How can we help you?

Strategy Management Module

• OKRs & Strategy Planning:
  • Define 3 year strategic objectives and key results/KPIs, set annual targets
  • Define annual OKRs, set sub-targets by month or quarter
  • Classify leading vs lagging, rooftop vs moonshot targets
  • Create strategic and operational OKRs and link them back to annual key results/KPIs
  • Link child key results/KPIs using ‘Contributing’ vs ‘Aligning’ linking method (contributing cascades the metric up from child to parent, aligning cascades down from parent to child)
• Key Result/KPI Management:
  • Add details to each KPI / Key Result card such as (description, formula, source, polarity, owner, comments, sub-targets)
  • Add sub-targets and view chart with target vs actual progress overtime
  • Add weights for key results/KPIs to give them higher/lower impact
  • Visually track target vs actual progress, automatic color coding (Red, Green, Yellow, Below) aligned with Adaa
  • Lock an OKR card to stop future edits to the targets, description and other fields except allowed edits
  • Right click on any KPI and add to executive dashboard to visualize it as a widget
• Executive Dashboards:
  • Overall Performance: Executive level visual dashboard that enables end to end tracking of strategy execution at every level (outcomes, output, obstacles, financial & maturity tabs).
  • Grid View and Outcomes Tree: Ability to drill down to specific objectives, key results and quickly see target vs actual progress with color coding
  • Dashboards: View customizable leadership and team level dashboards with score card widgets
  • Overall Strategy Progress bar: Customize the formula for how we calculate overall strategy
  • EVR: Print visual Cards for the Enterprise Visibility Room and monthly Walk the Wall

Product/Service Management Module

• Define Products or Services: create a card to define for each team the products or services they provide using the customized template provided.
• Define custom value chains/value streams for each team so they can visualize how their product/services are moving through the steps
• Visualize time to value metrics: cycle time (how long each step is taking on average) and lead time (how long the card has been in progress) and use lean/kanban to optimize the flow of value.
• View dashboard that summarizes highest bottlenecks in each value stream and if average lead and cycle time are going up or down.

Project Management Module

• Hybrid Methodology Support:
  • Supports Agile, Waterfall, and Hybrid methodologies, giving flexibility in project execution while offering consolidated tracking.
• Annual and Quarterly Roadmaps:
  • Real-time visibility into delivery health, tracking timelines, deliverables and key milestones with automated risk alerts.
• Project Management:
  • Ability to create project and initiative cards, create milestones and deliverables/stories, link them all to each other with parent/child relationship for clear traceability
  • Automatic updates of progress across all levels (from tasks to milestones to project)
  • Team members can track daily tasks within each card
  • Task Management: visualize all open/delayed tasks or just My Tasks
• Financial Management:
  • Ability to set target vs. actual spending within each project, and roll-up all project financials to see overall financial health.
• Reporting and Dashboards:
  • Platform offers several dashboards such as card view, gridview, timeline view, outcomes tree view so you can view data using traditional or modern views
  • Create custom tags and create new views across all projects
  • Ability to visualize score cards and customize widgets on the leadership and team dashboards. *
• Risk & Issue/Obstacle Management:
  • Automated risk detection based on project performance indicators, with notifications and tracking for potential issues.

Change Management and Maturity Radars Module

• Leverage the powerful visual radars to run Team Maturity, Product Maturity, Portfolio Maturity, Enterprise Business Agility, Ways of Working and Culture assessments
• Ability to run individual team member feedback radar assessment or design role based competency radar assessments
• Ability to visualize results at the team or rollup across teams and organization
• Ability to build improvement and growth action plans at 3 levels (team, organizational, executive)
• Visualize growth journey over time to see improvements or decline
• Leverage AI to analyze radar results and provide recommendations
• Leverage the Growth Portal to provide targeted recommendations, videos, resources and access to approved mentors and coaches to develop and improve
• Export analysis into professional PDF report, rollup data and leverage AI insights

Manage Team of Teams and Agile Operating Structure Module

• Visualize Operating Model:
  • Design and visualize your team of teams Agile operating model by building cross-functional teams and organizing them around key value chains
  • Visualize your hierarchical operating model for sectors and departments
  • Switch views between Strategic vs Operational vs Enabling organizations
• Manage Teams:
  • Create teams at different levels, track their name, team purpose/description, work type, team members, team logo or image, language preference, id .etc.
  • For each team member track name, email, title, role, allocation % per team, role and expectations of the team member
  • Create custom tags such as location, contractor vs employee, tenure .etc.
• Structural Agility Dashboard:
  • Visual dashboard with widgets tracking team stability, allocation by role (how many teams is each person on, which roles are gaps), allocation by team
  • Visualize team capacity constraints and role gaps
  • Visualize overall size of teams, people and roles within a team of teams or sector
  • Leverage Ask AI to identify gaps and understand your structure

Click here to take a digital platform tour.