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The OKR Software features in comparison

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Profile Website Website
Profile Website Website

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

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Which desktop browsers are supported (browser, operating system, version) ?
desktop browser
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Chrome, Safari, Edge, IE, Opera with the latest stable release)
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Google Chrome, Mozilla Firefox, Microsoft Edge, Apple Safari, Opera
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Which mobile browsers / devices are supported (browser, iOS/iPadOS / Android, version) ?
mobile browsers / devices: smartphone, tablet
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We have a native app to support the mobile version and full support for tablets
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mobile devices (smartphone & tablet) in landscape format
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Is the page rendering optimised for different screen sizes: a) desktop, b) mobile, c) tablet?
optimized for different screen sizes
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Yes, the platform is optimized for different browsers and resolutions.
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No
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Is there a smartphone app: iOS/Android (version)? - for Android: which manufacturers are supported?
Smartphone app
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Yes, for both iOS and Android (8.0 and up) no specific manufacturer requirements.
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No
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Is there a special tablet app: iPadOS/Android (version)? - for Android: which manufacturers are supported?
Tablet app
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Yes, the app is optimised for iPad (iPadOS 10.0 or later), Android shares the same Mobile experience.
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No
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Is there a macOS, Microsoft Windows or Linux app (OS version)?
macOS, Microsoft Windows or Linux app
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Yes, the app can be used on MacOS 11.0 or later, with a Mac with Apple M1 chip.
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Yes (brower based SaaS)
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Can e.g. dashboard pages be displayed on Smart TVs (Smart TV brand / model)?
Smart TV
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Yes, via casting solutions such as ChromeCast or AirPlay on supported devices, not via a dedicated Smart TV app.
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Yes

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Questions about the user experience of the user interface
User experience

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In which languages is the user interface available to users as standard?
Language support
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English, German, Spanish, French, Portuguese, Simplified Chinese, Bulgarian
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English and German
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Are other languages addable by a) the company or only b) the manufacturer?
addition of further languages
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Yes, through partnership with Quantive
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Yes. By Workpath
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Is the usage of the software a) intuitive and quick to learn or b) requires training?
intuitive user interface
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Yes, our UX is designed to be easy to use and understand, this is demonstrated by our continued growth of our self-service business. Quantive does provide training to our Enterprise customers who are looking to scale our solution across a larger number of users, and with more specific workflows.
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Yes. a) Ease of use is one of the top 3 reasons why customers choose Workpath. b) No dedicated software training required
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Are there context-sensitive help pages, i.e. for each page and for each dialogue?
help pages
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Yes, these are hosted in our customer knowledgebase which is also searchable, and hosts a number of "how-to' videos.
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Yes. Embedded best practice within the workflow tool and a detailed help center (https://workpath.zendesk.com/hc/en-us/categories/115000515189-Using-Workpath) for every step within Workpath. A detailed e-learning supports the usage of OKRs. Customized onboarding website in progress
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Is the navigation easy tio use?
simple navigation
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Yes, navigation is standardised across the solution, furthermore Quantive has deployed a universal search function that allows the user to search quickly across all objects.
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Yes, naviagtion has only one layer. Ease of use is a main priority, so customers can work with the Software in an intuitive way
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Are the most important functions easily accessible via shortcut?
shortcut to functions
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Yes, in a number of ways, the most relevant 'active' OKR sessions are offered in shortcuts, 'Lists' and 'Task Filters' can also be pinned on the navigation pane for quick access.
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Yes
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Can functions that are not needed be disabled/hidden?
disabling/hinding functions
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Yes, through 'Configuration' and 'Roles & Permissions' certain features/functions can be disable and/or hidden from the user. This capability is consistently being expanded to offer further levels of management.
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Yes. Workpath software is customizable to customer needs such as: * KPI Feature * Initiatives Feature * Check Ins * integrations * contribution requests * personal goals * Key result calculation
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Is the page loading or the reaction to clicks fast? (<1 second)
response time
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Yes, Quantive prides itself on the responsiveness of our solution.
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Yes
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Does the user interface have a modern design and is it visually appealing?
modern / appealing design
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Yes, Quantive continues to receive positive reviews about its visualisation capabilities and user experience.
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Yes

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Questions about individualisation - without a customization fee
Individualization

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Can the wording in the software be adapted to the corporate language?
adaptation wording
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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.
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Partially (e.g. "Coaches", "initiatives" or Check-in questions)
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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
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Yes, Confidence Level (Scale, Labels, Colour) and OKR Cadence (Weekly, Bi-Weekly, Monthly) are configurable. To support scoring/grading of OKRs some of our customers utilised our 'Custom Fields' capability, which can also be colour coded to reflect the RAG (Traffic Light) status.
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Yes. Grading calculation, cycle length, cycle start, available KR calculations and much more can be adjusted
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Can the user customise the user interface according to personal preferences? What is adjustable?
customization to personal preferences
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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.
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Yes. Users can customize the language used within the software and all OKR related notifications
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Can relevant OKR sets be marked by colleagues for a shart cut access?
shortcut to access OKR-sets
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Users can generate a Shareable URL for an OKR to take another user directly to that OKR in the alignment view. Furthermore, users can use tags or custom fields to categorise OKRs and filter the views based on that parameter. Quantive views use unique URLs which utilise the OKR ID which also makes sharing links simpler.
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Yes
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Can the user configure via which communication channels, how often and for which events notifications are sent?
customisation of notifications
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Yes, there is global and individual control over notifications by event and channel.
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Yes

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Questions about the basic functions of the OKR software
Basic functions

