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Best OKR Software Of 2024

What is OKR Software?

OKR software is a tool designed to help organizations set, track, and achieve ambitious goals. By providing a structured framework, it helps teams align their efforts, prioritize tasks, and measure progress towards key objectives and key results. This clarity and focus can significantly boost productivity and overall organizational performance. OKR software is particularly beneficial for businesses that need to foster a culture of innovation and continuous improvement. It allows teams to set audacious goals, break them down into actionable steps, and monitor their progress in real-time. This transparency and accountability can lead to better decision-making, increased motivation, and ultimately, greater success. While OKR software offers a powerful solution for goal setting and management, it's important to note that it's not a magic bullet. Its effectiveness depends on factors such as leadership buy-in, clear communication, and regular review processes. Additionally, some organizations may find the process of setting and tracking OKRs to be time-consuming and resource-intensive. In conclusion, OKR software is a valuable tool for organizations seeking to improve their strategic planning and execution capabilities. By providing a clear and measurable framework for goal setting, it can help teams stay focused, aligned, and motivated. However, it's essential to approach OKR implementation with a strategic mindset and a commitment to continuous improvement.

What Are The Key Benefits of OKR Software?

  • Improved goal alignment
  • Enhanced team focus
  • Increased accountability
  • Better decision-making
  • Boosted employee motivation
  • Stronger company culture
  • Improved performance measurement
  • Enhanced transparency and visibility
  • Greater agility and adaptability
  • Data-driven insights
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Overall

Based on the latest available data collected by SelectHub for 23 solutions, we determined the following solutions are the best OKR Software overall:

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Why We Picked Asana

Asana is a work management platform designed to help users organize and streamline operations with a user-friendly, customizable interface, automation and AI. Key features include the ability to create custom fields, deadlines, and subtasks, utilize various project views like Kanban boards and timelines, and leverage AI for summarizing tasks and drafting workflows. During my test of the software, I liked how easy it was to create a task by email and create project and task summaries using their AI tool.

Customization was also a win. I built a task template for my Content Creation project with custom fields, relative due dates, assignees and a bulleted checklist. However, head’s up, adding task templates to existing tasks requires creating a new task with the template and merging it. Hands down, workflow management was one of my favorite parts of testing Asana. Adding in new sections (without having to go to the list view) and creating custom rules for transitions with a little help from their version of prompts was a breeze.

Collaboration is another plus, with in-card comments and mentions, an inbox, group and individual messaging in platform and guest accounts with custom permissions for external users.

On the downside, if you don’t have access to a free trial of the paid version (like I did), the free version may not be as effective. You won’t be able to access AI features, certain project views and resource management. The setup also isn’t exactly intuitive, and you may need training plus multiple visits to the help center to conceptualize your project and pick the right template.

Overall, Asana is a fantastic all-in-one project management solution for users looking for a flexible tool with AI assistance and don’t mind springing for one of the paid plans.

Pros & Cons

  • User Friendly: Reviewers appreciated that the system is easy to use and intuitive with a clean UI, even if you’re new to projects.
  • Overall Functionality: Workflows and automation, task management and collaboration are everything you’d look for in a project management system, according to users.
  • Customization: Users liked the customization options for unique team needs, projects and workflows.
  • >Cost: Users mentioned Asana’s paid plans were too expensive for smaller businesses making it difficult to upgrade from the limited free version.
  • Set-Up: Getting started can be overwhelming with so many customizations and task options. Users said you may need extra time to implement it effectively.
  • Advanced Features: Reviewers noted some features like AI, advanced project views, resource management and multiple task assignees require expensive plan upgrades.

Key Features

  • Task Management: Create tasks with custom fields, deadlines, tags, subtasks, dependencies and descriptions during setup, adding tasks to the section you want when you create your first project or forwarding an email to [email protected]. Save time by converting your custom tasks into a template you can apply to new tasks and using AI to summarize tasks and draft subtasks. Switch between list, board, timeline, calendar and Gantt views to optimize visualization and drag-and-drop tasks between sections.
  • Project Planning and Scheduling: Kick your projects off with a plethora of templates ranging from product rollouts to hiring pipelines, or import your project from a spreadsheet. Convert tasks into milestones on the card and add details about why it’s a milestone. Add tasks to multiple projects and organize strategic initiatives by creating a portfolio where you can track the updates of all your projects.
  • Resource Management: Keep track of what’s on everyone’s plate by switching to the workload view. Drag and drop tasks to manage timelines and assignees and assign custom values like hours or points to tasks to accurately factor in employee effort.
  • Sprint Management: Hit the ground running by applying the sprint template to a new project. Add custom fields, use the timeline tab to map out sprint tasks and deadlines and set start and finish dates in the project view.
  • Collaboration Features: Add updates, questions and notes into the description. Comment on cards with mentions, files, lists, code blocks and even AI assists. Send messages directly to individuals or teams using the inbox. Keep your clients in the loop by creating guest accounts and sharing specific tasks and projects with them.
  • Reports and Insights: Tap into a bird’s eye view of your project by clicking on the dashboard tab where you can monitor overdue, complete and incomplete tasks and burnup charts and create custom charts with their AI tool. Visit the reporting tab to view trends, progress, resourcing and work health.
  • Custom Automations and Workflows: Build a workflow that’s a perfect fit for your project in the workflow tab by adding sections for each step in the process with custom transitions and rules when tasks are moved. Add custom automations and rules from scratch, use the options provided as a starting point or get a helping hand from the AI studio. Check out the automations we built in depth below.
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Why We Picked ClickUp

ClickUp is an all-in-one project management solution designed to help businesses in any industry optimize project cycles with a highly customizable interface, robust automation capabilities and extensive collaboration features. It helps you visualize tasks and project optimally with over 15 views including options like Kanban boards, Gantt charts, and calendars.

