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M365 Conf - Microsoft Viva Interactive Overview - 2021 Dec 06.pdf
1. FALL: Las Vegas, NV Dec 7ā9, 2021 SPRING: Las Vegas, NV April 5ā7, 2022
M365Conf.com
MICROSOFT VIVA INTERACTIVE OVERVIEW
Viva Connections, Topics, Insight, and Learning
The new foundation for customized digital workplaces
2. Viva Connections
Meet the team
Michelle Caldwell
Austin Govella
Michelle Boyd
Jill Hannemann
Tiffany Songvilay
Stephanie Meyer
Anthony Molinari
3. Microsoft Viva Interactive Overview - Agenda
9:00 ā 9:05 Meet Microsoft Viva - business overview, licensing, and roadmap
9:05 ā 10:20 Viva Connections - Identify use cases, configuration and deployment options
10:20ā 10:30 BREAK
10:30 ā 11:45 Get started with Viva Topics - modernize SharePoint and create a topic center
11:45 ā 12:15 LUNCH
12:15 ā 1:30 Use Viva Insights and Workplace Analytics to fuel data-driven transformation
1:30 ā 1:45 BREAK
1:45 ā 3:00 Viva Learning - Establish a culture of learning ā identify use cases and configuration
options
3:00 ā 3:30 Fundamentals with and for Partners (ecosystem and deployment assistance)
3:30 ā 4:00 Open Q+A
4:00 - 5:00 BREAK
5pm Microsoft Hosted Cocktail Hour(s)
5. Viva Connections
Agenda for todayās Connections session
Introduction and agenda
What weāre doing and why
Moments with meaning ā activity
What employees? And what do they do?
About Viva Connections in detail
What Viva can do
Values case generation ā activity
How can connections create value?
Next steps and running a pilot
How to move forward and make it real
6. Viva Connections
Your facilitatorās for todayās session
Michelle Boyd
A Seattle-based Senior Delivery Lead, Michelle has an extensive
background driving large-scale Agile development projects and
delivering productivity and collaboration solutions for Modern
Workplace. Michelle is adept at understanding the overall product
vision, guiding teams to alignment on the prioritized tasks and
requirements to achieve the desired functional product.
LinkedIn: https://www.linkedin.com/in/michelleboyd01/
Austin Govella
Over the last decade on the Microsoft platform, Austin has delivered
workplace experiences for the worldās largest and smallest
organizations, including global industry leaders like ExxonMobil and
The World Bank. Since March 2020, Austin has helped companies
identify the best value cases for Viva to explore and pilot, so those
organizations can see the value they create.
LinkedIn: https://www.linkedin.com/in/austingovella/
Twitter: @austingovella
8. About
Moments with
Meaning
ž In this activity, we will brainstorm user groups in your
organization, frequent and important content and activities,
and where users do these activities.
ž This information will let us tailor todayās presentation to your
needs and provide a foundation to identify the best way for
you to explore Connections in your organization.
ž To do this, we will look at a quick example and then take a
few minutes to work individually to brainstorm a few
employee groups, some activities, and whether theyāre on
their phones, tablets, or desktops.
9. Viva Connections
Connections lays foundation for customized digital workplaces
Connections expands Teams and M365 with four, extensible foundation capabilities that can link
line-of-business applications with Teams collaboration tools and SharePoint documents and communication.
Viva
Connections
extensible
foundation
Employees start their day in Teams with specific notifications and metrics, so they can orient their day and accomplish their most significant, critical work. Connections extends the
organizationās common M365 platform and reduces the cost to integrate and maintain line-of-business applications that support process improvement and drive Teams adoption.
Critical data and tasks surface where and
when most useful for the employee
Create Connections apps
to enable different employee groups like
knowledge workers and frontline workers
Integrate client applications data and
functionality for specific business units
Combines SharePoint news, Yammer
communities, and Teams discussions ā
all your important discussions in one place
14. Viva Connections
Capabilities In Detail
ā¢ Viva Connections connects Teams with M365 and SharePoint
ā¢ Different Connections applications for different groups
ā¢ Aggregated SharePoint news, Yammer, and Teams feed
ā¢ Native Desktop and Mobile Experiences
ā¢ Viva Connections Roadmap
15. Viva Connections
Viva Connections connects Teams with M365 and SharePoint
Connections brings SharePoint and the M365 graph
into the Teams single-pane-of-glass.
