The OKR Software features in comparison

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Profile

Website

Profile

Website

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

Supported end devices

Which desktop browsers are supported (browser, operating system, version) ? desktop browser	Google Chrome, Mozilla Firefox, Microsoft Edge, Apple Safari, Opera	Windows: Edge 12+, Firefox 33+, Chrome 40+ / Mac: Safari 8+, Firefox 33+, Chrome 40+ / Linux: Firefox 33+, Chrome 40+"
Which mobile browsers / devices are supported (browser, iOS/iPadOS / Android, version) ? mobile browsers / devices: smartphone, tablet	mobile devices (smartphone & tablet) in landscape format	Chrome on Android 69+, Safari on iOS 11+
Is the page rendering optimised for different screen sizes: a) desktop, b) mobile, c) tablet? optimized for different screen sizes	No
Is there a smartphone app: iOS/Android (version)? - for Android: which manufacturers are supported? Smartphone app	No	The browser app is optimized for mobile use and can be displayed by modern smartphones as an app on the home screen (progressive web app). However, the app is not yet available in the Appstore.
Is there a special tablet app: iPadOS/Android (version)? - for Android: which manufacturers are supported? Tablet app	No	The browser app is optimized for mobile use and can be displayed by modern smartphones as an app on the home screen (progressive web app). However, the app is not yet available in the Appstore.
Is there a macOS, Microsoft Windows or Linux app (OS version)? macOS, Microsoft Windows or Linux app	Yes (brower based SaaS)	The browser app can be downloaded as progressive web app and then be accesses as normal app within Windows or Mac OS.
Can e.g. dashboard pages be displayed on Smart TVs (Smart TV brand / model)? Smart TV	Yes	"Public Links" Feature

Questions about the user experience of the user interface

User experience

In which languages is the user interface available to users as standard? Language support	English and German	Right now, system language is available in German and English. New languages can be added after consultation.
Are other languages addable by a) the company or only b) the manufacturer? addition of further languages	Yes. By Workpath	Languages are addable by Mooncamp.
Is the usage of the software a) intuitive and quick to learn or b) requires training? intuitive user interface	Yes. a) Ease of use is one of the top 3 reasons why customers choose Workpath. b) No dedicated software training required	Software is intuitive and easy to use for standard users. Initial training for admin users is advised.
Are there context-sensitive help pages, i.e. for each page and for each dialogue? help pages	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	There is an extensive help center with articles for each function in the app.
Is the navigation easy tio use? simple navigation	Yes, naviagtion has only one layer. Ease of use is a main priority, so customers can work with the Software in an intuitive way	Navigation is easy to use.
Are the most important functions easily accessible via shortcut? shortcut to functions	Yes	All important functions are accessible from the main menu.
Can functions that are not needed be disabled/hidden? disabling/hinding functions	Yes. Workpath software is customizable to customer needs such as: * KPI Feature * Initiatives Feature * Check Ins * integrations * contribution requests * personal goals * Key result calculation	Unneeded functions can be disabled.
Is the page loading or the reaction to clicks fast? (<1 second) response time	Yes	Response time is usually below 200 ms.
Does the user interface have a modern design and is it visually appealing? modern / appealing design	Yes	Timeless and intuitive design

Questions about individualisation - without a customization fee

Individualization

Can the wording in the software be adapted to the corporate language? adaptation wording	Partially (e.g. "Coaches", "initiatives" or Check-in questions)	Almost all wording can be adapted to the corporate language.
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	Yes. Grading calculation, cycle length, cycle start, available KR calculations and much more can be adjusted	Mooncamp can be adjusted to your companies needs, like cycle length, wording, confidence schemes, etc.
Can the user customise the user interface according to personal preferences? What is adjustable? customization to personal preferences	Yes. Users can customize the language used within the software and all OKR related notifications	There are a lot of ways to customize Mooncamp to personal preferences, such as: creating personally customized OKR views on the home page or on team pages, adding personal favorites/bookmarks to the sidebar, choosing which teams are displayed on the sidebar, customizing notification preferences, customization of logo, private OKR views, naming and order of OKR properties, personalized terminology, etc.
Can relevant OKR sets be marked by colleagues for a shart cut access? shortcut to access OKR-sets	Yes	OKR sets can be added to a favorite list for quick access.
Can the user configure via which communication channels, how often and for which events notifications are sent? customisation of notifications	Yes	Users can receive notifications via email, MS Teams, or Slack and users can define by which events they are notified.

