Lean-Board

While Lean-Case enables you to set forward-looking projections, Lean-Board allows you to measure the projections against the actual result and set, manage and track your business objectives - even by connecting to 3rd party systems

Lean-Board strategically combines 2 components

a KPI Dashboard to track Goals vs Actuals
a Planning Dashboard to track Objectives against progress made

There is a huge opportunity if you measure the actuals and progress. Where you are today versus where you set the projection. You want to understand if there are any huge gaps.

Lean-Board allows you to

Set up your initial Lean-Board with the right categories for goals and objectives
Track Goals on a monthly basis
Track Business Objectives monthly and
View Objectives over time

Setting up Lean-Board

To get you started easily, Lean-Board provides a few standard Categories for Goals and Objectives out of the box which you can use, extend or change such as

Product - All businesses build something, regardless of the industry.
Engineering - Building the product
Marketing and Selling - Creating Leads and converting them into customers
Customer Satisfaction - Making sure customers get the product or service they expect
Financials - Monitoring financial results and cash flow

You can manage these categories via the button <Manage Categories> in the upper right corner. Setting up your Lean-Board, you can

Use our Standard Categories with pre-defined KPIs
Add and manage your own Categories
Delete, Sort and Filter Categories

After closing the Category Panel, you can select which categories you want to view.

In addition, you can customize your categories by

adding and customizing new goals and
integrating 3rd party systems to import Actual Data (e.g. from ChartMogul or DATEV - more to come)

Track Goals (KPI Dashboard)

Goals are numbers that define what success looks like. These Goals are usually financial and/or operational and make the Objectives visible in measurable terms. Goals should be more strategic in nature, defining the financial health and guiding the direction for the strategic choices.

On a monthly basic, you can

Select which Month you want to track and report and
Review your KPIs Goals

In reviewing your KPI goals, you can edit

Goal Status - to capture how you feel about the current status in reaching your goal
Actual data for the last 3 month of the selected reporting period
Benchmark Value - so that you can capture which level the KPI should reach
Progress & Next Steps - taken towards reaching the KPI goal
Problems and Decisions - faced in managing the goal

Track Objectives (Planning Dashboard)

Objectives set the direction for the organization. They describe the ambition of the business and answer the question: What are we trying to achieve? They should define the playing field and the rules for winning. Over time, Objectives are a constant and meaningful reminder about what success looks like in the future and to focus the organization.

Objectives in Lean-Board can be created on a quarterly basis. You should first

select for which quarter you want to manage objectives and
filter he Categories which you want to view

Within a category you can, add new objectives and manage them by editing

Objective Description - we suggest taht an objective always uses a verb to show the action
Objective Status - to capture how you feel about the current status in reaching your objective
Objective Priority - to signal the relevance of the Objective
Progress & Next Steps - taken towards reaching the objective
Problems and Decisions - faced in managing the objective

If you select a new quarter for reporting, you have the opportunity to Copy Objectives from the previous quarter

You can then adjust your objectives for the new quarter by

adding new objectives
deleting objectives which are no longer relevant abd

View Objectives

The submenu View Objectives is read-only and allows you how your Business Objectives developped from quarter-to-quarter.

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