No-code automation with templates and drop-down menus for increased personalization mean you can build effective workflows. Other notable features include in-card comments, custom dashboards, sprint management, in-built documents and time tracking.

However, ClickUp’s feature-rich platform can also be a pitfall with some reviewers noting a steep learning curve associated with mastering its various functionalities. Additionally, the platform's tiered pricing structure might be a concern for smaller teams or organizations with limited budgets.

During our test run, ClickUp scored points for its easy automation, customization to the nth level, reporting views and collaborative tools. We found it incredibly easy to build custom workflows, implement templates for a new space and keep assignees accountable with the activity stream in each card. Overall, we think ClickUp is a fantastic option for businesses of all sizes, especially if you’re looking for a highly customizable and collaborative project management platform.

Pros & Cons

  • Easy To Use: Reviewers appreciated how easy the solution was to use and set up, even without extensive training or customer support.
  • Customization: Extensive customization options like task views, priority levels, color coding, and automations to create a unique product for their specific team were a plus for many users.
  • Collaboration: Users liked how easy it is to collaborate by assigning tasks, subtasks, comments and due dates with automated email notifications.

What Users Like

  • Versatility: “ClickUp lets you tailor tasks, projects, and views down to the smallest detail, which was perfect for our team since each project can look totally different. For example, we used its automation features to auto-assign tasks when certain stages were reached, which cut down on a ton of back-and-forth and kept everyone aligned.” - Victor André Enselmann, Founder of digital marketing firm Modeva
  • Centralization and Collaboration: “With offices across major U.S. cities, aligning everyone can be challenging. However, ClickUp’s customizable dashboards allow each team to organize tasks based on project demands while keeping a high-level view of overall progress. This flexibility has significantly reduced the back-and-forth between teams, saving time and ensuring that our large-scale projects stay on track.” - Steve Morris, Founder and CEO of NEW MEDIA
  • Cost: Reviewers mentioned expensive renewal fees after the free trial and upselling.
  • Learning Curve: Users noted it takes time for new users to get familiarized with so many features and how its navigation and customization work.
  • Notifications: An influx of email notifications for every change can cause some important alerts to get lost, according to some users.

What Users Dislike

  • Too Many Features: “We ended up with a cluttered dashboard full of features we didn’t need, and it actually slowed us down. Once we simplified and focused on just the core tools, it was a lot smoother. So, with ClickUp, the trick is to use what you need and ignore the rest, or it can overwhelm more than it helps." - Victor André Enselmann, Founder of digital marketing firm Modeva
  • Time-Based Automations: “Initially, the learning curve was steep, which led to some confusion and delays as we adapted. To address this, we created a custom onboarding process for new hires that guides them through the platform’s essentials before diving into more advanced functions.” - Steve Morris, Founder and CEO of NEW MEDIA

Key Features

  • Multiple Views: Get a bird’s eye view of your business with the everything view. Check your project’s progress in over 15 ways, including Kanban, board, Gantt, calendar, chat and activity views.
  • Custom Workspaces: Create (work)spaces for each project with your own set of workflow rules, automations, statuses, fields and even assignees. Move tasks in-between spaces and change priority, receive pop-ups if statuses are different and control space accessibility.
  • Task Management: Keep track of tasks using cards that you can build from scratch or create using custom templates and fields. Assign tasks, post points, due dates, assignees and statuses. View and add comments, create alerts for overdue tasks, use custom checklists and add task dependencies.
  • Sprint Management: Create sprints using templates from ClickUp or your workspace. Manage your sprint cycles by setting custom sprint dates, priority levels and points to your work. Auto-add unfinished tasks to your next sprint, duplicate sprint views and integrate sprints with GitHub, GitLab and Bitbucket. Pace your sprints against a target using burndown charts and use burnup charts to see completed and pending work. Organize and manage sprint-specific settings via the sprint folder.
  • No-Code Automations: Create custom automations for tasks and processes without coding expertise. Use built-in recipes, ClickApps or build-your-own automations in each space using actions, triggers and conditions custom to your workflow and processes using drop-down menus.
  • Dashboards and Reporting: Click on the home icon to view a personalized dashboard of your recent projects, assigned tasks, reminders and comments. Create custom dashboards and reports from specific spaces using templates or by selecting the start from scratch option.
  • Time Tracking: Track time from multiple assignees using the built-in tracker in each card. Get an overview of user activity in your company and see when users are active using Pulse and the timesheets feature.
  • Document Creation: Create documents within the program’s word processor that are directly integrated into projects and tasks. Import documents from other word processors to add tags and use a robust tool library.
  • Goals and Targets: Set and organize goal trackers in folders to keep track of multiple projects at once. Set goal targets by monetary value, True/false conditions, or by number of units.
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Why We Picked Lattice

