The OKR Software features in comparison

OKRs can be added quickly and easily. Prior to publication they can be discussed by the team within a planning session.

OKRs can be created via a form, cloning an existing OKR, installing an example from the Marketplace, or via Whiteboards

There are OKR examples and best practices on our homepage.

Yes, Quantive has created templates for individual, team and company OKRs within Whiteboarding, furthermore each OKR that is created is assessed and provided an 'OKR Score' which provides the user a view as to how their OKR fits best practice.

OKR rules can be used to define which fields of a Key Result are mandatory.

Yes, a Key Result cannot be saved without having appropriate values associated to it.

Not at this time

No, at the time of response this is not supported by Quantive, however, we would welcome a conversation to understand the requirements further and investigate enhancing our solution in support of this requirement.

Not at this time

No, at the time of response this is not supported by Quantive, however, we would welcome a conversation to understand the requirements further and investigate enhancing our solution in support of this requirement.

Complete freedom to define individual cadences across multiple groups.

Yes, Quantive achieves this through the use of Sessions. Sessions are the time bound periods, or horizons, to which OKRs are set. Some of our customers opt to have everyone use the same Sessions, some opt to create sessions for each department or team. This allows for both the period length and update cadence to be set independently.

The current chosen cycle is automatically added to goals.

Yes, as a standard the OKR will align to the timeframe specified in its Session, furthermore, checks are made against Soft and Hard deadlines that can be set to make sure they are within the Session timeframe.

All metric types are supported

Yes, all these Key Results types can be achieved within Quantive.

There is a dedicated planning feature for drafting OKRs.

Yes, Drafts can be created in Whiteboards and only published when ready, which makes them visible to other users. Alternatively, the Approvals Workflow can be used to Draft OKRs, however these will still be visible but listed as 'Draft'.

Units are completely customizable.

Yes, custom units can be specified as either a prefix or suffix to the value.

Not at this time (planned).

Yes, KPIs can be created that represent the measurements used by the company, these are not there as standard, but any KPI can be created and stored with benchmarks to display daily, weekly, monthly, quarterly and yearly changes.

Mooncamp can support flexible team hierarchies

Yes, Quantive has a specific 'Organisation' feature as part of its 'People' solution.

Mooncamp can support flexible team hierarchies

Yes, the relationship between 'Teams' can be extended in this way and reflected in the hierarchy.

Mooncamp can support flexible team hierarchies

Not directly, customers with this organisation might create 'Custom Fields' on a team to represent direct or in-direct reporting lines that should be considered when visualising data, however these do not present themselves in the Organisational Tree. A user can also be a member of multiple Teams, meaning that some users of Quantive create intermediary teams to represent multi-line approach.

Mooncamp can support flexible team hierarchies

Yes, this can be supported as a user can be a member of one or many 'Teams'.

Mooncamp can support flexible team hierarchies

Yes, as above, the flexible nature of our 'Teams' means that any number can be created and mapped.

Yes, there is no limitation here, our alignment is horizontal in nature, there is not set requirement to have vertical levels of organisational structure, giving greater flexibility.

OKRs can be aligned top-down and bottom-up.

Yes, top-down alignment is supported, and Key Results can be assigned to a department/team.

OKRs can be aligned top-down and bottom-up.

Yes, bottom-up alignment is supported, OKRs can be aligned to either a parent Objective or Key Result.

The planning feature allows to review OKR drafts before release

Yes, Quantive supports and approval workflow, this is governed by the configuration of the Session, meaning that it can apply to some departments/teams/users and not others if required, and we support up to 2 levels of approval.

The alignment of OKRs is flexible

Yes, Horizontal alignment is the cornerstone of Quantive's alignment model.

A goal can have multiple owners.

Yes, ownership of OKRs can be set at the Team or Individual level, we recently enhanced our solution to also support Shared OKRs, where there is joint responsibility over an OKR.

A goal can have multiple owners.

Yes, as above.

Weighted goals are possible.

The weighting will always be the same, however, some Quantive customers opt to score/grade OKRs using 'Custom Fields', this allows for an adaption to scoring calculation to be displayed in 'Insightboards', Quantive's Intelligence solution.

Tasks can be managed and kanban boards and whiteboards are on the roadmap.

Yes, Tasks can be created independently, or at the Objective or Key Result level. There is a Task management capability which includes Kanban Boards, and automation of Task Creation can be set using the Automation Rules Engine.

