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10TH ANNIVERSARY JUBILEE EDITION OF THE
EUROPEAN COLLABORATION SUMMIT
Demystifying security and
compliance in Viva
Nikki Chapple
Principal Cloud Architect CloudWay | MVP
Nikki Chapple
nikkichapple
@chapplenikki
MVP | Principal Cloud Architect @ CloudWay
• 30 years+ experience in IT & business transformation
• Passionate about Microsoft 365 governance & compliance
• Community speaker & blogger
• Co-host on the All things M365 compliance Podcast
• Viva Guardian
www.nikkichapple.com
All things M365 compliance
Sessionize speaker profile
Nikki Chapple
Viva Guardian
What is an employee experience platform (EXP)?
A digital platform that helps organizations create a thriving culture with engaged employees and inspiring leaders
Productivity and collaboration: email, chat, mobile, video, messaging
Insights &
wellbeing
Physical, mental, financial,
nudges, feedback and
sentiment
Learning &
development
Learning and coaching
onboarding, lifecycle
moments, talent mobility
Purpose &
alignment
Mission, goals and
outcomes, achievements
and recognition
Culture &
communications
News, events, company
resources, communities
Knowledge &
expertise
People and experts,
documents and content
People at the center
Microsoft Viva
The integrated employee experience platform that
empowers people and teams to be their best
Viva Connections | All apps
in one place
All employees Role-based
experiences
Connection
Keep everyone
informed,
included, and inspired
Viva Engage
Viva Amplify
Insight
Improve productivity and
wellbeing with
actionable insights
Viva Insights
Viva Pulse
Purpose
Align people’s work to
team
and organization goals
Viva Goals
Growth
Help employee learn,
grow, and succeed
Viva Topics
Viva Learning
Viva Sales
Microsoft 365
Platform and admin services
Briefing email, people, answers,
admin experience, common navigation
Privacy and security
Granular feature access controls, inherited
permissions for 3P, differential privacy for
insights
Integrations to HCM, CRM, LMS,
wellness, and more
Workday, Qualtrics, SAP SuccessFactors,
LinkedIn, Headspace, and more
Which Viva modules are
you using?
Viva Poll 1
What are your biggest
concerns about
implementing Viva?
Viva Poll 2
Viva Apps Compliance
Data Residency
Viva Engage Viva Insights
Viva Goals
Viva Topics Viva Learning
Your tenant
In the EU
Viva Connections
Viva Connections
Keep everyone informed, included and inspired.
• Viva Connections: included
• Viva Engage (Yammer): included
• Viva Amplify: Additional licence
12
What information is available in Viva Connections?
Dashboard
Targeted actions from
across Microsoft and
key 3rd party platforms
Resources
Enable easy wayfinding
across platforms to
popular destinations
Home site
Link directly into an
existing SharePoint
home site
Feed
Aggregate personalized
news and content from
Viva Engage, Stream,
and SharePoint news
How can I ensure the right content goes to
the right users?
Information
Team, Viva Engage or
Site membership roles
File permissions
Audiences
Group membership
How do I create audience targeting?
Team Yammer
Community
Microsoft 365
Group
Azure AD
Security Group
Distribution lists Individual users
Can I automate group membership?
• Department = Marketing
Marketing Team
• Usage Location = UK
UK Community
• Extension Attribute1 =
Permanent
Sg-All-Permanent
Use Security groups
if you do not need
collaboration
Dynamic membership requires Azure AD Premium 1 or Intune for Education
What permissions are needed to manage Viva
Connections?
Role Description
User admin Create and manage AD security and M365 groups used for
audiences
SharePoint admin Sets up the home site
Enables global navigation and creates a Dashboard
Teams admin Creates and selects settings for Viva Connections app
Home Site owner Manages Viva Connections home site
Enable and customise global navigation
Home Site editor Can author and edit dashboards, news, and other pages
Reference: Admin roles and tasks in Microsoft Viva | Microsoft Learn
Viva Insights
Improve productivity and well-being with actionable insights.
• Personal Insights: included
• Manager Insights: additional licence
• Organisational Insights: additional licence
• Advanced insights: additional licence
18
Personal Insights
What data is used in Personal Insights?
