COS Object Model
Audience: End User Page Type: Concept Summary: The main “things” you will see in COS (cycles, themes, OKRs, KPIs) and how they relate.
The 60-second model
Most work in COS follows this structure:
- Workspace (Tenant) → your company account in COS
- Organization Units → Company / Division / Team
- Strategic Cycle → the annual (or major) planning period (OKR Cycles live inside this)
- Context → Org setup, Products & Services, Strategic Cycles, Mission & Vision
- Analysis → Current States, Scorecards, DMA, Excellence, VRIO, PESTLE, Porter, BCG, Findings
- Synthesis → Product SWOT, SWOT, Strategic Themes (3–5 focus areas)
- Execution → BSC, OKR Cycles, Objectives → Key Results → Initiatives
- Dashboards & Reports → OKR Control Center, Reports, Notifications
If you understand this structure, you can understand most screens in the app.
Core objects
Tenant / Workspace
- Workspace (Tenant): Your company account in COS.
Identity & Access
- User: The person using COS.
- Role: What a person can see/do.
COS has 6 roles across three layers:
| Role | Layer | What they do |
|---|---|---|
| Super Admin | Platform | Full system access (internal) |
| Group Admin | Holding/Group | Access across all companies in a group |
| Admin | Tenant | User, role, and settings management |
| Strategy Manager | Tenant | Drives strategy planning and governance |
| Team Lead | Business Unit | Manages unit goals and sub-units |
| Member | Business Unit | Contributes to OKRs and updates progress |
→ Details: Roles & Permissions
Organization Structure
- Organization Unit: A node in your org tree (Company / Division / Team).
- Unit leader & members: Each unit can have a leader and members.
Strategic Planning Cycles
- Strategic Cycle: The main planning period (often annual).
- OKR Cycle: A sub-period inside a Strategic Cycle (often quarterly) where OKRs are planned, approved, executed, and reviewed.
4-Phase Strategy Journey
COS organizes strategic planning into four sequential phases:
| Phase | Modules |
|---|---|
| 1. Context | Organization, Products & Services, Strategic Cycles, Mission & Vision |
| 2. Analysis | Current States, Product Scorecard, Digital Maturity, Excellence Assessments, Resources (VRIO), PESTLE, Porter's Five Forces, BCG Matrix, Findings |
| 3. Synthesis | Product SWOT, SWOT Analysis, Strategic Themes |
| 4. Execution | Balanced Scorecard (BSC), OKR Cycles, Objectives → Key Results → Initiatives |
Every OKR must be linked to a Strategic Theme — the system enforces this.
→ Strategy Journey — Phases Overview
OKRs: objectives, key results, initiatives
Objectives & Key Results
- Objective: A qualitative “direction” (what you want to achieve).
- Key Result: A measurable outcome (how you know you achieved it).
- Updates / Measurements: Periodic updates that track progress over time.
Initiatives (Projects)
Initiatives are the work items/projects that support a Key Result.
Important: In COS, initiatives are linked under a Key Result (this is why you typically create/link initiatives while working on OKRs).
Ownership & Contributors (Owner & Contributor)
Each OKR record can have an owner and multiple contributors:
| Record Type | Owner | Contributors |
|---|---|---|
| Objective | Automatic: Unit leader | Multi-select |
| Key Result | Single search & select | Multi-select |
| Initiative | Single search & select | Multi-select |
Owner and contributors can be assigned on both create and edit screens. Records marked as confidential are still visible to their owner and contributors.
KPIs
- KPI library: A reusable KPI template list (common KPIs).
- KPI in your cycle: A KPI you track for your company/unit.
- KPI measurements: Periodic target/actual updates.
Governance & Approvals
Approvals and visibility are role-based.
In practice, approvals are typically managed per unit and cycle (who approves depends on your organization’s roles and configuration).
Tools & Features
COS includes 10+ strategic analysis modules (listed in the Analysis phase above) and cross-functional features: Dashboard, Goal Alignment, OKR Scoring, Reports, Notifications, and AI Assistant (Cesaire).
→ Step-by-step guides for each module: see the Product Guides section in the sidebar.