Finding software can be overwhelming. Software Advice helps small businesses select the right OKR software to plan and align employee objectives with their business goals as well as measure key results.

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Since 2004, ClearCompany has empowered thousands of companies to attract, screen, and hire better talent, engage their team, and use strategic insights to keep their recruiting competitive.The ClearCompany Talent Management Platfo... Read more


Recent recommendations: 124 recommendations

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Performance Pro

Performance Pro by HR Performance Solutions is a cloud-based performance appraisal solution for HR professionals. Performance Pro is customizable and allows users to align the solution with company’s strategic goals. The system ca... Read more


Recent recommendations: 40 recommendations

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Trakstar Performance ManagementFrontRunners 2020

Trakstar is a cloud-based Human Resource Management (HRM) solution that provides HR professionals employee evaluation functionalities like performance review, goal management, 360-degree feedback and succession planning. With... Read more


Recent recommendations: 29 recommendations

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PerformYard Talent

PerformYard is a cloud-based feedback and corporate performance management solution that allows users to set goals and track performance. The solution also helps in other human resources (HR) processes such as onboarding and organ... Read more


Recent recommendations: 21 recommendations

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CRG emPerform

CRG emPerform is a hybrid employee performance management solution that helps organizations to automate performance reviews and align, develop and retain talent. It can be deployed either on-premise or in the cloud. CRG emPer... Read more


Recent recommendations: 9 recommendations

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Winningtemp is a cloud-based software designed to help businesses leverage artificial intelligence (AI) technology and machine learning algorithms to measure employees' engagement and job satisfaction rates. Professionals can crea... Read more


Recent recommendations: 5 recommendations

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Inspire Software is a cloud-based solution that helps small to large businesses manage employee performance through 360-degree feedback and recognition tools. It comes with a Goals Science module, which allows enterprises to creat... Read more


Recent recommendations: 3 recommendations

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Engagedly is a cloud-based workforce management solution that offers integrated applications to manage on-boarding, employee learning, performance review and goal management. The solution focuses on communication and collaboration... Read more


Recent recommendations: 1 recommendations

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Quantum Workplace

Quantum Workplace is a cloud-based human resources (HR) solution. The solution is designed for employee engagement. Key features include functionality for surveys, goals, recognition, feedback, ideas, alerts and analytics. Qu... Read more


Recent recommendations: 1 recommendations

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TrelloFrontRunners 2020

Trello is a visual collaboration tool for planning tasks and projects. While commonly used by agile software development teams, the solution is also used in other departments such as marketing, sales, support and HR. The web-based... Read more

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JiraFrontRunners 2020

Jira Software is a business process management tool used by agile teams to plan, track and release software. Jira Software supports Scrum, Kanban, a hybrid model or another unique workflow. Jira enables users to create projec... Read more

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Asana is a cloud-based project and task management solution that enables teams to collaborate, communicate, and manage several tasks and projects. It can help teams meet project deadlines while tracking the completion of all tasks... Read more

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Confluence is a project management solution that enables organizations to create, collaborate, organize and review project documents. The system offers both cloud-based and on-premise deployment. Confluence’s editor feature a... Read more

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WrikeFrontRunners 2020

Wrike is a cloud-based project management platform for teams of 20+ that is suitable for both large enterprises and SMBs. It supports remote work for various teams. This solution comes with Gantt charts, calendars, workload view f... Read more

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TargetprocessFrontRunners 2020

Targetprocess is a cloud-based enterprise visual platform which connects Portfolio, Products and Teams. The tool perfectly reflects the agile methodology and can help any company to adopt and scale agile across the enterprise... Read more

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Aha!FrontRunners 2020

Aha! is a cloud-based project management solution for small, midsize and large enterprises. It caters to industries including education, energy, finance, government, legal, IT services, marketing, medical, non-profit and others. P... Read more

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Founded in 2007, Reviewsnap offers an integrated suite of talent management solutions spanning performance reviews, compensation management and learning management. The web-based solution allows businesses to streamline the perfor... Read more

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Saba TalentSpace

Saba TalentSpace is a talent development solution suitable for small and midsize businesses. The integrated suite offers comprehensive tools for learning and development, recognition, coaching and feedback. TalentSpace offers... Read more

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Profit FrontRunners 2020

Profit is an enterprise Objectives & Key Results (OKR) platform, integrated with Task Management. You can create Objectives & Key Results at every level of your organization while ensuring complete alignment across your organizati... Read more

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LatticeFrontRunners 2020

Lattice is a cloud-based performance management solution for HR professionals across multiple industries. Businesses and enterprise-level corporations can customize the solution to suit their requirements. Core functionalities inc... Read more

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Buyers guide

Last Updated: April 8, 2021

Small businesses in the U.S. are in great company! According to the U.S. Small Business Administration (SBA), there are 30.2 million small businesses that represent 99.9 percent of all businesses in the country.

However, the agency has also reported that only 50 percent of small businesses survive the first five years. Small and midsize businesses (SMBs) that survive the initial, "volatile" years have a better chance of business continuity.

One of the reasons so many SMBs fail in the first few years is because they stray away from their primary goals. Small business entrepreneurs are prone to "shiny object syndrome," wasting money and resources chasing new ideas that don't align with the business's core offerings.

To maintain organizational focus, small businesses should adopt an objective and key results (OKR) program. They can implement this strategy using OKR software to manage, track and measure the program's success.