Mailbox (EXO) &
Teams data
• Email activity
• Calendar activity
• Chat activity
• Call activity
Windows 10 activity
history data*
• Worked on a
document
• Time spent in
apps
• multi-tasking in
meetings
Incremental data
• Other aggregated
data
• Email read rate (5
or more people)*
Who can see my personal insights?
Private to you
Only you can view personal
data and insights based on
work patterns in your emails,
meetings, calls, and chats
Manager Insights (add on licence)
Organizational Insights (add on licence)
What data is used in Teamwork habits &
organisational trends?
Mailbox
• Email
• Calendar activity
• Chat activity
• Call activity
Azure AD user
profile
• Manager of
• My Manager
Organisation
specific HR data*
• Job title
• Job level
• Job family
• Locations
• Managers
• Business areas
In Teamwork habits how is my team defined?
If you are a manager in Azure AD
If you not a manager in Azure AD
Who can access Teamwork habits &
Organisational trends?
Unlicensed
user
No access
Licenced
user
Teamwork
habits
People
Manager
Organisational
trends manager
insights
(Min size team)
Insights
Business
leader
Organisational
tends
Power BI report
Insights (add on licence)
What data is used in Advanced Insights?
Who can access Advanced Insights?
Insights Admin
Organisation data quality
Privacy settings
Manager settings
Insights Analyst
Analysis
Query
Organisation data quality
How is privacy safeguarded?
What permissions are needed to manage Viva
Insights?
Role What this role does in Viva
Insights
Administrator
Access the administrator experience in the advanced insights app
Responsible for configuring the privacy settings and system defaults and for preparing,
uploading, and verifying the organizational data for Viva Insights
Insights Analyst*
1
Access to the analyst experience in the advanced insights app
Ability to run custom and Power BI queries, view query results
View the quality of organisational data
Insights Business
Leader*
1
Access insights about their organisation
People manager*
1
Access group insights about their team
Minimum team size. Defined by the admin
*1 only available with additional Viva Insights licences
Reference: Admin roles and tasks in Microsoft Viva | Microsoft Learn
How is it managed?
Role What this role does in Viva
Individual user Can opt in or out by going to the Settings > Privacy menu in
the Viva Insights app in Teams or on the web
Admins can configure what information to include in
insights, set access levels, and opt individual users in or out
by using the Microsoft 365 admin center
Viva Topics
Develop and retain top talent by giving people the right content, information, and
connections they need to grow at every stage of their career
• Viva Topics: additional licence
33
What information is available in Viva Topics?
34
Topic card
What information is available in Viva Topics?
35
Topic Name
All users
Description
Curated - All users
AI - based on permissions
People
Pinned - all users.
Suggested people - based
on permissions
What information is available in Viva Topics?
36
Suggested files &
and pages
Based on permissions
Related sites
Based on permissions
What information is available in Viva Topics?
37
Related topics
Based on permissions
What do users can see in Viva Topics?
Topic item What users can see
Topic name Users can see the topic name of topics in the topic center. Some topics may
not be visible if users don't have permissions to the source content or have
a low relevancy to the user.
Topic
description
AI-generated descriptions are visible only to users who have permissions to
the source content. Manually entered or edited descriptions are visible to
all users.
People Pinned people are visible to all users. Suggested people are only visible to
users who have permissions to the source content.
Files Files are only visible to users who have permissions to the source content.
Pages Pages are only visible to users who have permissions to the source content.
Sites Sites are only visible to users who have permissions to the source content.
What do users see in Viva Topics?
Who can access Viva Topics?
Users must be
assigned a Viva
Topic licence
How do I ensure sensitive and private content
is not visible?
Sites only. Excludes
OneDrive
SharePoint Site and
file permissions
Include or exclude
sites by URL or
sensitivity label
Exclude topics by
name
Control who can
manage and view
topics
Topics can be
manually reviewed
before publishing
What permissions are needed to manage Viva
Topics?