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Input

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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
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OKRs can be created via a form, cloning an existing OKR, installing an example from the Marketplace, or via Whiteboards
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OKR sets can be entered manually via a fillout form or (b). We enable the creation of OKRs with intuitive and simple modals to guide users through the cycle. Alternatively, ready-to-go OKR templates for different functions can be used and adjusted.
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Is there any assistance/guidance on how to create optimal OKR sets?
assistance/guidance
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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.
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Yes. The software provides instruction on how to best formulate good OKRs incl. examples
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Is there support to ensure that a metric is specified for Key Results?
support function for key results regarding metric(s)
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Yes, a Key Result cannot be saved without having appropriate values associated to it.
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Yes. Without a specified metric Key results can't be created
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Is there support to semantically analyse Key Results and suggest an optimised wording?
support function for Key Results in terms of formulation
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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.
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Analysis is possible with the analytics suite. Also The OKR Quality Checker helps to ensure certain guardrails regarding how to phrase OKRs.
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Is there a support that semantically analyses Objectives and suggests an optimised wording?
support function for objectives in terms of formulation
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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.
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Analysis is possible with the analytics suite. Also The OKR Quality Checker helps to ensure certain guardrails regarding how to phrase OKRs.
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Can a different cadence be set depending on the OKR set, e.g. certain departments/teams quarterly, others 6 months?
OKR cycle duration adjustable
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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.
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Generally, the cycle length is the same company-wide, but long-term goals can be entered additionally.
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Timeframe support function: Is there support to ensure that a timeframe specified is within the OKR cycle?
timeframe for OKR sets
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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.
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OKRs are by default created within the selected OKR cycle
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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
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Yes, all these Key Results types can be achieved within Quantive.
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The software supports the following types of Key Results: * Metric: * Numeric (Start - Target) * Percental (Start - Target) * Monetary (Start - Target, currency) * Binary * Milestones
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Does the system have a draft mode in which users can enter their OKR sets, but these only become visible after completion?
draft mode
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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'.
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Yes. Goals can be marked as being drafted. Once the goal is fully formulated, it can be activated and its progress can be updated
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Can own units be defined for key results? (e.g. currency, temperature, ...)
definition of own units for key results
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Yes, custom units can be specified as either a prefix or suffix to the value.
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Yes. Usually done by pecifying the specific unit in the Key Result or its description
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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
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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.
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a) no b)no, c)company specific KPIs can be entered manually within Workpath or by integration
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Can a classic corporate hierarchy (organisational structure, single-line system, functional organisation) be mapped?
mapping of a organizational hierarchy
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Yes, Quantive has a specific 'Organisation' feature as part of its 'People' solution.
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Yes
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Can a divisional organisation (with underlying functional organisations) be mapped?
mapping of a divisional organisation
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Yes, the relationship between 'Teams' can be extended in this way and reflected in the hierarchy.
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Yes
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Can a multi-line organisation be mapped a) matrix, b) tensor)?
mapping of a multi-line organisation
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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.
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Combination of organisational structure and value structure (alignment of OKRs) is possible
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Can a network organisation be mapped a) Squad/Chapter/Tribe/Spofity model, b) Holacracy or c) Sociocracy 3.0?
mapping of a network organisation
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Yes, this can be supported as a user can be a member of one or many 'Teams'.
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Combination of organisational structure and value structure (alignment of OKRs) is possible
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Can virtual teams / project-specific teams be mapped parallel to an organisation?
mapping of virtual teams
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Yes, as above, the flexible nature of our 'Teams' means that any number can be created and mapped.
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Yes
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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)
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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.
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a), b), c), d): Yes e): No
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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
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Yes, top-down alignment is supported, and Key Results can be assigned to a department/team.
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Yes
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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
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Yes, bottom-up alignment is supported, OKRs can be aligned to either a parent Objective or Key Result.
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Each employee/user has a personal dashboard of the goals they are involved in. Additionally, Workpath's explorer allows each user to filter those goals that belong to the user or are supported or followed by the user (also across different cycles and teams).
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Is there an approval workflow with the respective higher instance?
approval workflow
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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.
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Can OKR sets be horizontally aligned (between departments and teams)?
horizontal aligment of OKR sets
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Yes, Horizontal alignment is the cornerstone of Quantive's alignment model.
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Yes
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Can OKR sets be assigned to persons (OKR set owner)?
person allocation to OKR sets
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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.
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Yes
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Can individual Key Results be assigned to persons?
person allocation to key results
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Yes, as above.
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Yes
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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
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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.
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The scoring of an objective is calculated from its Key Results, with multiple calculation options available (e.g. average of Key Results or worst Key Result)
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Can tasks be managed? What task management functions are there, e.g. Kanban board?
integrated task management
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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.
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Yes. Tasks (initiatives) can be created with: * Titel * owner * description * Start and End date * Linkage to a Key Result the task is supposed to contribute to Native integrations with Jira and Azure DevOps, other integrations possible via API
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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
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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.
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Yes
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Is there an Objectives and/or Key Results backlog?
Objectives / Key Result backlog
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Yes, viewing the Backlog can be achieved either from the Session Overview, using configurable Lists (cross-session) or using an Insight in an Insightboard.
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Yes. OKRs can be defined for future cycles and moved/activated when worked on
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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
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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).
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a), b), c), d), e): Yes
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Is it possible to add files to specific objectives, key results or tasks for documentation purposes?
adding files
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Yes, files can be attached to Tasks, which in turn can be associated with an Objective or Key Result.
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Yes. Documents can be added through URLs
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Is it possible to enter the vision/mission including vision, mission, core purpose, BHAG, values, ...?
vision/mission
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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.
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Yes. "Goal Labels" allow to describe a vision/BHAG/Strategic theme or similar, link to external documents, and display selected OKRs below it
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Does the OKR solution have a digital workspace or whiteboarding capability?
Whiteboarding or Digital Workspace
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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.
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No, but integrations to Miro / Mural are on the product roadmap, Miro template available
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Does the OKR solution allow for the capture of additional metadata on Objectives, Key Results, Tasks or any other objects?
Extensibility and Custom Fields
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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.
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Yes, every of these objects has a field where additional metadata can be added.
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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
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Yes, Quantive makes bulk actions simple, allowing updates or assignment to be actioned en masse in the OKRs list views.
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Not in the list view, but the Check-in functionality allows to link answers to Key Results, and then badge-update all of them in one screen.
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Does the OKR platform automate repetitive tasks?
Automation
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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.
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Select repetitive tasks (e.g. like entering the same information in multiple Check-ins, or copying goals between cycles) have features to perform them automatically.
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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
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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.
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Yes, OKR periods are completely flexible, and over-time-charts for Key Results allow to understand the development quarter-to-quarter
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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
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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.
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Yes, multiple options cover all units
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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)
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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.
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Yes, OKRs can be assigned to multiple teams. Contribution Requests help to facilitate the alignment between teams.
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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
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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.
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Any person can create teams, which do not need to be nested into the hierarchy. Each persons profile shows the teams they contribute to.
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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
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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.
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Yes, through features like alignment, automated reporting, and check-ins, Workpath is the one system for results achievement at our clients.

