We've been running for about 18 months, we've established problem market fit and are now looking to scale things up. I'm in the process of shifting over to the OKR (Objectives and Key Results) methodology. I'd love to hear any recommendations for a SaaS product that helps companies manage, track and collaborate around their quarterly OKR's. I've looked at products like Lattice and Perdoo, but they are much more tailored for Enterprise style setups (and budgets!). Any recommendations would be hugely apprecited.
- You may find Zenkit helpful. It´s a SaaS for project management but because of its flexibility, you can create with it everything you need to manage your business. Kanban, Table, Calendar, List or Mind Map - switch easily between the views. To collaborate with your team is also easy because you can assign tasks, communicate via mentioning and get notifications. There is a lot more to do with it but maybe it´s better to have a look at it on your own.
- We are a Lean Startup so when we tried to implement the OKR's at our company We started in very MVP mode. We started with a Sheet of Google Drive and commenting results in feedback's meeting with the document. At that moment the OKR Methodology didn't work
- I think it depends on how you need to pull out your data. If you need a product that retrieves data from a database or spreadsheet, then I'd recommend a good self service BI solution. I'm the founder of Lumalaytics, a self service BI SAAS product. There are others I'd also recommend like ModeAnalytics and PeriscopeData.
- I think Workteam could be a good fit. See http://workte.am/workteam-okr-go.... One of the potential pitfalls when implementing an OKR solution is that your employees adopt a “set and forget” mentality where they set their goals and then forget all about them until the end of the quarter. Workteam uses a weekly check-in feature to encourage employees to continually update the status of their goals throughout the quarter. It has some good reporting tools to give insights of progress of all the goals that align with the company objectives. Workteam also provides an optional work management feature for further breaking down goals into actionable tasks, which can encourage greater collaboration and awareness around the progress of goals.