27 docs tagged with "How-To"

Using the COS AI Assistant to get strategy guidance, generate content, and analyze your data.

Using the BCG Matrix module in COS with the real entry and KPI workflow.

Focus Area Perspective (BSC) view, KPI usages and legacy read-only BSC reports.

Focus area, SWOT and KPI links, objectives, KRs and inherited strategic alignment.

Digital Maturity assessment setup, question assignments, approved answers, coverage and finalization.

How to configure and customize the Digital Maturity Assessment (DMA) template for your organization in COS.

Excellence assessment setup, question assignments, approved answers, coverage and finalization.

How to configure and customize the Operational Excellence assessment template for your organization in COS.

Using the Findings module to collect, review, and promote cross-module findings.

Role-based home views, KPI and OKR indicators, and navigation to reports.

WBR, MBR, QBR, ABR meeting preparation, agenda, follow-up.

Alignment analysis between OKRs, strategy-OKR-KPI connections.

How to use the KPI & IPF Library to manage standard performance indicators across the organization.

The KPI Tracking screen — the continuous KPI register, creating KPIs from the library or manually, measurement authority, responsible handover, retiring KPIs and adding KPIs to reports.

Personal OKR lists, objective details, progress permissions and cycle locks.

Open in-app notifications, mark them read and follow source records.

How to create and manage OKR Cycles — the quarterly or annual execution containers within a planning period.

OKR cycle Health, Alignment and Performance tabs, attention list and CSV export.

Interpret OKR progress and health, review cycle results and understand closing restrictions.

Using the Porter module in COS with the real entry and KPI workflow.

Using Product SWOT and Product Scorecard in COS with the actual data model.

How to manage Products in COS — the product catalog that links your portfolio to strategy.

Using the Goal Alignment Matrix and Cycle Cockpit to track the strategy chain and its gaps; where the old report menus moved.

How to manage the Resources Library in COS and reuse resources in VRIO reports.

Create Status Reports, use continuous KPIs and interpret report scores and closed-cycle snapshots.

SWOT categories, risk data, focus areas, KPIs and finding links.

VRIO workflow in COS — create resource analysis reports, evaluate resources with Value/Rarity/Inimitability/Organization, and read competitive outcomes.