Deep Dive Microsoft Viva Insights - Collabdays Bletchley Park 2023

Chirag Patel
Chirag PatelMicrosoft 365 Consultant, MVP & MCT, M365UK Organiser, Speaker um Patel Consulting
Deep Dive
Microsoft Viva
Insights
Chirag Patel MVP MCT
BLETCHLEY
PARK 2023
A Microsoft 365 Community
COLLABORATION CONFERENCE
Wednesday, 27th September
2023
Agenda
BLETCHLEY
PARK 2023
Thank you to all our Sponsors
Silver
Platinum
Gold
Silver
Community
Sponsors
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
Top 5 Obstacles to Productivity
https://www.microsoft.com/en-us/worklab/work-trend-index/will-ai-fix-work
Digital Debt – not enough uninterrupted focus time
https://www.microsoft.com/en-us/worklab/work-trend-index/will-ai-fix-work
Why Viva Insights?
• Get real evidence to back change
• Support measuring your initiatives
• Build in perception with survey data
• Actionable insights
Microsoft Viva
Why Viva Insights?
Personal
insights
Productivity
and wellbeing
Meeting
effectiveness
Collaboration
habits
Manager and
leader insights
Organisational
insights
Tools that
enable positive
change
Trends and
outcomes
Advanced
insights
Prebuilt
reports
Custom
analysis
Prebuilt
accelerators
Viva Insights Product Overview
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
Community
Community
Licensing
https://www.microsoft.com/en-us/microsoft-viva/insights#features_and_pricing
Deep Dive Microsoft Viva Insights - Collabdays Bletchley Park 2023
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
BLETCHLEY
PARK 2023
Thank You!
See you soon! techchirag.com
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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
  • 2. BLETCHLEY PARK 2023 Thank you to all our Sponsors Silver Platinum Gold Silver Community Sponsors
  • 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
  • 8. Why Viva Insights? Personal insights Productivity and wellbeing Meeting effectiveness Collaboration habits Manager and leader insights Organisational insights Tools that enable positive change Trends and outcomes Advanced insights Prebuilt reports Custom analysis Prebuilt accelerators
  • 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
  • 17. See you soon! techchirag.com

Hinweis der Redaktion

  1. 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.
  2. https://techchirag.com https://twitter.com/techchirag https://www.linkedin.com/in/techchirag https://www.slideshare.net/techchirag 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.
  3. 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.
  4. Get real evidence to back change Support measuring your initiatives Build in perception with survey data Actionable insight
  5. 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.