As an Office 365 product manager and
corporate evangelist, I’m responsible for engaging users and driving adoption
of Microsoft Collaboration tools. Measuring the saturation and use of Office
365 is a key part of my role. Yes, I regularly review Office 365 usage metrics
for high-level trending. But metrics alone don’t tell the story of user
satisfaction and adoption. In order to build better training and adoption
programs, I need to understand why my dedicated users love the tools and why
others remain resistant.
Many companies rely on surveys to
gather end-user feedback. While surveys are useful for gathering specific types
of quantitative data, surveys are one-dimensional. You can’t dynamically ask
follow-up questions to learn more about specific survey responses, and you can
only capture a limited set of data points. Innovation games enable you to gather a much broader set
of quantitative and qualitative user data, but require an investment of time to
facilitate games and distill the results. For best results, I recommend a
multidisciplinary approach that leverages Office 365 usage statistics, user
survey responses, innovation games data, user testimonials, etc. to measure
user satisfaction.
With the release of artificial
intelligence (AI) and machine-learning algorithms, we also have the ability to
gather user sentiments automatically. If your organization uses Yammer to drive
employee engagement and empower open dialogue, you have a wealth of user data
that can be analyzed. With Azure Cognitive Services and Microsoft Flow, you can
perform automated sentiment analysis of your Yammer group posts. Sentiment
scores for each Yammer message can be stored in SharePoint and visualized for
trending analysis via Power BI. You can even send push email notifications to
your Office 365 administrators or Corporate Communications team when strong positive
or negative messages are posted in Yammer.
Chris Bortlik, Principal Technical
Architect for Microsoft, recently shared a blog post on Yammer sentiment
analysis. I used Chris’ model, with a few modifications, to gather
and report on Office 365 user sentiment.
The scenario:
My organization leverages a Microsoft Flow Yammer group to foster employee conversations and questions/answers about flow. We want to monitor the Microsoft Flow Yammer group using sentiment analysis so we can:
My organization leverages a Microsoft Flow Yammer group to foster employee conversations and questions/answers about flow. We want to monitor the Microsoft Flow Yammer group using sentiment analysis so we can:
- Identify
negative flow Yammer posts that require follow-up
- Identify
positive Yammer posts that can serve as user testimonials or references
- Define
trends in our Microsoft Flow Yammer posts (e.g. daily/weekly/monthly
positive and negative trends, overall positive or negative sentiments for
flow, etc.)
- Validate
the success of our Microsoft Flow education and adoption program (e.g.
confirm we’re seeing growth in the volume of positive flow Yammer posts
over time)
The setup:
Follow the steps outlined below to set up automated Yammer sentiment analysis.
Follow the steps outlined below to set up automated Yammer sentiment analysis.
Step 1: Confirm you have a Cognitive Services Text Analytics
Account. In order to set up this solution, you will need a Cognitive
Services account key and a root site URL.
Step 2: Create a SharePoint list to store your Yammer sentiment analysis scores.
Flow will create a new item in your list for each Yammer message it analyzes.
Here’s a list of the custom columns I added to my list:
- Score –
Number column; stores the sentiment rating for each Yammer message
- Message link –
Hyperlink column; stores a link to the rated Yammer message
- Posted by –
Person/Group column; stores the name of the person that posted the Yammer
message
- Thread ID –
Single line of text column; stores the Yammer thread ID for the message.
Enables you to sort, filter, and group sentiment scores for a given Yammer
thread (including original message and replies).
Azure Cognitive Services will provide
a numeric sentiment score between 0 and 1 for each Yammer message it analyzes.
The more negative a Yammer message is, the closer to 0 its score will be. More
positive messages will receive a rating closer to 1.
Here’s a screen shot of my SharePoint
list. Each list item represents a rated Yammer message:
Step 3: Identify the Yammer group you want to perform sentiment analysis on. You
can set up sentiment analysis for multiple Yammer groups, but each will require
a separate flow process. I also recommend setting up a different SharePoint
list to hold sentiment scores for each of your Yammer groups. (Having different
SharePoint lists enables you to set up different trending reports on Yammer
group sentiment.)
Step 4: Create your Microsoft Flow. I created my flow from scratch (not using a
template). Here’s a quick breakdown of the flow conditions and actions:
- When there is a new message
in a group –
Detects when a new Yammer message is posted in my Yammer group
- Get user details –
Pulls Yammer user profile details. (Enables us to capture the full name
and email address for the person posting the Yammer message.)
- Detect Sentiment –
Calls the Azure Cognitive Services API so it can calculate a sentiment
score for the Yammer message
- Create item –
Creates a SharePoint list item for the Yammer message being analyzed
- If the comment is
negative –
Sends an email to my Office 365 admin team if the sentiment score for a
Yammer message is ≤0.3.
- If the comment is
positive –
Sends an email to my Office 365 admin team if the sentiment score for a
Yammer message is ≥0.7.
Step 5: Create Power BI report(s) to visualize your Yammer sentiment scores.
Published reports can be rendered in your SharePoint Online Communications or
Team sites using the Power BI web part. For help in setting up sentiment
analysis slicers, check out this DataChant blog post.
Here’s a sample dashboard that shows
Yammer sentiment data for my Microsoft Flow Yammer group:
Step 6: Distill the results. Once you start calculating Yammer sentiment and
have reports to visualize the data, you can analyze the results and follow up
where needed. Here are a few ideas to get you started:
- Break down negative Yammer
posts (e.g. posts with a score ≤0.3) by user. Schedule
follow-up meetings with Office 365 end-users that consistently post
negative messages. The goal is to ask questions and understand the pain
points the users are facing. Perhaps they have hardware or network issues
that impact their productivity. Or maybe they’re having issues with
Microsoft Flow and need a coach/mentor to spur their learning. Having
one-on-one dialogues provides the opportunity for candid feedback and
enables you to make a difference in the user’s productivity and technology
experience.
- Identify Office 365
enthusiasts. Break
down Yammer posts by volume or by high sentiment average in order to find
power users across your organization. Set up meetings with these
enthusiasts to understand how they leverage Office 365. Incorporate them
into your user group or internal community and support them in their
growth. These enthusiasts can become your Office 365 evangelists!
- Monitor the volume of Yammer
posts in your group. Build a gauge that shows
your number of Yammer messages month-to-date and identifies progress
towards your monthly Yammer message goal. Keeping an eye on your total
posts month-to-date and year-to-date will help you monitor use over time
and highlight areas you may need to invest additional time and adoption
efforts in.
- Optimize your
communications. If one of your Office 365 admin resources has
consistent negative Yammer sentiment scores, have them evaluate the
verbiage they’re using. Slight wording changes can change the tone of
their messages, increasing Yammer sentiment scores and better engaging
with end-users.
- Take a health pulse. Build
trending visuals that show average post volumes and sentiment averages by
week or month. If you start seeing spikes on volume of posts and/or significant
changes in your sentiment averages, it’s time to dig deeper. Perhaps
you’re seeing a spike in interest in PowerApps after a compelling user
group presentation or have network bandwidth issues that are causing
issues. Either way, Yammer sentiment analysis can be your early warning
indicator that something has changed.
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