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Visualization of OKR-sets

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What visualisation options are available? a) Lists b) Detailed view c) Progress chart of the Key Results
visualization options
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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.
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List View incl. detail view (Department that works on the OKR set, Overall progress of objective , Owner, subsumed Key Resulst with progress chart for each Key Result ) and further navigation options (f.ex. respective Company Overview, Team Space, Goal Room): * For Me Page (Exec. Summary of OKRs the user is involved with) * Company View (Summary of all strategic artifacts incl. different timeframes) * Team Space ( Summary of all artifacts relevant for a specific team) * Goal Room (List of all artifacts related to one specific Objective, f.ex. Key Results, Initiatives, Goal Contributor, etc.) Graph (understand how everything is connected) * Horizontal and vertical connection of all OKRs from top organizationa OKR till team level OKRs incl. all list view options mentioned above Explorer: Everything within list view options and extensive filter options; filter by: * Progress * Changes in Progress (by smallest or biggest) * Conficende Level * Changes in Conficende Level (by smallest or biggest) * Last Updated Strategy Execution Reporting: Overall Progress on all OKRs; filter by:* Cycle * Labels * Team * Subteams * Team Hierachy Level (1-N) Overall Confidence Level of all OKRs Sorting OKRs based on progress List of Progress and Confidence Level of OKRs (Changes in last two weeks) filter by: * Teams * aggreation per team * labels * aggregation per label * Progress aggregation OKR drilldown report with all connected artefacts to one OKRs such as: * Underlying OKRs * Underlying Key Results of OKRs * Underlying Innitiative of OKRs
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What data is displayed in an OKR set overview / list?
overview display / list
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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…
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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
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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.
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Yes. Network map with visualization of horizontal and vertical alignment
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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
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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.
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a) b) c) d) e): Yes
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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
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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.
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Yes, all reports are updated in real-time, reports for performance and health are available.
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Can the historical/temporal development of a Key Result be displayed in a progress chart?
graphical visualization of Key Results development/progress
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Yes, as above.
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Yes
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Is there a dashboard that is configurable / composable?
dashboard
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Yes, these are referred to as Insightboards, Quantive's Intelligence solution.
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Yes
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Is there a company dashboard that, for example, supervisory boards and investors can view?
company dashboard
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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.
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Yes
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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
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Yes, as above, as well as this there is a specific Team Overview that can be accessed.
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Yes. a) and b). It provides an overview per team with: * List of all OKRs with details, progress, confidence level and changes in the last 2 weeks for the selected team * List of contributing OKRs with details, progress, confidence level and changes in the last 2 weeks * List of initiatives & Jira epics connected to the OKRs
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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
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Yes, this would be achieved through Insightboards.
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Yes. a) and b). It provides an overview that can be filtered per area/division/unit/team with: * Aggregated progress and confidence level of all the OKRs over time * Sorting of OKRs based on progress buckets * List of all OKRs with details, progress, confidence level and changes in the last 2 weeks
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Can KPIs be displayed on the dashboards in addition to OKR sets?
KPI display
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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.
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Yes. We support KPIs and OKR on organizational and team level
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Can the dashboard data also be exported as a report a) PDF, b) CSV
reports
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Yes, Insightboards can be exported to PDF, with Lists and Overviews being exported to CSV.
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Yes

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Check-ins

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How can key result metrics be entered? a) as a number, b) in the progress chart by click?
input of key result metrics
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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.
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Key results metrics can be entered through the Check-in module or through the respective Goal Room by changing the numeric progress (a)
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Can a Confidence Level be entered for each Key Result ?
input of confidence level
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Yes, this is typically entered on the first 'Update' in the cadence, and then requested for all future updates to develop the trend.
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Yes. The Confidence Level for each Key Result can be entered on a skala from 1 to 10
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Is a Confidence Level calculated based on previous progress and suggested before entering?
prediction of confidence level
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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.
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No
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What are the functions of supporting, collaborating, encouraging and commenting on the goals of others?
collaboration with colleagues / motivation
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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.
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Communiation: * OKR specific Comment and Update function * Teams integration * Slack Integration * Check In related comments and tagging of colleagues Collaboration: * Resource requests (Team A asks for help/ resources from Team B) * Shared Check-Ins with an overview of work input and its impact onto OKRs * Tagging of colleagues where help is needed * Sharing of learnings, risks and blockers witin Check-Ins Encouragement * OKR specific analytics for all stakeholders involved * Overall team progress (KPIs, OKRs, Projekt Management/ Tasks) within Team dashboards
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Can a) the 3Ps (Progress, Plan, Problems) be documented - as well as b) learnings?
documentation of 3 P's and learnings
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Yes, we have customers that do this through a combination of 'Custom Fields' and Insightboards.
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a):Yes; b):Yes
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Is there a possibility to add files to the check-ins for documentation purposes?
adding files
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Are there weekly summaries (progress reports) that are sent via email or communication tools (see below)?
weekly summaries via communication tools
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Yes, Aggregated reports can be configured to be sent daily, weekly, bi-weekly or monthly.
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Yes
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Are there weekly reminders sent via email or communication tools (see below) if there is no check-in?
weekly reminder via communication tools
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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.
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Yes
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Can everyone see organization objectives, team objectives, manager's objectives and put employee/manager OKRs on 1on1 agendas automatically?
OKRs on 1on1 agendas
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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.
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Org, Team, and personal objectives can be seen by everyone with permission, but 1-on-1 agendas are a functionality that is on the product roadmap
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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
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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.
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Select data entered into a Check-in is being suggested in the next Check-in, e.g. answers to the question "what are you planning to work on" is suggested in the next "what did you work on"
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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)
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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.
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Yes, visual representations allow to compare KRs actual values with benchmarks for 100% and 70% achievement. Key Result Updates can be automated using the Connect API. Check-ins highlight progress and changes to inform conversations.
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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
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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.
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Progress is automatically calculated. Confidence Level is subjectively entered by stakeholders, but a risk indicator informs when based on progress and time remaining, this appears to not be accurate.

