Tarification

Automate your KR validation in Microsoft Viva Goals

Swiftask links your business data to Microsoft Viva Goals. Your Key Results update and validate themselves without manual input.

Resultat:

Boost data reliability and free your teams from the administrative burden of OKR tracking.

Manual KR tracking hinders your strategic agility

Keeping OKRs updated is often a time-consuming administrative chore. Teams waste hours consolidating data in spreadsheets before manually reporting them into Viva Goals. This time gap prevents decision-making based on real-time data.

Les principaux impacts négatifs :

Permanently outdated data: By the time information is entered, it's already stale. Your dashboards fail to reflect real-world performance.
Human error risk: Repetitive manual entry multiplies the risk of typos or inconsistencies between your business systems and Viva Goals.
Team disengagement: Teams prefer focusing on core operational work rather than constantly updating reporting tools.

Swiftask acts as an intelligent bridge between your business tools and Viva Goals. The AI agent retrieves data, calculates progress, and validates your KRs automatically based on your business rules.

AVANT / APRÈS

Ce qui change avec Swiftask

The traditional method

Every week, a manager must extract data from their CRM, transform it in Excel, and log into Viva Goals to manually update each KR. It's slow, repetitive, and frustrating.

The Swiftask + Viva Goals approach

Swiftask monitors your data continuously. As soon as a threshold is met or a period closes, the AI agent pushes the update directly into Viva Goals. Your OKRs are always current, with zero human effort.

Set up your automation in 4 steps

ÉTAPE 1 : Connect your data sources

Link Swiftask to your tools (CRM, ERP, SQL, APIs) to centralize the data needed for your KR calculations.

ÉTAPE 2 : Define validation rules

Configure the AI agent to identify status changes or progress milestones for your Key Results.

ÉTAPE 3 : Link Swiftask to Viva Goals

Use the Viva Goals connector to authorize the agent to update targeted objectives securely.

ÉTAPE 4 : Activate real-time flow

Launch the automation. The AI agent ensures constant synchronization between your business results and strategic objectives.

KR automation capabilities

The AI agent interprets data context for KR validation: it doesn't just copy-paste, it verifies data consistency before any update.

Connecteur cible : L'agent exécute les bonnes actions dans microsoft viva goals selon le contexte de l'événement.
Actions automatisées : Automatic KR progress calculation. Status updates (At Risk, On Track, Behind). Triggering notifications for critical changes. Secure bidirectional synchronization.
Gouvernance native : You maintain full control via the Swiftask audit log, which tracks every change made in Viva Goals.

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.

Strategic benefits for your organization

1. Rapid decision-making

Drive your strategy with fresh data, available in real-time within Viva Goals.

2. Increased data reliability

Eliminate human errors associated with manual performance data entry.

3. Operational productivity

Reclaim hours of administrative work every month for your management teams.

4. Strategic alignment

Ensure every team member tracks the actual progress of company objectives.

5. Full traceability

Every KR update is documented and auditable, ensuring total transparency.

Enterprise security and governance

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

Secure authentication: The integration follows Microsoft security standards to ensure the integrity of your Viva Goals access.
Access control: Fine-tune the AI agent's permissions on your strategic objectives via the Swiftask workspace.
Compliance and audit: Every agent action is logged in an audit trail to meet your governance requirements.
Technology independence: Swiftask works with your existing tools without locking you into a restricted proprietary ecosystem.

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

RÉSULTATS

Measurable impact on OKR management

Métrique	Avant	Après
KR update time	Several hours/month	0 minutes (automated)
Data accuracy	Manual error risk	100% automated reliability
Refresh frequency	Weekly or monthly	Real-time
Administrative load	High	None

Passez à l'action avec microsoft viva goals

Boost data reliability and free your teams from the administrative burden of OKR tracking.

Unifiez vos départements autour d'objectifs communs avec Swiftask et Viva Goals

Cas d'usage suivant.