Connections brings together custom line of business
applications, M365 tools, and SharePoint
communications and documents, and makes it easy
for business units to deliver custom, personalized
employee experiences that bring line-of-business
functionality into a single location on a common
platform.
1. Customize Connections applications for different
employee groups
2. Custom line-of-business applications in adaptive
cards
3. Personalized dashboard and resources
4. Personalized, aggregated news, Yammer, and
Teams feed
5. Native desktop and mobile experiences
16. Viva Connections
Different Connections applications for different groups
ā¢ Target dashboard cards based on Azure Active Directory groups.
Give the right group the right cards.
ā¢ Provide employees a comprehensive view of everything they need and
minimize time spent away from core tasks.
ā¢ Customize resources for different employee groups:
ā¢ by context (like frontline workers)
ā¢ for types of work (like managers)
ā¢ types of employee (like onboarding)
ā¢ Create custom cards to surface data and functionality for any existing
application using standard tools.
See examples of Adaptive Cards.
ā¢ Deploy custom functionality using standard M365 and
web technologies.
ā¢ Leverage growing library of third-party, partner applications.
Customized access to role-specific tasks
and custom line-of-business notifications and metrics
for critical job functions
Custom, LOB
applications
Microsoft 365
application
17. Viva Connections
Aggregated SharePoint news, Yammer, and Teams feed
ā¢ Users can view, interact with, and leave comments without leaving
Connections.
ā¢ Share feedback and participate in conversations seamlessly with Yammer
communities.
ā¢ Reduce friction to improve engagement. Keep employees on their
dashboard, so they engage without leaving work context.
ā¢ Reach specific departments, regions, or job roles using audience
targeting or share with everyone.
ā¢ Boost attention to feed items with new properties like always on top, until
read, and X number of impressions.
ā¢ LINK TO VIDEO
A personalized feed that aggregates SharePoint
News and Teams and Yammer conversations for
users to view and interact with
18. Viva Connections
Native Desktop and Mobile Experiences
ā¢ Leverage same role- and audience-specific targeting across all contexts.
ā¢ Deliver Connections dashboard and feed to employees on mobile
devices, in Teams, and in SharePoint/on the web.
ā¢ Access line-of-business information, functionality, files and assets on
employee mobile devices.
ā¢ Use OOTB Adaptive cards with M365 functionality, customize OOTB
cards, or create custom cards.
ā¢ Build specific components for mobile devices that integrate across the
M365 platform.
Native applications deliver Connections
dashboard and feed to employees in their
current context.
19. Viva Connections
Example:
A virtual control
room for
Knowledge Workers
ā¢ Viva Connections enables a virtual control room for
Knowledge Workers
ā¢ The hub helps Knowledge Workers orient their day
ā¢ Add more functionality to Connections with additional tabs
ā¢ Click into a Teams card to jump to that Team
ā¢ Click into My recent documents for file collaboration
ā¢ Searching Within Connections
20. Viva Connections
Enable a virtual control room for Knowledge Workers
Viva Connections combines
communications and dashboard
functionality on top of an extensible SPFx
platform, so you can launch role-specific
intranet hubs that help employees get to
whatās important faster.
21. Viva Connections
Frontline worker mobile app - overview
Connections
Home
Tasks Tab
Jump to a Team
Jump to a
Document to
collaborate on
files with
coworkers
Search
Connections
from Teams
Adaptive
Application Card
Expanded
Adaptive
Application Card
LOB Application
22. Viva Connections
The hub helps Knowledge Workers orient their day
The knowledge worker starts in Connections
because they see the critical and urgent
items that help orient their day.
ā¢ They scan the latest news and conversations
from their Teams and Yammer communities.
ā¢ They can view custom business metrics to keep
track of the businessās pulse
ā¢ Managers can see important notifications about
their team, including deep links into Team
Insights and Learning
ā¢ They have easy access to approvals from external
systems like ServiceNow.
Connect people to with their
day-to-day activities
23. Viva Connections
The Knowledge Worker hub (cont.)