Mooncamp provides multiple integrations (e.g. Jira or Asana)

Yes, for example, Quantive has a native Jira plugin available in the Atlassian Marketplace, this allows any Issues Type (Epic, Story, Issue etc.) to be linked to an Objective, this creates a corresponding Task in Quantive that reflects the Issues Status and Details, including a direct link back to JIRA.

A custom view can be created for backlogged OKRs

Yes, viewing the Backlog can be achieved either from the Session Overview, using configurable Lists (cross-session) or using an Insight in an Insightboard.

The visibility settings of goals can be very granular.

Yes, the first option is to set the visibility at the Session level, which changes the visibility of the OKRs contained within it, the second option is to set the OKR as 'Private' this restricts visibility to the objective owner and their manager(s).

One can attach documents throughout the software.

Yes, files can be attached to Tasks, which in turn can be associated with an Objective or Key Result.

Vision, Mission and other information can be added to the company, departments and teams

Yes, some of our customers set these in their own Session, and simply use the Objective framework to capture the information, this way other OKRs can align to them, alternatively, some customers display these in Whiteboards and give everyone 'View Only' access so they can review at any time.

On the roadmap

Yes, Quantive has Whiteboards, which offers both a blank canvas that is infinitely scrollable in every direction for teams to collaborate and brainstorm, as well as pre-defined templates that overcome the "blank page syndrome" sometimes experienced by users. This is a highly scalable, collaborative workspace for individuals, teams and the company to come together and workshop ideas.

Mooncamp has an extensive property system which allows for custom fields

Yes, Quantive is fully extensible, Custom Fields can be added on any object to capture important additional metadata, that can later be used for filtering reports and insights, driving automations or informing users of additional context.

Yes, Quantive makes bulk actions simple, allowing updates or assignment to be actioned en masse in the OKRs list views.

E.g. by using data integrations.

Yes, Quantive has an Automation Rules Engine, this doesn’t just excise repetitive tasks and free up time, but also improves reliability and removes human error from the equation.

Periods can be defined by the customer and all periods are saved for review

Yes, our 'Sessions' approach makes this fully flexible, allowing for our customers to set the appropriate horizons that fit their methodology, range from ad-hoc periods to bi-weekly sprints - quarters or multi-year strategic horizons. All reportins, lists and visualisations can be sorted, grouped and filtered by Sessions which would allow period over period data analysis.

Yes, the initial, target and actual values are all independently set and used to calculate the result, a custom suffix or prefix unit of measure can be added.

Yes, there are many ways to do this, OKRs can be cloned, KR's that span OKRs but share a metric can be cascaded/linked, and this can be done across all aspects of vertical and horizontal alignment.

Assuming permission granted users can create and assign teams and OKRs

Yes, Teams in Quantive are completely flexible, with the ability to quickly spin up ad-hoc teams to support project based teams, squads or tribes. There is no limitation to how many teams a user can be a member of, and being a member of a team focusses that Teams OKRs for the user.

Yes, this is the core principle of Quantive, our powerful Ideation, Alignment, Execution and Measurement capabilities puts Quantive at the heart of the OKR lifecycle.

Cascading lists of goals, network view, detailed views, custom views, progress charts, and many more

Quantive offers configurable Lists, Filterable Overviews (by Session), Reporting (Out of the Box for Performance and Process) and Insightboards. Insightboards are fully configurable and can visualise OKR (and 3rd Party) data in an infinite amount of ways.

The OKR overview columns are completely customizable, i.e. all data (e.g. title, status/confidence, progress, team, type, cycle, last updated, owner) or any other custom properties of type multi-select, select, user, text, number, date, link or "look up", can be displayed, if needed.

Any metadata associated with the OKR objects e.g. Title, Session, Owner, Design Score, Description, Tags, Custom Fields, Progress, Alignment, Related Items, Key Results etc…

A network view is available now and a tree view is on the roadmap. "OKR islands", i.e. OKRs with missing alignment, can easily identified with the network view (or through the Mooncamp dashboard).

Yes, the Horizontal Alignment view supports this, any un-aligned OKRs are presented in the far left, furthermore, Quantive can assist with building visualisations in Insightboards that look at, for example, Alignment Percentage (%) or list all OKRs with no parent alignment.

Progress is displayed numerically, with color coding, by confidence level or traffic light. It also shows a trend line.

