OKR template to identify the top FP&A software in the market

public-lib · Published 22 days ago

This OKR focuses on identifying the leading Financial Planning & Analysis (FP&A) software options in the market. The first objective seeks to compile a list of at least 20 various FP&A software options by the third week. This involves a proactive approach to researching and evaluating potential tools based on specific criteria.

The next objective to assess goes deeper into the features, cost, and user reviews of each software option. Executed by week six, this requires compiling a catalog of the software elements, analyzing user experience comprehensively, and correlating the cost-to-feature ratio.

Then, the process narrows down to selecting and presenting the top three FP&A software options derived from a thorough analysis. A demonstration, planned by the ninth week, will underline the most beneficial software choices. To achieve this, the team will need to perform in-depth research of various software options and thoroughly prepare the presentation materials.

Lastly, to ensure the continual progression of the initiatives, progress scoring is employed. The numerical score format is utilized for easy and definite interpretation of the proportional accomplishment of the set objectives and goals.
  • ObjectiveIdentify the top FP&A software in the market
  • Key ResultResearch and list down at least 20 various FP&A software options by week 3
  • TaskCompile and review a list of at least 20 options
  • TaskConduct online research for potential software options
  • TaskIdentify criteria for FP&A software options
  • Key ResultCompare all FP&A software elements for features, cost, and user reviews by week 6
  • TaskCompile a list of all FP&A software elements
  • TaskAnalyze user reviews for each software
  • TaskEvaluate each software for features and cost
  • Key ResultSelect and present the top 3 FP&A software based on the analysis by week 9
  • TaskAnalyze software based on selected criteria
  • TaskResearch various FP&A software options
  • TaskPrepare presentation for top three choices
Try in Tability

Related OKRs examples

What's next? Try Tability's goal-setting AI

You can create an iterate on your OKRs using Tability's unique goal-setting AI.

Watch the demo below, then hop on the platform for a free trial.