Connections combines SharePoint News,
Teams conversations, and Yammer threads
into a single, personalized feed.
ā¢ They see the latest posts from their Teams
spaces, so they can get caught up and
collaborate right from Connections
ā¢ They can see the latest postings from Yammer
Communities, as well as have one-click access to
any Yammer community or Team
ā¢ They can see a list of recent Sites and
Documents, so can pick up where they left off
and collaborate on documents.
Jump back in to workā¦ right
where they left off
24. Viva Connections
Add more functionality to Connections with additional tabs
Connections makes it easy to surface M365
functionality where it makes the most sense
ā¢ Knowledge workers can access and work with
individual, project, and team tasks
ā¢ They can monitor custom data visualizations that
communicate health and progress
Integrate daily tools to
enhance productivity
25. Viva Connections
Click into a Teams card to jump to that Team
Skip browsing a long list of Teams. Jump to
the right Team directly from a conversation
in the feed.
ā¢ Knowledge workers can dive in from the feed to
collaborate with their work groups
ā¢ Allows them to stay engaged in communities
that arenāt part of their day-to-day projects and
activities
Jump into specific threads in
your Teams conversations
26. Viva Connections
Click into My recent documents for file collaboration
Select any recent documents to edit inside
Teams and collaborate with colleagues.
ā¢ Knowledge workers can jump directly to
documents theyāve been working in, so they can
continue collaborating
ā¢ They can browse any OneDrive or SharePoint
library they have access to, so they can
collaborate in any file
Collaborate on documents in
real-time in Teams
27. Viva Connections
Searching Within Connections
Connections brings SharePoint Search inside
Teams
ā¢ Knowledge Workers can direct search queries to
Teams or SharePoint Search
ā¢ They get access to top results across the M365
ecosystem
Find what they need, whether
itās in Teams or SharePoint
28. Viva Connections
Example:
Your business in
pockets on the
showroom floor
ā¢ Viva Connections puts tools in the pockets of Retail frontline workers
ā¢ Front-line Worker Scenario: Home Screen
ā¢ Click into training
ā¢ Browse to feed and viewing the latest offer
29. Viva Connections
Viva Connections puts tools in the pockets of Retail frontline workers
Viva Connections combines frontline-
specific tools with Retail needs like regular
training and resources (such as constant
offer updates) in a package that is easy to
use and accessible.
30. Viva Connections
Viva Connections puts tools in the pockets of Retail frontline workers
Connections
Home
Tasks Tab
Jump to a Team
Jump to a
Document to
collaborate on
files with
coworkers
Search
Connections
from Teams
Adaptive
Application Card
Expanded
Adaptive
Application Card
LOB Application
31. 1. From Dashboard, select Tasks
2. Mark complete with checkbox
3. Task updated inside Connections
Viva Connections
Front-line Worker Scenario: Home Screen
Connections brings line-of-business
functionality to the dashboard
ā¢ Retail workers can see their shifts, clock in and
out, pick up shifts, and swap shifts with co-
workers
ā¢ They have easy access to daily store tasks as well
as weekly tasks
ā¢ They can complete tasks, complete custom forms
for activities like store walks, as well as note
exceptions or problems that need more attention
Surface priority information,
tasks, and notifications for
frontline workers
32. 1. From Dashboard, select Training
2. Select training to view
3. Training noted when completed.
Viva Connections
Click into training
Connections puts training in frontline worker
pockets
ā¢ Retail workers can see new training as well as
items that are coming due
ā¢ They can access training materials from your
existing LMS systems
ā¢ They can view training items inside Connections,
on their phone
ā¢ Their training progress and completion can be
tracked in existing your LMS and HR systems
Keep Retail up-to-date and
informed
33. Viva Connections
Browse to feed and viewing the
latest offer
Connections gives administrators better
controls over news to improve engagement
and communication
ā¢ They can browse a feed that aggregates news
from multiple sources
ā¢ News items can be served based on new
properties like always on top, until read, and X
number of impressions
ā¢ They can view news items from within
Connections without needing additional apps or
to go anywhere
Personalize news and offers by
role, geography, and
interaction
1. From Feed, select news item
2. View news item from inside Connections
35. About
Value Case
Generation
ž In this activity, we will use the user groups and content and
activities you brainstormed at the beginning of this session
to identify scenarios where you can use Connections.