Topics role Description
Global administrator, or both
SharePoint administrator and
Groups administrator
Setup of the Viva Topics in the M365 admin
center, as well as the configuration of topic
discovery and visibility
Knowledge admin
Knowledge Manager Owns management and quality of topics
Topic contributors Subject Matter Experts who create and edit
topics
Reference: Roles in Microsoft Viva Topics | Microsoft Learn
Viva Learning
Personalized and managed learning for employees
Viva Learning: additional licence
43
Viva Learning
- basic included
- advanced add on
licence
Viva Learning
Learning in the Flow of Work
Bring learning to the tools and platforms
where users already spend their time
Simplified Learning
Aggregate learning content and tools
from different sources in one central hub
Personalized and Relevant
Find the right content and develop new capabilities
with personalized recommendations and search
Platform
layer
Aggregation
layer
Data layer
Teams + Microsoft 365
Microsoft Graph
API enabled partner integrations
+ Coming soon!
NEW!
What info is available?
• Training content from Microsoft, third party providers, and customer-
owned content.
• Learning object content metadata, such as title, description, author,
and language
• User data, such as bookmarks, recently viewed, recommended
courses, assigned courses, and completion records
• Required service data, such as error logs
• Diagnostic data
Who can see my learning progress?
Individual
Can select their own
learning for social &
personal learning
You can block
tracking on shared
progress
Recommended
content
You can recommend content
to others
If tracking is enabled view
the completion status
Tracking is turned off by
default
Integration with
LMS
Information is
shared with LMS
How is Viva Learning managed?
Can turn off or turn on
Viva Learning app for all
users
Create custom app
permission policy to
block selected users
Can turn on or off the
storage of diagnostic
data
Can disable the Learning
tab in Bing, Office.com,
and SharePoint
3rd party content
accessible through Viva
Learning is subject to
terms of the content
provider
What permissions are needed to manage Viva
Learning?
Role Description
Knowledge admin Manages the organization's learning content sources through the
Microsoft 365 admin center.
SharePoint admin Manages and stores custom learning content for your organization
Teams admin Can turn on or off the Viva Learning app at the organization level.
Can create custom app permission policies to allow or block specific
users from using Viva Learning.
Knowledge Manager Create and manage create and manage content, like topics, acronyms,
learning content and taxonomies as part of the term store
🔜 Delegated
Learning path owner
Create and manage a specific learning path
Reference: Admin roles and tasks in Microsoft Viva | Microsoft Learn
Viva Goals
Align people’s work to team and organisation goals.
Viva Goals: additional licence
50
What information is available in Viva Goals?
Objectives and key results (OKRs)
https://goals.microsoft.com/
Who can see the my team’s OKR?
Organisation
Team 1
Sub team 1
Sub team 2
Team 2
Sub team 1
Sub team 2
Team 3
Sub team 1
Sub team 2
Public organisation
Who can see my team’s OKR?
Org 1
Team 1 Team2
Org 2
Team 1 Team2
Restricted organisation Restricted organisation
What security controls are there in Viva Goals?
Manage user
via a dynamic
Azure AD group
Guests cannot
be invited
Public or
restrictive
organisations
Devolved
management
Observer role
What permissions are needed to manage Viva Goals?
Role Description
Viva Goals Admin or
Global Admin
Manage the policy settings for Viva Goals for the entire company
Organization admin Manages the setup of the organization and can manage users and teams
Organization owner Executive leader of a department/business unit/company for which the organization
was created
Creates OKRs for their organization
Team admin OKR champions at a team level, who create team-related OKRs, manage the team,
members, permission settings, notification settings, etc.
Team owner Team owners can be managers of people or managers of cross-functional teams.