Lattice has carved out a unique space for itself in the performance management software market. Users frequently highlight its user-friendly interface and intuitive design as standout features, making it easy for both employees and managers to navigate the platform and complete tasks efficiently. The platform's emphasis on continuous feedback and goal alignment resonates with many users, fostering a culture of open communication and development within organizations. Lattice's strengths lie in its ability to streamline performance reviews, facilitate regular check-ins, and track goals effectively, promoting transparency and alignment between employees and managers.

However, some users note that Lattice's customization options can be limited, particularly for larger organizations with complex performance management needs. Integrating Lattice with existing HR systems can also present challenges for some users. Despite these limitations, Lattice is often seen as a strong competitor to BambooHR and Namely, offering a more comprehensive performance management solution with a focus on employee development and engagement. Lattice's emphasis on continuous feedback and goal-oriented performance management makes it particularly well-suited for organizations that prioritize employee growth and development, fostering a culture of feedback and improvement.

Pros & Cons

  • Goal Alignment: Lattice helps ensure individual employee goals are aligned with broader company objectives, promoting a sense of shared purpose and direction.
  • Feedback: Lattice facilitates regular feedback exchanges, enabling employees to receive timely input on their performance and make necessary adjustments.
  • Growth & Development: Lattice supports employee growth by providing tools for setting development goals, tracking progress, and identifying areas for improvement.
  • Performance Reviews: Lattice streamlines the performance review process, making it more efficient and less time-consuming for both managers and employees.
  • Recognition & Rewards: Lattice enables managers and peers to recognize and reward employees for their contributions, boosting morale and motivation.
  • Limited Customization: Lattice's pre-built templates and workflows might not be suitable for organizations with unique performance management processes or industry-specific requirements, potentially leading to a mismatch between the platform's capabilities and the company's needs.
  • Learning Curve: Some users have reported that Lattice has a steep learning curve, particularly for administrators and managers who need to configure the platform, create performance reviews, and navigate the various features. This can lead to frustration and a slower adoption rate within the organization.
  • Integrations: While Lattice offers integrations with popular HR and productivity tools, the depth and functionality of these integrations may vary. Users might encounter limitations or challenges when trying to connect Lattice with their existing HR ecosystem, potentially hindering data flow and process automation.

Key Features

  • Performance Reviews: Whether you prefer a quarterly or annual review cycle, Lattice can adapt to your processes. The system offers 360 feedback and self, manager and direct report feedback. It offers project-based reviews and automated reviews. Users can choose to customize their reviews or use expert templates. 
  • 1:1 Meetings: With Lattice 1:1 meetings, employees and managers have weekly meetings that can be set at a custom cadence and changed whenever needed. The meetings follow a predetermined agenda that the managers and employees put together beforehand. During the meeting Lattice asks users to take notes on the key points and next steps which they’ll follow up on afterwards. Managers have access to a Team Dashboard which displays their upcoming meetings. 
  • Employee Recognition: Lattice emphasizes the importance of praise and recognition in employee development with this feature. The public praise wall allows users to celebrate accomplishments across the entire company. The system prompts the user to ask which company values the employee displayed. A praise Slack channel brings feedback into the flow of work. 
  • Goals and OKRs: Goals are integrated into workflows so they’re always visible, helping users to keep goals at the front of their mind. The analytics and reporting capabilities help goals become actionable insights.  
  • Feedback: Integratable with Slack, Lattice Mobile and your email provider, the system makes feedback capabilities easily accessible. In addition, feedback is kept in one central location so users can review historical feedback. 
  • Updates: The updates feature sends employees a weekly questionnaire which checks in with their work progress, how they’re feeling and what they may need help with. The questionnaires can be customized and scheduled to come out whenever you so choose. Public updates are intended for a company-wide check-in while private updates are for checking in with how your team is doing.  
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Why We Picked Wrike

Wrike, a cloud-based project management platform, has attracted significant attention for its comprehensive features and ability to streamline workflows. Users frequently highlight its intuitive interface, robust functionality, and scalability as key strengths. The platform's customizability empowers teams to tailor their project management processes to their specific needs, enhancing efficiency and productivity. Wrike's Gantt charts, for instance, provide a clear visual representation of project timelines and dependencies, enabling project managers to track progress and identify potential bottlenecks. Additionally, Wrike's automation capabilities, such as automated workflows and custom request forms, free up valuable time for teams to focus on high-impact tasks.

However, some users note that Wrike's extensive features can lead to a steeper learning curve compared to simpler project management tools. Navigating the interface and discovering all the functionalities may require some initial investment of time and effort. Additionally, while Wrike offers various pricing plans to accommodate different team sizes and requirements, some users find the cost to be relatively high compared to other options in the market. Despite these considerations, Wrike remains a popular choice for teams seeking a powerful and versatile project management solution. Its ability to adapt to diverse workflows, coupled with its robust features and scalability, makes it particularly well-suited for larger teams and organizations with complex project requirements. Wrike's comprehensive reporting and analytics capabilities further enhance its value proposition, providing valuable insights into team performance and project progress.