Questions about the basic functions of the OKR software

Basic functions

Input

How can OKR sets be entered: via a) a wizard / step-by-step guide, b) a form and/or via c) quick entry? input options of OKR-sets	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.	OKRs can be added quickly and easily. Prior to publication they can be discussed by the team within a planning session.
Is there any assistance/guidance on how to create optimal OKR sets? assistance/guidance	Yes. The software provides instruction on how to best formulate good OKRs incl. examples	There are OKR examples and best practices on our homepage.
Is there support to ensure that a metric is specified for Key Results? support function for key results regarding metric(s)	Yes. Without a specified metric Key results can't be created	OKR rules can be used to define which fields of a Key Result are mandatory.
Is there support to semantically analyse Key Results and suggest an optimised wording? support function for Key Results in terms of formulation	Analysis is possible with the analytics suite. Also The OKR Quality Checker helps to ensure certain guardrails regarding how to phrase OKRs.	Not at this time
Is there a support that semantically analyses Objectives and suggests an optimised wording? support function for objectives in terms of formulation	Analysis is possible with the analytics suite. Also The OKR Quality Checker helps to ensure certain guardrails regarding how to phrase OKRs.	Not at this time
Can a different cadence be set depending on the OKR set, e.g. certain departments/teams quarterly, others 6 months? OKR cycle duration adjustable	Generally, the cycle length is the same company-wide, but long-term goals can be entered additionally.	Complete freedom to define individual cadences across multiple groups.
Timeframe support function: Is there support to ensure that a timeframe specified is within the OKR cycle? timeframe for OKR sets	OKRs are by default created within the selected OKR cycle	The current chosen cycle is automatically added to goals.
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	The software supports the following types of Key Results: * Metric: * Numeric (Start - Target) * Percental (Start - Target) * Monetary (Start - Target, currency) * Binary * Milestones	All metric types are supported
Does the system have a draft mode in which users can enter their OKR sets, but these only become visible after completion? draft mode	Yes. Goals can be marked as being drafted. Once the goal is fully formulated, it can be activated and its progress can be updated	There is a dedicated planning feature for drafting OKRs.
Can own units be defined for key results? (e.g. currency, temperature, ...) definition of own units for key results	Yes. Usually done by pecifying the specific unit in the Key Result or its description	Units are completely customizable.
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	a) no b)no, c)company specific KPIs can be entered manually within Workpath or by integration	Not at this time (planned).
Can a classic corporate hierarchy (organisational structure, single-line system, functional organisation) be mapped? mapping of a organizational hierarchy	Yes	Mooncamp can support flexible team hierarchies
Can a divisional organisation (with underlying functional organisations) be mapped? mapping of a divisional organisation	Yes	Mooncamp can support flexible team hierarchies
Can a multi-line organisation be mapped a) matrix, b) tensor)? mapping of a multi-line organisation	Combination of organisational structure and value structure (alignment of OKRs) is possible	Mooncamp can support flexible team hierarchies
Can a network organisation be mapped a) Squad/Chapter/Tribe/Spofity model, b) Holacracy or c) Sociocracy 3.0? mapping of a network organisation	Combination of organisational structure and value structure (alignment of OKRs) is possible	Mooncamp can support flexible team hierarchies
Can virtual teams / project-specific teams be mapped parallel to an organisation? mapping of virtual teams	Yes	Mooncamp can support flexible team hierarchies
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)	a), b), c), d): Yes e): No
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	Yes	OKRs can be aligned top-down and bottom-up.
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	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).	OKRs can be aligned top-down and bottom-up.
Is there an approval workflow with the respective higher instance? approval workflow	No	The planning feature allows to review OKR drafts before release
Can OKR sets be horizontally aligned (between departments and teams)? horizontal aligment of OKR sets	Yes	The alignment of OKRs is flexible
Can OKR sets be assigned to persons (OKR set owner)? person allocation to OKR sets	Yes	A goal can have multiple owners.
Can individual Key Results be assigned to persons? person allocation to key results	Yes	A goal can have multiple owners.
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	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)	Weighted goals are possible.
Can tasks be managed? What task management functions are there, e.g. Kanban board? integrated task management	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	Tasks can be managed and kanban boards and whiteboards are on the roadmap.
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	Yes	Mooncamp provides multiple integrations (e.g. Jira or Asana)
Is there an Objectives and/or Key Results backlog? Objectives / Key Result backlog	Yes. OKRs can be defined for future cycles and moved/activated when worked on	A custom view can be created for backlogged OKRs
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	a), b), c), d), e): Yes	The visibility settings of goals can be very granular.
Is it possible to add files to specific objectives, key results or tasks for documentation purposes? adding files	Yes. Documents can be added through URLs	One can attach documents throughout the software.
Is it possible to enter the vision/mission including vision, mission, core purpose, BHAG, values, ...? vision/mission	Yes. "Goal Labels" allow to describe a vision/BHAG/Strategic theme or similar, link to external documents, and display selected OKRs below it	Vision, Mission and other information can be added to the company, departments and teams
Does the OKR solution have a digital workspace or whiteboarding capability? Whiteboarding or Digital Workspace	No, but integrations to Miro / Mural are on the product roadmap, Miro template available	On the roadmap
Does the OKR solution allow for the capture of additional metadata on Objectives, Key Results, Tasks or any other objects? Extensibility and Custom Fields	Yes, every of these objects has a field where additional metadata can be added.	Mooncamp has an extensive property system which allows for custom fields
Does the OKR platform allow for bulk updates and assignments? allowing updates or assignment to be actioned en masse in the OKRs list views. Bulk Actions	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.
Does the OKR platform automate repetitive tasks? Automation	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.	E.g. by using data integrations.
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	Yes, OKR periods are completely flexible, and over-time-charts for Key Results allow to understand the development quarter-to-quarter	Periods can be defined by the customer and all periods are saved for review
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	Yes, multiple options cover all units
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)	Yes, OKRs can be assigned to multiple teams. Contribution Requests help to facilitate the alignment between teams.
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	Any person can create teams, which do not need to be nested into the hierarchy. Each persons profile shows the teams they contribute to.	Assuming permission granted users can create and assign teams and OKRs
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	Yes, through features like alignment, automated reporting, and check-ins, Workpath is the one system for results achievement at our clients.

