The OKR Software features in comparison

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Questions about the end devices with which the OKR software can be used

Supported end devices

Which desktop browsers are supported (browser, operating system, version) ? desktop browser
Which mobile browsers / devices are supported (browser, iOS/iPadOS / Android, version) ? mobile browsers / devices: smartphone, tablet
Is the page rendering optimised for different screen sizes: a) desktop, b) mobile, c) tablet? optimized for different screen sizes
Is there a smartphone app: iOS/Android (version)? - for Android: which manufacturers are supported? Smartphone app
Is there a special tablet app: iPadOS/Android (version)? - for Android: which manufacturers are supported? Tablet app
Is there a macOS, Microsoft Windows or Linux app (OS version)? macOS, Microsoft Windows or Linux app
Can e.g. dashboard pages be displayed on Smart TVs (Smart TV brand / model)? Smart TV

Questions about the user experience of the user interface

User experience

In which languages is the user interface available to users as standard? Language support
Are other languages addable by a) the company or only b) the manufacturer? addition of further languages
Is the usage of the software a) intuitive and quick to learn or b) requires training? intuitive user interface
Are there context-sensitive help pages, i.e. for each page and for each dialogue? help pages
Is the navigation easy tio use? simple navigation
Are the most important functions easily accessible via shortcut? shortcut to functions
Can functions that are not needed be disabled/hidden? disabling/hinding functions
Is the page loading or the reaction to clicks fast? (<1 second) response time
Does the user interface have a modern design and is it visually appealing? modern / appealing design

Questions about individualisation - without a customization fee

Individualization

Can the wording in the software be adapted to the corporate language? adaptation wording
Can important OKR-specific parameters be adjusted, e.g. values of the scoring/grading (OKR traffic light), the confidence level, duration of the OKR cycle? Which ones are adjustable? adjustment of OKR-specific parameters
Can the user customise the user interface according to personal preferences? What is adjustable? customization to personal preferences
Can relevant OKR sets be marked by colleagues for a shart cut access? shortcut to access OKR-sets
Can the user configure via which communication channels, how often and for which events notifications are sent? customisation of notifications

