With the customized Excel data exchange, you can quickly and easily exchange large amounts of data between Clarity and Microsoft Excel. Users can easily export data from Clarity, modify it in Microsoft Excel, and then import it back to Clarity. This means you can quickly handle large amounts of data and use the advanced analysis capabilities in Microsoft Excel.

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).

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.