ž These scenarios will help you identify opportunities where
Connections can provide value in your organization.
ž To do this, we will work individually to select employee
groups and activities and identify potential metrics to
measure Connectionsā effectiveness.
41. Viva Connections
Viva Connections ā Next phase recommendations
Verify, evaluate, and explore Connectionsā impact on adoption, business process, and engagement by delivering
a Connections Teams Application to pilot the feed, audience targeting, adaptive cards, and mobile.
Adoption Pilot
Test Two Connections Teams Apps ā Identify two employee groups
and deliver different pilot Connections application to each group.
Recommend:
1. Retail frontline workers, several stores in one area
2. IT Knowledge workers, several departments
Engagement Pilot
Personalized Feed ā For one employee group deliver Connections
App to test feed.
Recommend:
1. IT Knowledge workers, several departments
2. Corporate News, Department News, Two Yammer communities,
and several Teams to surface in feed.
Process Improvement Pilot
Line-of-business Dashboard Card ā For Connections App, deliver
Dashboard card that surfaces line-of-business application.
Recommend:
1. IT Knowledge workers, several departments
2. Surface data from a single LOB app, support basic interaction,
and deep linking.
Common Platform Pilot
Mobile and Desktop delivery ā For one employee group deliver
Connections App as mobile and desktop to test Feed, Dashboard,
and Cards across channels.
Recommend:
1. IT Knowledge workers, several departments
2. Surface Feed, Dashboard, and LOB card.
43. Download app
ahead of time
Two ways to join:
1. Download the Mural App on your phone then
scan the QR code on the left
2. Type in this short URL on your PC
https://bit.ly/vivatopics
Coming up in Topics ā
Group exercise using Mural
46. Viva Topics
Customer challenges
Information overload
Reading and classifying large sets of
documents is a low value use of employee time.
Lost knowledge
Unclassified information is either lost or lacks
required security and compliance.
Finding the right information
Knowing where to search, for what, and which
search results to trust is challenging.
Loss in productivity
Using multiple tools drives context switching,
drains productivity and creates frustration.
47. On average, employee productivity is reduced by 11%-14% due to time
spent searching for or recreating existing information
% Productivity lost searching for /
recreating existing information
11% 14%
We are very inconsistent on how we share and organize materials. Authors tend to just post
materials anywhere.
Our company is so large it's sometimes difficult to find the information I'm looking for. It's
usually faster to ask someone else than to wade through SharePoint to find the information.
Having the commitment to use time and resources to accomplish saving documents and files
in a searchable database.
Finding the right information quickly; there have been several groups
over time that have organized our knowledge systems all a little
differently without good integration with what was already there; it
reminds me of spaghetti code.
Q23. / Q24. On average, how much time do you spend / employee productivity is lost searching for or re-creating information that may already exist within your organization, but you / employees are
unable to locate it? (Select only one. Your best guess is fine.) Respondent: Exec + BDM + ITDM (n=450), I-Workers (n300)
Information is not systematically stored; it is rather fragment which
makes finding the right info quite difficult.
I-WORKER
ITDM
BDM
EXEC
48. Better together: People + AI
End user feedback on relevancy
and context on topics
Encourages contribution
Simple yes/no mechanism
Controlled number of questions
Loops for general feedback and
disambiguation
49. AI elements
Content-sensitive topic mention detection
Topic identification and conflation
Acronym + alternate name extraction
Definition extraction
Related people
Related documents
Topic relatedness (coming soon)
50. Together, People + AI creates a powerful combination
Topic identification
AI identifies knowledge and
people and automatically
organizes them into related
topics.
Topic curation
Subject matter experts refine
topics through topic pages and
AI learns from your input.
Topic discovery
Discover knowledge in the apps you
use every day through topic cards.
You can also discover topics in
Microsoft Search.
