OKR template to successfully integrate and deploy Productiv SaaS for IT management

public-lib · Published 5 months ago

The first objective revolves around the integration of the Productiv SaaS system with establishment of an IT management course for employees. The goal is to train 90% of IT personnel on Productiv's application management. Initiatives include identifying candidates for training, securing the appropriate courses, and enforcing attendance.

The second objective aims to achieve 75% integration of the Productiv SaaS with existing systems by the end of the first month. The initiatives involve creating a detailed integration plan, initiating the integration process, and constantly monitoring and evaluating its progress.

Thirdly, the objective hopes to identify and manage 70% of shadow IT instances using Productiv SaaS. Initiation of this objective involves implementing the Productiv SaaS tool across all company systems. An inventory is then conducted to identify instances of shadow IT followed by leveraging Productiv reports to manage identified instances.

Ultimately, the goal expressed in these objectives is a successful integration and deployment of the Productiv SaaS for IT management. It entails employee training, strategic integration, and efficient shadow IT management.
  • ObjectiveObjectiveSuccessfully integrate and deploy Productiv SaaS for IT management
  • Key ResultKRTrain 90% of the IT team on Productiv SaaS application management functionalities
  • TaskIdentify members of IT team needing Productiv SaaS training
  • TaskSecure trainings for Productiv SaaS application management
  • TaskSchedule and ensure employees attend the training sessions
  • Key ResultKRComplete Productiv SaaS integration with existing systems by 75% in the first month
  • TaskDevelop a comprehensive integration plan for Productiv SaaS
  • TaskInitiate the integration of Productiv SaaS with existing systems
  • TaskMonitor and evaluate the progress of the integration
  • Key ResultKRIdentify and manage 70% of shadow IT instances using Productiv SaaS
  • TaskDeploy Productiv SaaS tool across all company systems
  • TaskConduct a thorough inventory to identify shadow IT instances
  • TaskLeverage Productiv reporting to manage identified shadow IT elements
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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