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Quick Tour (5-10 Minutes)

Audience: End User Page Type: Quick Start Summary: On this page, you will quickly familiarize yourself with the main screens, menus, and user flow of COS. Visit the relevant pages for detailed guides.

30 Seconds: What is COS?​

COS is a platform that transforms corporate strategies into operations.

  • ✅ Plan strategy (SWOT, Balanced Scorecard)
  • ✅ Deploy goals (OKR, KPI, Initiatives)
  • ✅ Monitor progress (Dashboard, Reviews)
  • ✅ Continue organizing (Periodic updates)

2 Minutes: Basic Menus​

What You See on the Left Sidebar​

Note: Menu labels below match the current sidebar structure in the app.

🏠 Dashboard
  → Your role-based home dashboard

⚙️ Platform
  ├─ Tenant Settings
  ├─ Users
  ├─ Group Management
  ├─ Plan Info
  ├─ Integrations
  ├─ API Keys
  ├─ AI Usage
  └─ AI Provider Settings

🧭 Context
  ├─ Organization
  ├─ Product List
  ├─ Mission & Vision
  └─ Strategic Cycles

🔎 Analysis
  ├─ Current State Analysis
  ├─ Product Scorecard
  ├─ DMA Analyses
  ├─ Excellence Assessment
  ├─ VRIO / Resource Analysis
  ├─ PESTLE Analysis
  ├─ Porter's 5 Forces
  ├─ BCG Growth-Share Matrix
  └─ Findings

🧩 Synthesis
  ├─ Product SWOT
  ├─ SWOT Analysis
  └─ Strategic Themes

🚀 Execution
  ├─ Balanced Scorecard
  ├─ OKR Cycles
  ├─ My OKR
  ├─ OKR Control Center
  ├─ DMA My Tasks
  └─ My Excellence Tasks

📚 Library
  ├─ Resources Library
  ├─ KPI & IPF Library
  ├─ Product SC KPI Library
  ├─ DMA Template Customization
  └─ Excellence Template Customization

📄 Reports
  ├─ Strategy Reports
  ├─ Performance Reports
  └─ Roadmap

👤 Account
  ├─ My Profile
  └─ Role Guide

The Administration (Admin) group is intentionally omitted here because it is SUPER_ADMIN-only.

3 Minutes: Visualize the Phase Flow​

PHASE 1: Setup (Lay the Foundation)​

  1. Enter your organization structure (Holding → Company → Division → Team)
  2. Create the Strategic Cycle ("2025 Strategy Year")
  3. Write the Mission & Vision definition

PHASE 2: Reality Filter (Spending Capacity)​

  1. Inventory your resources (Budget, FTE)
  2. Get approver approval
  • If approved → Proceed to PHASE 3
  • If insufficient → Return to PHASE 1 (update vision)

PHASE 3: Assessment (Your Current Position)​

  1. Analyze the current state (baseline metrics)
  2. Balanced Scorecard (4 perspectives)
  3. SWOT Analysis
    • If positive → Proceed to PHASE 4
    • If negative → Return to PHASE 1 (update vision)

PHASE 4: Execution Plan (Goals & Projects)​

  1. Create Strategic Themes (3-5 focus areas)
  2. Define your OKRs (Objectives + Key Results)
  3. Link Initiatives (operational projects)
  4. Start periodic reviews (WBR, MBR, QBR)

4 Minutes: A Quick Example​

Scenario: ACME Corp — 2025 Strategy Year​

PHASE 1 — Setup

Organization: ACME Corp
  └─ Holding
     └─ ACME Turkey
        ├─ Sales
        ├─ Engineering
        └─ Finance

Cycle: "2025 Strategy Year" (Jan 2025 - Dec 2025)
Vision: "Become a market leader, NPS > 80"
Mission: "Provide fast, reliable solutions"

PHASE 2 — Resources

Sales: $2.5M budget, 15 people
Engineering: $5M budget, 45 people
Finance: $500k budget, 8 people
→ Approver approval: ✅ APPROVED

PHASE 3 — Assessment

Current State:
  - Market Share: 12% (rank #3)
  - NPS: 68 (Target: 80)
  - Revenue Growth: 8% YoY

SWOT:
  Strength: Agile team, strong tech
  Weakness: Limited sales force
  Opportunity: Enterprise market growth
  Threat: Competitive pricing pressure

Balanced Scorecard:
  Financial: Revenue 100M → 110M
  Customer: NPS 68 → 80
  Internal Process: Deployment time 2w → 1w
  Learning: Certifications 30% → 60%

PHASE 4 — Execution

Strategic Themes:
  1. Customer Centricity
  2. Technology Leadership
  3. Market Expansion

OKR Period 1 (Q1):
  Theme: Customer Centricity
  Objective: Exceed NPS 75
    KR1: Support SLA 24h → 4h
    KR2: Build customer feedback loop
    KR3: Churn rate 5% → 2%

Initiatives:
  - Customer Support Automation (Engineering)
  - NPS Survey System (Product)
  - CRM Implementation (Sales)

What you’ll see in the app:

  • Theme progress rolls up from OKRs.
  • OKR progress rolls up from Key Results.
  • Initiatives drive measurable Key Result progress.
  • Executives see the consolidated view in dashboards.

2 Minutes: Who Does What?​

RoleFirst ResponsibilityMenu Access
ADMINWorkspace configuration, user and access operationsPlatform + permitted business menus
STRATEGY_MANAGERPlans and runs PHASE 1–4Context, Analysis, Synthesis, Execution
TEAM_LEADRuns unit goals and check-insUnit-scoped business menus + My OKR
MEMBERContributes to assigned goals and initiativesMy OKR + assigned work
GROUP_ADMINCross-tenant/group governancePlatform (group-aware) + permitted business menus

1 Minute: First Steps​

  1. Go to Dashboard → see your role-based dashboard
  2. Go to Context → Organization → verify org structure
  3. Go to Context → Strategic Cycles → check the active cycle
  4. Go to Context → Mission & Vision → read the current direction
  5. Go to Execution → OKR Cycles → review active OKR periods
  6. Go to Account → My Profile → update your profile
note

Next Step: See Concept Map to understand how these objects relate to each other.

See also​