Pros & Cons

  • User-Friendly Interface: Approximately 60% of users mention Wrike’s user-friendly interface and features in addition to easy installation.
  • Collaboration: According to 90% of users, it's easy to share files and collaborate with internal and external team members, stakeholders and business partners.
  • Support and Learning Materials: Wrike offers helpful customer support to help with implementation questions and any other concerns that arise as stated by 65% of users.
  • Customizable and Flexible: Approximately 75% of users say Wrike has a customizable and flexible system to fit their business needs.
  • Organization: There are plenty of folders and labels to keep files and projects organized, as reported by 85% of users.
  • Notifications: Wrike delivers various project notifications and alerts as stated by 61% of users.
  • Helpful Tools: Approximately 71% of users appreciate Wrike's various dashboards, Gantt charts, reports and other distinct modules.
  • Steep Learning Curve: Of the users who describe Wrike's user interface, 39% say the interface has a steep learning curve and is hard to understand.
  • Training: Approximately 35% of users iterate that implementation training and support is available but is difficult to learn.
  • Alerts: Of the users who discuss Wrike's alerts and notifications, 38% of them say there's no way to adjust how many they receive.

Key Features

  • Gantt Charts: Zoom out to see the full view of a project’s tasks, dependencies, timeline and scope. The drag-and-drop interface makes it easy to adjust task dates and add dependencies. It’s also easy to toggle between different views (day, week, month, etc.). Wrike facilitates data transfer for users switching from Microsoft Project, ensuring all elements are imported for MPP, MPX and XML formats. 
  • Task Management: Wrike brings together all aspects of your project — tasks, schedules and team communications — into a single location for more efficient project management. The platform connects with Gmail, Apple Mail and Outlook, allowing you to manage tasks directly from your inbox. It also facilitates time tracking and reporting. 
  • Project Templates: A range of pre-built templates allow teams to start with key elements already in place. Specific template types include agile teamwork, project scheduling, event management, product launches, Kanban projects, ticketing and helpdesk, sprint planning, and product roadmaps. 
  • Reports: Wrike offers reporting capabilities to users with business and enterprise accounts. The report builder takes you through the four-stage process of creating a report, with inputs for type, source data, filters and layout (table or column). Report topics include weekly project status, unassigned tasks, active tasks by assignee and others. 
  • Wrike Resource (premium add-on): This feature provides resource management and is available with Business, Wrike for Marketers and Enterprise plans. A visual, intuitive interface facilitates workload planning and changes, providing full visibility of team performance. You can also customize resource utilization analytics tools to track KPIs for better insight. 
  • Wrike Proof (premium add-on): Streamline feedback processes and review cycles with visual tools and a centralized system that keeps version control in check. You can assign approvers internally as well as invite external reviewers. The software also connects with Adobe Creative Cloud tools, letting creatives review feedback and make updates from the app they work in. 
  • Wrike Lock (premium add-on): Wrike provides cloud security and privacy with encryption keys. Both your data and the keys are encrypted, letting you determine who can access and edit the information stored on the platform. You have full control over the individual keys via a master key that’s stored by the Key Management Service from AWS. 
  • Wrike Publish (premium add-on): This feature enables digital asset management (DAM). Integrations with DAM platforms provide a range of capabilities, including stakeholder collaboration and file proofing. You can also attach files to tasks, quickly search your workspace for the right asset and gain brand consistency across campaigns. 
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Why We Picked Predictive Index

User reviews for Predictive Index reflect a generally positive sentiment, highlighting several strengths. Users appreciate its accuracy in hiring decisions, as it matches candidates to roles based on their natural behaviors and cognitive abilities. It also fosters improved team dynamics by helping managers understand and leverage employees' working styles, contributing to better collaboration and productivity. Enhanced employee engagement and reduced turnover are other noted benefits. The data-driven approach aids in objective decision-making, a vital aspect for talent management and leadership development. However, some users express concerns, including data privacy issues regarding the collection and handling of sensitive employee information. Predictive Index is seen as a costly investment, potentially limiting its accessibility for smaller businesses. Additionally, some users note the need for cultural adaptation in global organizations and point out that it might not fully address the unique complexities of every context. In comparison to similar products, Predictive Index offers a comprehensive solution for talent management, particularly in hiring and team optimization. While it has its limitations, its data-driven approach and ability to enhance employee engagement set it apart. Overall, user reviews suggest that Predictive Index is a valuable tool for organizations, but users should be mindful of potential privacy concerns and costs.