Visualization of OKR-sets

What visualisation options are available? a) Lists b) Detailed view c) Progress chart of the Key Results visualization options	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	Cascading lists of goals, network view, detailed views, custom views, progress charts, and many more
What data is displayed in an OKR set overview / list? overview display / list		The OKR overview columns are completely customizable, i.e. all data (e.g. title, status/confidence, progress, team, type, cycle, last updated, owner) or any other custom properties of type multi-select, select, user, text, number, date, link or "look up", can be displayed, if needed.
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	Yes. Network map with visualization of horizontal and vertical alignment	A network view is available now and a tree view is on the roadmap. "OKR islands", i.e. OKRs with missing alignment, can easily identified with the network view (or through the Mooncamp dashboard).
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	a) b) c) d) e): Yes	Progress is displayed numerically, with color coding, by confidence level or traffic light. It also shows a trend line.
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	Yes, all reports are updated in real-time, reports for performance and health are available.	Dashboards and custom views allow for deep analysis of progress and process.
Can the historical/temporal development of a Key Result be displayed in a progress chart? graphical visualization of Key Results development/progress	Yes
Is there a dashboard that is configurable / composable? dashboard	Yes	The dashboard can be customized with savable filters.
Is there a company dashboard that, for example, supervisory boards and investors can view? company dashboard	Yes	Dashboards can be displayed on every company level
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	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	Dashboards can be displayed on every company level
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	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	Dashboards and custom views allow for deep analysis of progress and process.
Can KPIs be displayed on the dashboards in addition to OKR sets? KPI display	Yes. We support KPIs and OKR on organizational and team level	Among others, the dashboard displays OKR process KPIs like 'Unaligned OKRs', 'OKRs without Update' or "OKRs at risk". Displaying single performance metrics / KPIs are not possible as of now (though this is planned together with composable/configurable dashboards).
Can the dashboard data also be exported as a report a) PDF, b) CSV reports	Yes	Goal data can be exported as CSV

