Strategic planning, goal management, OKRs

25 Jul 2021 Skriven av Leila Hellgren

Make sure everyone knows what to do – when, how and why

  • Create flexible plans and inclusive governance models tailored to your organization
  • Visualize the organization’s overall strategies, define and distribute goals
  • Transform strategies and goals into agile action plans and operational activities
  • Allocate responsibilities and resources
  • Make work and progress towards goals visible
  • Report status and monitor performance and goal reaching in real time
  • Manage your plans equally effectively whether you are in the office or working remotely
  • Simplify collaboration and communication both within and across organizational entities

With Cleerit your strategies, goals and plans get a dynamic platform to grow, be seen, understood and easily assessed – rather than being locked away in a static presentation or spreadsheet.

Overview, clarity and full control with seamlessly integrated management features – to makes sure the right things are done the right way
Clear inclusive management models where employees, activities and resources are focused on strategic goals and priorities
Planning views adapted to each need, increased understanding of personal contribution to strategic goals
All your OKRs, goals and expected results in one place
Role-based flexible reports for clear customized real time overview – both on and offline

Engage all employees and turn your strategies into reality with Cleerit!

More about strategic planning, goal management, OKRs

Digital and inclusive system support helps you succeed with your strategies

Although strategy execution is considered to be by far the most important success factor for an organization, 70% of all well-formulated strategies fail due to shortcomings in the implementation. In other words, there is an important gap between strategy and execution.

Research confirms that 44% of executives at top management levels do not fully understand the key drivers behind value creation nor the risks facing the organization they lead, and 84% of team leaders do not clearly understand the connections between goals, priorities and the operations they lead.

When asked to identify the single greatest challenge, managers specifically point to 3 important shortcomings:

  1. Strategic goals are poorly understood, seem unrelated to one another and disconnected from the overall strategy.
  2. It is difficult to communicate strategic goals in a way that creates understanding and the possibility for team members to connect their everyday activities to these goals.
  3. There is often a lack of structure and routines for assessing goal reaching and progress over time.

An important reason why these difficulties arise is that the critical information needed to manage and monitor strategies and activities is often spread in different types of documents and systems that are not able to provide the necessary overview required to clarify these important connections.

When system support for strategy execution is used, strategic success is up to x3 more likely. (Kaplan & Norton, 2008)

Digitizing your plan, manage and control processes and working with inclusive governance models in Cleerit is therefore an investment with high return potential.

Agility channeled within strategic boundaries is a strength

Agility is critical to successful strategy execution, but it should not be used as an excuse to jump on all opportunities that arise along the way. It is important to have strategic discipline when deciding what to prioritize and which new opportunities to pursue.

Unless managers screen opportunities against strategy, they are more likely to waste time and effort on peripheral initiatives and deprive the most promising ones of the resources they need to reach the strategic goals.

With dynamic and flexible system support that connects your decisions and everyday activities to strategic goals, and enables continuous reassessment, Cleerit makes sure you balance agility with alignement.

Strategy execution, OKRs and goal management becomes easy with Cleerit

With Cleerit, it is easy to transform your strategies into reality. Your plans will be structured in inclusive governance models with clear execution paths tracking the implementation of strategic initiatives, while measuring and monitoring progress over time.

Strategy execution and goal management become easy, accessible and transparent for everyone in the organization, every day. You will increase alignment, agility and employee engagement – and save time and money, which will lead to secured goal reaching and increased performance.

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Read more about how activity planning can help you turn your strategies into reality.

Action plans, project management, activity boards

25 Jul 2021 Skriven av Leila Hellgren

A clear and shared understanding of who does what, why and when

  • Create agile action plans and project portfolios linked to strategic goals and priorities
  • Manage both the standing activities and projects with Kanban boards and Gantt charts
  • Organize activities and projects to quickly find the information you need
  • Allocate responsibilities and resources
  • Make work and progress towards goals visible
  • Highlight urgent issues for decision support and increased productivity
  • Report status and monitor performance in real time
  • Collect and share all documents in one place
  • Simplify collaboration and communication both within and across organizational entities

With seamlessly integrated activity planning, project management and resource planning features, Cleerit keeps you on track and makes sure you reach your goals – quickly and without unpleasant surprises.

Gantt charts with favorite filters make both project management and activity planning more efficient and agile
Kanban cards and activity boards with notifications help you make work visible, monitor status and increase productivity
Create tailor made dashboards with relevant information adapted to your needs
See your activities and projects in a meaningful context, with a clear connection to goals and expected key results
Planning views adapted to each need and increased understanding of personal contribution to high level goals

Cleerit helps you make it happen – quickly and efficiently!

More about action plans, project management, Kanban-boards

“A goal without a plan is just a wish!”

