OKR template to successfully migrate sales reports to in-house frontend and data warehouse cube
This OKR focuses on the successful migration of existing sales reports to an internally developed frontend interface and data warehouse platform. The ultimate goal is to move at least 75% of reports to this new setup, ensuring fluent operation and facilitating easy access for the users.
Initiatives for achieving this objective include training the sales team to effectively utilize the new system, reviewing and identifying current sales reports suited for the transition and ongoing audits to assess the process against set targets. These steps aim to streamline the transition process, ensuring minimal disruption to the sales department.
Another key target this OKR highlights is to ensure comprehensive training for 90% of users on the new system. This would entail identifying users who require training, implementing a thorough training program along with tracking user proficiency levels in handling the new system. It also involves the development of a detailed training manual for future references.
The design and coding aspects of the in-house frontend also form an important part of this OKR. Committing to code efficiency, extensive testing and debugging, ensuring a user-friendly design layout and UI/UX are key tasks laid out to guarantee the completion of the frontend by the stipulated date.
Initiatives for achieving this objective include training the sales team to effectively utilize the new system, reviewing and identifying current sales reports suited for the transition and ongoing audits to assess the process against set targets. These steps aim to streamline the transition process, ensuring minimal disruption to the sales department.
Another key target this OKR highlights is to ensure comprehensive training for 90% of users on the new system. This would entail identifying users who require training, implementing a thorough training program along with tracking user proficiency levels in handling the new system. It also involves the development of a detailed training manual for future references.
The design and coding aspects of the in-house frontend also form an important part of this OKR. Committing to code efficiency, extensive testing and debugging, ensuring a user-friendly design layout and UI/UX are key tasks laid out to guarantee the completion of the frontend by the stipulated date.
Successfully migrate sales reports to in-house frontend and data warehouse cube
Successfully transition 75% of sales reports to the new system
Train sales team on the new system- Identify and review current sales reports for transition
- Audit transition progress to ensure 75% target
- Train 90% of users on the new system demonstrating proficiency in tasks
- Identify the users who need training on the new system
- Implement the training program and track user proficiency levels
- Develop a comprehensive training program showcasing system tasks
- Complete the design and coding of the in-house frontend by such date
- Conduct efficient coding for the finalized design layout
- Test, debug, and launch the completed frontend by the due date
- Finalize the design layout and UI/UX for the frontend