Check-ins

How can key result metrics be entered? a) as a number, b) in the progress chart by click? input of key result metrics	Key results metrics can be entered through the Check-in module or through the respective Goal Room by changing the numeric progress (a)	Metrics can be entered as a number and by click, depending on the measurement type that is being used.
Can a Confidence Level be entered for each Key Result ? input of confidence level	Yes. The Confidence Level for each Key Result can be entered on a skala from 1 to 10
Is a Confidence Level calculated based on previous progress and suggested before entering? prediction of confidence level	No	Confidence level will be calculated based on the previous progress and suggested accordingly.
What are the functions of supporting, collaborating, encouraging and commenting on the goals of others? collaboration with colleagues / motivation	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	Mooncamp's Check-in function can be used to document OKR progress and make it visible for the team or the whole company. One can celebrate wins together or discuss OKR updates. Users can react to comments, goal updates or check-ins with emojis or comments. Also, users can subscribe to any OKR. They will then receive notifications about OKR updates.
Can a) the 3Ps (Progress, Plan, Problems) be documented - as well as b) learnings? documentation of 3 P's and learnings	a):Yes; b):Yes	Within the Check-ins feature, you can create a 3Ps template and add learnings. For documentation purposes, you can also attach files, include images/GIFs, link to users (mentions) or OKRs, and apply rich text formatting (numbered/bulleted lists, code snippets, quotes, headings, etc.).
Is there a possibility to add files to the check-ins for documentation purposes? adding files
Are there weekly summaries (progress reports) that are sent via email or communication tools (see below)? weekly summaries via communication tools	Yes	Not at the moment
Are there weekly reminders sent via email or communication tools (see below) if there is no check-in? weekly reminder via communication tools	Yes
Can everyone see organization objectives, team objectives, manager's objectives and put employee/manager OKRs on 1on1 agendas automatically? OKRs on 1on1 agendas	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	Assuming permissions granted
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	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"
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)	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.
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	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.

OKR review

Can OKR sets be conclusively assessed for the OKR review meeting? evaluation OKR-sets	Yes
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	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	c)
Can a weighted score/grading be displayed with the different weighting of Key Results in an OKR set? weighted Scoring/Grading	No	Weighted scoring of any goal type (Objective, Key Result, initiative, ...) is possible by assigning weights to aligned items under the goal.
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	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)	Scoring can be achieved by using custom properties
Can learnings be documented - for inspection of all employees (wall of shame, wall of fame)? documentation of learnings	Learnings can be documented within team check ins (visible to all members of a check in)	Via the Check-ins feature
Can Scores be compared across cycles to find out in which areas further improvement is needed comparison across OKR cycles	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.	Users can review previous cycles in order to find areas of improvement but can't be displayed on one page
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;	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.
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	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.

Feedback

functions to promote cooperation and appreciation

Administration

How easy is it to add new employees or remove departing ones? adding/removing employees	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.	Users can be added via CSV import or individually. Users can be removed with a few clicks. We also offer user provisioning via SCIM.
Will the data of employees who are removed be lost? removal of employees	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.	OKR based data will not be lost. All data which was related to the removed employee will then be labelled as "Unknown User"
Can the access of employees be disabled? disabling employees	Yes	Not at this time
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	Yes. Via structured import templates	Support can be provided
Is there role-based access management? role-based access management	Yes. https://workpath.zendesk.com/hc/en-us/articles/360010299099-Roles-in-Workpath	Specific role-based access groups can be created.
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	Multiple different roles for OKR sets allow to flexibly assign read, write, and manage (delete) permissions for OKR sets	Mooncamp has very flexible access management capabilities for OKRs.
Is there access for people who can only view? (viewer licence) viewer	Yes. Users can be subscribed as viewers/followers (not actively contributing) to OKRs and OKR sets	Possible in Enterprise-Plan

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

Integrations

fast, low-cost development of integrations

integration by third parties

Integration for operation

Is there a Microsoft Teams app? Microsoft Teams App
Is there a Chrome Extension? Chrome Extension	No
Is there a Gmail add-on? Gmail Add-on	No
Is there a Slack support with which e.g. commands can be used for check-in? Slack Commands	OKR updates can be posted to Slack but there are no commands available within Slack	Users can receive notifications via Slack and give updates to their OKRs
Is there a Atlassian Jira app? Atlassian Jira	Yes	We do have a one-way Jira integration so far. A two-way integration embedded into Jira is on the roadmap.
What other tools are supported - for using the OKR software? other tools	Azure DevOps

