Analyzing OKRs with AI
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Prerequisites
- SoftExpert Suite environment hosted in the cloud.
- SoftExpert OKR as part of the solutions acquired by the organization.
- Access to the Objective (OK002) menu.
- Previously configured objective.
- Previously configured generative AI and NLP API.
- ''AI features'' permission enabled in Configuration > Access group (CM011) > Other permissions > AI features.
Introduction
In SoftExpert OKR, Artificial Intelligence (AI) enhances the tracking of objectives and key results by automatically generating analyses and insights about the evolution of OKRs.
With AI, it is possible to obtain structured summaries of OKR progress, action plans for each key result, charts that demonstrate the evolution of results over time, and the OKR health score, providing a clear view of performance and facilitating decision-making.
This article will demonstrate how AI operates in SoftExpert OKR.
Analyze OKRs with AI
1. Access the Objective (OK002) menu.
2. Search for the desired objective.
3. Click on More (...) and then on Open data.
4. On the objective data screen, click on Analyze with AI.
5. On the chat screen, choose one of the analysis methods:
- Chat with the AI: directly enter what you want to obtain a customized analysis.
- Use pre-defined reports: choose between OKR health and progress analysis, Risk and initiative analysis, Predictive analysis by key result, and Executive view to generate an automatic analysis.
Chat with the AI
To interact directly with the AI, clearly describe what you want and click on Send.
The AI will generate the results based on the information provided.
Pre-defined reports
Health and progress analysis
To create a health and progress analysis of the OKR, select the corresponding option and click on Send.
The health score calculation considers factors such as progress, forecast, degree of confidence in the check-ins, sentiment of the comments, frequency of updates, and pace of evolution in relation to the target. The score ranges from 0 to 100, with values between 70 and 100 indicating a positive scenario.
Risk and initiative analysis
To create a risk and initiative analysis, select the corresponding option and click on Send.
Predictive analysis
To create a predictive analysis by key result, select the corresponding option and click on Send.
Executive view
To create an executive view, select the corresponding option and click on Send.
See below what each report includes:
Health and progress |
Risks and initiatives |
Predictive by key result |
Executive summary |
|
| OKR summary | X |
X |
X |
X |
| OKR hierarchy | X |
X |
X |
X |
| Health score analysis | X |
X |
X |
X |
| Key result | X |
- |
- |
- |
| Risk analysis | - |
X |
- |
- |
| Predictive analysis by key result | - |
- |
X |
X |
| Critical key results | - |
- |
- |
X |
| Milestones and events of the key result | X |
- |
- |
- |
| Confidence analysis | - |
- |
- |
X |
| Update rate | - |
- |
- |
X |
| Associated initiatives | X |
X |
- |
X |
| Suggestions (Initiatives and Check-ins) | X |
X |
X |
X |
| Action plans - Recommended | - |
X |
- |
- |
7. All analyses, whether by direct interaction or pre-defined analysis, can be saved, exported, and accessed later. To do so, on the chat screen, click on Saved artifacts.
The analyses are generated automatically by the AI and must be reviewed before decision-making.
Conclusion
Using AI in SoftExpert OKR facilitates the definition and tracking of objectives and key results, offering intelligent suggestions, generating insights, and supporting the strategic alignment of the organization.