What Is COS?
COS (Company Operating System) brings your company's strategy information, OKRs and KPI measurements into one workspace. A company is also called a workspace or tenant; a group can contain several companies.
What can you do?
- Define organizational units and products or services.
- Record strategy through planning cycles, mission/vision and focus areas.
- Examine information with status reports, SWOT and analysis tools.
- Track objectives, key results and initiatives in OKR cycles.
- Record measurements in the continuous KPI Register and use the same KPI in several reports.
- Follow results through the Goal Alignment Matrix, your role's home page and personal dashboards.
- Ask the AI Assistant for help with information you are allowed to access.
Navigating the application
COS does not have a mandatory four-phase progression screen. Menus are organized around tasks:
| Menu | Contents |
|---|---|
| Organization | Organization Structure, Products & Services, Planning Cycles |
| Situation Analysis | Status Reports, Analysis Tools, Findings, SWOT Analysis |
| Strategy | Mission & Vision, Focus Areas and their Perspective (BSC) view |
| Goals & Tracking | OKR Cycles, My OKRs, KPI Tracking, My Tasks |
| Reports | Goal Alignment Matrix, My Dashboards |
| Library | Resource, KPI and product scorecard KPI libraries |
| Settings | Company, users, group, entitlements, integrations and other permitted settings |
AI Assistant and Home are separate menu entries. Administration is for Super Admins. Visible entries depend on your role, enabled modules and the company's menu configuration.
Synthesis is not a separate menu group. SWOT is under Situation Analysis; Focus Areas is under Strategy. Analysis is a way of working, not a requirement to complete every analysis before creating an OKR.
How is information connected?
A planning cycle brings analyses and OKR cycles into one time frame. Link objectives and KPIs to focus areas to make strategy measurable. Key results are measurable outcomes of objectives; initiatives belong to key results.
A KPI is an independent continuous record. Reports use the same measurement series; adding a KPI to a report does not create a new series. Closed reports display their closing snapshot.
Who can do what?
COS has six roles independent of job titles: Super Admin, Group Admin, Admin, Strategy Manager, Team Lead and Member. Reading, writing, ownership and individual performance scopes differ. Use Roles & Permissions for the detailed rules.