Strategy execution can only be successful when there is a clear and shared understanding of what needs to be done, who does what, why, when at what cost. In other words, effective strategy execution requires that the necessary actions that turn the strategy into reality be identified, planned, executed, monitored and adjusted when needed.

Not only should the necessary actions be identified and planned, but the responsibility for these actions should be allocated as well. Only by allocating clear responsibilities for execution, can activities and progress be measured and controlled.

With Cleerit’s activity planning and project management features, you always know who is doing what, when and why, making sure everyone is on track.

Productivity is about systems, not about people

In complex organizations work is defined by interdependencies among people —  and it’s often these interdependencies that have the greatest effect on personal productivity. (Daniel Markovitz in Harvard Business Review, 5 January 2021)

As the statistician and management consultant W. Edwards Deming argued in his book Out of the Crisis, 94% of most problems and possibilities for improvement belong to the system, not the individual. Most productivity improvements belong there as well. The reason being that it is the system that provides the conditions for people’s actions and thereby the basis for improvement.

To add to the complexity, most of the work in an office environment is invisible — it’s buried in people’s computers or their heads. As a result, it’s difficult to know what people are working on or whether they’re overloaded and unable to take on more tasks.

Markovitz points out that the solution lies in using activity boards (kanban boards), where activities and tasks are made visible with cards, specifying who is handling it (and its status), which enables a more equitable distribution of work. It also eliminates both countless status check emails and the need to cover that topic in meetings. With activity boards work gets done faster and with dramatically less effort.

To make work with activities and tasks more efficient, faster and easier, both from a management perspective and in the everyday life of the team members, the kanban method is integrated in Cleerit.

Activity boards also mean that you don’t have to communicate by e-mail, in meetings and check countless digital messaging platforms to monitor status and deal with problems and bottlenecks. With Cleerit, you get a common communication channel to ensure that nothing slips through the cracks, making sure that problems or urgent questions are quickly notified, which is important for productivity.

With Cleerit, activity planning and project management is easy and well organized

Responsibilities for activities, projects and tasks can easily be distributed across units, individuals and over time, so that everyone knows exactly who is responsible for what, and how their daily actions relate to the overall strategy, while increasing productivity.

Continuous status updates help you handle deviations and performance gaps, learn and make the necessary adjustments to achieve the set goals.

Your meetings and personal interactions also become more productive as you can focus on improvement and learning rather than just exchanging information and trying to understand numbers, which ultimately leads to both increased goal reaching and performance.

Cleerit not only helps you reach your goals easier and quicker, but also at a lower cost by reducing time spent, inefficiencies and project overruns.

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Read more about how budgeting and resource planning can help you turn your strategies into reality.

Budget, forecasts, resource planning, SCPM

25 Jul 2021 Skriven av Leila Hellgren

Connecting financial planning, strategy execution, ESG & operations

  • Streamline, automate and connect your budget and forecasting processes
  • Gain in accuracy, speed and agility – automated integrations with your source systems
  • Distribute resources between units, goals, initiatives, activities, projects and ESG priorities
  • Readjust resource allocation easily when needed
  • Generate flexible real-time reports tailored to your needs with drag & drop and favorite filters
  • Create reliable forecasts reflecting operational reality
  • Gain in overview, clarity and control to prioritize and make the right decisions
  • Strengthen your employees’ understanding of how their daily choices affect financial results
  • Simplify collaboration and communication with one connected source for organization-wide planning

Key features

  • Support for activity-based, driver-based, top-down, bottom-up budgeting
  • Built-in automation of budgeting, forecasting and monitoring of personnel costs
  • Unlimited plan models, accounts and dimensions such as cost centers, products, markets, projects
  • Support for EU Taxonomy, connected to ESG strategy, risk analysis and reporting
  • Dashboards, ad-hoc pivoting and analytics connecting finance, strategy execution, ESG & operations
  • Employee time management
  • Support for multi-currency
  • Flexible and easy-to-use self-service configuration

Cleerit is an inclusive seamlessly integrated one-source solution for Strategic Corporate Performance Management (SCPM) and Strategy Execution – to maximize both financial & non-financial performance.

The problem isn’t conceiving the strategy; the problem is implementing it—actually redeploying people and capital so that the strategy comes to life.

McKinsey Special Collection Resource allocation and Corporate Finance Practice April 2017
Customized flexible processes and reports with drill-down capabilities, filters and favorite report functions, automated personnel planning
Support for both activity- and driver-based budgeting

Plan employee time needed for activities and projects, monitor time spent
Link financial planning and budget processes to strategic goals, ESG & operational activities – to manage both financial & non-financial performance

Let go of manual time-consuming work processes. Become efficient, reliable and agile with Cleerit!

