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OKR template to improve internal stakeholder usability of new ERP system

This customer success 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 main objective of the OKR is to enhance the usability of a new ERP system for internal stakeholders. This entails the implementation of initiatives that increase stakeholder competency through personalized ERP training courses, ultimately aiming for 100% increase in proficiency.

In order to lower complaint tickets related to ERP use by 30%, quicker tech support response times for ERP issues will be provided. Along with this, the user interface of the ERP system will be improved and regular training sessions for all users will be conducted.

Another goal is to implement suggestions from stakeholders for improvements in the ERP system, with an aim to achieve 80% positive feedback. Although specific initiatives for this goal are not listed in the OKR, they will likely involve collecting and analyzing stakeholder feedback, then applying recommended changes.

This OKR implies an essential effort towards making the new ERP system more user-friendly and efficient for internal stakeholders. Key success metrics include increased stakeholder proficiency, decreased complaint tickets, and positive feedback on implemented improvements.
  • ObjectiveObjectiveImprove internal stakeholder usability of new ERP system
  • Key ResultKRIncrease stakeholder proficiency through tailored ERP training sessions
  • TaskIdentify stakeholder's proficiency level and specific training requirements
  • TaskImplement and monitor these tailored ERP training sessions
  • TaskDevelop customized training sessions based on identified requirements
  • Key ResultKRReduce complaint tickets related to ERP usage by 30%
  • TaskDeploy quicker tech support turnaround for ERP issues
  • TaskImprove ERP system's user interface for easier use
  • TaskImplement regular ERP training sessions for all users
  • Key ResultKRImplement stakeholder suggested ERP system improvements and achieve 80% positive feedback
Use in Tability

Make these OKRs fit your team

Treat this template as a starting point. Keep the outcomes that match your priorities, adjust the targets and deadlines to reflect your baseline, and remove anything your team cannot influence directly.

Adapt the template or create a plan with AI

You can copy this example into Tability and refine it with your team. If you would rather start from your own context, use embedded AI Mode: describe what your team needs to achieve in a simple prompt and Tability will automatically create a structured OKR plan with objectives, measurable outcomes, and initiatives.

Before publishing, review the AI-generated plan with the people responsible for delivering it:

  • Replace generic outcomes with measures your team can update consistently
  • Set ambitious but credible targets using current performance as the baseline
  • Assign an owner to every outcome and agree on what success looks like
  • Remove duplicate or activity-based key results that do not prove meaningful progress

The best OKR platform for AI-bullish teams

Tability brings AI into the goal-setting and execution workflow instead of treating it as a separate writing assistant.

  • Fully agentic: use an OKR agent to review plans, suggest improvements, and monitor execution
  • Embedded AI Mode: create and refine goals without leaving the planning workflow
  • MCP server: talk to your OKRs from Claude, ChatGPT, and other MCP-compatible LLM clients

You have a plan. Now what?

Publishing the plan is the beginning of the work. Tability gives teams a simple weekly rhythm for updating outcomes, discussing confidence, and acting on problems while there is still time to change the result.

  • Track progress: collect focused weekly check-ins and sync updates from tools such as Jira, ClickUp, Linear, and Asana
  • Detect problems early: use confidence, status, and agent monitoring to surface stalled or at-risk outcomes before the end of the quarter
  • Communicate clearly: share dashboards and reports that explain what changed, where help is needed, and what happens next

Create a free Tability account to turn this template into a plan your team can execute. Still choosing a tool? Use the best OKR software ranking to compare verified pricing, feature coverage, and rollout fit.

Related OKRs examples

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

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