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OKR review

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Can OKR sets be conclusively assessed for the OKR review meeting?
evaluation OKR-sets
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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.
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Yes
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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
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Yes, our customers that score and grade OKRs use 'Custom Fields' which can represent a scale and be colour coded.
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Two different values are available for scoring/grading: The progress of Key Results, and the confidence level entered by users. The progress can be configured to capture various different metrics, binary, or milestone progress. The confidence level captures colored scoring on a red to green scale
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Can a weighted score/grading be displayed with the different weighting of Key Results in an OKR set?
weighted Scoring/Grading
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Yes, as above, however this does not impact the progress calculation other than within Insightboards where a custom formula is used.
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No
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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
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Yes, as above, only in Insightboards where 'Custom Fields' have been used.
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The scoring of an objective is calculated from its Key Results. Multiple calculation options are available (e.g. average of Key Results or worst Key Result)
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Can learnings be documented - for inspection of all employees (wall of shame, wall of fame)?
documentation of learnings
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Yes, we have examples of where customers have used Insightboards to create 'Leaderboards' or 'Rankings', where additional narrative can also be included.
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Learnings can be documented within team check ins (visible to all members of a check in)
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Can Scores be compared across cycles to find out in which areas further improvement is needed
comparison across OKR cycles
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Yes, we can build an Insight to present this in an Insightboard.
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Yes. Four different scores can be calculated, based on defined parameters to be successful. These can be compared across cycles to find out in which areas further improvement is needed.
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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;
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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.
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Yes. We have a special report that shows the strategy execution of the OKRs. It can be filtered by labels, teams or hierarchy levels to show the relevant information.
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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
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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.
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Yes, both Progress and Confidence Level can be seen over time and for all periods for the organization and individual teams. For individual KRs, each data point and comments are shown in the chart and can be explored.

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Feedback

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Are there features that encourage collaboration and feedback culture, such as comments, mentions or reactions/emojis?
functions to promote cooperation and appreciation
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Yes, comments, mentions and reactions are all supported across the solution.
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Yes. Through the feed of a goal (in the respective goal room), different stakeholders can be asked for feedback and for their perspective, also they can be mentioned so they receive a notification or mail.

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Administration

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How easy is it to add new employees or remove departing ones?
adding/removing employees
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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.
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Workpath user accounts can be managed automatically through a single sign-on integration ("just-in-time provisioning", which is the recommended flow). Alternatively, Workpath team leads can be instructed to invite/deactivate user accounts in their teams.
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Will the data of employees who are removed be lost?
removal of employees
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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.
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Decommissioned user accounts are just marked as inactive, but their data (past goal contributions etc.) remains visible in the system until our deletion policy requires us to remove or anonymize data.
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Can the access of employees be disabled?
disabling employees
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Yes, either by assigning them a 'Restricted' Role or by removing their access via SSO.
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Yes
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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
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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.
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Yes. Via structured import templates
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Is there role-based access management?
role-based access management
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Yes, Roles can be assigned that have configurable Permissions Sets.
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Yes. https://workpath.zendesk.com/hc/en-us/articles/360010299099-Roles-in-Workpath
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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
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Yes, as above, as well as Permissions settings on Sessions.
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Multiple different roles for OKR sets allow to flexibly assign read, write, and manage (delete) permissions for OKR sets
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Is there access for people who can only view? (viewer licence)
viewer
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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.
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Yes. Users can be subscribed as viewers/followers (not actively contributing) to OKRs and OKR sets

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

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Can integrations be developed quickly and at an affordable price on request? (from / to €, typ. duration from - to)
fast, low-cost development of integrations
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Yes, Quantive has a standardised approach with a dedicated team for integrations.
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Yes, Workpath has an integrations team open for discussions to extend our open API
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Are there open APIs available with which customer developers can carry out integrations? (API documentation - Link/PDF) - which functions are supported, e.g. User Management, OKR-Set Input, Reporting, Analytics
integration by third parties
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Yes, the current iteration of our APIs can be found documented here: https://app.Quantive.com/api/v1/docs/ - All objects are listed, meaning all functions possible in platform are typically supported. Quantive's Technical Success team can work with you to establish the right endpoints and calls to make.
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Yes. See developer.workpath.com

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Integration for operation

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Is there a Microsoft Teams app?
Microsoft Teams App
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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.
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Is there a Chrome Extension?
Chrome Extension
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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.
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No
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Is there a Gmail add-on?
Gmail Add-on
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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.
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No
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Is there a Slack support with which e.g. commands can be used for check-in?
Slack Commands
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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.
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OKR updates can be posted to Slack but there are no commands available within Slack
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Is there a Atlassian Jira app?
Atlassian Jira
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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.
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Yes
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What other tools are supported - for using the OKR software?
other tools
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All integrations can be viewed here: https://Quantive.com/integrations
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Azure DevOps

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Integration to communikation tools

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Is there an email integration? a) SMTP, b) IMAP c) other - which?
Email Integration
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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.
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No
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Is there an integration to Microsoft Teams Chat / Messenger?
Microsoft Teams Chat / Messanger
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Yes, as above.
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Provide through a bot
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Is there an integration to Slack?
Slack
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Yes, as above.
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Yes
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What other communication tools are supported?
other communication tools
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All integrations can be viewed here: https://Quantive.com/integrations
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MS-Teams, Slack