Own their own OKRs and the OKRs of employees who report to them
Regular Members Actively participate in the OKR process
Observers Read-only access to the entire organization
Reference:Roles and permissions in Viva Goals | Microsoft Learn
Viva Connections | All apps in one place
All employees Role-based experiences
Connection
Keep everyone informed,
included, and inspired
Viva Engage
Viva Amplify
Insight
Improve productivity and
wellbeing with actionable insights
Viva Insights
Viva Pulse
Purpose
Align people’s work to team
and organization goals
Viva Goals
Growth
Help employee learn,
grow, and succeed
Viva Topics
Viva Learning
Viva Sales
Summary
How Microsoft ensures security & compliance
in Microsoft Viva
Data protection
Insights is GDPR
compliant
Data stored in EU
Legacy Goals
automatically
migrating to EU
Admin controls
Granular controls
Admins can disable
access at individual
or org level
Viva personal
insights
Only you can view
insights
Based on work
patterns in your
emails, meetings,
calls, and chats
Individuals choose
what they see
Viva Manager &
leader insights
Differential privacy
ensures users
cannot be identified
from metrics
Minimum sized
groupings
How Microsoft ensures security & compliance
in Microsoft Viva
Viva
Connections
Audiences to target
content
Access to content
based on
permissions
Viva Topics
Manual verification
on AI-discovered
topics
Access to content
based on
permissions
Exclude lists for
Topics and Sites
Viva Learning
Social & personal
learning is private
You can block
tracking on shared
progress
Viva Goals
Restrict
organisation
creation
Public or restrictive
organisations
Key considerations for implementing Viva
Its an iterative process - start small and grow
Clear ownership and operation roles & responsibilities both IT & business
Information and user governance to ensure the right content to the right people
Define your personas and their use cases
Different legal compliance needs per country - Opt out / Opt in / block
Communications and transparency is key – who, what, why, WIIFM
Disable functionality while you assess
Involved HR, Privacy, Legal & working council from day one
Working Council considerations
Working Council think
Look at Viva modules
individually
Viva is to control tool for
managers
Viva controls my workday
What the Working
Council need to know
Treat Viva and Microsoft 365
holistically
Viva is a productivity and
engagement tool
Viva provides time for
reflection under my control
Viva Connections | All apps in one place
All employees Role-based experiences
Connection
Keep everyone informed,
included, and inspired
Viva Engage
Viva Amplify
Insight
Improve productivity and
wellbeing with actionable insights
Viva Insights
Viva Pulse
Purpose
Align people’s work to team
and organization goals
Viva Goals
Growth
Help employee learn,
grow, and succeed
Viva Topics
Viva Learning
Viva Sales
Are you feeling more
confident about
implementing the Viva
modules?
Viva Poll 3
THANK YOU ♥
Questions?
Nikki Chapple
@chapplenikki
MVP | Principal Cloud Architect CloudWay
Demystifying security and compliance in Viva | European Collaboration Summit  2023
Demystifying security and compliance in Viva | European Collaboration Summit  2023

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Demystifying security and compliance in Viva | European Collaboration Summit 2023

  • 1. 10TH ANNIVERSARY JUBILEE EDITION OF THE EUROPEAN COLLABORATION SUMMIT Demystifying security and compliance in Viva Nikki Chapple Principal Cloud Architect CloudWay | MVP
  • 2.
  • 3.
  • 4. Nikki Chapple nikkichapple @chapplenikki MVP | Principal Cloud Architect @ CloudWay • 30 years+ experience in IT & business transformation • Passionate about Microsoft 365 governance & compliance • Community speaker & blogger • Co-host on the All things M365 compliance Podcast • Viva Guardian www.nikkichapple.com All things M365 compliance Sessionize speaker profile
  • 6. What is an employee experience platform (EXP)? A digital platform that helps organizations create a thriving culture with engaged employees and inspiring leaders Productivity and collaboration: email, chat, mobile, video, messaging Insights & wellbeing Physical, mental, financial, nudges, feedback and sentiment Learning & development Learning and coaching onboarding, lifecycle moments, talent mobility Purpose & alignment Mission, goals and outcomes, achievements and recognition Culture & communications News, events, company resources, communities Knowledge & expertise People and experts, documents and content People at the center