Yes, Objective progress is represented as a percentage (%) and colour coded based on level of attainment, the same is presented for Key Results with the added view of the values and the confidence level. Confidence scale, labels and colour codes are configurable. Furthermore, a Trend view of both Progress and Confidence is visible on the Key Result view. For any further visualisations, Quantive can assist with creating appropriate Insights in Insightboards.

Dashboards and custom views allow for deep analysis of progress and process.

Yes, Quantive OKR reports reveal how your strategic plan is going and give you a more in-depth look not only into your team’s performance, but also the overall business health, in near real-time.

Yes, as above.

The dashboard can be customized with savable filters.

Yes, these are referred to as Insightboards, Quantive's Intelligence solution.

Dashboards can be displayed on every company level

Yes, sometimes the Reporting (Out the box) is sufficient for this, in other instances Quantive can build a specific Insightsboard to display the most relevant information.

Dashboards can be displayed on every company level

Yes, as above, as well as this there is a specific Team Overview that can be accessed.

Dashboards and custom views allow for deep analysis of progress and process.

Yes, this would be achieved through Insightboards.

Among others, the dashboard displays OKR process KPIs like 'Unaligned OKRs', 'OKRs without Update' or "OKRs at risk". Displaying single performance metrics / KPIs are not possible as of now (though this is planned together with composable/configurable dashboards).

Yes, any data, from Quantive or a 3rd Party via integration, can be displayed in Insightboards, and mapped as KPI in order to develop a benchmark/baseline for changes over time.

Goal data can be exported as CSV

Yes, Insightboards can be exported to PDF, with Lists and Overviews being exported to CSV.

Metrics can be entered as a number and by click, depending on the measurement type that is being used.

Updates to Key Results can be automated via a Dynamic KR link, to a metric from a 3rd Party, or manually via the 'Update' button which is accessible in a range of views within the solution.

Yes, this is typically entered on the first 'Update' in the cadence, and then requested for all future updates to develop the trend.

Confidence level will be calculated based on the previous progress and suggested accordingly.

No, at the time of response this is not supported by Quantive, however, we would welcome a conversation to understand the requirements further and investigate enhancing our solution in support of this requirement.

Mooncamp's Check-in function can be used to document OKR progress and make it visible for the team or the whole company. One can celebrate wins together or discuss OKR updates. Users can react to comments, goal updates or check-ins with emojis or comments. Also, users can subscribe to any OKR. They will then receive notifications about OKR updates.

Throughout the Quantive solution collaboration and engagement is encouraged. For Objectives and Task, Comments can be posted at anytime and others can 'react' to posted Comments using Emoji's. Comments and Reactions can be posted on any Key Result update, and in all Comments and Updates users can '@' Mention colleagues to ensure they are notified of the engagement. Quantive has also experimented with features such as the Key Result Timeline which presents all Key Result Updates in a view similar to a Social Media feed, encouraging further Commenting and Reactions. This is an important part of creating an engaging OKR programme within Quantive.

Within the Check-ins feature, you can create a 3Ps template and add learnings. For documentation purposes, you can also attach files, include images/GIFs, link to users (mentions) or OKRs, and apply rich text formatting (numbered/bulleted lists, code snippets, quotes, headings, etc.).

Yes, we have customers that do this through a combination of 'Custom Fields' and Insightboards.

Not at the moment

Yes, Aggregated reports can be configured to be sent daily, weekly, bi-weekly or monthly.

Yes, this can be configured using our Automation Rule Engine, to meet your specifications. Standard reminders for Key Result update deadlines can also be sent as standard.

Assuming permissions granted

It is very simple in Quantive to navigate to the anyones objectives, at any level, across the organisation to understand the strategic flow. This can be visualised in a manner of different ways and is often used dynamically in 1:1 meetings to facilitate a strong conversation around progress, dependency management, blockers, and more. However, Quantive does not currently support 1:1 agenda management as it is a pureplay OKR solution, focussed on delivering the maximum value of the OKR methodology.

As above, during meetings the updates, notes and comments are often captured in Quantive using Updates, Comments, Tasks, Custom Fields or any of the above. Our solution is flexible enough to build a workflow that is simple to adopt for management of the output from these meetings.

Yes, this is a core principle of Quantive. With over 165+ integrations to the most common business systems leveraged at the Enterprise level, we are confidence that we can automate key results from any source. Furthermore, the initial, target and actual values are always present when reviewing the key results, and in the case of an automated key results the graph will present the continous progress to plan, and enable conversations and narrative on each significant point of progression.