Questions about the basic functions of the OKR software

Basic functions

Input

How can OKR sets be entered: via a) a wizard / step-by-step guide, b) a form and/or via c) quick entry? input options of OKR-sets
Is there any assistance/guidance on how to create optimal OKR sets? assistance/guidance
Is there support to ensure that a metric is specified for Key Results? support function for key results regarding metric(s)
Is there support to semantically analyse Key Results and suggest an optimised wording? support function for Key Results in terms of formulation
Is there a support that semantically analyses Objectives and suggests an optimised wording? support function for objectives in terms of formulation
Can a different cadence be set depending on the OKR set, e.g. certain departments/teams quarterly, others 6 months? OKR cycle duration adjustable
Timeframe support function: Is there support to ensure that a timeframe specified is within the OKR cycle? timeframe for OKR sets
Does the software support all types of Key Results: a) percentage, b) baseline, c) increasing, d) decreasing, e) range (from, to) target metrics as well as f) milestones)? support of all Key Result types
Does the system have a draft mode in which users can enter their OKR sets, but these only become visible after completion? draft mode
Can own units be defined for key results? (e.g. currency, temperature, ...) definition of own units for key results
Is there a) a KPI database for key results - b) how big is the database? and c) can it be extended with own KPIs (company-wide)? KPI database
Can a classic corporate hierarchy (organisational structure, single-line system, functional organisation) be mapped? mapping of a organizational hierarchy
Can a divisional organisation (with underlying functional organisations) be mapped? mapping of a divisional organisation
Can a multi-line organisation be mapped a) matrix, b) tensor)? mapping of a multi-line organisation
Can a network organisation be mapped a) Squad/Chapter/Tribe/Spofity model, b) Holacracy or c) Sociocracy 3.0? mapping of a network organisation
Can virtual teams / project-specific teams be mapped parallel to an organisation? mapping of virtual teams
Can a) top-level, b) departmental, c) team and, if applicable, d) personal OKR sets be entered? e) Is the number of levels limited? input of OKR sets (for each organisational structure)
Can OKR sets be aligned top-down? - Can a key result be assigned to a department/team to create an Objective / OKR set? alignment top-down
Can OKR sets be aligned bottom-up? - Can it be specified, to which Objective(s) or Key result(s) the OKR set contributes? alignment bottom-up
Is there an approval workflow with the respective higher instance? approval workflow
Can OKR sets be horizontally aligned (between departments and teams)? horizontal aligment of OKR sets
Can OKR sets be assigned to persons (OKR set owner)? person allocation to OKR sets
Can individual Key Results be assigned to persons? person allocation to key results
Can a) a weighting of Key Results in an OKR set be entered so that a weighted score/grading of the entire OKR set can be calculated? or b) the weighting is always the same or c) there is no overall score/grading of an OKR set. key result weighting in an OKR set
Can tasks be managed? What task management functions are there, e.g. Kanban board? integrated task management
Can a task management software be seamlessly integrated, e.g. Atlassian Jira, and then tasks/tickets be assigned to Objectives or Key Results? connectivity to task management solutions
Is there an Objectives and/or Key Results backlog? Objectives / Key Result backlog
Is it possible to set the visibility of the OKR sets - a) company-wide, b) management, c) direct reports, d) team, e) "only me"? visibility setting of OKR sets
Is it possible to add files to specific objectives, key results or tasks for documentation purposes? adding files
Is it possible to enter the vision/mission including vision, mission, core purpose, BHAG, values, ...? vision/mission
Does the OKR solution have a digital workspace or whiteboarding capability? Whiteboarding or Digital Workspace
Does the OKR solution allow for the capture of additional metadata on Objectives, Key Results, Tasks or any other objects? Extensibility and Custom Fields
Does the OKR platform allow for bulk updates and assignments? allowing updates or assignment to be actioned en masse in the OKRs list views. Bulk Actions
Does the OKR platform automate repetitive tasks? Automation
Is it possible to set OKR periods to non-calendar fiscal quarters and see quarter over quarter KR history? Support for non-calendar year periods
Is it possible measure results from any starting point to any end point in any unit of measure or interval? Mathematically measure results from any starting point to any end point in any unit of measure and interval
Is it possible to link, roll up and mirrors OKRs between teams? Create OKRs for cross-functional teams; link, roll up and mirror KRs between teams (should this break into 2)
Can any person create any number create any number of non-hierarchical teams to quickly organize, create OKRs for the team, and participate in multiple teams with OKRs. Each person's profile shows all the teams they contribute to and their KRs across them (assuming permissions granted) ? non-hierarchical teams
Can you ensure that the OKR Platform is the one system for results achievement? - to align objectives in a nimble org, automate management and ops reporting, ensure meeting value and velocity One system for the flywheel of achievement

Visualization of OKR-sets

What visualisation options are available? a) Lists b) Detailed view c) Progress chart of the Key Results visualization options
What data is displayed in an OKR set overview / list? overview display / list
Does the system display a tree-/network-map that graphically represents how OKR sets are linked/dependent - and, among other things, helps to find out where an alignment is missing map-diagram of links/dependencies of OKR sets
Is the progress visualised in the overview a) numerically as well as by colour coding b) score with OKR traffic light colours c) together with trend, d) confidence level e) together with trend progress visualization
Does the software offer real-time progress reports? how the strategic plan is going and give a more in-depth look not only into your team’s performance, but also the overall business health, in near real-time. real-time reporting
Can the historical/temporal development of a Key Result be displayed in a progress chart? graphical visualization of Key Results development/progress
Is there a dashboard that is configurable / composable? dashboard
Is there a company dashboard that, for example, supervisory boards and investors can view? company dashboard
Is there a team dashboard that, for each team a) shows all OKR sets b) shows the progress of the last 2 weeks team dashboard
Is there a strategy execution dashboard that a) aggregates data (including progress, confidence level) across the organisation and b) can filter by area? strategy execution dashboard
Can KPIs be displayed on the dashboards in addition to OKR sets? KPI display
Can the dashboard data also be exported as a report a) PDF, b) CSV reports