That said, small businesses should carefully consider their options when choosing OKR software, as there are many available on the market. For instance, you need to check whether the software integrates with your human resources solution, so your HR staff can automate the migration of employee details between the two systems.

In this buyer's guide, we'll look at many such considerations that OKR software buyers should keep in mind. We'll also go over the core capabilities and benefits of OKR software.

Here's what we'll cover:

What Is OKR Software?
Benefits of OKR Software
Common Features of OKR Software
What Type of Buyer Are You?
Key Considerations

What Is OKR Software?

OKR software helps businesses align and monitor their employees' efforts toward achieving the company's primary objectives. These tools offer capabilities such as dashboards to visualize organizational, team and individual goals; graphs and charts to track the progress on key results; and team communication features to conduct employee reviews and peer-to-peer feedback sessions.

Weekly OKR status report in Weekdone

Benefits of OKR Software

Using OKR software, small businesses can create a centralized repository for employees to understand their objectives (what is to be achieved) and simplify the monitoring of key results (specific and measurable tasks) that define how employees work toward their objectives.

Here are some of the key benefits of using OKR solutions:

  • Save time by automating manual tasks. Using the software, HR teams can save the time they typically waste on manually tracking team objectives and key results on spreadsheets.
  • Keep information centralized and accessible. Details about team/individual goals and key results are stored in a centralized location, making the information easy to find.
  • Improve team communication and collaboration. OKR software comes with team workspaces, which help employees discuss objectives, clarify questions and provide feedback.

Common Features of OKR Software

OKR software helps businesses manage organizational and team goals, store team conversations in a central place, monitor the performance of OKRs and do much more. Here's a look at some of the common features of these tools.

OKR management

Define employee OKRs and allow them to view how individual OKRs are aligned with team and company goals on centralized dashboards.

Feedback management

Allow employees to request, receive and share feedback with peers and managers via online workspaces.

Reporting and analytics

View and track metrics, such as OKRs that the team has achieved, any unaligned objectives, key results at risk and more.

Task management

Track the progress of employee initiatives that drive key results, for example, tasks that a marketing team might undertake to achieve the key result of doubling quarterly sales.

User management

Control which members can create, edit and assign objectives and key results.

Gamified scorecard

Motivate high-performing teams and employees with game mechanics such as leaderboards and recognition badges.

What Type of Buyer Are You?

OKR software helps small businesses maintain organizational focus. However, there are many OKR solutions on the market, and SMBs should carefully analyze their needs before purchasing a solution.

Below are the two most common types of OKR software buyers. Knowing the difference will give you a better understanding of your needs when purchasing an OKR solution:

Small business buyers: These buyers typically belong to organizations with fewer than 100 employees and want an OKR solution that is affordable and user-friendly. Let's see in detail why these are the top concerns:

  • Usability: Small business users can't invest a lot of time customizing and learning to use new software. They need tools with out-of-the-box features, whereas a larger enterprise go for solutions with more customization options. Small businesses want intuitive features, such as drag-and-drop interfaces, which minimize the number of clicks required to do a task. A key usability feature is centralization, which makes information readily searchable. For instance, the tool should allow users to receive and share feedback on their objectives in a central location. Also, visual dashboards should make it quick and easy to track performance reports.
  • Pricing: Affordability is a key factor. Small businesses don't want an OKR tool that boasts an extensive set of features. Instead, their main aim is to justify the ROI of the total costs of software ownership. So, they want vendors that don't charge extra for adding new users or for offering priority phone support.

Enterprise buyers: These buyers have specific requirements to manage the OKRs of a large workforce that's usually spread across different locations. They need a tool that offers a large set of features and allows third-party integrations so that all their business needs are met.

  • Functionality: A large list of features is one of the primary requirements of enterprise buyers. For instance, they look for detailed reporting capabilities that allow them to track and contrast employees' current and historical OKR performance. They want to easily download custom reports that offer insights into the ownership of objectives, time of completion and other such details in different formats such as PDF, XLS and HTML. These buyers also want features such as task allocation and tracking, visual organizational charts, white-label options and real-time push notifications for mobile applications.

  • Integrations: Enterprise users want a tool that is ready to fit into their existing infrastructure—like a puzzle piece. So, the OKR software must integrate, or facilitate integrations, with their existing software tools, such as project management softwaresocial collaboration solutions and HR software. Integrations should allow seamless transfer of data between the different systems. Users also need a single sign-on (SSO) integration that makes the tool easily accessible for distributed teams.

Key Considerations

Besides understanding the type of buyer you are, small businesses should also explore other aspects of OKR software to understand the total cost of ownership.

Here are some of the top considerations to keep in mind:

  • Level of support. Buyers should consider a number of factors related to the level of support offered. Check whether vendors offer dedicated consultants to set up the tool or a self-service platform that houses video tutorials and a knowledge base. Importantly, clarify with the vendor whether there are additional charges for software training or troubleshooting via phone support.

  • Scalability of the software. As your business grows, you want the OKR solution to be able to accommodate your different needs. But to understand the scalability of the tool, it's not enough to just look at the breadth of features or performance metrics such as uptime of the software. You should also check the frequency of software updates. If the vendor consistently releases new feature upgrades, that's a sign that the software will scale with your business.


Your Guide to Top OKR Software, September 2020

Software Advice uses reviews from real software users to highlight the top-rated OKR Software products in North America.

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“Usability” includes user ratings for Functionality and Ease of Use.“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.Reviews analysis period: The reviews analysis period spans two years and ends on the 15th of the month prior to publication.