51. Whatās do you get with Topics ā available in product today
Admin configuration
Control SharePoint sites
that are indexed for
topics
Control who can view,
create, edit, and manage
topics
Provision a default topic
center as the home for
topics and their pages
Identify topics
AI discovers topics from
content on your selected
SharePoint sites
Suggest a description
and alternate names for
the topic, files, pages,
and sites that are good
resources to learn about
the topic, and
relationships to people
who have contributed
Manage topics
View all topics I have
access to in a management
view
Triage topics (confirm, edit,
remove)
View topics where I am
suggested as a close
connection
Get back to the topics
where I can contribute my
knowledge
Human contribution
Edit AIās first draft of the
topic
Give feedback on the
helpfulness of the AI
suggestions
Share context and
knowledge by
referencing topics
directly in a SharePoint
page
Add connected topics to
the network visualization
web part
Topic discovery
Automatically identify
topics on SharePoint
pages where topics can
be shared to provide
context
Return the topic
summary as a response
to a query in Microsoft
Search
53. Viva Topics
Knowledge and expertise
Turn content into usable knowledge
Use AI to reason over your organizationās content
and automatically identify, process, and organize it
into easily accessible knowledge.
Organize knowledge into topic pages
Enable your organizationās experts to share and
refine knowledge through curated topic pages,
automatically generated and updated by AI.
Make knowledge easy to discover and use
Deliver relevant topics cards in the apps people use
everyday.
67. Identifying Use
Cases for Topics
ž Individual Exercise ā What's on your radar?
ž A radar screen often indicates the need for decisive action. Think about
areas in your company where Topics may be able to help a business
challenge, or presents the opportunity for productivity, collaboration, and
time savings. Plot these ideas in the radar.
ž Whatās Next ā
ž 5 minutes
ž Get a handout with the exercise
ž Spend a few minutes thinking about business challenges
your colleagues are facing that are relevant to knowledge
and expertise finding
ž Plot these ideas or considerations
Brainstorm Exercise ā
Letās stop and take a momentā¦
Get a Topics worksheet
68. Getting in a
ātopicalā mindset
Questions and Considerations
ž How do you find things when you're not sure what you're
looking for?
ž What does a "day in the life" of an employee, request, project,
or task look like?
ž What do employees search for?
ž What do customers ask for?
ž How do you evaluate what result is the best result?
ž What tools, systems, and content collections do you use to find
information?
ž How do you discover or learn about information you're not
looking for?
ž When you need an answer, do you look for an expert?
72. Group Brainstorm
OBJECTIVE - There is learning in sharing.
Share a few ideas from your radar to the
group radar.
INSTRUCTIONS - Create a sticky note
for a business opportunity or challenge
from your radar. Add your first name at
the bottom of the sticky.
ž Inner circle = Primary or Immediate
Need
ž Middle circle = Secondary Need
ž Outer circle = Tertiary Need
https://bit.ly/vivatopics
73. Two ways to join 1. Download the Mural App on your phone then
scan the QR code on the left
2. Type in this short URL on your PC
https://bit.ly/vivatopics
How to participate in real time
75. Things to remember
Topic identification
improves when more
content is available.
The security, privacy, and
location of your data is
preserved.
Users need a license to
view topic experiences.
There is one topic center
per tenant.
AI works in English
language content only
today, Microsoft is working
on additional languages.
Topic Highlights appear on
Modern SharePoint sites
today. It will be in more
places in the future.
Suggested and confirmed
topics are rendered
when accessed; published
topics have static URL in
the Pages library.
76. You need content and activity
Content
20k
100k
Preferably millions
People
Active usage
No minimum amount of users
No maximum
Questions Answers
Does this scale to my largest customer? Yes.
Is this suitable for a small business? It depends on the content and people as above.
What about my personal tenant/dev tenant/demo tenant? Not a personal knowledge management tool.
77. Planning for roll-out
Phase Goals
Start Determine business scenarios for pilot, success criteria, and timelines.
Assign roles; identify, and train knowledge managers.
Perform initial topic discovery, and first curation of topics.
Pilot Release topics end user experiences to a pilot group.
Expand the number of topic contributors with create/edit access.
Build operationalized approach to Topic management and governance.
Develop the communications required to launch topics at scale
Scale Expand the management of topics to business units
Expand the group of topic viewers to all licensed users and consider broader
crowd-sourcing
Develop methods for prioritization of curation activities: quality score and
impressions, etc.
