OKR template to increase customer migration from on-premises product to cloud product

public-lib · Published 8 months ago

Your OKR template

The key objective of this OKR (Objective and Key Results) is to strengthen customer migration from an on-premise product to a cloud product. To achieve this, the company aims to reduce support requests for the on-premise product by 15%, which would indicate a successful migration. This will be accomplished through staff training, detailed user guides, and proactive issue management.

Another elemental target pertains to securing positive customer feedback regarding the transition process. The objective here is ensuring customers find the transition beneficial and seamless. The company plans to achieve this by offering incentives for detailed feedback, training staff to facilitate smooth transitions, and conducting post-transition surveys.

Furthermore, the OKR also focuses on increasing subscriptions for the cloud product by 20%. By encouraging more cloud subscriptions, the company aims to gradually phase out the on-premise product. Strategies outlined for this include special discounts for cloud subscriptions, customer awareness campaigns through webinars and an aggressive marketing plan for cloud products.

Overall, this OKR aims to migrate users to more efficient, cloud-based solutions, while simultaneously aiming to improve customer satisfaction, reduce support load, and increase cloud product subscriptions. Thus, accomplishing this plan will result in operational efficiency and increased consumer preference for the company's cloud offerings.

ObjectiveIncrease customer migration from on-premises product to cloud product
KRReduce on-premises product support requests by 15% due to migration success
Provide comprehensive training on new system usage to all staff
Create detailed user guides and FAQs about the migrated product
Track and address recurring issues proactively
KRSecure positive customer feedback on the benefits and ease of transitioning
Offer incentives for leaving positive, detailed feedback
Implement staff training to ensure smooth customer transitions
Conduct a post-transition survey to gather customer opinions
KRAchieve 20% increase in cloud product subscriptions compared to on-premises
Offer special discounts for cloud over on-premises subscriptions
Increase customer awareness of cloud advantages through online webinars
Implement an aggressive marketing campaign for cloud products

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.

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.

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

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

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.

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

10+ built-in dashboards to visualise progress on your goals
Weekly reminders, data connectors, and smart notifications
9 views to map OKRs to strategic projects
Strategy map to align teams at scale