itdesign Best Practice: OKR Management in Clarity

Managing OKRs in Clarity

Put your business goals at the center of your daily activities.

OKR-Management in Clarity

Business Case: OKR as a Management Method

The OKR method is a proven and highly successful management framework that is currently used by numerous companies as a framework for goal setting. The two central levers here are objectives (“O” for objectives) and results (“KR” for key results).

Companies that want to introduce OKRs or are already working with them must decide which tool to use for implementation. The good news is that OKRs can be perfectly mapped, organized, and tracked in Clarity. Hence, there is no need to implement and work with another tool. We show you how to successfully manage OKRs in Clarity.

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Our Solution: Mapping OKRs in Clarity

We are happy to help you configure and implement OKRs in Clarity. The tool offers you two options for mapping your OKRs. As a result, your OKR management runs in the same tool as your PPM, and strategy and objectives are closely linked to day-to-day processes. 

The Objectives module is a good start for documenting objectives. However, if it is important for you to link objectives (OKRs) with projects and investments, we recommend that you use Custom Investments. Correlations between strategy, objectives, and results can be mapped and overseen via a hierarchy. We will present the second variant in more detail below.

Thanks to Clarity’s flexibility, you can easily customize all necessary metrics and views as you need them at that moment. Optionally, we integrate your Power BI reports or jointly configure individual dashboards to provide you with up-to-date status reports on the progress of your OKRs at any time.

  • Visibility of Corporate Goals

    With Clarity, OKR and project management come together in one tool. Projects can be linked directly to the associated objectives – for greater transparency and visible employee contributions.

  • High Usability

    OKR work should inspire and be fun. In Clarity, the intuitive interface and flexible filter options enable individual views and maximum transparency.

  • Simultaneous Editing

    With Clarity, teams can work on OKRs in parallel - without manual consolidation. This facilitates collaboration, avoids errors, and makes conflicts of objectives visible at an early stage.

  • High Degree of Configurability

    OKR management thrives on flexibility and individual processes. Clarity adapts to your requirements – from metrics to individual views.

  • Clear Status Reporting

    Clarity provides real-time insights into target achievement. With OKR dashboards, statistics, and reports, you can maintain an overview, track progress, and motivate your employees.

  • Identify Trends at an Early Stage

    Clarity provides a history of all important data relating to KRs. This allows you to track progress over time and identify turning points and trends.

  • Automated Reminder E-mail

    An automated e-mail reminds the KR managers to make their entries in the system on a weekly basis. This ensures that progress can be tracked regularly and reliably.

  • Overview of Correlations

    With the help of Hierarchies in Clarity, you can display the OKR hierarchy consisting of strategy, objectives, and key results in a consolidated tree structure. You can keep an eye on the big picture.

Possible Features


  • Automatic calculation of customer-specific key figures and benchmarks
  • Highlighting of positive and negative deviations by color
  • Wide range of filter and configuration options for creating individual views
  • Display of current interim results in a status report
  • Configuration of additional dashboards to meet you individual needs
  • Visual representation of the OKR hierarchy using the Hierarchy module
  • Weekly reminder mail to all KR managers
  • Customized assignment of edit rights and view rights
  • Integration of Power BI reports to display current interim results in a status report

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More Information

Let's Talk!

It is our pleasure to help you implement your OKRs in Clarity. We have not only overseen implementation projects for our customers, but we also have several years of experience working with OKRs in Clarity. We know the challenges and benefits of the approach from our own day-to-day work and look forward to sharing our experience with you. If you are interested in using OKRs at your company, we offer you a comprehensive package. Feel free to contact us with no obligation!

itdesign's Consulting team
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