Pros & Cons

  • Accurate Hiring: Users appreciate that Predictive Index aids in making accurate hiring decisions by matching candidates to roles that align with their natural behaviors and cognitive abilities.
  • Improved Team Dynamics: Many users find that Predictive Index enhances team dynamics by helping managers understand team members' working styles, leading to more effective collaboration and productivity.
  • Enhanced Employee Engagement: Reviewers highlight that the tool contributes to improved employee engagement by providing insights for tailored management strategies and professional development.
  • Reduced Turnover: Predictive Index's ability to match individuals to roles where they excel is valued for its impact on reducing turnover and related recruitment costs.
  • Data-Driven Decision-Making: Users appreciate the data-driven approach for talent management and leadership development, which helps in making objective and informed decisions.
  • Data Privacy Concerns: Some users express concerns about data privacy, particularly regarding the collection and handling of sensitive employee information.
  • Costly Investment: Predictive Index can be perceived as a significant financial investment, making it less accessible for smaller businesses with limited budgets.
  • Cultural Adaptation Challenges: Reviewers note that the tool may require adaptation for global organizations, as cultural differences in behaviors and communication styles can impact its effectiveness.
  • Not a One-Size-Fits-All Solution: Some users find that Predictive Index may not fully address the unique complexities of every organization or industry, leading to limitations in certain contexts.
  • Potential Bias: Like any assessment tool, there's the potential for bias if not used and interpreted with care, which can result in inaccurate conclusions.

Key Features

  • Behavioral and cognitive assessments: Predictive Index offers both behavioral and cognitive assessments to help organizations better understand their employees and candidates. The behavioral assessment measures an individual's workplace behavioral tendencies, while the cognitive assessment measures their learning ability, problem-solving skills, and other cognitive abilities.
  • Job assessment tools: Predictive Index provides job assessment tools to help organizations define and understand the behavioral and cognitive requirements of different jobs. These tools can help organizations create accurate job descriptions, screen candidates more effectively, and make better hiring decisions.
  • Team analytics: Predictive Index's team analytics tools help organizations understand the behavioral and cognitive makeup of their teams. This can help to identify potential conflicts and areas where teams may need additional support or training.
  • Talent optimization: Predictive Index's talent optimization solutions are designed to help organizations optimize their talent strategies and drive better business results. These solutions include workforce planning, talent acquisition, talent development, and talent retention.
  • Customization and integration: Predictive Index's solutions are designed to be customizable and integrated with other HR systems and tools. This allows organizations to tailor the solutions to their specific needs and requirements.
  • AI-powered insights: Predictive Index's solutions are powered by artificial intelligence, which provides data-driven insights and recommendations to help organizations make better talent decisions. The AI technology is designed to learn from data over time and continually improve the accuracy of its predictions.
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Why We Picked 15Five

Navigating the sea of performance management software can feel overwhelming, but 15Five emerges as a compelling option with a range of features designed to streamline the employee evaluation process. Let's dive into how users over the past year have weighed in on 15Five's strengths, weaknesses, and unique offerings.

15Five receives consistent praise for its user-friendly interface, making it accessible for both managers and employees. The platform's versatility shines through its ability to adapt to various organizational needs, whether it's setting goals, tracking OKRs, or facilitating regular check-ins. Users appreciate the seamless integration with popular HRIS tools like ADP and Workday, as well as productivity apps such as Slack and Microsoft Teams. Affordability is another advantage, with pricing plans that cater to businesses of all sizes. However, some users note that the initial setup can be time-consuming, and mastering all the features may require a learning curve.

In comparison to competitors like Lattice and BambooHR, 15Five stands out with its emphasis on continuous feedback and employee engagement. Features like "High Fives" for peer recognition and pulse surveys for gauging sentiment contribute to a culture of open communication and appreciation. The platform's focus on objectives and key results (OKRs) aligns individual goals with broader company objectives, fostering a sense of purpose and direction. 15Five is particularly well-suited for organizations that prioritize regular feedback, goal alignment, and employee engagement. Its intuitive design and comprehensive features make it a valuable tool for businesses seeking to cultivate a thriving and high-performing workforce.

Pros & Cons

  • Promotes Regular Feedback: The platform encourages consistent communication between managers and their team members through features like weekly check-ins and pulse surveys, which helps to identify and address issues promptly.
  • Streamlines Performance Reviews: 15Five simplifies the performance review process by providing tools for goal setting, progress tracking, and feedback delivery, making it more efficient and less time-consuming for both managers and employees.
  • Enhances Employee Engagement: The platform's focus on continuous feedback and recognition helps employees feel valued and connected to their work, leading to increased engagement and motivation.
  • Provides Valuable Insights: 15Five offers reporting and analytics features that give managers insights into team performance, engagement levels, and potential areas for improvement.
  • Supports Goal Alignment: The platform allows for clear goal setting and tracking, ensuring that individual and team goals are aligned with overall company objectives.
  • Limited Customization: The platform's rigid structure might not accommodate the diverse needs of all organizations, especially those with unique performance review processes or industry-specific requirements.
  • Learning Curve: Users accustomed to traditional performance management systems might find 15Five's approach and interface to be unfamiliar, requiring additional time and effort to adapt.
  • Integrations: The platform's compatibility with existing HR and payroll systems could be a concern for organizations seeking seamless data integration and workflow automation.

