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.
Result:
Eliminate organizational silos. Turn your strategy into concrete results, tracked in real time.
AI Agents
microsoft viva goals
Connector microsoft viva goals · Secure OAuth 2.0
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.
Main negative impacts:
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.
BEFORE / AFTER
What changes with 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
1
STEP 1 : Map your goals in Viva Goals
Define your OKRs in Microsoft Viva Goals. Identify the source tools containing progress metrics.
2
STEP 2 : Connect your data sources to Swiftask
Integrate your business tools (CRM, Support, DevOps) with Swiftask. The AI agent becomes your intelligent data bridge.
3
STEP 3 : Configure update rules
Define conditions: 'If metric X changes in the CRM, then increment key result Y in Viva Goals'.
4
STEP 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.
- Target connector: The agent performs the right actions in microsoft viva goals based on event context.
- Automated actions: 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.
- Native governance: All synchronizations are tracked in Swiftask to ensure total governance over data transmitted to Viva Goals.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-microsoft-viva-goals@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Benefits of automated alignment
Immediate cross-functional visibility
Every department sees how its contribution impacts global company goals in real time.
Reduced administrative burden
No more tedious manual reporting. Your managers focus on analysis and strategy.
Data accuracy
Removing human intervention eliminates entry errors and ensures reliable data for decision-making.
Operational agility
Identify bottlenecks as they emerge and adjust action plans with surgical precision.
Celebrating successes
Progress is visualized instantly, strengthening team engagement around collective wins.
Data security and governance
Swiftask applies enterprise-grade security standards for your microsoft viva goals automations.
- 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.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Performance measured by alignment
| Metric | Before | After |
|---|---|---|
| OKR update time | Several days per month | Real time (automated) |
| Data accuracy | Human error risk | Total reliability (100% data-driven) |
| Team alignment | Persistent silos | Unified and shared vision |
| Strategic reactivity | A posteriori reporting | Proactive steering |
Take action with microsoft viva goals
Eliminate organizational silos. Turn your strategy into concrete results, tracked in real time.