Managing OKRs 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.

Learn more about OKRs

Our Solution: Mapping OKRs in Clarity

We are happy to help you configure and implement OKRs in Clarity. Using Custom Investments, you can easily map your strategy, objectives, and key results in Clarity. 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. Correlations between strategy, objectives, and results can be mapped and overseen via a hierarchy.

Thanks to Clarity’s flexibility, you can easily customize all necessary metrics and views as you need them at that moment. 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. An automatic reminder email sent to all KR managers ensures that all entries are made on time.

Because we ourselves at itdesign have been working with OKRs in Clarity for some time and have already helped several customers implement their own solutions, we can also share best practices and our experiences with you.

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Added Value for Your Business

Exploit synergistic effects with Clarity – an already established tool
Increase visibility and transparency of business goals
Link project and OKR management and make contributions to goals visible
Have fun working with OKRs due to the high user-friendliness of Clarity
Edit simultaneously in the tool without needing to spend time on manual consolidation
Map individual processes thanks to Clarity's flexibility
Monitor progress with clear status reporting
Track the history of KRs and identify trends at an early stage
Obtain an overview of interrelationships in a hierarchy view

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

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More Information

Best Practices and Extensions for Clarity

From functional to technical: We have already found a solution for numerous specific requirements for Clarity systems. You too can benefit from our many years of practical experience with 130+ customers and save valuable time and money!

See all Clarity best practices and extension

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