Key Features

  • Engagement Surveys: Measure employee growth, productivity and satisfaction with accurate quantitative surveys. Choose from 30 templates with more than 100 question options to craft a survey that fits any company or employee group. 
  • Science-Backed Performance Growth: Uncover insightful data-driven strategies with the platform’s Full Potential Index, a measurement of a maximized employee, group and company. Extrapolate trends and employee insights to create strategies for quantifiable growth on the Full Potential Index. 
  • Supportive Engagement: Offer feedback and celebration with digital High Fives. Establish a public or private recognition strategy for remote and on-site employees, or send an external High Five beyond company scope. 
    • Feedback Opportunities: Increase communication with check-ins and allow employees to raise concerns as well as celebrate successes. 
  • Improved Assessments: Bypass traditional self- and- manager assessments with the Best-Self Review. Focus on strengths and growth areas with quarterly or semi-annually distributed Competency Assessments. 
  • Feedback Initiation: Allow employees to send digital requests to administrators. Specify the type and timing of actionable feedback with positive, constructive and mixed prompts. 
  • Weekly Check-Ins: Schedule two-step, 15-minute check-ins to be completed weekly by employees. Take action with in-app follow-ups, performance reviews, future agendas and at-risk tracking. 
  • Individual Focus: Organize guided 1-on-1s between employees and administrators with templates, talking points and action items to be covered together. Record notes and create OKR action items as managers facilitate discussions. 
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Why We Picked Mirro

How can Mirro help your company achieve peak performance? User reviews from the last year paint a largely positive picture of this performance management software. Customers rave about its user-friendly interface, making it a breeze for employees at all tech-savviness levels to navigate and use effectively. This ease of use is crucial, as it encourages consistent engagement with the platform's features, such as providing feedback, recognizing colleagues' contributions, and tracking progress towards goals.

One of Mirro's standout features is its intuitive Kudos system, which facilitates a culture of appreciation and positive reinforcement within teams. Users also highlight the platform's effectiveness in streamlining performance reviews and feedback mechanisms, making them more frequent, constructive, and less daunting than traditional annual reviews. However, some users point out the inability to add rich media like videos or pictures to posts as a drawback, limiting the platform's versatility for sharing more engaging content.

Overall, Mirro is best suited for businesses, particularly small to medium-sized enterprises, looking to cultivate a culture of continuous feedback and recognition. Its intuitive design, coupled with robust features for goal setting, performance tracking, and feedback exchange, makes it a valuable tool for enhancing employee engagement, aligning individual goals with company objectives, and promoting a more transparent and growth-oriented work environment.

Pros & Cons

  • Ease of Use: User reviews consistently praise Mirro's intuitive design, suggesting that it's user-friendly and easy to navigate.
  • Comprehensive Performance Management: Mirro supports a full range of performance management activities, including continuous feedback, goal setting (including OKRs), and formal performance reviews.
  • Real-Time Feedback and Recognition: The platform facilitates real-time feedback and public recognition, which are valuable for boosting employee morale and engagement.
  • Data-Driven Insights: Mirro provides data and analytics that give insights into team performance and engagement, enabling managers to make informed decisions.
  • Suitable for Modern Work Environments: Its features for continuous feedback, goal setting, and performance reviews make it well-suited for hybrid and remote work environments.
  • Limited Customization: User reviews don't mention customization options, suggesting potential limitations in tailoring the platform to unique business processes.
  • Potential Feature Gaps: While user reviews highlight core performance management features, they don't cover every possible HR need, potentially requiring additional software depending on specific company requirements.

Key Features

  • Continuous Feedback: Facilitates real-time feedback exchange between team members, promoting a culture of open communication and growth.
  • Goal Setting: Allows users to set, track, and update personal and team objectives, ensuring alignment with organizational priorities.
  • Performance Reviews: Streamlines the review process with customizable templates and automated reminders, making evaluations more efficient.
  • Recognition System: Encourages peer-to-peer recognition through a built-in platform, fostering a positive work environment.
  • Analytics Dashboard: Provides detailed insights into performance metrics and trends, helping managers make informed decisions.
  • Integration Capabilities: Seamlessly connects with popular tools like Slack and Microsoft Teams, enhancing workflow and communication.
  • Customizable Workflows: Offers flexibility in designing performance management processes to fit unique organizational needs.
  • Privacy Controls: Ensures data security with robust privacy settings, allowing users to control who can access their information.
  • Mobile Accessibility: Enables users to access features on-the-go through a mobile-friendly interface, ensuring productivity anywhere.
  • Onboarding Support: Provides comprehensive resources and support for new users to quickly adapt to the platform.
  • Employee Engagement Surveys: Collects valuable feedback through customizable surveys, helping organizations gauge employee satisfaction.
  • Development Plans: Assists in creating personalized development plans, aligning employee growth with company goals.
  • Task Management: Integrates task tracking within the platform, allowing users to manage responsibilities alongside performance goals.
  • Role-Based Access: Offers different access levels based on user roles, ensuring appropriate data visibility and control.
  • Automated Notifications: Keeps users informed with timely alerts about upcoming deadlines and important updates.
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Why We Picked Microsoft Viva

Is Microsoft Viva a real live wire or does it need a jumpstart? User reviews from the past year paint a mixed picture of this employee experience platform. While many appreciate its tight integration with the Microsoft ecosystem, particularly Microsoft Teams and SharePoint, some find its effectiveness hinges on how well it's implemented and adopted within their organization. For instance, Viva Connections, designed to be a central hub for company news and resources, can become a ghost town if not actively curated.

