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Unify your departments around shared goals with Swiftask and Viva Goals

Swiftask connects your business data to Microsoft Viva Goals. Your teams move in the same direction thanks to total visibility into strategic execution.

Resultat:

Eliminate organizational silos. Turn your strategy into concrete results, tracked in real time.

Strategic dispersion slows down your growth

In large enterprises, departments often work in silos. Goals set in Viva Goals are not always translated into daily actions, creating a gap between executive vision and field reality.

Les principaux impacts négatifs :

  • Loss of strategic coherence: Teams pursue conflicting goals. Without a cross-functional vision, collective effort is diluted and global performance stagnates.
  • Fragmented data entry: Updates in Viva Goals are manual and irregular. Managers lead with obsolete data, increasing the risk of errors.
  • Lack of reactivity: Identifying performance gaps takes weeks. Course correction arrives too late to impact quarterly results.

Swiftask automates the link between your operations and Microsoft Viva Goals. Your AI agents analyze data from your business tools to update your OKRs automatically, ensuring perfect coherence across departments.

AVANT / APRÈS

Ce qui change avec Swiftask

Before Swiftask automation

At the end of each month, department heads manually extract data from their tools (CRM, Jira, ERP), compile it, and update Viva Goals. The process is slow, error-prone, and never reflects the company's true state.

With Swiftask and Viva Goals

Your AI agents continuously monitor key metrics. As soon as progress is made in a business tool, the corresponding OKR is updated instantly in Viva Goals. Alignment is permanent, dynamic, and transparent.

4 steps for total strategic alignment

ÉTAPE 1 : Map your goals in Viva Goals

Define your OKRs in Microsoft Viva Goals. Identify the source tools containing progress metrics.

ÉTAPE 2 : Connect your data sources to Swiftask

Integrate your business tools (CRM, Support, DevOps) with Swiftask. The AI agent becomes your intelligent data bridge.

ÉTAPE 3 : Configure update rules

Define conditions: 'If metric X changes in the CRM, then increment key result Y in Viva Goals'.

ÉTAPE 4 : Activate continuous sync

The AI agent executes updates in real time. Your Viva Goals dashboards always reflect the reality of your operations.

Advanced features for management

The AI agent interprets the operational context to qualify progress. It doesn't just process numbers; it understands project dynamics.

  • Connecteur cible : L'agent exécute les bonnes actions dans microsoft viva goals selon le contexte de l'événement.
  • Actions automatisées : Automatic Key Result (KR) updates. Notifications to stakeholders in case of strategic drift. Multi-source data aggregation for precise calculation. Proactive alerts for managers on at-risk goals.
  • Gouvernance native : All synchronizations are tracked in Swiftask to ensure total governance over data transmitted to 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.

Benefits of automated alignment

1. Immediate cross-functional visibility

Every department sees how its contribution impacts global company goals in real time.

2. Reduced administrative burden

No more tedious manual reporting. Your managers focus on analysis and strategy.

3. Data accuracy

Removing human intervention eliminates entry errors and ensures reliable data for decision-making.

4. Operational agility

Identify bottlenecks as they emerge and adjust action plans with surgical precision.

5. Celebrating successes

Progress is visualized instantly, strengthening team engagement around collective wins.

Data security and governance

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

  • Secure authentication: Direct connection via official Microsoft API protocols, ensuring the integrity of your Viva Goals data.
  • Granular control: You determine which business data feeds which OKRs. You maintain total control over visibility.
  • Full audit trail: Every update performed by the Swiftask agent is logged, facilitating internal compliance audits.
  • Robust architecture: Built for scale, Swiftask handles thousands of syncs without compromising the security of your workspace.

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

RÉSULTATS

Performance measured by alignment

MétriqueAvantAprès
OKR update timeSeveral days per monthReal time (automated)
Data accuracyHuman error riskTotal reliability (100% data-driven)
Team alignmentPersistent silosUnified and shared vision
Strategic reactivityA posteriori reportingProactive steering

Passez à l'action avec microsoft viva goals

Eliminate organizational silos. Turn your strategy into concrete results, tracked in real time.

Générez vos revues trimestrielles (QBR) automatiquement avec Microsoft Viva Goals

Cas d'usage suivant.