SlideShare a Scribd company logo
OKR SaaS
- Akshay Goyal
Agenda
1. OKR SaaS Market Map
a. What is OKR methodology and how is it helpful for the organisations?
b. How is OKR SaaS market shaping up?
c. Market map of all the start-ups in this space
2. Benchmarking of OKR methodology based SaaS solutions
3. Which vendor should we invest in and why?
The acronym OKR stands for Objectives and Key Results, a popular goal management
framework that helps companies implement strategy
Strategic Alignment Focused Execution Engaged Employees Transparency
Accountability
Identify problems
early
Understand overall
Progress
Rising demand is seen for OKR methodology from Q2 2017; bulk coming from US
Source: Google Trends, Keyword Planner
Google trends show a rise in search term OKR globally
The search term is most popular in world’s
biggest cities
27% search volume is from US; Japan, Germany,
UK, Brazil and India are other big chunks
Rising VC interest is seen in OKR SaaS methodology based start-ups; high growth is
seen
Source: CB Insights
2018 and 2019 saw similar number of deals; 2019
showed higher amount of funding ($M)
67% of the deals in 2018 were Seed/ Angel and then all
the deals in 2019 were Series B suggesting high growth
Every SaaS solution is focusing either of performance management via OKR, OKR implementation
tools, HRM with OKR, strategy execution with OKR and task management with OKR
Majority start-ups are in US; 93.5% VC deals
are in US alone
Performance management and OKR implementation are the
key segments
Source: CB Insights
Agenda
1. OKR SaaS Market Map
2. Benchmarking of OKR methodology based SaaS solutions
a. What is the benchmarking criterion?
b. Benchmarking of tools which help in growth related initiatives
3. Which vendor should we invest in and why?
Fitment criterion is different for start-ups vs SME and Large Enterprises
Start-ups and high growth teams
• Should easily integrate into current workflows
• Should be flexible and support agile development
• Easy to use and minimal
• Should easily fit in the growth initiatives where there are
multiple different metrics to look at
• Clear Visualizations of OKRs for every person
• Priced reasonably
SME and Large Enterprises
• Complete solution so that multiple tools are not used or
seamless integration
• Focus on performance management features such as 1:1,
360 feedback
• Easy to use and minimal, clear visualizations of OKRs for
every person
• Focus on collaborative work, easy communication and
transparency
• Good to have talent profiles so that there is recognition;
Gamification features for performance
• Priced reasonably
Benchmarking of OKR SaaS tools which are right fit for high growth start-ups; Ally seems to be the choice as the product is good
and reasonably priced
Focus
Delivering OKR success by making the
creation and management of OKRs
easy for anyone, and the software
easy to use, free for available tool
OKR software that helps you measure,
communicate and achieve remarkable
results.
OKR implementation tool with focus
on reflections on goals and 1:1
performance mangament.
Highly flexible and focused OKR implementation
tool in terms of cadence, integrations
Modular tool with complete solution
in terms of business management,
Task, goal setting, meetings and
performance management
Ideal Customer
Profile
CEO / COO / Senior Leadership
wanting improving performance with
process. start-ups, growth teams
start-ups, growth teams ( CEO, KPI
managers, team members )
High tech start-ups, leadership teams in tech
companies, growth teams
Start-ups, growth and tech teams,
SMB
Price Free Plan
$6-9 /user /month for software and
$200-400pm for coaching $6.5 - $10/user/ month
$7 for growth and $11 for enterprise / user/
month
$20 for teams and $50 for enterprise/
user /month
Business Model Freemium Demo and Buy Free Trial Free Trial Free Trial
Product Features OKR implementation, KPI Visualisation
OKR implementation, Alignment
visualisation
OKR implementation, Weekly
Reflections
OKR Implementation, Real-time Integrations,
Alignment Visualisation
Meetings, 1:1s and feedbacks,
Chatbot, task integration is internal,
modular integration possible, Task list
visulations, OKR by team heatmaps,
OKR Implementation
Integrations
KPI Data Integration: Google
Analytics, Hubspot,Salesforce
Task List Integration: Asana,
Trello, Stripe
KPI Data Integration: Slack,
Google Sheets, Open API
KPI Data Integration: Via API
Communication Integration:
Slack
KPI Data Integration: Google
Sheets,salsesforce, tableau, power BI,
hubspot
SSO Integration: Google SSO, SAML SSO
Communicaton Integration: Slack
Task List Integration: Jira, Asana, Github,
Trello
KPI Data Integration: Hubspot,
Salesforce, Google Sheets
Communicaton: Slack
Platforms Web Web Web Web Web, Android, IOS
Clients and
Customer
Reviews No reviews available; Free tool
high reviews on getapp and capterra;
10-50 estimated clients
high reviews on getapp and capterra;
10-20 estimated clients No Reviews so far; 10-15 estimated clients
high reviews on getapp and capterra;
10-50 estimated clients
Source: Analysis, Company Websites, Getapp, Capterra
Agenda
1. OKR SaaS Market Map
2. Benchmarking of OKR methodology based SaaS solutions
3. Which vendor should we invest in and why?
a. Why should we invest in Ally?
b. What are the key product differentiators?
