsidiaries. Cowork also lists every unit conversion and KPI label it normalised, so check those next.

3

Review the deck

against the table before it goes to the Direksi.

Check it

  • Pick 3 subsidiaries and trace each number back to the source file.
  • Portfolio totals must equal the sum of rows.
  • For every subsidiary Cowork converted (another currency or unit), check the factor and the exchange rate it used.
  • A subsidiary that did not report must show as not read, never as zero or Red.

When it goes wrong

  • Numbers look off for one subsidiary. It reports in millions while others report in billions, or in another currency. The prompt above asks Cowork to convert and say what it converted; put the exchange rate on the target sheet so it does not have to guess.
  • A subsidiary is missing entirely. Its folder name does not match. Give Cowork the exact folder list.

Take it further

  • L3 Scout: on the 5th of each month, remind subsidiaries who have not uploaded yet.
Running this as a session

Ask before you start: How many entities? Is there a standard reporting template, and who ignores it?

Demo kit: 20 fictional subsidiary folders (Excel and PowerPoint), one with no report, one with an image-only slide, one in IDR millions and one in USD, plus mixed KPI labels (Pendapatan, Net Sales, FTE). Start the Cowork task at the beginning of the session and come back to it: it takes about 20 minutes.