Rychagov S. AI Cases
OKR Dashboards

OKR Dashboards

Track goals with AI-driven insights

Where It's Applied

In my practice, I developed a SaaS service for OKR management of goals and key results suitable for both individual users and team and corporate environments. The platform enables defining long-term objectives (Objectives), establishing key results (Key Results) for measuring progress, managing tasks and projects, tracking KPI metrics, conducting meetings and regular synchronizations. The system ensures goal transparency across all organizational levels and helps synchronize various teams' efforts toward unified strategy achievement.

Who Will Benefit

I recommend this solution to CEOs and company leaders wanting to transition from micromanagement to management through clear goals and rhythms. Mid-sized companies (SMB) experiencing growth and losing goal alignment between departments. Startups needing rapid launch systems without corporate bureaucracy. Remote teams requiring unified synchronization systems. Investors and boards wanting transparent company progress visibility. Individual specialists and freelancers for personal goal and task management.

Technologies

Frontend Architecture with Vue.js and Vuetify

I developed the frontend in Vue.js using Vuetify — a component library providing ready Material Design components. Vuetify enables rapid development of beautiful, responsive interfaces without writing CSS from scratch. In practice: everything users see (OKR tables, kanban boards, calendars, meetings) uses Vuetify components, ensuring consistent design and good UX.

The frontend is a Progressive Web App (PWA) working in browsers and saveable as desktop applications, letting users interact with the system like desktop software without App Store downloads.

GraphQL API Backend

The backend uses modern GraphQL API enabling frontend to request exactly the needed data without excess loading. The API provides complete operations: OKR creation and updates, task management, team work, meeting scheduling. The system supports real-time updates via WebSocket — when one user updates OKR, others see changes instantly.

Goal and Task Management

The system creates goal hierarchies: company-level Objectives → Key Results for each Objective → Tasks and initiatives for KR achievement. Users set deadlines, assign owners, add comments and progress updates. The system tracks element status (planned, in-progress, completed, blocked) and auto-recalculates higher-level progress.

Team and Organization Structure

The platform visualizes company structure as diagrams: each circle represents a role, department, or function with responsible parties. Users quickly understand hierarchy, responsibility areas, and departmental connections. Clicking a role shows all related OKRs, tasks, meetings, and tensions. Structure easily updates with organizational changes.

Calendar and Meeting Planning

The built-in calendar manages meetings and events: create recurring meetings (daily standups, weekly planning, monthly reviews), invite participants, set agendas. The system integrates with user calendars (Google Calendar, Outlook) for synchronization and reminders.

WebRTC Meetings on Own Servers

I implemented a complete videoconferencing system using WebRTC for peer-to-peer video/audio communication. Meetings run on company servers without third-party services (Zoom, Teams), providing complete data control and confidentiality. Features include: meeting rooms, screen sharing, meeting recording, real-time chat, microphone and camera control.

TURN Server for NAT Traversal

For WebRTC operation across various network configurations (NAT, firewall), I deployed a custom TURN server (e.g., coturn). This enables peer-to-peer connections even in complex network conditions. Users can join meetings from any networks, including corporate ones with strict firewalls.

S3 Storage for Files and Documents

The system uses S3-compatible storage (Amazon S3, MinIO, or others) for files, documents, screenshots, and media. Each OKR, task, and meeting can have attached files. The system supports file versioning, enabling change history viewing. Storage integrates with browsers: users drag-and-drop files for automatic upload.

Kanban Boards for Task Management

The system includes kanban boards (similar to Trello) for workflow management. Each board can have multiple columns (To Do, In Progress, In Review, Done), with cards moving between columns as progress occurs. Kanban integrates with OKR: each card can link to specific OKRs or KRs, showing task-to-goal relationships. System supports drag-and-drop, person assignment, deadline setting, and prioritization.

Notifications and Alert System

The platform has flexible notification: users receive important event alerts (new task assigned, OKR updated, meeting started, results achieved). Notifications can be sent to browsers (push notifications), email, or Telegram (Telegram Bot integration). Users customize notification types and frequency.

Telegram Integration

I implemented Telegram Bot integration for notifications and task management directly in messenger. Users can: receive meeting reminders in Telegram, quickly update task status ("Task #123 done"), get OKR progress summaries. This keeps Telegram-heavy users informed without web-interface switching.