Integration to communikation tools

Is there an email integration? a) SMTP, b) IMAP c) other - which? Email Integration	No	Email notifications
Is there an integration to Microsoft Teams Chat / Messenger? Microsoft Teams Chat / Messanger	Provide through a bot
Is there an integration to Slack? Slack	Yes
What other communication tools are supported? other communication tools	MS-Teams, Slack

Whiteboard Integration

Integration into Miro
Integration into Mural

Data integration

How many out-of-the-box data source integrations are supported? Number of Integrations	Unlimited via API	Jira, Asana, Hubspot, Salesforce, Google Sheets, & Excel Online
Does the vendor invest in integrations regularly and proactively - and not only on demand? Further Integrations	Integrations are constantly being added proactively
Is there an integration to Microsoft Excel? Microsoft Excel	Yes via API
Is there an integration to Google Sheets? Google Sheets	Yes via API
Is there an integration to a) MySQL, b) PostgreSQL c) other databases / which ones? SQL Databases	Yes via API	Upon request
Is there an integration to Atlassian Jira? Which metrics can be fed from Jira as key result metrics? e.g. Epic Story Points? Atlassian Jira
Is there an integration to Atlassian Jira JQL query? Atlassian Jira JQL	Yes
Is there an integration to Asana? Which metrics can be fed from Asana as key result metrics? e.g. Status Asana	Yes via API, all metrics in Asana are importable	Metrics from status, sections, and count of tasks can be integrated
Is there an integration to monday.com? Which metrics can be fed from monday.com as key result metrics? e.g. Status monday.com	Yes via API	Upon request
Is there an integration to wrike? Which metrics can be fed in by wrike as key result metrics? e.g. Status wrike	Yes via API	Upon request
Is there an integration to Favro (My Cards / Card ID)? Favro	Yes via API	Upon request
Is there an integration to other project/task management tools? other project/task management tools	Azure DevOps
Is there integration to Salesforce Reports (Report / Column)? Salesforce Reports	Yes via API
Is there an integration to Salesforce KPIs? Salesforce KPI	Yes via API
Is there an integration to Hubspot? Which KPIs can be fed in? e.g. Number of Contacts? Hubspot	Yes via API	Available metrics: Number of contacts, number of site visits, number of visitors, number of leads, number of subscribers, number of MQLs, number of SQLs, number of opportunites, number of customers, number of page visits per sitting, bounce rate, time per session, percentage of new sessions, percentage of session per contact, percentage of contacts per customer
Is there an integration to other CRM/marketing tools? other CRM/marketing tools	Yes via API	Not at the moment.
Is there an integration to Google Analytics? Which KPIs can be fed in? e.g. bounce rate Google Analytics	Yes via API	Upon request
Is there an integration to Tableau via a) username / password b) Access token? Tableau	Yes (Workpath Analytics implemented in Tableau)	Upon request
Is there integration with Snowflake via SQL Query? Snowflake	Yes via API	Upon request
Is there integration with Google Big Query? Google BigQuery	Yes via API	Upon request
Is there integration with other analytics, data warehouse, BI systems? - to which ones? e.g. Microsoft Power BI other Analytics, Data Warehouse, BI systems	Custom CSV exports possible	Upon request
Is there an integration to financial systems, e.g. Oracle Financials? financial systems	Yes via API	Upon request
Is there a integration/connection to API mesh platforms / API integration or automation tools, such as Zapier? API mesh plattforms	Yes via API	Upon request
Is there a further direct integration with IT systems? other data integrations	Yes via API	Upon request
Is there an open API available with which customer developers can develop data integrations? API	Yes	On the roadmap
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	Yes, via API	Exports via CSV

Integration to authentication/identity management systems

Does the software support a) login (username / password) and b) security mechanisms, such as one-time password, SMS / push notification, two-factor authentication, measures against Brute Force attacs - which ones? E.g. automatically locks user accounts in case of consecutive unsuccessful logon attempts. login	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)	2-factor auth via Microsoft and Google SSO and measures against brute force attacks via rate limiting.
Is there an SSO integration to Office 365? (Office 365 sign in page) Microsoft Office 365 Login	Yes
Is there an SSO integration to Google GSuite? Google GSuite Login	Yes
Is there an SSO integration to Office 365? (App Launcher) Office 365 SAML	Yes (adding a custom tile in combination with Office 365 SSO)
Is there an SSO integration to Google GSuite via SAML Authentication? Google GSuite SAML Authentication	Yes
Is there an SSO integration to Azure Active Directory? Azure Active Directory	Yes	via SAML
Is there an SSO integration to Okta? Okta	Yes	via SAML
Is there an SSO integration to OneLogin? OneLogin	Yes	via SAML
Is there an SSO integration to Cisco DUO? Cisco-DUO	No	via SAML
Is there an SSO integration to BambooHR? BambooHR	No	via SAML
Can the OKR software be integrated with external enterprise provisioning/ deprovisioning tools? SCIMP API	Planned in Q4/2021	we support SCIM 2.0
Is there an SSO integration to other authentication/identity management systems? other authentication/identity management systems	Any system compliant with SAML	via SAML