  • 7. Microsoft Viva The integrated employee experience platform that empowers people and teams to be their best Viva Connections | All apps in one place All employees Role-based experiences Connection Keep everyone informed, included, and inspired Viva Engage Viva Amplify Insight Improve productivity and wellbeing with actionable insights Viva Insights Viva Pulse Purpose Align people’s work to team and organization goals Viva Goals Growth Help employee learn, grow, and succeed Viva Topics Viva Learning Viva Sales Microsoft 365 Platform and admin services Briefing email, people, answers, admin experience, common navigation Privacy and security Granular feature access controls, inherited permissions for 3P, differential privacy for insights Integrations to HCM, CRM, LMS, wellness, and more Workday, Qualtrics, SAP SuccessFactors, LinkedIn, Headspace, and more
  • 8. Which Viva modules are you using? Viva Poll 1
  • 9. What are your biggest concerns about implementing Viva? Viva Poll 2
  • 11. Data Residency Viva Engage Viva Insights Viva Goals Viva Topics Viva Learning Your tenant In the EU Viva Connections
  • 12. Viva Connections Keep everyone informed, included and inspired. • Viva Connections: included • Viva Engage (Yammer): included • Viva Amplify: Additional licence 12
  • 13. What information is available in Viva Connections? Dashboard Targeted actions from across Microsoft and key 3rd party platforms Resources Enable easy wayfinding across platforms to popular destinations Home site Link directly into an existing SharePoint home site Feed Aggregate personalized news and content from Viva Engage, Stream, and SharePoint news
  • 14. How can I ensure the right content goes to the right users? Information Team, Viva Engage or Site membership roles File permissions Audiences Group membership
  • 15. How do I create audience targeting? Team Yammer Community Microsoft 365 Group Azure AD Security Group Distribution lists Individual users
  • 16. Can I automate group membership? • Department = Marketing Marketing Team • Usage Location = UK UK Community • Extension Attribute1 = Permanent Sg-All-Permanent Use Security groups if you do not need collaboration Dynamic membership requires Azure AD Premium 1 or Intune for Education
  • 17. What permissions are needed to manage Viva Connections? Role Description User admin Create and manage AD security and M365 groups used for audiences SharePoint admin Sets up the home site Enables global navigation and creates a Dashboard Teams admin Creates and selects settings for Viva Connections app Home Site owner Manages Viva Connections home site Enable and customise global navigation Home Site editor Can author and edit dashboards, news, and other pages Reference: Admin roles and tasks in Microsoft Viva | Microsoft Learn
  • 18. Viva Insights Improve productivity and well-being with actionable insights. • Personal Insights: included • Manager Insights: additional licence • Organisational Insights: additional licence • Advanced insights: additional licence 18
  • 20. What data is used in Personal Insights? Mailbox (EXO) & Teams data • Email activity • Calendar activity • Chat activity • Call activity Windows 10 activity history data* • Worked on a document • Time spent in apps • multi-tasking in meetings Incremental data • Other aggregated data • Email read rate (5 or more people)*
  • 21. Who can see my personal insights? Private to you Only you can view personal data and insights based on work patterns in your emails, meetings, calls, and chats
  • 22. Manager Insights (add on licence)
  • 24. What data is used in Teamwork habits & organisational trends? Mailbox • Email • Calendar activity • Chat activity • Call activity Azure AD user profile • Manager of • My Manager Organisation specific HR data* • Job title • Job level • Job family • Locations • Managers • Business areas
  • 25. In Teamwork habits how is my team defined? If you are a manager in Azure AD If you not a manager in Azure AD
  • 26. Who can access Teamwork habits & Organisational trends? Unlicensed user No access Licenced user Teamwork habits People Manager Organisational trends manager insights (Min size team) Insights Business leader Organisational tends Power BI report
  • 27. Insights (add on licence)
  • 28. What data is used in Advanced Insights?
  • 29. Who can access Advanced Insights? Insights Admin Organisation data quality Privacy settings Manager settings Insights Analyst Analysis Query Organisation data quality
  • 30. How is privacy safeguarded?
