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Meet Wanda Sue: How Pivotal Is Developing Proven Practices for AI Conversational Assistant Implementation

At Pivotal, we believe the strongest expertise is first established at home. That’s why we’re developing Wanda Sue, an AI conversational assistant built using Microsoft Copilot and integrated directly into Teams as a helper that’s always available and keeps data completely secure. By applying AI solutions to our own systems first, Pivotal is setting a higher standard for the solutions we deliver to you.

Our employees can ping Wanda Sue at any time to get quick, reliable answers to everyday operational questions—from employee-centric policies and process flows to administrative topics like expenses, holidays, and time entry. Wanda Sue delivers reliable, immediate responses that minimize delays and allow staff to focus on more valuable tasks.

Wanda Sue represents a cultural shift in how automation supports the workforce. By answering routine questions instantly, she produces digital labor that enables HR, Finance, and Operations to focus more on strategy, employee engagement, and continuous service improvement. As significant as the efficiency gains are, the greater value lies in building confidence within our organization and in our ability to help clients adopt AI responsibly and effectively.

artical

Wanda Sue is built with strict security controls: she does not share data externally, does not retain employee inputs for future responses, and adheres to rigorously defined ethical guidelines. These safeguards make the assistant suitable for organizations handling sensitive or regulated information, such as HIPAA- or GLBA-governed data, providing a controlled environment to validate secure, compliant AI approaches before bringing them into client ecosystems.

To guide the internal build, Pivotal follows a streamlined set of best-market practices for AI conversational assistant development:

streamlined set of best practices

Our goal with Wanda Sue is twofold: to improve our own operations and to build transferable expertise we can apply to client implementations across government and industry.

As we develop Wanda Sue, we’re documenting every step—architecture choices, design iterations, lessons learned, and integration patterns—so our approach becomes repeatable and platform-agnostic. Whether a client uses Microsoft Copilot, Salesforce Agentforce, or Appian AI Skills, the core function remains the same: agile development, modular design, and user-centered iteration.

Each sprint of the Wanda Sue project follows a disciplined Agile rhythm. We release updates in short cycles, monitor usage data, and employee feedback directly informs improvements to conversational design and the knowledge base. This ensures enhancements are grounded in real-world behavior, delivering a smarter, faster, and more reliable assistant that mirrors the agile delivery model we bring to our clients.

Pivotal team meeting

Through this initiative, we at Pivotal are strengthening our organizational capability around enterprise AI adoption. We’re learning how to integrate data sources securely, tag and normalize knowledge for retrieval, define ethical response boundaries, and establish governance structures that keep outputs accurate and auditable. These are the same challenges our clients face when deploying AI at scale, and Wanda Sue provides a controlled environment where we can validate approaches for other teams to embrace.

Want to see how we can translate this internal innovation into real value for your organization? Connect with Pivotal to see how our expertise can empower your next project.

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