Delivered session at Collabdays Bletchley Park 2023 conference on 27 September 2023 at The National Museum of Computing.
For all the business systems in your workplace you can measure and track its successes, but which system enables you to measure employees wellbeing and productivity? In this demo session, we dive into Viva Insights, understand your work habits, identify areas for improvement, and take actions to free up time from costly, non-productive meetings to get your work done. We will also cover how managers and leaders can increase operational efficiency to achieve productivity gains across your organisation.
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Deep Dive Microsoft Viva Insights - Collabdays Bletchley Park 2023
1. Deep Dive
Microsoft Viva
Insights
Chirag Patel MVP MCT
BLETCHLEY
PARK 2023
A Microsoft 365 Community
COLLABORATION CONFERENCE
Wednesday, 27th September
2023
Agenda
3. Chirag Patel
Trusted Associate for Microsoft Gold Partners
Development DBA,
SharePoint
Administrator
2001
SharePoint & BPOS
Consultant
2012
Independent
SharePoint & Office
365 Consultant
2014
MicrosoftTeams,
Power Platform
2018
Microsoft 365
Services
2019
Microsoft MVP
2020-2023
Microsoft Certified
Trainer
2021-2023
4. Top 5 Obstacles to Productivity
https://www.microsoft.com/en-us/worklab/work-trend-index/will-ai-fix-work
5. Digital Debt – not enough uninterrupted focus time
https://www.microsoft.com/en-us/worklab/work-trend-index/will-ai-fix-work
6. Why Viva Insights?
• Get real evidence to back change
• Support measuring your initiatives
• Build in perception with survey data
• Actionable insights
10. Setup & Admin Tasks
Viva Insights
App
Turn on the Viva
Insights app
Pin the Viva
Insights app to the
Teams app bar for
all employees
Configure Viva
Insights app
Personal
Insights
Assign licenses with
a service plan
Configure access at
the tenant level or
at the user level
Enable access to
the dashboard and
digests
Optionally, enable
access for select
users
Manager
Insights
Set up and edit
Manager settings
Measured
managers - Total
number of people
managers who are
assigned licenses
Enable Managers
with minimum
team size & access
to their team's
insights.
Set the minimum
size of a team
Select to allow
licensed managers
access to
aggregated insights
about their teams.
Leader
Insights
Enable role of
Analyst (Limited)
for Viva Insights in
Workplace
Analytics.
View the My
organisation page
Advanced
insights
As above, Assign
licenses and Assign
roles
System defaults -
Set the time zone,
week days,
weekend days, and
working hours
Set privacy:
minimum group
size, subject lines,
domains, email
addresses, terms
Prepare & upload
organisational data
Teams Service
Administrator
Global admin,
Exchange Online admin
or Viva Insights admin
Viva Insights Admin or
Workplace Analytics Admin
15. Roadmap
Viva Insights custom nudges In development June CY2024
Viva Insights secure bridge to Microsoft Fabric In development March CY2024
Viva Insights flexible data model In development March CY2024
Viva Insights custom attributes In development February CY2024
Viva Insights delegate access for leaders In development December CY2023
Viva Insights leader deep-dive reports focus on customers, business
operations and agility In development December CY2023
Engage Network Analytics In development December CY2023
Topics in Outlook Desktop In development October CY2023
Viva Insights homepage refresh for organizational leaders In development September CY2023
Auto-categorization coming to meeting category insights in Viva Insights Launched August CY2023
Diversity Equity and Inclusion report template in Viva Insights In development August CY2023
Enhancements to aggregate insights surfaced through the Viva Insights app
in Teams Launched June CY2023
Take action after reflecting on meeting category insights in Viva Insights Launched March CY2023
Send Praise from your Viva Connections Dashboard Launched March CY2023
Microsoft 365 Roadmap
Microsoft Viva Insights is part of Microsoft Viva, which is an employee experience platform built on Microsoft 365 that helps people and teams be their best from wherever they work. Microsoft Viva Insights identifies collaboration patterns that impact productivity, workforce effectiveness, and employee engagement. The Viva Insights suite includes a Microsoft Teams app, web features, and advanced analysis tools that help people and businesses thrive with data-driven, privacy-protected insights, and recommendations to improve productivity and wellbeing.
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Advisory and consulting
Help plan for new systems and improvements to existing systems.
Deployment
Deploy new systems and integrations, including training and support.
Adoption and change management
Help organizations prepare, plan for, and adopt new technologies and ways of working.
Modernisation
Help move customers to modern systems and utilize modern applications.
Migration
Move systems from one operating environment to Microsoft 365 to drive Microsoft Content Services and Microsoft Viva value.
Compliance/Records Management
Manage regulatory and product control information, company policies, and records throughout their lifecycle.
Work Trend Index survey was conducted by an independent research firm, Edelman Data x Intelligence, among 31,000 full-time employed or self-employed workers across 31 markets between February 1, 2023, and March 14, 2023.
Get real evidence to back change
Support measuring your initiatives
Build in perception with survey data
Actionable insight
Heading towards the Manager and Organisation, Workplace Analytics provides the data for the insights into your organization. It uses the Microsoft Graph to aggregate the triggers from the services that employees are using such as Microsoft Teams and Outlook to gain visibility into their combined actions. It provides the levels of control and flexibility needed to ensure that employees data is protected effectively and allows managers and leaders to map the data to their business outcomes and track the impacts to the employee experience. This insight gives actionable outcomes that can be adopted and success measured in an ongoing loop.
So what does this actually look like? In the interests of time, we will be showing real snapshots of a demo environment rather than a fully live demo but please do get in contact if you would like a realtime view.