Yes, objective and key result progress is automatically calculated based on initial, target and actual values. Soft and Hard Deadlines can be set for key results to calculate a 'discounted' rate of achievement based on time remaining.

Yes, typically our customers are running their 'Retrospectives' using our Whiteboarding technology, but also some opt to use Insightboards when they need a larger set of data to be visible in the same view.

c)

Yes, our customers that score and grade OKRs use 'Custom Fields' which can represent a scale and be colour coded.

Weighted scoring of any goal type (Objective, Key Result, initiative, ...) is possible by assigning weights to aligned items under the goal.

Yes, as above, however this does not impact the progress calculation other than within Insightboards where a custom formula is used.

Scoring can be achieved by using custom properties

Yes, as above, only in Insightboards where 'Custom Fields' have been used.

Via the Check-ins feature

Yes, we have examples of where customers have used Insightboards to create 'Leaderboards' or 'Rankings', where additional narrative can also be included.

Users can review previous cycles in order to find areas of improvement but can't be displayed on one page

Yes, we can build an Insight to present this in an Insightboard.

Quantive provides some 'out the box' reporting that satisfys this requirement, however Quantive also goes much further, taking an 'Insights' approach where virtually any visualisation of both OKR data and wider business KPI/Metrics data can be combined to create compelling data driven dashboards that are frequently used in business review meetings by our existing customers.

Yes, Quantives data model allows for simultaneous control and broad transparency and visibility, this means that the whole organisation's strategy can be presented to every employee, so everyone knows the value and purpose of their work. This includes the ability to 'drill' down into the details.

Comments with emojis, mentioning and linking possible.

Yes, comments, mentions and reactions are all supported across the solution.

Users can be added via CSV import or individually. Users can be removed with a few clicks. We also offer user provisioning via SCIM.

There is a dedicated user administration area, here users can be added and removed with ease. Furthermore, you could opt to connect to our SCIM API if you wish to programmatically manage this via your Identity Provider. Our Technical Success team can also assist with bulk upload or delete of users from a spreadsheet.

OKR based data will not be lost. All data which was related to the removed employee will then be labelled as "Unknown User"

Partly, the data specific to the User will be lost, however OKRs that they were an 'Owner', or any other related object in this way will remain.

Not at this time

Yes, either by assigning them a 'Restricted' Role or by removing their access via SSO.

Support can be provided

Yes, Quantive's Technical Success team can support the initial load via a spreadsheet, furthermore, we could also look to integrate with your SSO or HR solution to provision users.

Specific role-based access groups can be created.

Yes, Roles can be assigned that have configurable Permissions Sets.

Mooncamp has very flexible access management capabilities for OKRs.

Yes, as above, as well as Permissions settings on Sessions.

Possible in Enterprise-Plan

Quantive has offered this in the past, however, we would welcome a conversation to understand the requirements further and investigate enhancing our solution in support of this requirement.

Yes, both a Bot, for looking up OKRs, updating, sharing and receiving reports, as well as a Tab App, for adding Quantive's UX to any Teams Channel for quick and simple access.

No, at the time of response this is not supported by Quantive, however, we would welcome a conversation to understand the requirements further and investigate enhancing our solution in support of this requirement.

No, at the time of response this is not supported by Quantive, however, we would welcome a conversation to understand the requirements further and investigate enhancing our solution in support of this requirement.

Users can receive notifications via Slack and give updates to their OKRs

Yes, the Slack integration allows for looking up, updating, sharing and receiving reports, as well as custom notifications powered by our Automation Rule Engine. Look up, update and share works on both Public and Private channels.

We do have a one-way Jira integration so far. A two-way integration embedded into Jira is on the roadmap.

Yes, this allows for any Issue in Jira to be linked to an Objective in Quantive, and for the details of each to be passed bi-directionally for display.

All integrations can be viewed here: https://Quantive.com/integrations

Email notifications

No, at the time of response this is not supported by Quantive, however, we would welcome a conversation to understand the requirements further and investigate enhancing our solution in support of this requirement.

Yes, as above.

Yes, as above.