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Whiteboard Integration

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Integration into Miro
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Integration into Mural
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Data integration

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How many out-of-the-box data source integrations are supported?
Number of Integrations
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Quantive integrates to over +165 solutions and is investing in integrations regularly, details of our integrations can be found here: https://Quantive.com/integrations
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Unlimited via API
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Does the vendor invest in integrations regularly and proactively - and not only on demand?
Further Integrations
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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.
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Integrations are constantly being added proactively
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Is there an integration to Microsoft Excel?
Microsoft Excel
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Yes, this is available as standard.
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Yes via API
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Is there an integration to Google Sheets?
Google Sheets
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Yes, this is available as standard.
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Yes via API
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Is there an integration to a) MySQL, b) PostgreSQL c) other databases / which ones?
SQL Databases
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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
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Yes via API
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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
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Is there an integration to Atlassian Jira JQL query?
Atlassian Jira JQL
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Yes, Quantive's Technical Success team can advise on how to leverage this.
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Yes
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Is there an integration to Asana? Which metrics can be fed from Asana as key result metrics? e.g. Status
Asana
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Yes, Quantive has access to all objects available via API, meaning any metrics can be used.
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Yes via API, all metrics in Asana are importable
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Is there an integration to monday.com? Which metrics can be fed from monday.com as key result metrics? e.g. Status
monday.com
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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.
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Yes via API
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Is there an integration to wrike? Which metrics can be fed in by wrike as key result metrics? e.g. Status
wrike
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Yes, this is available on request.
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Yes via API
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Is there an integration to Favro (My Cards / Card ID)?
Favro
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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.
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Yes via API
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Is there an integration to other project/task management tools?
other project/task management tools
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Yes, some examples include Asana, Trello, Microsoft Project. All integrations can be viewed here: https://Quantive.com/integrations
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Azure DevOps
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Is there integration to Salesforce Reports (Report / Column)?
Salesforce Reports
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Yes, this is available as standard.
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Yes via API
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Is there an integration to Salesforce KPIs?
Salesforce KPI
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Yes, this is available as standard.
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Yes via API
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Is there an integration to Hubspot? Which KPIs can be fed in? e.g. Number of Contacts?
Hubspot
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Yes, Quantive has access to all objects, meaning any metrics can be used.
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Yes via API
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Is there an integration to other CRM/marketing tools?
other CRM/marketing tools
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Yes, some examples include Dynamics 365, Marketo, NetSuite, SugarCRM. All integrations can be viewed here: https://Quantive.com/integrations
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Yes via API
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Is there an integration to Google Analytics? Which KPIs can be fed in? e.g. bounce rate
Google Analytics
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Yes, Quantive has access to all objects available via API, meaning any metrics can be used.
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Yes via API
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Is there an integration to Tableau via a) username / password b) Access token?
Tableau
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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.
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Yes (Workpath Analytics implemented in Tableau)
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Is there integration with Snowflake via SQL Query?
Snowflake
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Yes, this is available as standard.
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Yes via API
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Is there integration with Google Big Query?
Google BigQuery
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Yes, this is available as standard.
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Yes via API
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Is there integration with other analytics, data warehouse, BI systems? - to which ones? e.g. Microsoft Power BI
other Analytics, Data Warehouse, BI systems
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Yes, all integrations can be viewed here: https://Quantive.com/integrations
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Custom CSV exports possible
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Is there an integration to financial systems, e.g. Oracle Financials?
financial systems
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Yes, this is available on request.
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Yes via API
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Is there a integration/connection to API mesh platforms / API integration or automation tools, such as Zapier?
API mesh plattforms
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Yes, an integration to Zapier is available as standard.
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Yes via API
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Is there a further direct integration with IT systems?
other data integrations
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Yes, all integrations can be viewed here: https://Quantive.com/integrations
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Yes via API
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Is there an open API available with which customer developers can develop data integrations?
API
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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.
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Yes
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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
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Yes, Quantive can leverage itself as a data source, allowing for Key Results to be dynamically updated based on metrics from the solution.
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Yes, via API

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Integration to authentication/identity management systems

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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
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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.
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a) Yes b) Yes. Brute force prevention (accounts are temporarily locked after a number of sequential wrong password attempts) and custom password policies (clients can enforce their password guidelines)
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Is there an SSO integration to Office 365? (Office 365 sign in page)
Microsoft Office 365 Login
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Yes (if supports SAML or OpenIDConnect Protocols)
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Yes
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Is there an SSO integration to Google GSuite?
Google GSuite Login
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Yes
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Yes
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Is there an SSO integration to Office 365? (App Launcher)
Office 365 SAML
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Yes
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Yes (adding a custom tile in combination with Office 365 SSO)
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Is there an SSO integration to Google GSuite via SAML Authentication?
Google GSuite SAML Authentication
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Yes, Quantive has experience with this provider
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Yes
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Is there an SSO integration to Azure Active Directory?
Azure Active Directory
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Yes
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Yes
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Is there an SSO integration to Okta?
Okta
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Yes, Quantive has experience with this provider
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Yes
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Is there an SSO integration to OneLogin?
OneLogin
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Yes, Quantive has experience with this provider
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Yes
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Is there an SSO integration to Cisco DUO?
Cisco-DUO
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Yes (if supports SAML or OpenIDConnect Protocols)
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No
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Is there an SSO integration to BambooHR?
BambooHR
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Yes (if supports SAML or OpenIDConnect Protocols)
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No
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Can the OKR software be integrated with external enterprise provisioning/ deprovisioning tools?
SCIMP API
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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.
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Planned in Q4/2021
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Is there an SSO integration to other authentication/identity management systems?
other authentication/identity management systems
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Yes, any system that supports SAML or OpenIDConnect protocols can be linked with Quantive.
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Any system compliant with SAML

