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Automate your OKR synchronization in Microsoft Viva Goals

Swiftask connects your data sources to Microsoft Viva Goals. Your objectives are updated in real time, with zero manual input.

Resultat:

Improve reporting reliability and ensure constant strategic alignment across your entire organization.

Manual OKR tracking slows down your agility

Manually updating OKRs in Viva Goals is a major source of wasted time and errors. Your teams spend more time compiling data than achieving their goals. The gap between field reality and your strategic dashboard hinders decision-making.

Les principaux impacts négatifs :

  • Outdated data: The time lag between action and OKR updates makes your strategic KPIs inaccurate during reviews.
  • Administrative burden: Collecting and manually entering performance data consumes precious resources every week.
  • Strategic misalignment: Without a real-time view, teams lose sight of the impact of their daily actions on global goals.

Swiftask automates data flow to Microsoft Viva Goals. Your AI agents extract data from your tools, calculate progress, and update your goals automatically.

AVANT / APRÈS

Ce qui change avec Swiftask

Manual OKR Management

Every week, a manager must extract data from three different tools, calculate averages, and manually enter results into Viva Goals. The process is slow, error-prone, and frustrating for teams.

Swiftask AI Synchronization

Your Swiftask AI agents monitor your business tools continuously. As soon as a data point changes, they update the corresponding result in Microsoft Viva Goals instantly. Your dashboards are always current.

Setting up your OKR data pipeline

ÉTAPE 1 : Define your data sources

Connect Swiftask to your tools (CRM, ERP, Analytics) to extract the performance metrics required for your OKRs.

ÉTAPE 2 : Configure the sync agent

Create a rule in Swiftask that links your metrics to specific goals in Microsoft Viva Goals.

ÉTAPE 3 : Automate update frequency

Determine if synchronization should be triggered by events or on a set schedule (daily, weekly).

ÉTAPE 4 : Validate and automate

Activate the data flow. Swiftask handles updates in the background with full log tracking.

Advanced OKR features

The AI agent aggregates, cleans, and normalizes data from heterogeneous sources before injecting it into Viva Goals.

  • Connecteur cible : L'agent exécute les bonnes actions dans microsoft viva goals selon le contexte de l'événement.
  • Actions automatisées : Automatic target value updates. Complex progress calculations. Multi-source data aggregation. Alerts for performance deviations from goals.
  • Gouvernance native : Swiftask ensures every update is traceable to simplify performance audits.

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 of automation

1. Data precision

Eliminate human error associated with manual performance data entry.

2. Decision-making agility

Make decisions based on real, continuously updated data.

3. Focus on value

Free your managers from administrative tasks to focus on strategy.

4. Cross-departmental visibility

A unified view of goal progress across all departments.

5. Full auditability

Archive all changes made to your OKRs for complete transparency.

Performance data security

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

  • End-to-end encryption: All connections between Swiftask and Viva Goals are secured via encrypted API tokens.
  • Granular access control: Define who can configure synchronization flows within your organization.
  • Enterprise compliance: Adherence to the strictest SaaS security standards to protect your strategic data.

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

RÉSULTATS

Impact on operational performance

MétriqueAvantAprès
Time spent on OKRs4-8 hours per week0 hours (fully automated)
Data freshnessWeekly (delayed)Real-time
Entry error rateHighZero

Passez à l'action avec microsoft viva goals

Improve reporting reliability and ensure constant strategic alignment across your entire organization.

Détectez et traitez vos objectifs à risque dans Microsoft Viva Goals automatiquement

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