Planacy, a leading company in financial planning, faced challenges with goal management and aligning the goals throughout the organization. With multiple teams and individuals working toward different objectives, they struggled to keep everyone in sync and moving in the same direction.
The company was using a combination of PowerPoint and Microsoft Planner to manage their goals and strategic activities, but it turned out to be insufficient for creating an effective and scalable process. This setup made it difficult to maintain transparency and collaboration between teams, leading to a lack of clarity in both the structure and tracking of individual and team goals.
Challenges before NOQX:
- Difficulty scaling the goal-setting process
- Trouble identifying and resolving dependencies between teams
- Unclear structure and follow-up on goals
- Low transparency and difficulty ensuring everyone was working toward the same overall objectives
The Solution: NOQX Platform
When Planacy implemented NOQX, they were able to quickly overcome these challenges. By bringing all teams and individuals onto one platform, a clear and structured process for both team and individual goals was established.
“With NOQX, our goal management became both transparent and scalable. Teams can now work in a unified way with a shared understanding of their goals. Regular follow-ups have helped increase engagement and improve goal achievement.”
Jimmy Stenqvist Evegård, CEO, Planacy
Results with NOQX
- Scalability and structure: Switching to NOQX allowed Planacy to create a scalable goal-setting process that works across the entire organization.
- Improved collaboration: All teams and individuals now work in the same way, which has increased transparency and led to more efficient collaboration.
- Clarity and stretch: Employees now have a clearer view of their individual and team goals, and stretch goals have helped raise the company’s ambition level.