All integrations can be viewed here: https://Quantive.com/integrations

Jira, Asana, Hubspot, Salesforce, Google Sheets, & Excel Online

Quantive integrates to over +165 solutions and is investing in integrations regularly, details of our integrations can be found here: https://Quantive.com/integrations

As above, Quantive believes data and strategy go hand-in-hand, as a result we continue to proactively invest in expanding our ability to connect to relevant data sources.

Yes, this is available as standard.

Yes, this is available as standard.

Upon request

Yes, MySQL, PostgreSQL, Heroku PostgreSQL, MongoDB, Google BigQuery, Snowflake, Oracle, Segment, MS SQL Server, Amazon Redshift, and more… Quantive has experience adding new integrations regularly, further solutions Quantive has experience integrating to can be found here: https://Quantive.com/integrations

Yes, Quantive's Technical Success team can advise on how to leverage this.

Metrics from status, sections, and count of tasks can be integrated

Yes, Quantive has access to all objects available via API, meaning any metrics can be used.

Upon request

Not currently, however Quantive has a standardised approach to Integrations and pending the availability of a RESTful API, can quickly add new integrations like this. We would welcome a conversation to understand the requirements further and investigate enhancing our solution in support of this requirement.

Upon request

Yes, this is available on request.

Upon request

Not currently, however Quantive has a standardised approach to Integrations and pending the availability of a RESTful API, can quickly add new integrations like this. We would welcome a conversation to understand the requirements further and investigate enhancing our solution in support of this requirement.

Yes, some examples include Asana, Trello, Microsoft Project. All integrations can be viewed here: https://Quantive.com/integrations

Yes, this is available as standard.

Yes, this is available as standard.

Available metrics: Number of contacts, number of site visits, number of visitors, number of leads, number of subscribers, number of MQLs, number of SQLs, number of opportunites, number of customers, number of page visits per sitting, bounce rate, time per session, percentage of new sessions, percentage of session per contact, percentage of contacts per customer

Yes, Quantive has access to all objects, meaning any metrics can be used.

Not at the moment.

Yes, some examples include Dynamics 365, Marketo, NetSuite, SugarCRM. All integrations can be viewed here: https://Quantive.com/integrations

Upon request

Yes, Quantive has access to all objects available via API, meaning any metrics can be used.

Upon request

Not currently, however Quantive has a standardised approach to Integrations and pending the availability of a RESTful API, can quickly add new integrations like this. We would welcome a conversation to understand the requirements further and investigate enhancing our solution in support of this requirement.

Upon request

Yes, this is available as standard.

Upon request

Yes, this is available as standard.

Upon request

Yes, all integrations can be viewed here: https://Quantive.com/integrations

Upon request

Yes, this is available on request.

Upon request

Yes, an integration to Zapier is available as standard.

Upon request

Yes, all integrations can be viewed here: https://Quantive.com/integrations

On the roadmap

Not currently for the Data Layer, which powers Dynamic Key Results, however, we did recently launch a 'Standard REST Connector' which allows Quantive's Data Layer to routinely call out to any RESTful API Endpoint, and ultimately pull in data from any currently unsupported solution.

Exports via CSV

Yes, Quantive can leverage itself as a data source, allowing for Key Results to be dynamically updated based on metrics from the solution.

2-factor auth via Microsoft and Google SSO and measures against brute force attacks via rate limiting.

If the client does not have an SSO provider Quantive will handle the user authentication for them. In this case the password requirements enforced by Quantive are: at least 8 characters;1 special character; lower case, upper case and a number. Multi-factor authentication can be used if SSO is enabled and client’s Identity Provider supports the feature. This way the MFA settings will be managed on the client’s side, furthermore, Quantive automatically locks user accounts in case of consecutive unsuccessful logon attempts. This slows down password-guessing attacks and compensates for fragile passwords.

Yes (if supports SAML or OpenIDConnect Protocols)

Yes

Yes

Yes, Quantive has experience with this provider

via SAML

Yes

via SAML

Yes, Quantive has experience with this provider

via SAML

Yes, Quantive has experience with this provider

via SAML

Yes (if supports SAML or OpenIDConnect Protocols)

via SAML

Yes (if supports SAML or OpenIDConnect Protocols)

we support SCIM 2.0

Yes, Quantive as an SCIM API, delegating the provisioning/deprovisioning process to an external identity management tool improves security as user management and permissions are managed in one place and inappropriate data access to former employees’ accounts is prevented.

via SAML

Yes, any system that supports SAML or OpenIDConnect protocols can be linked with Quantive.