  • 31. What permissions are needed to manage Viva Insights? Role What this role does in Viva Insights Administrator Access the administrator experience in the advanced insights app Responsible for configuring the privacy settings and system defaults and for preparing, uploading, and verifying the organizational data for Viva Insights Insights Analyst* 1 Access to the analyst experience in the advanced insights app Ability to run custom and Power BI queries, view query results View the quality of organisational data Insights Business Leader* 1 Access insights about their organisation People manager* 1 Access group insights about their team Minimum team size. Defined by the admin *1 only available with additional Viva Insights licences Reference: Admin roles and tasks in Microsoft Viva | Microsoft Learn
  • 32. How is it managed? Role What this role does in Viva Individual user Can opt in or out by going to the Settings > Privacy menu in the Viva Insights app in Teams or on the web Admins can configure what information to include in insights, set access levels, and opt individual users in or out by using the Microsoft 365 admin center
  • 33. Viva Topics Develop and retain top talent by giving people the right content, information, and connections they need to grow at every stage of their career • Viva Topics: additional licence 33
  • 34. What information is available in Viva Topics? 34 Topic card
  • 35. What information is available in Viva Topics? 35 Topic Name All users Description Curated - All users AI - based on permissions People Pinned - all users. Suggested people - based on permissions
  • 36. What information is available in Viva Topics? 36 Suggested files & and pages Based on permissions Related sites Based on permissions
  • 37. What information is available in Viva Topics? 37 Related topics Based on permissions
  • 38. What do users can see in Viva Topics? Topic item What users can see Topic name Users can see the topic name of topics in the topic center. Some topics may not be visible if users don't have permissions to the source content or have a low relevancy to the user. Topic description AI-generated descriptions are visible only to users who have permissions to the source content. Manually entered or edited descriptions are visible to all users. People Pinned people are visible to all users. Suggested people are only visible to users who have permissions to the source content. Files Files are only visible to users who have permissions to the source content. Pages Pages are only visible to users who have permissions to the source content. Sites Sites are only visible to users who have permissions to the source content.
  • 39. What do users see in Viva Topics?
  • 40. Who can access Viva Topics? Users must be assigned a Viva Topic licence
  • 41. How do I ensure sensitive and private content is not visible? Sites only. Excludes OneDrive SharePoint Site and file permissions Include or exclude sites by URL or sensitivity label Exclude topics by name Control who can manage and view topics Topics can be manually reviewed before publishing
  • 42. What permissions are needed to manage Viva Topics? Topics role Description Global administrator, or both SharePoint administrator and Groups administrator Setup of the Viva Topics in the M365 admin center, as well as the configuration of topic discovery and visibility Knowledge admin Knowledge Manager Owns management and quality of topics Topic contributors Subject Matter Experts who create and edit topics Reference: Roles in Microsoft Viva Topics | Microsoft Learn
  • 43. Viva Learning Personalized and managed learning for employees Viva Learning: additional licence 43
  • 44. Viva Learning - basic included - advanced add on licence
  • 45. Viva Learning Learning in the Flow of Work Bring learning to the tools and platforms where users already spend their time Simplified Learning Aggregate learning content and tools from different sources in one central hub Personalized and Relevant Find the right content and develop new capabilities with personalized recommendations and search Platform layer Aggregation layer Data layer Teams + Microsoft 365 Microsoft Graph API enabled partner integrations + Coming soon! NEW!
