How Employee Workplace Analytics and Feedback Is Changing With Copilot and AI

1. How Employee Workplace
Analytics & Feedback Is
Changing With Copilot & AI
James Wood
Microsoft Digital
Technical Specialist
Thursday, February 29, 2024 12:00 PM (EST)
SESSION 3 OF 4: MICROSOFT EX & AI
Jamie Cohen-Gronberg
Microsoft Digital
Technical Specialist
Richard Harbridge
2toLead Chief Technology
Officer & Microsoft MVP

2. State Of The Industry Insights
AI & Employee Experience

3. Important Stages to Improve
Employee Experience

4. Microsoft Viva
Client
Responsibilities
Workshop Overview
End productivity paranoia. Embrace
data over dogma.

5. Microsoft Viva
Client
Responsibilities
Workshop Overview
End productivity paranoia. Embrace
data over dogma.

6. We have insight across our industry and
know there are areas of the employee
experience we can improve today, but
digging into the details and actioning
that insight is the bigger challenge
today.

7. Understanding AI, Viva & Copilots
AI & Employee Experience

8. Microsoft Viva
Empower organizations to continuously improve workforce engagement and performance ​
Drive mission
and alignment
Viva Goals
Viva Engage
Viva Amplify
Enable a high-
performance workforce
Viva Connections
Viva Learning
Measure engagement
and productivity
Viva Glint
Viva Pulse
Viva Insights
Microsoft Copilot for Microsoft 365
Platform and admin services
Copilot in Microsoft Viva, people, answers, skills,
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

9. Microsoft Viva
Empower organizations to continuously improve workforce engagement and performance ​
Drive mission
and alignment
Viva Goals
Viva Engage
Viva Amplify
Enable a high-
performance workforce
Viva Connections
Viva Learning
Measure engagement
and productivity
Viva Glint
Viva Pulse
Viva Insights
Microsoft Copilot for Microsoft 365
Platform and admin services
Copilot in Microsoft Viva, people, answers, skills,
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

12. Microsoft Viva + Microsoft Copilot
Rolling out
Copilot in
Viva apps
Viva in-app Copilot summarizes,
recommends, creates content, and
simplifies tasks
Accelerate workforce insights
(sentiment, behavioral, collaboration)
Enhance organizational search and knowledge
Support with upskilling and reskilling
Create engaging workforce communications
Equip leaders with conversation starters
Preview December CY23 | GA CY24
Announcing
Copilot for Microsoft 365
enhanced with Viva
Copilot chat works across Viva data
and apps to support employees,
managers and HR leaders
Self-service coaching and experiences
Enriched with Viva data
Pre-configured prompt library
Simplifies tasks across Viva applications
Private Preview early CY24
Announcing
Microsoft Copilot Dashboard
powered by Viva
Measure the impact of
Copilot on productivity
and performance with Viva
Understand readiness for potential impact
Assess usage and adoption metrics
Measure how Copilot is transforming
the way people get work done
Preview November CY23

13. Copilot in Microsoft Viva
Accelerate workforce insights and boost employee engagement with next-generation AI
Drive mission
and alignment
Copilot in Viva Goals
Create actionable OKRs and scale
end-to-end goal management
Copilot in Viva Engage
Analyze employee commentary and
craft engaging communications
Enable High
Performance Organization
Copilot in Viva Learning
Deliver curated learning and help
employees build new skills
Measure engagement
and productivity
Copilot in Viva Glint
Streamline data analysis and make
informed decisions
Copilot in Viva Insights
Generate personalized reports and
simplify query building process

15. AI capabilities like Copilot make complex
technology like Viva Glint and Viva
Insights more accessible and increase
the ways employees can leverage
them.

16. Analytics, Feedback, AI & Copilots
AI & Employee Experience

75. The digital Employee Experience
landscape continues to get more
integrated, more intelligent and more
demanding and using modern tools can
help us take action to meet this
challenge together.