A key strength highlighted by users is the comprehensive suite of tools offered by Viva, covering everything from productivity analytics with Viva Insights to learning and development with Viva Learning. This integration is a major differentiator, as it saves companies from juggling a plethora of standalone tools. However, some users find the sheer breadth of features overwhelming, especially those less familiar with the Microsoft ecosystem.

Overall, Microsoft Viva seems best suited for organizations already heavily invested in Microsoft 365, particularly those using Teams as their primary communication platform. For these users, Viva's seamless integration and comprehensive feature set can be a game-changer, streamlining workflows and boosting employee engagement. However, companies less ingrained in the Microsoft world might find the learning curve steep and the platform's success contingent on significant investment in training and adoption initiatives.

Pros & Cons

  • Centralized Resources: Provides a consolidated hub for accessing company information, news, and tools, simplifying the employee experience.
  • Personalized Insights: Delivers tailored recommendations for improving well-being and productivity based on individual work patterns and data.
  • Streamlined Communication: Facilitates seamless communication and collaboration among team members and across departments, enhancing knowledge sharing.
  • Integrated Learning: Offers easy access to learning resources and development opportunities directly within the flow of work, promoting continuous skill enhancement.
  • Limited Adoption: If not widely adopted within a company, it can become a platform with limited engagement, hindering its intended purpose of fostering connections.
  • Integration Challenges: While it integrates well with Microsoft 365, companies heavily reliant on third-party tools might find the integration less seamless, potentially leading to fragmented workflows.
  • Dependence on Implementation: Its success hinges on how effectively it's implemented and integrated into existing company processes. Poor implementation can lead to low user engagement and hinder its overall effectiveness.

Key Features

  • Viva Connections: Provides a personalized gateway to your digital workplace, integrating company news, conversations, and resources directly into Microsoft Teams.
  • Viva Insights: Offers data-driven, privacy-protected insights and recommendations to improve productivity and well-being, such as scheduling focus time or suggesting breaks.
  • Viva Learning: Centralizes learning resources from LinkedIn Learning, Microsoft Learn, and third-party providers, making it easy for employees to discover and share training materials.
  • Viva Topics: Uses AI to automatically organize content and expertise across systems and teams into easily accessible topics, enhancing knowledge sharing and discovery.
  • Integration with Microsoft 365: Seamlessly integrates with existing Microsoft 365 tools, ensuring a cohesive experience without the need for additional software.
  • Customizable Dashboards: Allows organizations to tailor dashboards to display relevant information and resources, aligning with specific business needs and goals.
  • Employee Feedback Mechanisms: Facilitates continuous feedback through surveys and polls, helping organizations gauge employee sentiment and engagement.
  • Privacy and Security: Ensures that personal insights are visible only to the individual, with organizational insights aggregated and de-identified to maintain privacy.
  • Mobile Accessibility: Provides mobile access to Viva features, enabling employees to stay connected and informed on the go.
  • Third-Party Integrations: Supports integration with various third-party applications, allowing for a more comprehensive employee experience ecosystem.
  • Role-Based Access: Offers role-based access controls to ensure that employees see content and insights relevant to their roles and responsibilities.
  • AI-Powered Recommendations: Leverages artificial intelligence to provide personalized content and learning recommendations based on user behavior and preferences.
  • Collaboration Tools: Enhances team collaboration by integrating with Microsoft Teams, allowing for seamless communication and project management.
  • Content Curation: Enables organizations to curate and manage content effectively, ensuring that employees have access to the most relevant and up-to-date information.
  • Analytics and Reporting: Provides detailed analytics and reporting capabilities to track engagement and measure the impact of employee experience initiatives.
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Why We Picked Culture Amp

The solution has an intuitive interface that makes it easy to use and navigate around the system. A variety of pre-designed employee survey templates in the form of engagement survey, exit survey and COVID-19 response survey are available and can be customized according to the business requirements. The survey results provide deep insights into the organization’s culture, employee performance and engagement. The survey results are depicted in heat maps, which can be configured as per different factors like location, team type and business functions. It has an excellent customer support team and provides advanced reporting functions.

Pros & Cons

  • Usability: The solution is easy to use, according to 100% of users. It facilitates easy navigation and understanding of basic functionalities for novice users.
  • Content Repository: According to 80% of users who reviewed this pro, it has an excellent content repository in the form of guides, walkthroughs, articles and other information. It facilitates users to gain an in-depth understanding of the system’s use.
  • Employee Surveys: About 100% of users who mentioned this pro said the solution makes it easy to set-up surveys. Users can access a variety of pre-designed survey templates, which can be customized according to the business needs. Employee engagement surveys help users improve the company’s culture and boost employee engagement.
  • Customer Support: Regarding this feature, approximately 100% of users said the support team is amicable and responsive.
  • Reporting: According to 71% of users who reviewed this, it has advanced reporting capabilities. Users can export reports in CSV, PPT, PDF formats that are time-saving to present to the senior management.
  • The solution has an overwhelming number of positive responses, and we weren’t able to identify any cons for the solution.

