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Automatically detect and address at-risk goals in Microsoft Viva Goals

Swiftask continuously monitors your OKRs in Microsoft Viva Goals. As soon as a goal becomes critical, your AI agent alerts you instantly.

Resultat:

Never be caught off guard by delays again. Anticipate deviations and secure the achievement of your strategic outcomes.

Manual OKR monitoring is inefficient

In many organizations, tracking goals in Microsoft Viva Goals is a reactive process. Teams often wait until monthly or quarterly reviews to realize a critical goal is falling behind. This delay prevents effective corrective action.

Les principaux impacts négatifs :

  • Late detection of deviations: Alerts often arrive too late to adjust resources or strategy. Accumulated delays become difficult to overcome.
  • Cognitive load on managers: Manually checking the status of hundreds of goals in Viva Goals is time-consuming and prone to human error.
  • Lack of strategic alignment: When at-risk goals aren't flagged, teams lose focus on the organization's true priorities.

Swiftask automates your OKR monitoring. Your AI agent analyzes Microsoft Viva Goals data in real time, identifies at-risk goals based on your criteria, and triggers targeted alerts.

AVANT / APRÈS

Ce qui change avec Swiftask

Manual risk management

A manager must manually log into Viva Goals, navigate through OKRs, compare actual results against forecasts, and identify gaps. If they forget or are busy, the risk remains unaddressed.

AI-powered supervision with Swiftask

Your AI agent monitors Viva Goals 24/7. As soon as a metric falls below a defined threshold, an alert is sent directly to the relevant owners with the context needed to act.

Set up your intelligent alerts in 4 steps

ÉTAPE 1 : Configure your monitoring agent

Create a Swiftask agent dedicated to performance tracking. Define your risk thresholds (e.g., progress delay > 20%).

ÉTAPE 2 : Connect Microsoft Viva Goals

Authenticate Swiftask with your Microsoft Viva Goals account to securely enable goal data reading.

ÉTAPE 3 : Define alert channels

Choose where to receive notifications (Teams, email, Slack) and who should be informed based on goal criticality.

ÉTAPE 4 : Activate continuous monitoring

The agent immediately begins scanning your OKRs and sends alerts as soon as a risk is detected.

Proactive detection capabilities

The agent analyzes not only current progress but also velocity relative to the deadlines set in Viva Goals.

  • Connecteur cible : L'agent exécute les bonnes actions dans microsoft viva goals selon le contexte de l'événement.
  • Actions automatisées : Automatic alerts on delayed OKRs. Weekly summaries of at-risk goals. Triggering correction workflows via webhooks. Impact reporting on parent goals.
  • Gouvernance native : All alerts are centralized in Swiftask for historical tracking and continuous improvement of your management processes.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-microsoft-viva-goals@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Benefits for organizational performance

1. Reduced reaction time

Move from quarterly detection to immediate intervention as soon as a risk appears.

2. Focus on priorities

Your teams no longer waste time searching for issues; they are alerted to real emergencies.

3. Increased transparency

Visibility on at-risk goals is shared instantly with stakeholders.

4. Improved predictability

By addressing risks early, you drastically increase the probability of achieving your final goals.

5. No-code governance

Adjust your alert thresholds and response workflows without writing a single line of code.

Data security and compliance

Swiftask applique des standards de sécurité enterprise pour vos automatisations microsoft viva goals.

  • Secure API access: Swiftask uses official Microsoft APIs to query Viva Goals, ensuring your data integrity.
  • Data encryption: All data processed by the agent is encrypted at rest and in transit.
  • Granular control: You choose exactly which goals and teams are monitored by the agent.
  • Enterprise compliance: The solution meets the strictest security standards, suitable for corporate environments.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Measurable impact on your OKRs

MétriqueAvantAprès
Detection delaySeveral weeks (reviews)Real-time (instant)
Delay resolution rateVariable and slowSignificant improvement
Manual tracking burdenHigh (daily)None (automated)
Team alignmentDisconnectedContinuous synchronization

Passez à l'action avec microsoft viva goals

Never be caught off guard by delays again. Anticipate deviations and secure the achievement of your strategic outcomes.

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