Vision · 2026

HR Digital Buddy
A trusted, Teams-first HR experience.

A governed AI assistant that helps Invesco employees get accurate HR answers and the right next steps — without navigating multiple systems.

Teams-firstSource-groundedContext-awareGoverned by design
Buddy
Teams
ServiceNow
Workday
SharePoint
Azure AI
Entra ID
The vision

A trusted HR companion — not a generic chatbot.

Four capabilities define the Buddy: Answer, Understand, Guide, Escalate.

Answer

Source-grounded responses with citations from approved HR content.

Understand

Identifies intent and minimal employee context — role, location, lifecycle.

Guide

Recommends the next best step, link, or workflow inside Teams.

Escalate

Hands off cleanly to HR when confidence is low or content is missing.

Conceptual architecture

Built on the Invesco Microsoft + HR ecosystem.

M365 delivers experience · Azure orchestrates AI & guardrails · ServiceNow, Workday, and SharePoint remain the source of truth.

Open full diagram
M365 Tenant
Users
Microsoft Teams
Employee experience
Copilot Studio
Bot framework
Power Automate
Workflow glue
SharePoint (HR)
Approved content
Entra ID
SSO • Identity
Azure Tenant
API Management
Secure connector
AI Content Safety
In/out moderation
Key Vault • Managed Identity
Secrets & access
App Service · Orchestrator
HR DIGITAL
Buddy
Main Agent
RAG Agent
Policy Agent
Context Agent
Tool Agent
Azure AI Search
Vector & keyword
Azure OpenAI
GPT-class models
Azure Functions
Lightweight tools
Storage Account
App Insights · Monitor
Audit Logs
HR Systems of Record
Workday
Employee profile · OE state
ServiceNow HRSD
Authoritative HR knowledge
SharePoint Content
Approved policy & reference
External Web
Public benefits & gov sites
Chat flowContent / retrievalSecurity / governanceTelemetry
Conceptual Architecture
Why now

Employees need HR answers in the flow of work.

Today, simple HR questions trigger system hopping, delays, and avoidable HR cases.

40%+

of HR queries are repeat policy questions

3–5

systems checked per question on average

Days

to resolve what should take seconds