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

Analytics

Is there an overview of the analysis of the quality of the OKR sets based on the parameters: a) optimal number of objectives / OKR sets, b) optimal number of key reuslts, c) quality of key results, d) dependencies/alignment to other teams? OKR set quality analysis	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	Dashboards allow for analysis
Is there an overview of the analysis of the quality in the alignment/support of OKR sets with other departments/teams? alignment to other OKR sets	Yes. The Treemap graph is showing the different types of collaboration between the teams to find out where alignment between is missing	Alignment quality can be inferred from the network view.
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	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).	Network view
Is there an overview of the analysis of the check-ins/updates performed check-in / update analysis	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	Participation rate is tracked
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	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.	Via Check-ins
Is there a way to find out which OKRs and teams are not progressing as expected? Off-track teams / OKRs	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.	Via filters and dashboards
Is there an overview to show at a glance to a mid level manager how her/his unit is evolving? Reporting functionalities	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	Via individual views
Is there a way to get a report automatically in order to save time? Automatic reporting	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.	on the roadmap
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	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.	Contributing goals are shown within goals and via network view
Is there a way to know and see if the organization is getting better with the OKR methodology? Success Metrics	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.	Via OKR progress and check-in engagement
Can we find out if the strategy is evolving differently compared to the past cycles? Progress evolution	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.	Current data can be compared to previous dates
Is there a way to know which metrics are performing well and which ones need extra support? Benchmark metrics	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.	Via progress and dashboards

7. AI support

AI support

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

Are there any further AI supported features?

Further AI supported features

7. Data protection and security

Data protection and security

Is the OKR software a) GDPR and b) German DSGVO compliant? GRDP compliance (and German DSGVO compliance)	Yes. Workpath software is GDPR / DSGVO compliant
Where is the software hosted? (Provider / Location) hosting provider / location	Workpath ist hosted in Germany with AWS	Server is hosted in Frankfurt by IONOS by 1&1
Is the data center certified according to security standards, e.g. ISO 27001, 22301, SOC1, SOC2 ? data center	AWS is certified according to ISO 27001, SOC II, C5 among others: AWS compliance programs (https://aws.amazon.com/de/compliance/programs/)	Server infrastructure is certified by ISO27001
Is the infrastructure secure and is data encrypted using the latest technologies? secure infrastructure / encryption	Yes. All data is encrypted in transit using safe ciphers (at least TLS 1.2). Additionally, all data is encrypted at rest (AES256)	Data is encrypted in-transit using TLS 1.2. Data is encrypted at-rest using industry-standard 256-bit encryption.
How are the passwords stored in the database: a) unencrypted b) encrypted c) hash only passwords	Passwords are hashed and salted	Only hashed passwords are stored
Is data, e.g. OKR sets, stored in the database in encrypted form? data	Yes. All data is encrypted in transit using safe ciphers (at least TLS 1.2). Additionally, all data is encrypted at rest (AES256)	Data is encrypted at-rest using industry-standard 256-bit encryption.
Is there a change history (audit logs)? audit logs	Yes. All important changes to data and system user activities are aggregated in an audit log	Not accessiblle for the customer, Mooncamp internal
Can changes to OKRs or other settings be retraced in detail (who/when/where)? detailed traceability of changes	Yes. All changes to OKRs are visualized in the platform in a feed	Updates on progress and comments can be traced
Is the OKR software operated in a fail-safe manner? What measures are taken to ensure this? fail-safe	The application is deployed in multiple containers to ensure availability	Yes, we us mechanisms such as "data security by design and by default"
Is the data mirrored to another location in real time? (Provider/Location) data mirroring in real time
Is there a disaster recovery system available? disaster recovery yystem	Yes, multiple recovery scenarios are in place
Are regular back-ups made and can these be imported promptly? (Backup strategy and duration) regular back-ups plus timely recording	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.	Backup and recovery processes are in place
Is there a data protection and security audit by an external expert? - Which tests were carried out, e.g. penetration tests? audit	Workpath is ISO 27001 certified with recurring audits every year. Due to this process, Workpath undergoes external pen tests at least every year.	We do a yearly penetration test by an external security company.
Is there SOC compliance e.g. SOC2 Type II? SOC Compliance	No	Our data center provider is compliant with SOC 2
Does the provider offer source code escrow (deposit of source code of the software solution at a neutral third party)? source code escrow offer	No
Is the OKR software also available as open source? OKR-software Open Source	No
Can a separate instance of the software be operated for the customer (separate database, specially configured network infrastructure ...) separate instance of the software	No	Yes, for a significant installation and maintenance fee
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	Workpath offers SaaS only	At the moment, the software is only available as a SaaS solution. An on-premise can be offered for a significant installation and maintenance fee.
Proof of > 10,000 active users with > 30,000 OKRs in a single implementation Scalability	Please check for our case studies	Customer references can be provided