Ally fits well in the wide array of SaaS tools start-ups use; making OKR process simple
to follow
Slackbot Integration helps manage check-ins; see
status of OKR and have intelligent alerts right in Slack
Wide array of KPI data integrations and task list
integration is possible; which updates KRs automatically
and objectively; inviting teams is simple
Ally provides the flexibility in terms of integrations and cadence
In addition to intelligent views such as OKR at risk; you can
create a custom OKR view ideal for cross-functional teams
Configurable Cadence inside the tool; start-ups in initial
days operate on monthly cadence as against quarterly
Ally provides clear visualizations of OKRs which helps in alignment; Intuitive UX and
minimal UI
An individual can see a bigger picture of how his
objectives align with the company objectives
Tree-map structure of the OKRs of the entire company;
easy for communication, transparency and alignment
Ally provides easy check-in management and feedback from peers
Updating the child KR updates all the parent KRs and objectives;
also can compare KR progress from previous period
Newsfeed has all the activities and check-ins that
individuals do; motivate and provide feedback
instantaneously to your peers
Ally requires minimum learning curve; help and support is inbuilt in product
In-product Chatbot which answers your most of the
queries; well guided onboarding and setup guide
Popular templates inbuilt for the typical OKR use cases in an
enterprise/ start-up
Ally has strong team with first hand experience of OKR; good mix of technology and UX;
strong investors and clients; compensates for no customer review currently available publicly
Vetri Vellore
Founder & CEO, Ally
• 14 years of experience in product management at Microsoft
• Serial entrepreneur with proven track record and successful exit
• First hand experience of the challenges in implementing OKRs
• Started Ally as a Slackbot in 2013 and through continuous feedback and
iterations created current SaaS tool
Raised $3mn in total funding till date from notable
investors
Strong client base and huge demand right out
of gate for the solution
I am passionate about helping teams
achieve spectacular results!
Source: Secondary Research; Geekwire; Ally Website; LinkedIn
Appendix
OKR SaaS Market Study

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OKR SaaS Market Study

  • 2. Agenda 1. OKR SaaS Market Map a. What is OKR methodology and how is it helpful for the organisations? b. How is OKR SaaS market shaping up? c. Market map of all the start-ups in this space 2. Benchmarking of OKR methodology based SaaS solutions 3. Which vendor should we invest in and why?
  • 3. The acronym OKR stands for Objectives and Key Results, a popular goal management framework that helps companies implement strategy Strategic Alignment Focused Execution Engaged Employees Transparency Accountability Identify problems early Understand overall Progress
  • 4. Rising demand is seen for OKR methodology from Q2 2017; bulk coming from US Source: Google Trends, Keyword Planner Google trends show a rise in search term OKR globally The search term is most popular in world’s biggest cities 27% search volume is from US; Japan, Germany, UK, Brazil and India are other big chunks
  • 5. Rising VC interest is seen in OKR SaaS methodology based start-ups; high growth is seen Source: CB Insights 2018 and 2019 saw similar number of deals; 2019 showed higher amount of funding ($M) 67% of the deals in 2018 were Seed/ Angel and then all the deals in 2019 were Series B suggesting high growth
  • 6. Every SaaS solution is focusing either of performance management via OKR, OKR implementation tools, HRM with OKR, strategy execution with OKR and task management with OKR Majority start-ups are in US; 93.5% VC deals are in US alone Performance management and OKR implementation are the key segments Source: CB Insights
  • 7. Agenda 1. OKR SaaS Market Map 2. Benchmarking of OKR methodology based SaaS solutions a. What is the benchmarking criterion? b. Benchmarking of tools which help in growth related initiatives 3. Which vendor should we invest in and why?