Key Features

  • Ongoing Feedback: Send feedback after project completion or allow the recommendation engine to send requests automatically. An individual effectiveness 360-survey enables users to request feedback from peers and managers, as well as offer feedback to others. 
  • Performance Reviews: The system provides access to year-round feedback, self-reflections, 1:1 notes and goal tracking for usage in performance reviews. Users can customize the performance review forms and the questions to include. 
  • Goal Management:  Users can set and track goals, align goals with company objectives, track progress, leave comments or flag bottlenecks that require attention. 
  • Skills Inventory: View each employee’s skills to get a clear understanding of skills at the team and organizational level. It helps senior managers and team leaders to optimize succession planning. 
  • Analytics and Reporting: Tailor reporting by filtering evaluation data based on departments, performance levels and other criteria. The reporting capability highlights strengths and areas for improvement. 
  • Interview Questions:  Select the right interview questions from an extensive library of research-backed engagement, pulse and deep-dive surveys designed by ace psychologists and data scientists. Users can use the questions directly or customize them to include the latest questions on employee health and well-being, diversity and inclusion and change readiness. 
  • Machine-Learning Algorithms: Predict the attrition rate with powerful machine learning algorithms. Leverage advanced employee datasets and resources to forecast employee turnover and take immediate action, and address hotspots and issues to lower the attrition rate. 
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Why We Picked Betterworks

Betterworks receives praise for its user-friendly interface and intuitive goal-setting features. Users appreciate the platform's ability to align individual goals with broader company objectives, fostering a sense of purpose and direction. The software's feedback tools facilitate continuous performance conversations, promoting employee development and engagement. However, some users note that the mobile app's functionality is limited compared to the desktop version. Additionally, while Betterworks integrates with various HR systems, some users desire more extensive integration options.

Betterworks distinguishes itself through its emphasis on continuous performance management and employee engagement. The platform's features encourage regular feedback, goal setting, and progress tracking, creating a culture of ongoing development and improvement. This focus on employee-centric performance management sets Betterworks apart from traditional performance review systems that often rely on annual or bi-annual evaluations. Consequently, Betterworks is well-suited for organizations seeking to cultivate a culture of feedback, growth, and employee engagement. The platform's flexibility and customization options make it adaptable to various company sizes and industries, particularly those with a modern approach to performance management.

Pros & Cons

  • Goal Alignment: Aligns individual goals with broader company objectives, fostering a sense of purpose and direction among employees.
  • Continuous Feedback: Enables regular feedback exchanges between managers and employees, promoting ongoing development and improvement.
  • Performance Calibration: Facilitates objective performance assessments by mitigating bias through calibration sessions.
  • Development Plans: Supports the creation of personalized development plans to help employees enhance their skills and knowledge.
  • Calibration Issues: Some users have expressed concerns about potential biases during the calibration process, where managers discuss and adjust employee performance ratings to ensure fairness and consistency. Ensuring objectivity and mitigating bias in calibration sessions is crucial for maintaining trust and fairness in the performance management system.
  • Goal Management Challenges: Users have mentioned that setting and aligning goals within Betterworks can be cumbersome, particularly when dealing with intricate organizational structures or complex goal hierarchies. Streamlining the goal-setting process and providing clear guidance on goal alignment can enhance the user experience and promote effective goal management.
  • Limited Customization: Betterworks offers a range of features and functionalities, but some users have noted limitations in customizing the platform to meet their specific needs and preferences. Providing greater flexibility and customization options would empower organizations to tailor the platform to their unique performance management processes and requirements.

Key Features

  • Goals Alignment: Foster individual goal alignment with organization objectives and key results (OKRs) or the FAST goal methodology and quarterly progress reviews. It allows users to quickly view the most pertinent information and interact with goal progress on the activity stream. Integrations to Slack and other applications allow users to bring goal management into their workflow. 
  • Conversations, Feedback and Recognition: Automate goal alignment conversations, regular goal check-ins and career development conversations. Templates for each type of conversation are provided for managers and can be customized by department, job level and business objectives. Conversations can consist of free text and quantitative sources. Peer feedback may be requested or scheduled at any time.  
  • Calibration: Manage talent calibration and succession planning with an intuitive drag-and-drop box UI. Users can filter by department, level, job type, gender and more to provide up-to-date information concerning employee performance and development. 
  • Engagement: Betterworks acquired Hyphen, an employee voice and engagement platform, which has expanded system capabilities to provide automated surveys and polls. They can be configured to reach specific teams or the entire organization; time or event-based launch triggers allow you to customize frequency. The system enables users to create custom action plans based on real-time survey results. Polls help to identify emerging trends and create action plans quickly. 
  • Insights and Analytics: The system allows users to gather talent insights into engagement, career development and manager effectiveness. The input integrates with your HRIS to encourage a smooth flow of processes. 

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