Training and customer support

Training and customer support

How is onboarding carried out - a) via online training (training videos), b) video calls or c) in-house in presence? onboarding implementation	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	We offer onboarding via online training, video call, and would potentially also offer onsite training based on the current incidence.
At what times and how is customer service available: via email, chat, phone, video call? With screenshare? availability of customer support	Inital contact via email or Zendesk. Follow-up possible via Callback and webconference incl. screensharing	Customer service is available during core working times (8:00-18:00) via email, phone, or video chat with screensharing.
What are the response times for troubleshooting? response times for error reporting	Critical issues are addressed within <4 hours during business hours	- Reaction time to severe errors: 4 hours, fix or workaround within 12 hours - Reaction time to medium errors: 8 hours, fix within 2 days - Reaction time for minor errors: 2 days, fix within 5 days or otherwise communicated
Does the OKR vendor offer strategic, implementation and ongoaging coaching support from external partners? Partners
Does the OKR software vendor have a Customer Success (CS) team? Customer Success
Would customers have a dedicated Customer Success Manager (CSM)? Dedicated Success Manager		In Enterprise Plan
Does the OKR vendor provide in-house Technical Success support? Technical Success		In Enterprise Plan, remote support is preffered
Can the Technical Success team translate customer's requirements to custom solutions? Customer Success

Licence models and costs

Licence models and costs

Is there a free version available? With which limitations? Fee version
Is there a one-time setup fee? Is this dependent on the number of users? one-time setup fee	Platform setup is free of charge	Depends on plan, licence volume and requirements
Price per user per month / per quarter / per year? (attachment if applicable) user licences	Please see "Workpath Pricing Overview Tab"	Fee per user per month paid as a yearly plan in advance.
Price per user per month / per quarter / per year? (attachment if applicable) viewer licences	Please see "Workpath Pricing Overview Tab"	reduced fee per user per month paid as a yearly plan in advance.
yes volume scale	yes	yes
Are there any further comments on the licensing model and costs? further notes on the licence model and costs	* We offer our customers multi year discounts * Enterprise customers benefit from decreasing prices at scaled OKR rollouts
Are there any other fees or costs apart from those mentioned above? unmentioned fees and costs	No

SLA Service Level Agreement

SLA Service Level Agreement

What is the granted availability? availability a) 99,9 b) 99,99 c) 99,999	Workpath application has >99.95% historic uptime	99.5% on a monthly basis, excluding scheduled maintenance
Is there any planned downtime? planned downtime	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
What is the average time between repairable failures? MTBF (Mean Time between Failure)	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	- Reaction time to severe errors: 4 hours, fix or workaround within 12 hours - Reaction time to medium errors: 8 hours, fix within 2 days - Reaction time for minor errors: 2 days, fix within 5 days or otherwise communicated
What is the average time required to get systems up and running again? MTTR (Mean Time to Recovery)	Critical issues are addressed within <4 hours during business hours	Between 1-6 hours
Can availability data be provided a) in real time, as well as b) historical data? availability data	Application performance management (APM) tools are in place to continuously monitor speed

Add Product

The OKR Software features in comparison

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

Supported end devices

Questions about the user experience of the user interface

User experience

Questions about individualisation - without a customization fee

Individualization