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2 OKR examples for Customer Migration

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What are Customer Migration OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.

We have curated a selection of OKR examples specifically for Customer Migration to assist you. Feel free to explore the templates below for inspiration in setting your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

The best tools for writing perfect Customer Migration OKRs

Here are 2 tools that can help you draft your OKRs in no time.

Tability AI: to generate OKRs based on a prompt

Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.

Watch the video below to see it in action 👇

Tability Feedback: to improve existing OKRs

You can use Tability's AI feedback to improve your OKRs if you already have existing goals.

AI feedback for OKRs in Tability

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

Customer Migration OKRs examples

You will find in the next section many different Customer Migration Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).

Hope you'll find this helpful!

OKRs to successful migration of accounts to the new portal

  • ObjectiveSuccessful migration of accounts to the new portal
  • KRTrain 90% of customers on the new portal's usage and features by end of the quarter
  • TaskFollow up with customers post-webinar to assess learning and reinforce training
  • TaskDevelop comprehensive training materials for the new portal's usage and features
  • TaskSchedule and conduct training webinars for customers on new portal
  • KRAchieve 70% accounts migration within the first month of the quarter
  • TaskMonitor migration process, rectify any issues promptly
  • TaskIdentify all transition-ready accounts for migration
  • TaskDevelop and implement a comprehensive migration strategy
  • KRMinimize migration-related customer complaints to less than 5%
  • TaskProvide detailed migration guide to customers
  • TaskImplement comprehensive pre-migration customer communication
  • TaskEnhance post-migration customer support services

OKRs to increase customer migration from on-premises product to cloud product

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

Customer Migration OKR best practices

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tip #2: Commit to weekly OKR check-ins

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.

Being able to see trends for your key results will also keep yourself honest.

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

Save hours with automated OKR dashboards

AI feedback for OKRs in Tability

Your quarterly OKRs should be tracked weekly if you want to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:

Spreadsheets are enough to get started. Then, once you need to scale you can use Tability to save time with automated OKR dashboards, data connectors, and actionable insights.

How to get Tability dashboards:

That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.

More Customer Migration OKR templates

We have more templates to help you draft your team goals and OKRs.