Strategy Workspace

The Strategy workspace provides leadership-level visibility and connects organisational objectives to operational delivery.

Cockpit Tab

The Strategy Cockpit provides leadership-level visibility across the entire portfolio. It aggregates financial performance, health scores, and capacity utilisation into a single strategic view.

Key metrics include:

Total revenue
Total margin
Average health score
FTE count
Trend direction over time

OKRs Tab

Objectives List

View all organisational objectives with their status, progress percentage, owner, and target date. Filter by status (Active, Completed, At Risk) or search by keyword.

Key Results

Each objective expands to show its key results — measurable outcomes linked to specific engagements. Key results display:

Current value vs. target
Progress bar
Contributing engagements

AI Initiatives Tab

Track AI adoption across your organisation:

View which engagements have AI use cases assigned
See the types of AI capabilities deployed
Monitor aggregate adoption metrics

The AI Use Case Catalog defines the standard initiative types tracked here.

Strategy Guide — Setting up OKRs and AI initiatives
Concepts: AI Capabilities — Understanding the seven AI capabilities