Scenario: Connect people to
knowledge and knowledge to people
Speed up time to onboard new employees
Increase organizational efficiency due to more
restricted budgets and need to rely on fewer
people resources in the future
Reduce duplication of effort: duplicate projects in
the company
Avoid the "cold start" problem when starting a
new project
Replace custom built knowledge base/Wikipedia
site built on classic SharePoint with a topics-
based solution
78. Define the roles for Topics
Everyone
Discovers knowledge through
topics.
Topic contributor SME
Contributes to topics, curating
pinned people and resources.
Knowledge manager
Owns quality of knowledge and
network of curators.
Performs topic management tasks
such as create, edit, delete and
reject topics.
Knowledge administrator
Sets up topic experiences.
Ensures that security and compliance
standards are enforced.
Understands licensing agreement.
80. Resources Microsoft Viva
aka.ms/Viva
Microsoft Viva Topics
aka.ms/Viva/Topics
Viva Topics feature documentation
aka.ms/kmdocs
Microsoft Knowledge and Content Services Resource Center
aka.ms/KCS
Microsoft Ignite (on-demand session)
Accelerating business content process with Knowledge and Content
Services ā Viva Topics, SharePoint Syntex, Search, and more
(microsoft.com)
111. ACTIVITY Part I: Insight Analysis (10 Min)
1. What insights can be drawn from the analysis?
2. What behaviors or workplace culture may drive the employee experience
activity identified?
3. What interventions or policies or cultural shifts could be implemented to
positively influence the activity observed?
4. What additional metrics or indicators would need to be captured in addition
to the observed data that would evaluate the effect of an intervention on
employee experience?
121. Microsoft Viva Learning
Skilling and growth
Make learning a natural part of your day
Foster a culture of learning by enabling people to
easily discover, share, and engage with learning
integrated into Microsoft 365.
Make your learning content available in one place
Simplify the learning experience by bringing
together world class content from LinkedIn
Learning, 3rd parties, Microsoft Learn, and your own
content.
Drive results that matter
Empower your leaders and employees to organize,
recommend, and track learning aligned with
business outcomes.
122. Learning in the workplace
2 years
of digital transformation
in 2 months
1%
of a typical workweek, employees
focus on formal learning
1 billion people
need to reskill by 2030
80%
of workforce learning is social
79% of CEOs worldwide
are concerned that a lack of essential skills in their workforce is
a barrier to future growth.1
Meanwhile, employees only have 1% of their workweek to focus
on learning new skills.2
1
PwC CEO Survey, 2019
2Leading in Learning, Bersin by Deloitte
123. 128
Learning in the flow of work is critical
When it comes to learning one size does not fit all. Learning in the flow of work is critical, no one wants to drop out of what theyāre doing
to access the information that they need.
Rethink How You Learn
Integrate world class content from
multiple sources all in one place
Empower managers to assign and
track learning progress
Enable conversations to take place
seamlessly around the content
Personalized and individual learning
programs, delivered at the right time
Link Learning Content with
knowledge, making accessing
content even easier
Information enhancement
Text analysis of content to find
entities, key phrases, intent,
sentiment, metadata.
*Gartner 2020 CHRO Survey; 2 - OāReilly Learning, 2018; 3 ā LinkedIn Learning 2018
50% of all learning interactions is for āin the
momentā support2
58% of employees want to learn at their
own pace3
42% of organisations donāt effectively
integrate learning into the employee workflow
68% of CHROs said that their primary focus in 2021 will be on upskilling critical skills and competencies within the workforce.*
124. Vision: Microsoft Viva Learning and SharePoint custom
product training integrated experiences
147. Notes
- Update due-date to 2/12, so it doesnāt
seem like Malavika only has 2 days to
complete
- Update header to remove icon and only
include āViva Learningā
174. Microsoft EXP
ecosystem LMS Topic card content*
Insights* Content providers
Well-being CSPP and graph connectors
175. Integrating with LMS partners: 2 use cases
#1 Content Catalog Sync: user discovers courses in tenantās LMS in Viva Learning.
#2 Learning Record Sync: userās course assignment and completion status syncs from LMS to Viva Learning.
Teams Learning app
Customerās
learning
content
catalog
Learning
tasks
service
Learning
LMS
connection
graph
APIs
LMS
LMS
APIs
Catalog
Training
completion
record