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

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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
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Yes, Quantive has developed a 'Design Score' which looks at the length of the Objective title, the number of Key Results, whether there are any binary Key Results and if there are any associated Tasks This is used to assess the quality of the OKR. Furthermore, our Reporting presents where there are Objectives with too few or too many Key Results, this is an initial example and in actual fact any calculation of this nature could be created in an Insight in an Insightboard.
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Yes. The Drafitng Quality Checker provides an overview of the quality of team OKRs based on 5 parameters: Defined Objectives, defined Key Results, appropriate number of Key Results, type of Key Results & status of OKR
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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
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Yes, the Design-Score (or any other analysis) can be pivoted/charted by any dimension e.g. Department/Team, or the visualisations could be filtered by one or many dimensions.
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Yes. The Treemap graph is showing the different types of collaboration between the teams to find out where alignment between is missing
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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
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Yes, this could be achieved through Insightboards.
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Yes. There is an overview showing all the teams and their OKRs not contributing to any other OKR in a vertical or horizontal way (silos).
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Is there an overview of the analysis of the check-ins/updates performed
check-in / update analysis
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Yes, this can be viewed in Reporting and also supported in Insightboards.
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Yes. The OKR Update analysis provides an overview showing the number and share of OKRs that have been updated per week incl. detailed lists to see which OKRs have not been updated accordingly
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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
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Yes, this is supported by our Insights solution. An example of how this can be deployed, potentially with an element of gamification, can be seen in this video: https://youtu.be/E5X7WjoNdHY
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Yes. The engagement section shows a detail site with all the teams and how active they are. In addition to that, the updates section offer an overview with the number of updates per team and OKR to find out which teams need extra help.
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Is there a way to find out which OKRs and teams are not progressing as expected?
Off-track teams / OKRs
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Yes, this is supported by our Insights solution. An example of how this can be deployed can be seen in this video: https://youtu.be/MdzXNPLmbS4
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Yes. The strategy execution reports provides a filter functionality to find out OKRs that have still a low progress. In addition to that, the OKRs can be sorted by changes in the last 2 weeks. With this functionality it is easy to find out OKRs where the progress or confidence level decreased.
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Is there an overview to show at a glance to a mid level manager how her/his unit is evolving?
Reporting functionalities
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Yes, as above, we can provide numerous examples of how this is achieved.
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Yes. The Analytics Suite provides the option to filter by hierarchy levels. A specific unit can be selected in order to see only the performance of one area and find out possible problems
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Is there a way to get a report automatically in order to save time?
Automatic reporting
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Yes, all Quantive reports and Insightboards are powered by real-time data, and are automatically updated to save time in pulling together relevant data points.
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Yes. The Analytics Suite offers a subscription option. Each user can individually decide which dashboard is relevant for her/him and activate a subscription in order to get the report per PDF or image in a regular basis per email.
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 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
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Yes, this is most simply achieved using our Alignment view, but it is also possible to view this in Insights.
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Yes. The team dashboards shows at a glance the evolution of the OKRs of the selected team including a detail view of the contributing ones.
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Is there a way to know and see if the organization is getting better with the OKR methodology?
Success Metrics
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Yes, Quantive has an 'out the box' report looking at 'Process' which will speak to the cadence of updates, how many key results are automated vs. manual, where there are employees or teams without objectives etc.
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Yes. The OKR Maturity Report offers an overview to compare process health metrics cycle by cycle. It is easy to find out which topics need extra attention. These health metrics can also be used to define change OKRs in order to improve the process in the organization. Each health metrics has been defined with a specific model based on best practice parameters.
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Can we find out if the strategy is evolving differently compared to the past cycles?
Progress evolution
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Yes, you could achive this through Insightboards.
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Yes. The OKR Maturity Report shows a graph over time with the progress evolution of each cycle. In this way it is easy to compare if the strategy is evolving better and it can also be used as a forecasting for the active cycle.
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Is there a way to know which metrics are performing well and which ones need extra support?
Benchmark metrics
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Yes, this could be achieved through Insightboards, as well as through our dedicated KPIs view, here you can see the signiicant changes to a metric over daily, weekly, monthly, yearly periods.
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Yes. The Analytics Suite offers benchmark recommendations based on organizations with a well established and matured OKR process in order to find out which metrics need to be improved.

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7. AI support
AI support

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Is there a built-in AI assistant for the creation of OKR sets?
Generation of OKR sets
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Quantive Platform Intelligence is a built-in AI assistant for the creation of OKRs and the reduction of administrative work. Users define the goals they want to achieve, and in a step-by-step tour the Platform Intelligence assistant helps with suggestions of Objectives, Key Results, description, Tags and Tasks.
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Is there a built-in AI assistant for the optimization of OKR sets?
Optimization of OKR sets
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Quantive Platform Intelligence is a built-in AI assistant for the creation of OKRs and the reduction of administrative work. Users define the goals they want to achieve, and in a step-by-step tour the Platform Intelligence assistant helps with suggestions of Objectives, Key Results, description, Tags and Tasks.
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Is there a built-in AI assistant for the assessment of the quality OKR sets?
Assessment of OKR sets
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Quantive Platform Intelligence is a built-in AI assistant for the creation of OKRs and the reduction of administrative work. Users define the goals they want to achieve, and in a step-by-step tour the Platform Intelligence assistant helps with suggestions of Objectives, Key Results, description, Tags and Tasks.
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Is there a built-in AI assistant for the creation of tasks for the implementation of OKR sets?
Creation of tasks
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Quantive Platform Intelligence is a built-in AI assistant for the creation of OKRs and the reduction of administrative work. Users define the goals they want to achieve, and in a step-by-step tour the Platform Intelligence assistant helps with suggestions of Objectives, Key Results, description, Tags and Tasks.
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Is there a built-in AI assistant for the creation of a strategy?
Strategy creation
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Quantive Platform Intelligence is a built-in AI assistant for the creation of OKRs and the reduction of administrative work. Users define the goals they want to achieve, and in a step-by-step tour the Platform Intelligence assistant helps with suggestions of Objectives, Key Results, description, Tags and Tasks.
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Is there a built-in AI assistant for the prediction of the score development?
Prediction of score development
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Quantive Platform Intelligence is a built-in AI assistant for the creation of OKRs and the reduction of administrative work. Users define the goals they want to achieve, and in a step-by-step tour the Platform Intelligence assistant helps with suggestions of Objectives, Key Results, description, Tags and Tasks.
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Are there any further AI supported features?
Further AI supported features

