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

This leadership OKR template is a strong starting point for teams that need better alignment, clearer priorities, and more disciplined goal tracking.

Use it to turn a business priority into a measurable objective, then review progress weekly so your team can adjust execution before the quarter gets away from you.

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.
  • ObjectiveObjectiveIncrease customer migration from on-premises product to cloud product
  • Key ResultKRReduce 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
  • Key ResultKRSecure 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
  • Key ResultKRAchieve 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
Use in Tability

Tability: the best OKR software for results-driven teams

OKRs should be tracked weekly to be effective, and Tability is the perfect tool for that.

Tability is the best OKR software that embraces modern principles to help teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Get an OKR agent that can review existing OKRs, suggest improvements, and monitor execution
  • Connect your OKRs and team goals to Jira, ClickUp, Linear, Asana, and more
  • Automate reporting with integrations and built-in dashboard

You can import OKRs in seconds with the magic importer, and start executing your goals in no time.

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.

Tability Import Options

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.

Copy from the template

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

Importing from text

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

Tability editor with imported content

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.

Publish import

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

Related OKRs examples

You can also explore more templates for Leadership, Operations, Marketing, Product, Customer Success to find examples that match your team's goals.

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