Gtmhub introducing the first RPA (Robotic Process Automation) for OKRs

Posted by Ivan Osmak
on January 20, 2020

OKRs have gone mainstream. Organizations of all sizes and types are deploying OKRs to drive growth, align the initiatives and focus on what really matters.

When organizations introduce OKRs, they are actually looking to change the existing processes and established mindsets. By very definition, OKRs demand change management.

Large organizations and enterprises around the world are struggling with how to translate the deviously simple concept of OKRs to a fully deployed process across various business units, departments and thousands of employees.

With the complexity that comes with scale, one has to wonder – how to deploy OKRs across thousands of people, while at the same time keep control of the process and ensure consistency.

Automation to the rescue

At Gtmhub, we are introducing the very first RPA (Robotic Process Automation) for OKRs in order to help large organizations deploy and manage OKRs at scale. We are delivering the solution for the four core business cases:

  • Process Consistency
  • Information Organization
  • Anomaly Escalation and
  • Transparency
The Gtmhub Automation Designer

Process Consistency

Most organizations will have an OKRs process. Some will hire an external consulting firm, others may have talent in-house, but everyone will have a defined set of rules they want to follow.

While the process itself may be very lightweight and consist only of a handful of rules, driving even a simple process at scale is a monumental challenge. With Gtmhub, you can automate various rules.

Here are some examples.

Use case 1:
All OKRs are to be defined two weeks before the quarter starts
Learn more about planning sessions.

Use case 2:
No more than one yes/no key result to be defined per OKR
Learn more about different key result types.

Use case 3:
The plan for achieving an objective should be defined for each OKR
“Plan” could be a custom field of your OKR. Learn more about custom fields.

Use case 4:
Send an email to OKRs owner’s manager if OKR was not updated for more than 3 weeks

Information organization

Organizations adopt OKRs to get aligned, achieve transparency and focus. However, with large organizations, the pendulum quickly swings to the other extreme – information overload.

Defining the rule conditions

The Gtmhub RPA for OKRs can help with organizing and classifying all this information at scale.

Here are some examples.

Use case 1:
Tag every objective that defines key results in dollars with “financial”
Learn more about tags.

Use case 2:
Add a task “to clarify OKR” for every objective which uses more than 7 words
Learn more about Gtmhub tasks.

Use case 3:
Tag every OKR where key results are owned by people from different functions as “cross-functional”

Anomaly escalation

When managing goals, it is often said that one should focus on things that are really good and those that are really bad – everything else should be left alone.

Choosing actions which trigger the automation

The following examples show how to surface anomalies within the OKRs.

Use case 1:
Send an email when there are more than 10 comments on an OKR
Learn more about comments and mentions.

Use case 2:
Send an email to an OKR champion if more than 7 OKRs align to one parent OKR
Learn more about alignment.

Use case 3:
Send an email if an OKR has more than 100% attainment (sandbagging)

Transparency

When working with large amounts of OKRs and people, it is often easy to miss the successes and victories. Gtmhub RPA for OKRs makes it simple to sift through thousands of OKRs and recognize every single achievement.

Automation performance analytics

Here are some examples.

Use case 1:
Post a Slack message when an OKR reaches 70% attainment
Learn more about Slack integration.

Use case 2:
Send an email when OKR attainment increases by more than 10% in a single update

Use case 3:
Assign a badge to a person when they hit 70% on all of their OKRs
Learn more about badges.

Bottom line

With Gtmhub RPA for OKRs, we are making it not only possible to run OKRs at scale – we make it easy.