  • 46. What info is available? • Training content from Microsoft, third party providers, and customer- owned content. • Learning object content metadata, such as title, description, author, and language • User data, such as bookmarks, recently viewed, recommended courses, assigned courses, and completion records • Required service data, such as error logs • Diagnostic data
  • 47. Who can see my learning progress? Individual Can select their own learning for social & personal learning You can block tracking on shared progress Recommended content You can recommend content to others If tracking is enabled view the completion status Tracking is turned off by default Integration with LMS Information is shared with LMS
  • 48. How is Viva Learning managed? Can turn off or turn on Viva Learning app for all users Create custom app permission policy to block selected users Can turn on or off the storage of diagnostic data Can disable the Learning tab in Bing, Office.com, and SharePoint 3rd party content accessible through Viva Learning is subject to terms of the content provider
  • 49. What permissions are needed to manage Viva Learning? Role Description Knowledge admin Manages the organization's learning content sources through the Microsoft 365 admin center. SharePoint admin Manages and stores custom learning content for your organization Teams admin Can turn on or off the Viva Learning app at the organization level. Can create custom app permission policies to allow or block specific users from using Viva Learning. Knowledge Manager Create and manage create and manage content, like topics, acronyms, learning content and taxonomies as part of the term store 🔜 Delegated Learning path owner Create and manage a specific learning path Reference: Admin roles and tasks in Microsoft Viva | Microsoft Learn
  • 50. Viva Goals Align people’s work to team and organisation goals. Viva Goals: additional licence 50
  • 51. What information is available in Viva Goals? Objectives and key results (OKRs) https://goals.microsoft.com/
  • 52. Who can see the my team’s OKR? Organisation Team 1 Sub team 1 Sub team 2 Team 2 Sub team 1 Sub team 2 Team 3 Sub team 1 Sub team 2 Public organisation
  • 53. Who can see my team’s OKR? Org 1 Team 1 Team2 Org 2 Team 1 Team2 Restricted organisation Restricted organisation
  • 54. What security controls are there in Viva Goals? Manage user via a dynamic Azure AD group Guests cannot be invited Public or restrictive organisations Devolved management Observer role
  • 55. What permissions are needed to manage Viva Goals? Role Description Viva Goals Admin or Global Admin Manage the policy settings for Viva Goals for the entire company Organization admin Manages the setup of the organization and can manage users and teams Organization owner Executive leader of a department/business unit/company for which the organization was created Creates OKRs for their organization Team admin OKR champions at a team level, who create team-related OKRs, manage the team, members, permission settings, notification settings, etc. Team owner Team owners can be managers of people or managers of cross-functional teams. Own their own OKRs and the OKRs of employees who report to them Regular Members Actively participate in the OKR process Observers Read-only access to the entire organization Reference:Roles and permissions in Viva Goals | Microsoft Learn
  • 56. Viva Connections | All apps in one place All employees Role-based experiences Connection Keep everyone informed, included, and inspired Viva Engage Viva Amplify Insight Improve productivity and wellbeing with actionable insights Viva Insights Viva Pulse Purpose Align people’s work to team and organization goals Viva Goals Growth Help employee learn, grow, and succeed Viva Topics Viva Learning Viva Sales Summary
  • 57. How Microsoft ensures security & compliance in Microsoft Viva Data protection Insights is GDPR compliant Data stored in EU Legacy Goals automatically migrating to EU Admin controls Granular controls Admins can disable access at individual or org level Viva personal insights Only you can view insights Based on work patterns in your emails, meetings, calls, and chats Individuals choose what they see Viva Manager & leader insights Differential privacy ensures users cannot be identified from metrics Minimum sized groupings
  • 58. How Microsoft ensures security & compliance in Microsoft Viva Viva Connections Audiences to target content Access to content based on permissions Viva Topics Manual verification on AI-discovered topics Access to content based on permissions Exclude lists for Topics and Sites Viva Learning Social & personal learning is private You can block tracking on shared progress Viva Goals Restrict organisation creation Public or restrictive organisations
  • 59. Key considerations for implementing Viva Its an iterative process - start small and grow Clear ownership and operation roles & responsibilities both IT & business Information and user governance to ensure the right content to the right people Define your personas and their use cases Different legal compliance needs per country - Opt out / Opt in / block Communications and transparency is key – who, what, why, WIIFM Disable functionality while you assess Involved HR, Privacy, Legal & working council from day one
  • 60. Working Council considerations Working Council think Look at Viva modules individually Viva is to control tool for managers Viva controls my workday What the Working Council need to know Treat Viva and Microsoft 365 holistically Viva is a productivity and engagement tool Viva provides time for reflection under my control
  • 61. Viva Connections | All apps in one place All employees Role-based experiences Connection Keep everyone informed, included, and inspired Viva Engage Viva Amplify Insight Improve productivity and wellbeing with actionable insights Viva Insights Viva Pulse Purpose Align people’s work to team and organization goals Viva Goals Growth Help employee learn, grow, and succeed Viva Topics Viva Learning Viva Sales
  • 62. Are you feeling more confident about implementing the Viva modules? Viva Poll 3
  • 63. THANK YOU ♥ Questions? Nikki Chapple @chapplenikki MVP | Principal Cloud Architect CloudWay