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7. Data protection and security
Data protection and security

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Is the OKR software a) GDPR and b) German DSGVO compliant?
GRDP compliance (and German DSGVO compliance)
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Yes, the OKR software is GDPR compliant. Quantive has worked relentlessly to enhance its products, processes, and procedures, while fulfilling its obligations as a data processor.
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Yes. Workpath software is GDPR / DSGVO compliant
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Where is the software hosted? (Provider / Location)
hosting provider / location
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Clients can choose the datacenter for their application instance: - EU datacenter located in Netherlands. - US datacenter located in Washington. Both are managed by Microsoft Azure.
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Workpath ist hosted in Germany with AWS
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Is the data center certified according to security standards, e.g. ISO 27001, 22301, SOC1, SOC2 ?
data center
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Microsoft Azure datacenters are ISO 27001, ISO 22301, SOC 2 and PCI-DSS compliant facilities.
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AWS is certified according to ISO 27001, SOC II, C5 among others: AWS compliance programs (https://aws.amazon.com/de/compliance/programs/)
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Is the infrastructure secure and is data encrypted using the latest technologies?
secure infrastructure / encryption
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Yes, Quantive is built upon a multi-tier microservices architecture based on Kubernetes containers. Our application is developed in-house and is written in Java and Go programming languages. Client data stored on Quantive systems is protected by AES 256 which is a military-grade encryption algorithm. The data flow between client computers and Quantive occurs over TLS 1.2 & 1.3 encrypted connections which provide server authentication and data encryption. Data is never exchanged in cleartext.
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Yes. All data is encrypted in transit using safe ciphers (at least TLS 1.2). Additionally, all data is encrypted at rest (AES256)
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How are the passwords stored in the database: a) unencrypted b) encrypted c) hash only
passwords
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All service available endpoints are secured using a third party SOC 2 Type II certified authentication vendor www.auth0.com. Authentication tokens for Single Sign-On are signed and verified with SHA-256 grade cryptographic hash function. If password-based authentication is used, the passwords are stored in Auth0’s database encrypted with strong Bcrypt function resistant to brute-force attacks.
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Passwords are hashed and salted
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Is data, e.g. OKR sets, stored in the database in encrypted form?
data
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Yes, Quantive data stores are accessible only by servers that require access. All data at rest is encrypted with AES 256 which is one of the most secure encryption protocols. To maximize protection, there is no direct connectivity between our Production, Staging and Development environments.
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Yes. All data is encrypted in transit using safe ciphers (at least TLS 1.2). Additionally, all data is encrypted at rest (AES256)
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Is there a change history (audit logs)?
audit logs
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Yes, the change history is visible for a number of objects and in some instances (e.g. Insights) is reversable.
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Yes. All important changes to data and system user activities are aggregated in an audit log
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Can changes to OKRs or other settings be retraced in detail (who/when/where)?
detailed traceability of changes
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Yes, this is presented in the 'History'.
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Yes. All changes to OKRs are visualized in the platform in a feed
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Is the OKR software operated in a fail-safe manner? What measures are taken to ensure this?
fail-safe
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Yes, The Quantive application is built with fault tolerance capability. Each of our services run on high-availability clusters that provide continued service when a system component fails.
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The application is deployed in multiple containers to ensure availability
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Is the data mirrored to another location in real time? (Provider/Location)
data mirroring in real time
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Each Quantive application component run in at least 3 availability zones of Microsoft Azure which are located in same geographic region to ensure compliance with data residency requirements.
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Is there a disaster recovery system available?
disaster recovery yystem
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Yes, our application is deployed in a Microsoft Azure Availability Zone, made up of multiple datacenters. They are equipped with independent power, cooling, and networking components, protecting services against single data center failures. If a disaster occurs our RTO is 4 hours with RPO of 10 minutes.
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Yes, multiple recovery scenarios are in place
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Are regular back-ups made and can these be imported promptly? (Backup strategy and duration)
regular back-ups plus timely recording
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Yes, we make full data backups every 10 minutes. Backups are transferred to an external datacenter managed by Amazon (AWS) without an impact on data residency requirements. The transfer occurs over secure connections protected by TLS 1.2 encryption protocol. Backups are encrypted with AES 256 before moved to AWS.
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Backups are stored with a different provider to ensure independency and regional distance. The backup is encrypted and can be restored in a timely manner.
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Is there a data protection and security audit by an external expert? - Which tests were carried out, e.g. penetration tests?
audit
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Yes, we have hired an external company specialized in Pen Testing to conduct assessment of our platform. Tests are performed on annual basis. We can provide a summary of our latest Penetration Testing report after singed NDA.
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Workpath is ISO 27001 certified with recurring audits every year. Due to this process, Workpath undergoes external pen tests at least every year.
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Is there SOC compliance e.g. SOC2 Type II?
SOC Compliance
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Yes, Quantive is a SOC 2 Type 2 compliant organization. This has been verified by an independent third-party auditor and the validations are repeated annually. On our web site we have a public version of the SOC 2 report, known as SOC 3, which is available for instant download.
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No
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Does the provider offer source code escrow (deposit of source code of the software solution at a neutral third party)?
source code escrow offer
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No, Quantive would welcome a discussion to understand more about this requirement.
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No
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Is the OKR software also available as open source?
OKR-software Open Source
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No, Quantive is not open source.
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No
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Can a separate instance of the software be operated for the customer (separate database, specially configured network infrastructure ...)
separate instance of the software
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Yes, Quantive is open to discuss single-instance requirements with our customers who want that as part of their solution.
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No
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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
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Yes, Quantive can be deployed on-premise if a customer requires this.
partial
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Workpath offers SaaS only
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Proof of > 10,000 active users with > 30,000 OKRs in a single implementation
Scalability
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As a private company and due to customer confidentiality agreements in place, we do not disclose specific user counts. To give you an order of magnitude, our current global customer base is north of 585,000 employees. We regularly perform infrastructure & scalability testing of instances with over 100k+ active users.
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Please check for our case studies