76. Future Of Analytics & Feedback
With AI & Copilot
AI & Employee Experience

77. Activities
Pre-Pilot Planning
Pre-Pilot
Questionnaire
Project Kick-Off
Pilot Project Plan
Deploy Trial Licenses
Configure Viva Insights Service
& Teams App
Gather Data & Surveys
Preparing for Next Steps
Outcomes
Responsible Enablement
Privacy, Governance &
Management Planning
Pilot Planning & Support
Actioning Insight
Coordination Support
Train the Trainer Sessions
Viva Insights Pilot Documentation
Outcomes
Executive Summary
Outcomes
Review Pilot Results
Prepare & Upload
Organizational Data
Run Advanced Queries &
Configure Advanced Insights
(Templates)
Pilot Alignment Pilot Planning & Execution Pilot Review
Viva Insights Pilot

78. Activities
Pre-Pilot Planning
Current State
Analysis
Project Kick-Off
Pilot Project Plan
Viva Glint & Pulse Overview
Adoption & Communication
Planning
Gather Data & Surveys
Preparing for Next Steps
Outcomes
Responsible Enablement
Integration Planning Working
Session(s)
Pilot Planning & Support
User Roles & Access
Configuration Planning
Train the Trainer Session(s)
Viva Glint & Pulse Pilot Documentation
Outcomes
Executive Summary
Outcomes
Review Pilot Results
Prepare Employee Data File,
Setup Attributes & Support
Initial Upload Of Employee
Data
Question Library Setup
Pilot Alignment Pilot Planning & Execution Pilot Review
Survey Deployment &
Management Working
Session(s)
Setup & Configuration
Planning
Reports Planning
Working Session(s)
Viva Glint & Viva Pulse Pilot

79. Accelerate your path to Copilot with Microsoft Viva
Copilot Onboarding Copilot Enablement Copilot Adoption & Value Realization
* Use Viva Insights reports and
Microsoft Copilot Dashboard
to identify ideal pilot groups.
Use Viva Pulse to get feedback
and insights before Copilot/AI
roll out to capture productivity
obstacles & create baseline key
metrics.
Create & drive actionable plans
from Viva Insights reports to
remove productivity barriers
and obstacles.
* Use Viva Engage to share
progress, learnings and
activities in communities.
Curate knowledge base
via Topics & Answers
in communities.
* Use Microsoft Copilot
Dashboard powered by Viva
to understand adoption rate,
productivity gains and ROI
for Copilot users
Use Skills in Viva to assess
current readiness and assign *
Viva Learning path on
Generative AI based
on proficiency level.
Use Viva Goals to unite Copilot
users around shared adoption
goals and measure progress.
Use Viva Amplify to run iterative
AI campaigns on Copilot
launch, use cases, trainings
& support for different
user groups.
* Use Viva Learning to deliver
bite-sized trainings on AI,
Copilot and lessons learned
in flow of work.
Use Viva Glint to get feedback ,
insights and user sentiment
after Copilot/ AI roll out
Leverage Viva apps to identify core business scenarios
& pain points to resolve with AI Transformation
Leverage Viva apps to drive AI /Copilot for
Microsoft 365 Adoption and change management
Leverage Viva apps to measure effectiveness,
productivity gains and ROI of AI Adoption
* Seeded Capabilities of app can also be Utilized

80. Viva for AI Adoption and
Measurement demo

81. Will generative AI really transform work?
of Copilot users
reported that they
were more productive
70% of Copilot users said
it improved the quality
of their work
68%
Source: Microsoft, What can Copilot’s earliest users teach us about generative AI at work?, November 2023.

82. Key questions org leaders have
• How has been your organization’s Copilot experience
so far?
• How do you expect Copilot to transform work
in your organization?
• What metrics and insights do you need to assess
Copilot impact?
• How do you see Copilot impacting the employee
experience / productivity and performance of
your workforce?
• What metrics and other inputs do you plan to
use to determine whether to expand Copilot
to additional users?

83. Supporting Copilot for
Microsoft 365 adoption
with Viva Pulse
Drive engagement with pilot
or general users in the right way
• Capture feedback and insights from
pilot users
• Gather use cases directly relevant to
your organization
• Measure Copilot growth and adoption
before, during and after the Copilot roll out

84. Sample Survey Questions
1. On a scale of 1-5, how satisfied are you
with the Copilot's ability to understand
and respond to your queries?
2. How often do you use Copilot in your
day-to-day work?
3. What are the most common tasks you
use Copilot for?
4. How has Copilot helped you in your work?
5. What improvements or changes would
you like to see in Copilot?
6. How easy or difficult is it to use Copilot?
7. How has Copilot impacted your productivity?
8. Would you recommend Copilot to
your colleagues?
Pro tip: It's important to include a mix of open-ended and close-ended questions to get a comprehensive understanding of the user's
experience with Copilot. You can also include questions that ask for specific examples or instances where Copilot has been particularly
helpful or where it could be improved.