  • 8. Fitment criterion is different for start-ups vs SME and Large Enterprises Start-ups and high growth teams • Should easily integrate into current workflows • Should be flexible and support agile development • Easy to use and minimal • Should easily fit in the growth initiatives where there are multiple different metrics to look at • Clear Visualizations of OKRs for every person • Priced reasonably SME and Large Enterprises • Complete solution so that multiple tools are not used or seamless integration • Focus on performance management features such as 1:1, 360 feedback • Easy to use and minimal, clear visualizations of OKRs for every person • Focus on collaborative work, easy communication and transparency • Good to have talent profiles so that there is recognition; Gamification features for performance • Priced reasonably
  • 9. Benchmarking of OKR SaaS tools which are right fit for high growth start-ups; Ally seems to be the choice as the product is good and reasonably priced Focus Delivering OKR success by making the creation and management of OKRs easy for anyone, and the software easy to use, free for available tool OKR software that helps you measure, communicate and achieve remarkable results. OKR implementation tool with focus on reflections on goals and 1:1 performance mangament. Highly flexible and focused OKR implementation tool in terms of cadence, integrations Modular tool with complete solution in terms of business management, Task, goal setting, meetings and performance management Ideal Customer Profile CEO / COO / Senior Leadership wanting improving performance with process. start-ups, growth teams start-ups, growth teams ( CEO, KPI managers, team members ) High tech start-ups, leadership teams in tech companies, growth teams Start-ups, growth and tech teams, SMB Price Free Plan $6-9 /user /month for software and $200-400pm for coaching $6.5 - $10/user/ month $7 for growth and $11 for enterprise / user/ month $20 for teams and $50 for enterprise/ user /month Business Model Freemium Demo and Buy Free Trial Free Trial Free Trial Product Features OKR implementation, KPI Visualisation OKR implementation, Alignment visualisation OKR implementation, Weekly Reflections OKR Implementation, Real-time Integrations, Alignment Visualisation Meetings, 1:1s and feedbacks, Chatbot, task integration is internal, modular integration possible, Task list visulations, OKR by team heatmaps, OKR Implementation Integrations KPI Data Integration: Google Analytics, Hubspot,Salesforce Task List Integration: Asana, Trello, Stripe KPI Data Integration: Slack, Google Sheets, Open API KPI Data Integration: Via API Communication Integration: Slack KPI Data Integration: Google Sheets,salsesforce, tableau, power BI, hubspot SSO Integration: Google SSO, SAML SSO Communicaton Integration: Slack Task List Integration: Jira, Asana, Github, Trello KPI Data Integration: Hubspot, Salesforce, Google Sheets Communicaton: Slack Platforms Web Web Web Web Web, Android, IOS Clients and Customer Reviews No reviews available; Free tool high reviews on getapp and capterra; 10-50 estimated clients high reviews on getapp and capterra; 10-20 estimated clients No Reviews so far; 10-15 estimated clients high reviews on getapp and capterra; 10-50 estimated clients Source: Analysis, Company Websites, Getapp, Capterra
  • 10. Agenda 1. OKR SaaS Market Map 2. Benchmarking of OKR methodology based SaaS solutions 3. Which vendor should we invest in and why? a. Why should we invest in Ally? b. What are the key product differentiators?
  • 11. Ally fits well in the wide array of SaaS tools start-ups use; making OKR process simple to follow Slackbot Integration helps manage check-ins; see status of OKR and have intelligent alerts right in Slack Wide array of KPI data integrations and task list integration is possible; which updates KRs automatically and objectively; inviting teams is simple
  • 12. Ally provides the flexibility in terms of integrations and cadence In addition to intelligent views such as OKR at risk; you can create a custom OKR view ideal for cross-functional teams Configurable Cadence inside the tool; start-ups in initial days operate on monthly cadence as against quarterly
  • 13. Ally provides clear visualizations of OKRs which helps in alignment; Intuitive UX and minimal UI An individual can see a bigger picture of how his objectives align with the company objectives Tree-map structure of the OKRs of the entire company; easy for communication, transparency and alignment
  • 14. Ally provides easy check-in management and feedback from peers Updating the child KR updates all the parent KRs and objectives; also can compare KR progress from previous period Newsfeed has all the activities and check-ins that individuals do; motivate and provide feedback instantaneously to your peers
  • 15. Ally requires minimum learning curve; help and support is inbuilt in product In-product Chatbot which answers your most of the queries; well guided onboarding and setup guide Popular templates inbuilt for the typical OKR use cases in an enterprise/ start-up
  • 16. Ally has strong team with first hand experience of OKR; good mix of technology and UX; strong investors and clients; compensates for no customer review currently available publicly Vetri Vellore Founder & CEO, Ally • 14 years of experience in product management at Microsoft • Serial entrepreneur with proven track record and successful exit • First hand experience of the challenges in implementing OKRs • Started Ally as a Slackbot in 2013 and through continuous feedback and iterations created current SaaS tool Raised $3mn in total funding till date from notable investors Strong client base and huge demand right out of gate for the solution I am passionate about helping teams achieve spectacular results! Source: Secondary Research; Geekwire; Ally Website; LinkedIn

Editor's Notes

  1. Enrich this slide
  2. 40% weightage to product, 30% price and 30% reviews and clients
  3. Add team map
  4. - Compare basis previous periods
  5. - https://www.geekwire.com/2019/ally/