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Control 4.6: Viva Insights — Copilot Impact Measurement — Portal Walkthrough

Step-by-step portal configuration for using Microsoft Viva Insights to measure the business impact of Copilot adoption and productivity outcomes.

Prerequisites

  • Role: Viva Insights Administrator, Global Administrator
  • License: Microsoft Viva Insights, Microsoft 365 E5 with Copilot add-on
  • Access: Viva Insights Advanced portal, Microsoft 365 Admin Center

Steps

Step 1: Enable Copilot Impact Dashboard in Viva Insights

Portal: Viva Insights Advanced Path: Analyst experience > Copilot dashboard

  1. Navigate to the Viva Insights advanced analyst experience.
  2. Locate the Copilot impact dashboard (pre-built template).
  3. Verify data sources are connected and populating:
  4. Copilot interaction data
  5. Collaboration patterns (meetings, email, chat)
  6. Focus time metrics
  7. Configure the dashboard date range and user scope.

Step 2: Configure Privacy and Data Access Controls

Portal: Viva Insights Admin Center Path: Settings > Privacy

  1. Configure minimum group size for aggregated reports (minimum 10 users recommended for FSI).
  2. Set data access controls:
  3. Define who can view Copilot impact metrics (HR, management, compliance)
  4. Restrict individual-level data to authorized roles only
  5. Enable or disable manager-level insights
  6. Configure data retention for Viva Insights analytics data.
  7. Ensure employee privacy requirements are met per organizational policy.

Step 3: Create Custom Copilot Impact Queries

Portal: Viva Insights Advanced Path: Analyst experience > Custom queries

  1. Create custom queries to measure Copilot-specific impact:
  2. Time savings: Compare meeting duration and frequency pre/post Copilot adoption
  3. Email efficiency: Measure email composition time and response rates
  4. Collaboration quality: Analyze meeting attendance and engagement patterns
  5. Set up comparison groups (Copilot users vs. non-Copilot users) for controlled analysis.
  6. Schedule recurring queries for trend analysis.

Step 4: Configure Executive Reporting Dashboard

Portal: Viva Insights / Power BI Path: Analyst experience > Reports > Export to Power BI

  1. Create an executive-level Copilot ROI dashboard with key metrics:
  2. Estimated time saved per user per week
  3. Meeting efficiency improvements
  4. Email productivity gains
  5. Document creation acceleration
  6. Include cost-benefit analysis comparing Copilot license cost to productivity gains.
  7. Set up automated report distribution to leadership.

FSI Recommendations

Setting Baseline Recommended Regulated
Minimum aggregation group 5 users 10 users 25 users
Individual-level data access Open Restricted HR/Compliance only
Manager insights Enabled Selective Disabled by default
Reporting frequency Quarterly Monthly Monthly

Regulatory Alignment

  • FFIEC Management Booklet — Supports compliance with IT investment governance and effectiveness monitoring
  • EEOC guidance — Helps meet requirements for fair and non-discriminatory use of workplace analytics
  • GDPR/CCPA — Supports privacy requirements for employee data analytics (where applicable)

Next Steps