Check-ins

How can key result metrics be entered? a) as a number, b) in the progress chart by click? input of key result metrics
Can a Confidence Level be entered for each Key Result ? input of confidence level
Is a Confidence Level calculated based on previous progress and suggested before entering? prediction of confidence level
What are the functions of supporting, collaborating, encouraging and commenting on the goals of others? collaboration with colleagues / motivation
Can a) the 3Ps (Progress, Plan, Problems) be documented - as well as b) learnings? documentation of 3 P's and learnings
Is there a possibility to add files to the check-ins for documentation purposes? adding files
Are there weekly summaries (progress reports) that are sent via email or communication tools (see below)? weekly summaries via communication tools
Are there weekly reminders sent via email or communication tools (see below) if there is no check-in? weekly reminder via communication tools
Can everyone see organization objectives, team objectives, manager's objectives and put employee/manager OKRs on 1on1 agendas automatically? OKRs on 1on1 agendas
Can meeting agenda, action items be carried over from one meeting to the next and be driven from individual KRs - incl. automatic result charting? Automate smart meeting agendas, meeting minutes and action carryover
Can you ensure actual vs plan is always visible to all users? - automate key results updates from any business system for a continuous picture of plan vs actual and enable conversations and narratives on each result data point Actual vs plan on KRs is always visible (never buried)
Can you ensure that objective progress and key results are automatically calculated? - Objective progress and key results progress are automatically calculated/scored based on math; risk level is objectively measured based on progress and time remaining; individuals can't "hide the ball" by setting their own risk indexing method on each of their KRs; and the "from what to what" of every key result is easily visible at the surface Key result data and fact integrity

OKR review

Can OKR sets be conclusively assessed for the OKR review meeting? evaluation OKR-sets
Werden OKR-Sets auf Basis der Key-Results bewertet? Scoring/Grading a) 0.0 to 0.3 = red, 0.4 to 0.6 = yellow, 0.7 to 1.0 = green b) different c) configurable Scoring/Grading
Can a weighted score/grading be displayed with the different weighting of Key Results in an OKR set? weighted Scoring/Grading
Can a) Objectives be scored? and b) a score of the whole OKR set different from the calculated score/grading of the Key Results? Scoring/Grading of objectives
Can learnings be documented - for inspection of all employees (wall of shame, wall of fame)? documentation of learnings
Can Scores be compared across cycles to find out in which areas further improvement is needed comparison across OKR cycles
Can a business review be created automatically? - generate progress charts and graphs so people don't have to manually create them Create and share running Business Reviews with any OKR data;
Can you see the full organization's OKRs and progress over time? - Ability to see the full organization's OKRs for prior periods; including both summary reporting (team RYG, team Objective progress) and detail of KRs (trajectory, each data point and full narrative/comments, and all sources of data) Ability to see the full organization's OKRs for prior periods

Feedback

functions to promote cooperation and appreciation

Administration

How easy is it to add new employees or remove departing ones? adding/removing employees
Will the data of employees who are removed be lost? removal of employees
Can the access of employees be disabled? disabling employees
Is there support from the provider for the initial entry of the entire organisation? a) Import or b) Integration into an SSO/HR system (see below)? initial support of entering employees
Is there role-based access management? role-based access management
Are there flexibly definable access settings for OKR sets so that read and write access as well as other rights can be precisely adapted? flexibly definable access settings for OKR sets
Is there access for people who can only view? (viewer licence) viewer

Questions about integrations of the OKR software in other IT solutions or vice versa

Integrations

fast, low-cost development of integrations

integration by third parties

Integration for operation

Is there a Microsoft Teams app? Microsoft Teams App
Is there a Chrome Extension? Chrome Extension
Is there a Gmail add-on? Gmail Add-on
Is there a Slack support with which e.g. commands can be used for check-in? Slack Commands
Is there a Atlassian Jira app? Atlassian Jira
What other tools are supported - for using the OKR software? other tools

Integration to communikation tools

Is there an email integration? a) SMTP, b) IMAP c) other - which? Email Integration
Is there an integration to Microsoft Teams Chat / Messenger? Microsoft Teams Chat / Messanger
Is there an integration to Slack? Slack
What other communication tools are supported? other communication tools