85. Reporting

86. Get started with your Copilot surveys
Consider Viva
Pulse and Insights
Get insights on users’
productivity from Insights
to prove value with data,
utilize campaigns in Amplify
to highlight use cases found
in surveys
Plan and manage
Plan timing and launch
of Pulse surveys to be
delivered over the 90 days
Design and
create content
Create the surveys
Measure effectiveness
Review user feedback
in an internal session
Orchestrate
and automate
Assign Viva Pulse licenses
to the appropriate audience
Publish universally
Review survey questions
and send to Copilot users

87. Microsoft Copilot Dashboard
A purpose-built tool designed to help business leaders
prepare for their Copilot rollout, understand and drive
usage and adoption, and measure the impact of their
investments
• Readiness: visibility into technical eligibility and Microsoft
365 app usage, in the number of users that are well
positioned to benefit from Copilot. It also summarizes
usage across Microsoft 365 app, which is where Copilot
users will realize much of the value.
• Adoption: displays how many people are using Copilot,
in which apps, and in what ways. Helps leaders
understand where Copilot is adding value and where
enablement strategies could drive even more benefit.
• Impact: Helps leaders understand how behaviors are
changing and how Copilot is providing value. Prebuilt
survey templates to help understand sentiment.
• Learning: Leaders will find research and best practices to
help them get started on their AI journey. Additional
content and resources will be added to this page in
subsequent releases.

88. Prepare for optimal rollout
of Copilot
Ensure technical eligibility and review current
Microsoft 365 app usage to determine how
many users are positioned to benefit from
Copilot

89. Track adoption across apps by
teams, orgs, and functions
Understand how people, teams, and
functional roles are using Copilot to save
time and augment their work across
Microsoft 365 apps.

90. Quantify productivity gains
and time savings
Measure the impact of your Copilot
deployment as behaviors change and work
is transformed

91. Analyze Copilot user
sentiment
Understand employee sentiment about the
benefits of using Copilot and the value it
provides day-to-day across teams, roles, and
levels.

92. Research and best practices
Relevant content surfaced to business leaders
to help you on your AI adoption journey.

93. Get started with measuring effectiveness
for Copilot for Microsoft 365
Validate user
sentiment
Use Viva Glint / Viva Pulse
to get feedback and user
sentiment after Copilot/ AI roll
out
Plan and manage
Engage Copilot v-team and
understand key workstreams
Assess Viva Insights
reports
Analysts / leaders to assess
existing PBI reports and Copilot
Dashboard to understand
productivity barriers and identify
pilot user groups for roll out
Measure effectiveness
Check the productivity gains &
ROI with Copilot Dashboard
Configure
access in mac
IT Admin or Global admin to
configure access for required
users for Copilot dashboard in
Microsoft 365 Admin Center
Check-in rhythm
Take Actions for identified
users on Copilot onboarding
& enablement journey

94. There are always ways to improve the
Employee Experience and more indirect
and direct signals, more frequently, and
more integrated will help you keep up
with an accelerating demand.

95. How Employee Performance
& Management Is Changing
With Copilot & AI
Tuesday, March 5, 2024 12:00 PM (EST)
SESSION 4 OF 4: MICROSOFT EX & AI
REGISTER NOW

96. How Employee Communication
& Connections Are Changing
With Copilot & AI
Tuesday, February 27, 2024 12:00 PM (EST)
SESSION 1 OF 4: MICROSOFT EX & AI
WATCH NOW

97. How Employee ​Learning &
Development Is Changing
With Copilot & AI​
Wednesday, February 28, 2024 12:00 PM (EST)
SESSION 2 OF 4: MICROSOFT EX & AI
WATCH NOW

98. You will love the way we work. Together.
Download our free
80+ page whitepaper
Transform your Employee Experience
at every stage with Microsoft 365
and Microsoft Viva!
Download Today