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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

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 Customer Success to find examples that match your team's goals.

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