Whiteboard Integration

Integration into Miro
Integration into Mural

Data integration

How many out-of-the-box data source integrations are supported? Number of Integrations
Does the vendor invest in integrations regularly and proactively - and not only on demand? Further Integrations
Is there an integration to Microsoft Excel? Microsoft Excel
Is there an integration to Google Sheets? Google Sheets
Is there an integration to a) MySQL, b) PostgreSQL c) other databases / which ones? SQL Databases
Is there an integration to Atlassian Jira? Which metrics can be fed from Jira as key result metrics? e.g. Epic Story Points? Atlassian Jira
Is there an integration to Atlassian Jira JQL query? Atlassian Jira JQL
Is there an integration to Asana? Which metrics can be fed from Asana as key result metrics? e.g. Status Asana
Is there an integration to monday.com? Which metrics can be fed from monday.com as key result metrics? e.g. Status monday.com
Is there an integration to wrike? Which metrics can be fed in by wrike as key result metrics? e.g. Status wrike
Is there an integration to Favro (My Cards / Card ID)? Favro
Is there an integration to other project/task management tools? other project/task management tools
Is there integration to Salesforce Reports (Report / Column)? Salesforce Reports
Is there an integration to Salesforce KPIs? Salesforce KPI
Is there an integration to Hubspot? Which KPIs can be fed in? e.g. Number of Contacts? Hubspot
Is there an integration to other CRM/marketing tools? other CRM/marketing tools
Is there an integration to Google Analytics? Which KPIs can be fed in? e.g. bounce rate Google Analytics
Is there an integration to Tableau via a) username / password b) Access token? Tableau
Is there integration with Snowflake via SQL Query? Snowflake
Is there integration with Google Big Query? Google BigQuery
Is there integration with other analytics, data warehouse, BI systems? - to which ones? e.g. Microsoft Power BI other Analytics, Data Warehouse, BI systems
Is there an integration to financial systems, e.g. Oracle Financials? financial systems
Is there a integration/connection to API mesh platforms / API integration or automation tools, such as Zapier? API mesh plattforms
Is there a further direct integration with IT systems? other data integrations
Is there an open API available with which customer developers can develop data integrations? API
Does the OKR platform allow for its own data to be used as a Data Source to power reporting, insights and Key Result calculation? OKR Platform as a Data Source

Integration to authentication/identity management systems

Does the software support a) login (username / password) and b) security mechanisms, such as one-time password, SMS / push notification, two-factor authentication, measures against Brute Force attacs - which ones? E.g. automatically locks user accounts in case of consecutive unsuccessful logon attempts. login
Is there an SSO integration to Office 365? (Office 365 sign in page) Microsoft Office 365 Login
Is there an SSO integration to Google GSuite? Google GSuite Login
Is there an SSO integration to Office 365? (App Launcher) Office 365 SAML
Is there an SSO integration to Google GSuite via SAML Authentication? Google GSuite SAML Authentication
Is there an SSO integration to Azure Active Directory? Azure Active Directory
Is there an SSO integration to Okta? Okta
Is there an SSO integration to OneLogin? OneLogin
Is there an SSO integration to Cisco DUO? Cisco-DUO
Is there an SSO integration to BambooHR? BambooHR
Can the OKR software be integrated with external enterprise provisioning/ deprovisioning tools? SCIMP API
Is there an SSO integration to other authentication/identity management systems? other authentication/identity management systems

Questions for analysis for optimisation of the OKR process, coaching etc.

Analytics

Is there an overview of the analysis of the quality of the OKR sets based on the parameters: a) optimal number of objectives / OKR sets, b) optimal number of key reuslts, c) quality of key results, d) dependencies/alignment to other teams? OKR set quality analysis
Is there an overview of the analysis of the quality in the alignment/support of OKR sets with other departments/teams? alignment to other OKR sets
Is there an overview of the analysis of the teams and their OKR sets - whether they contribute to OKR sets of other teams or not. alignment with other departments/teams
Is there an overview of the analysis of the check-ins/updates performed check-in / update analysis
Is there a way to find out which teams are more involved in the OKR process and which ones need extra support? Engagement of teams
Is there a way to find out which OKRs and teams are not progressing as expected? Off-track teams / OKRs
Is there an overview to show at a glance to a mid level manager how her/his unit is evolving? Reporting functionalities
Is there a way to get a report automatically in order to save time? Automatic reporting
Is there an overview to see the evolution of the OKRs contributing to mine in order to know how to update them? Performance of contributing OKRs
Is there a way to know and see if the organization is getting better with the OKR methodology? Success Metrics
Can we find out if the strategy is evolving differently compared to the past cycles? Progress evolution
Is there a way to know which metrics are performing well and which ones need extra support? Benchmark metrics