AI Analysis and Intelligent Recommendations

The system uses AI for data analysis and recommendations: based on current progress, it forecasts period-end OKR achievement (negative trends trigger corrective measure suggestions), analyzes historical data advising optimization ("your conversion typically drops in August, prepare"), identifies potential OKR conflicts between departments suggesting synchronization, analyzes meeting discussions auto-creating tasks from identified actions.

External System Integrations

The platform supports popular tool integrations: code management systems (GitHub, GitLab) for development progress tracking as KPIs, analytics systems (Google Analytics, Mixpanel) for metric loading, CRM systems for sales-goal synchronization, Slack for notifications and communication. API integrations automate workflows: for example, marking a task "ready for release" auto-creates GitHub Pull Requests.

Architecture and Scaling

Complete stack: Frontend with Vue.js + Vuetify, Backend with Python/Node.js GraphQL API, PostgreSQL for structured data (OKRs, tasks, meetings, teams), Redis for caching and WebSocket real-time notifications, S3-compatible storage (MinIO or cloud) for files, WebRTC server for meetings, TURN server for NAT traversal, Telegram Bot for integration.

System scales horizontally: backend deploys across multiple load-balanced instances, databases can be sharded for large volumes, videoconferences distribute across servers, S3 storage auto-scales. In practice: the system serves hundreds of companies and thousands of users without performance degradation.

Meeting Protocols and Documentation

After meeting completion, the system offers protocol creation: discussion descriptions, decisions made, tasks with owners and deadlines. Protocols auto-link to calendar meetings and relevant OKRs/tasks. All protocols are searchable and analyzable, enabling quick historical problem discussion lookup.

Tension Management

The system includes "tension" management — problems, conflicts, or discrepancies revealed at meetings. Each tension can be described: problem essence, affected people, proposed solutions, responsible parties. The system tracks tensions until resolution and generates problem trend reports, helping identify systematic company issues.

Dashboards and Progress Visualization

The platform provides clear dashboards: overall company OKR status (which are 100%, which are at risk), departmental progress, KPI metric trends (graphs), meeting calendars with progress indicators. Dashboards customize by role: CEOs see high-level overviews, department managers see their area details, employees see personal OKRs and tasks. System generates PDF reports sent weekly via email.

Access Rights Management

The system has flexible access control: CEOs see all company data, managers see only their department and reports' information, employees see only personal OKRs and general company OKRs. System supports roles (Admin, Manager, Team Lead, Contributor) with predefined rights and custom roles. All actions log for auditing.

Important Organizational Considerations

First — OKR culture implementation requires time and education. The system isn't just a tool, it's a thinking method change. Employees must think in goal terms, not just task execution. I recommend gradual implementation: define company OKRs first, then departments, then individuals. The first quarter can be "educational," focusing on proper OKR writing and system usage.

Second — OKR quality is critical. Poor OKRs (too vague, unachievable, not strategy-linked) cause team disorientation and wasted time. I recommend methodology: each OKR should be ambitious (60-80% achievability), measurable (specific Key Results), strategy-linked with trackable progress. Five good OKRs beat ten weak ones.

Third — regular updates and synchronization are critical for success. OKRs can't be set once and forgotten. Weekly status updates (via kanban or direct KR updates), monthly reviews, and quarterly replanning are needed. The system reminds about update deadlines through notifications, but people must be disciplined.

Fourth — balance ambition and achievability. OKRs should be ambitious (stretch goals) but not impossible. If teams always achieve 100% of OKRs, they're insufficiently ambitious. Typical excellent results: 70-80% achievement. This motivates growth without demoralizing missed targets.

Fifth — linking OKRs to compensation requires caution. If compensation entirely depends on OKRs, people may write "easy" OKRs for easy achievement, undermining the concept. Best approach: OKRs align, evaluate, and calculate bonuses, but aren't the sole criteria. Bonuses depend on multiple factors including OKRs but also work quality, teamwork, and other indicators.

Sixth — tension management requires openness culture. People must comfortably identify problems. If problem-raising causes punishment, the system won't work. Leaders should value problem-reporters because early resolution prevents critical issues.

Seventh — scaling across the company. As companies grow, systems must scale. Determine which OKRs should be "global" (connecting the company), departmental, or individual. Systems should explicitly show hierarchy and connections, avoiding department silos and ensuring coordination.

Eighth — confidentiality using own servers. Since meetings, files, and data store on company servers, security is essential: regular backups, encryption in transit and at rest, limited physical server access, regular WebRTC and TURN server security updates.