Summary:
Migrating from Viva Goals to another OKR Software involves transferring goal-setting data, structures, and workflows to maintain business continuity and improve strategic alignment. This transition is an opportunity to streamline execution, boost collaboration, and make more informed, data-driven decisions. Platforms like Worxmate support this shift by offering intelligent tools that align OKRs with real-time business priorities. Starting early with the right migration strategy ensures a smooth and effective transformation.
Why Organizations Need to Migrate from Viva Goals
With the Microsoft Viva Goals retirement scheduled for December 2025, organizations have less than a year to find and implement an Viva Goals alternative OKR platform.
This impending deadline makes it crucial for businesses to start planning their migration strategy now rather than waiting until the last minute.
The transition period offers an excellent opportunity to evaluate current goal-setting practices and upgrade to a more advanced solution that can better support organizational objectives.
Migrating from Viva Goals isn’t just about maintaining continuity-it’s about enhancing your organization’s ability to track, manage, and achieve strategic goals. By choosing the right alternative platform, companies can turn this forced transition into a strategic advantage, gaining access to more powerful features and capabilities that weren’t available in Viva Goals.
Understanding Worxmate: The Ideal Viva Goals Alternative
Worxmate stands out as a superior alternative to Viva Goals, offering more than just basic OKR management. As an AI-powered strategy and performance management platform, it bridges the critical gap between planning and execution that many organizations struggle with.
Key features that make Worxmate an excellent Viva Goals replacement include:
- AI-Powered Strategy Management: Leverages artificial intelligence to provide strategic insights, recommend improvements, and predict potential obstacles in your OKR journey.
- Workflow Automation: Reduces manual reporting with automated workflows that keep your OKRs updated in real-time.
- Seamless Collaboration Tools: Enables cross-functional collaboration with integrated communication tools that ensure alignment across teams and departments.
- Real-Time Analytics: Makes data-backed decisions with AI-driven analytics that provide executive summaries and actionable recommendations.
- Scalable Architecture: Adapts to your evolving strategy needs with custom OKR frameworks and deep analytics.
Three Proven Methods to Migrate from Viva Goals
When migrating your OKR data, you have three distinct approaches to choose from, depending on your organization’s size, technical capabilities, and timeline requirements.
Method 1: Free Migration Assistance
The simplest approach is to take advantage of free migration assistance provided by the platform. This hands-off method lets migration specialists handle the entire process for you.
Steps for using Free Migration Assistance:
- Contact the support team or schedule a free demo call
- Provide necessary access credentials to your Viva Goals account
- Work with migration specialists to verify data mapping
- Review and approve the migrated data
- Begin using the new OKR platform with your existing structure intact
This method is ideal for organizations that want a frictionless transition without dedicating internal resources to the migration process.
Method 2: Export to Excel Method
If you prefer more control over the migration process, exporting your OKRs to Excel is a straightforward approach.
Steps for Excel-based migration:
- Log in to your Viva Goals account
- Navigate to the Explorer section to view all objectives
- Click on the export icon and select the Excel option
- Download the Excel file containing your OKRs
- Clean and format the data as needed
- Import the Excel file using the platform’s import wizard
- Verify that all data has been correctly imported
This method gives you the opportunity to review, clean, and potentially restructure your OKRs during the migration process.
Method 3: API Integration
For larger organizations with technical capabilities, the API integration method offers the most comprehensive migration experience.
Steps for API-based migration:
- Request API access credentials from both platforms
- Develop a custom integration script or use available API connectors
- Extract data from Viva Goals via API calls
- Transform the data to match the target platform’s data structure
- Load the transformed data into the new system
- Validate the migration with comprehensive testing
This method is ideal for enterprises with complex OKR structures, extensive historical data, or specific integration requirements with other systems.
Best Practices for a Smooth Migration
To ensure a smooth transition from Viva Goals to Worxmate, consider these best practices:
- Start early: Begin planning your migration at least 2-3 months before you need to complete it
- Audit existing OKRs: Clean up outdated objectives, remove duplicates, and ensure proper alignment
- Communicate clearly: Keep stakeholders informed about the migration timeline and what to expect
- Provide training: Offer comprehensive training on Worxmate to ensure quick adoption
- Migrate in phases: Consider migrating one department first as a pilot
- Validate thoroughly: Check that all objectives, key results, and progress metrics transfer correctly
Why Worxmate Stands Out from Other OKR Platforms
While several alternatives to Viva Goals exist, Worxmate distinguishes itself through its intelligent approach to strategy execution. According to McKinsey research, organizations that leverage AI-powered business tools see up to 40% higher productivity in knowledge work areas.
Its ability to integrate with existing workflows ensures that OKRs become an active part of daily work rather than a separate administrative task.
This integration leads to higher adoption rates and, ultimately, better execution of strategic objectives.
For organizations concerned about the future of their OKR platform, Worxmate offers the stability and innovation needed to future-proof your strategy management approach.
Making the Move to Worxmate: Next Steps
Migrating from Viva Goals doesn’t have to be difficult or disruptive. With the right approach and support, you can transform this transition into an opportunity to enhance your organization’s strategic capabilities.
The clock is ticking on Viva Goals’ retirement — but with a platform like Worxmate, you’re not just finding a replacement — you’re upgrading to a more powerful, intelligent system that can drive real business results.
Ready to explore your options? Schedule a demo with Worxmate today and discover the full potential of AI-powered OKR Software.