7. AI support

AI support

Is there a built-in AI assistant for the creation of OKR sets? Generation of OKR sets
Is there a built-in AI assistant for the optimization of OKR sets? Optimization of OKR sets
Is there a built-in AI assistant for the assessment of the quality OKR sets? Assessment of OKR sets
Is there a built-in AI assistant for the creation of tasks for the implementation of OKR sets? Creation of tasks
Is there a built-in AI assistant for the creation of a strategy? Strategy creation
Is there a built-in AI assistant for the prediction of the score development? Prediction of score development

Are there any further AI supported features?

Further AI supported features

7. Data protection and security

Data protection and security

Is the OKR software a) GDPR and b) German DSGVO compliant? GRDP compliance (and German DSGVO compliance)
Where is the software hosted? (Provider / Location) hosting provider / location
Is the data center certified according to security standards, e.g. ISO 27001, 22301, SOC1, SOC2 ? data center
Is the infrastructure secure and is data encrypted using the latest technologies? secure infrastructure / encryption
How are the passwords stored in the database: a) unencrypted b) encrypted c) hash only passwords
Is data, e.g. OKR sets, stored in the database in encrypted form? data
Is there a change history (audit logs)? audit logs
Can changes to OKRs or other settings be retraced in detail (who/when/where)? detailed traceability of changes
Is the OKR software operated in a fail-safe manner? What measures are taken to ensure this? fail-safe
Is the data mirrored to another location in real time? (Provider/Location) data mirroring in real time
Is there a disaster recovery system available? disaster recovery yystem
Are regular back-ups made and can these be imported promptly? (Backup strategy and duration) regular back-ups plus timely recording
Is there a data protection and security audit by an external expert? - Which tests were carried out, e.g. penetration tests? audit
Is there SOC compliance e.g. SOC2 Type II? SOC Compliance
Does the provider offer source code escrow (deposit of source code of the software solution at a neutral third party)? source code escrow offer
Is the OKR software also available as open source? OKR-software Open Source
Can a separate instance of the software be operated for the customer (separate database, specially configured network infrastructure ...) separate instance of the software
Is the software only available as a SaaS solution or also for an on-premise installation in customer's data center? software on-premise in customer's data center
Proof of > 10,000 active users with > 30,000 OKRs in a single implementation Scalability

Training and customer support

Training and customer support

How is onboarding carried out - a) via online training (training videos), b) video calls or c) in-house in presence? onboarding implementation
At what times and how is customer service available: via email, chat, phone, video call? With screenshare? availability of customer support
What are the response times for troubleshooting? response times for error reporting
Does the OKR vendor offer strategic, implementation and ongoaging coaching support from external partners? Partners
Does the OKR software vendor have a Customer Success (CS) team? Customer Success
Would customers have a dedicated Customer Success Manager (CSM)? Dedicated Success Manager
Does the OKR vendor provide in-house Technical Success support? Technical Success
Can the Technical Success team translate customer's requirements to custom solutions? Customer Success

Licence models and costs

Licence models and costs

Is there a free version available? With which limitations? Fee version
Is there a one-time setup fee? Is this dependent on the number of users? one-time setup fee
Price per user per month / per quarter / per year? (attachment if applicable) user licences
Price per user per month / per quarter / per year? (attachment if applicable) viewer licences
yes volume scale
Are there any further comments on the licensing model and costs? further notes on the licence model and costs
Are there any other fees or costs apart from those mentioned above? unmentioned fees and costs

SLA Service Level Agreement

SLA Service Level Agreement

What is the granted availability? availability a) 99,9 b) 99,99 c) 99,999
Is there any planned downtime? planned downtime
What is the average time between repairable failures? MTBF (Mean Time between Failure)
What is the average time required to get systems up and running again? MTTR (Mean Time to Recovery)
Can availability data be provided a) in real time, as well as b) historical data? availability data

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The OKR Software features in comparison

Questions about the end devices with which the OKR software can be used

Supported end devices

Questions about the user experience of the user interface

User experience

Questions about individualisation - without a customization fee

Individualization