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Training and customer support
Training and customer support

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How is onboarding carried out - a) via online training (training videos), b) video calls or c) in-house in presence?
onboarding implementation
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Onboarding will be carried out via video calls, however Quantive is open to discuss requirements (COVID-19 depending) for in-person training. "How-to" videos are also provided as part of Quantive Academy, in our self-service knowledge portal.
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Workpath has a broad portfolio of Enablement Services, Workshops and Training covering the OKR Methodology, Best Practices and Platform Quickstart. Trainings are provided as E-Learning (online self-study), online courses (Zoom) or in-house trainings
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At what times and how is customer service available: via email, chat, phone, video call? With screenshare?
availability of customer support
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Quantive offers Standard and Enhanced Support Plans with the following services and response times: Standard: - Online Support Portal - Email support - Chat support (self-service / based on availability) Enhanced: - Online Support Portal - Email support - Chat support (live agents) - Phone support - up to 1 hour reaction time for critical issues (see Response times below) - 24x7 availability Standard Support is available on business days between 8am and 6pm Central European Time. Standard Support is not available on Weekends and local holidays. Enhanced support is available 24x7 (weekend coverage is available for production issues of Highest severity only).
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Inital contact via email or Zendesk. Follow-up possible via Callback and webconference incl. screensharing
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What are the response times for troubleshooting?
response times for error reporting
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Standard - 2 Days (Mon-Fri) Enhanced: Highest - 1 Hour (24/7) High - 4 Hours (25/5) Medium - 1 Day Low - 2 Days
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Critical issues are addressed within <4 hours during business hours
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Does the OKR vendor offer strategic, implementation and ongoaging coaching support from external partners?
Partners
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Yes, Quantive has an extensive Partner Program, prominent external consultants with a proven track record make all the difference in strategic decisions and bring out the best of OKRs.
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Does the OKR software vendor have a Customer Success (CS) team?
Customer Success
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Yes, Quantive's CS team can assist you with the organizational cultural shift you’ll be undergoing, help you achieve your goals and provide you with useful resources and dedicated support.
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Would customers have a dedicated Customer Success Manager (CSM)?
Dedicated Success Manager
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Yes, your Quantive dedicated CSM provides guidance throughout all stages of the customer journey, jumps on calls, and gets to know you and your needs, which ultimately results in a long-lasting and fruitful partnership, as well as an increased probability of overall program success.
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Does the OKR vendor provide in-house Technical Success support?
Technical Success
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Yes, Quantive has Technical Success, this is the team that knows the OKR software inside out and can and effectively communicate your needs to implement product enhancements, build integrations and develop customised reprting.
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Can the Technical Success team translate customer's requirements to custom solutions?
Customer Success
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Licence models and costs
Licence models and costs

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Is there a free version available? With which limitations?
Fee version
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Quantive Results has an Essentials plan which is completely free. All other plans include free and unlimited Viewer licenses
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Is there a one-time setup fee? Is this dependent on the number of users?
one-time setup fee
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Included in the subscription
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Platform setup is free of charge
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Price per user per month / per quarter / per year? (attachment if applicable)
user licences
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fee per user per month
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Please see "Workpath Pricing Overview Tab"
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Price per user per month / per quarter / per year? (attachment if applicable)
viewer licences
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reduced fee per user per month
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Please see "Workpath Pricing Overview Tab"
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yes
volume scale
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yes
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yes
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Are there any further comments on the licensing model and costs?
further notes on the licence model and costs
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Please, refer to the following documents to get an idea what is the value hidden behind the costs: Quantive's Success Team: https://view-su2.highspot.com/viewer/61028b80ede708543f7636b7 Customer and Technical Success Services (Statement of Work): https://view-su2.highspot.com/viewer/61028b5d7b7ca14ab4654f9c Improving business agility through OKRs: https://view-su2.highspot.com/viewer/61028b735b099177dadcb2ec
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* We offer our customers multi year discounts * Enterprise customers benefit from decreasing prices at scaled OKR rollouts
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Are there any other fees or costs apart from those mentioned above?
unmentioned fees and costs
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Nothing hidden at any moment of the partnership; all costs will be detailed outlined in the purchase order and MSA.
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No

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SLA Service Level Agreement
SLA Service Level Agreement

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What is the granted availability?
availability a) 99,9 b) 99,99 c) 99,999
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Quantive will use commercially reasonable efforts to make Quantive's Service available with a Monthly Uptime Percentage (defined below) of at least 99.95% (Enterprise plan) / 99.9% (all other plans), during any monthly, quarterly or annual billing cycles (the "Service Commitment").
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Workpath application has >99.95% historic uptime
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Is there any planned downtime?
planned downtime
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Planned Downtime will be communicated with reasonable advance notice.
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Regular software deployments result in zero downtime, as do most changes to our infrastructure. In the rare case that maintenance needs to be scheduled, Workpath will plan this outside of regular working hours, and announce at least a week in advance
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What is the average time between repairable failures?
MTBF (Mean Time between Failure)
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Data is available at https://status.Quantive.com/ - for the last 90 days the mean time between failures (partial and major) is 20 days, across both US and EU data centres and all web services. Data will vary between services and data centres.
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Workpath tracks Change Failure Rate (CFR), i.e. the number of deployments which result in a bug which requires attention. No more than one such instance per quarter is recorded
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What is the average time required to get systems up and running again?
MTTR (Mean Time to Recovery)
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Data is available at https://status.Quantive.com/ - for the last 90 days the mean time to recovery (partial and major) is 9 minutes, across both US and EU data centres and all web services. Data will vary between services and data centres.
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Critical issues are addressed within <4 hours during business hours
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Can availability data be provided a) in real time, as well as b) historical data?
availability data
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Yes, real-time and historic uptime/availability data is available at https://status.Quantive.com/
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Application performance management (APM) tools are in place to continuously monitor speed
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