More about budgets, forecasts and resource planning

Agility increases results by 30% on average

Prioritizing, allocating financial resources, scheduling and staffing, are crucial to ensure that strategic goals and plans are implemented on time, progress in the desired direction, with the desired results and within given budget frameworks.

But resource allocation is not a one time decision, it requires ongoing adjustment.

According to a study by McKinsey, organizations that actively reallocated investments across units and initiatives, achieved an average return 30% higher than the average return of organizations that were slow to shift funds.

Companies that actively redistribute funds deliver an average 10% return to their shareholders, compared to 6% for those who are slower in their redistribution. This means that companies that actively reallocate resources will be worth twice as much within 20 years compared to less agile competitors. (McKinsey Special Collection Resource allocation and Corporate Finance Practice April 2017)

Despite this, less than a third of all managers believe their organizations are reallocating resources quickly enough to be effective!

Do you still manage budget and forecast processes with manual Excel templates?

Despite the growing need for agile resource allocation processes, Excel is still today, by far, the most common solution for budget and forecasting work, as most financial planning systems are not connected to day-to-day operations and cannot be used by all managers and team members.

Excel is a powerful tool, but processes are often manual and time-consuming. It is easy to make simple calculation errors. Real-time consolidation, collaboration and overview is complicated. The connection to strategic and operational goals is difficult to clarify. Decision support is slower, less qualitative and less relevant than it needs to be.

In Cleerit you work as easily and flexibly as in Excel, but with powerful multidimensional digital support for your budget and forecasting processes. And you can always download all data to Excel if needed.

With Cleerit you get agile inclusive budget processes and reliable forecasts

Cleerit provides a clear insight into how and what time and money are used for, and thus how resources contribute to achieving the defined goals. Both managers and team members gain a better understanding of their own role in day-to-day operations and in the overall strategy.

You can also plan employee time, scheduling and follow up on time needed and spent on day-to-day operations and initiatives, giving you a full overview of your resources.

You strengthen your teams understanding of how their daily choices affect both financial results and goal reaching, and help them easily adjust allocations when needed. 

Your forecasts will be more reliable as they reflect operational reality connected to strategy, creating relevant and integrated decision support for increased agility and performance.

With Cleerit financial controllers work hand-in-hand with operational managers

Cleerit makes both activity-based and driver-based budgeting easy, which leads to more reliable and agile budgets and forecasts reflecting operational reality.

You create a work environment where financial controllers work hand-in-hand with operational managers to allocate resources where they deem to be most profitable. Each providing the other with an in depth understanding of how operations and processes generate results, in the same solution!

Thereby increasing both forecasting accuracy and return on investment.

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Read more about how key performance indicators can help you turn your strategies into reality.

KPIs, Key Performance Indicators, Scorecards

25 Jul 2021 Skriven av Leila Hellgren

What gets measured gets done

  • Create and monitor KPIs linked to strategic goals, priorities, activities and projects
  • Visualize KPIs in custom dashboards tailored to your needs
  • Report, measure and monitor key results in real time
  • Monitor progress towards goals and close performance gaps
  • Create action plans to improve performance and achieve your goals
  • Monitor and adjust the KPIs regularly towards your goals
  • Gather all your scorecards and OKRs in one place
  • Simplify collaboration and communication across the organization

With Cleerit you can quickly navigate through huge amounts of information, focus on the most important insights, share real-time evidence, manage discrepancies and close performance gaps.

Manage KPIs and share key insights with customized dashboards tailored to your needs
Monitor goal reaching progress, manage discrepancies and close performance gaps
Clear connection between KPIs, OKRs, goals, activities and projects

Don’t guess, get the real picture with Cleerit!

More about KPIs

Make informed decisions and drive the right behaviors

Without Key Performance Indicators (KPIs) you run the risk of making inaccurate decisions. With the right KPIs, you get the support you need to make evidence-based decisions. KPIs also help you share key insights and drive the desired behavior in line with the organization’s goals and strategies.

But KPIs may seem confusing and abstract, especially if you don’t know how they are connected to your everyday reality. You may also end up tracking so many KPIs that you become overwhelmed by all the data. This can leave you feeling frustrated and discouraged, and you may even completely refrain from taking them into account when you make decisions.

It is therefore important to start small and focus on the most relevant KPIs, the ones who drive the organization in the right direction and help you focus on the right things.

With Cleerit you get relevant and reliable decision support when you need it

With Cleerit, you can create KPIs that are relevant to your specific organization, define target values and track results with dashboards created with an easy-to-use report designer.

Dashboards in Cleerit help you stay focused, communicate, monitor performance goals and get a quick overview of your most important KPIs in a collection of customized views.

The information is directly linked to your goals and daily activities and is updated in real time when the underlying data changes.

Choosing the right KPIs

The key to success is to find the right KPIs. If you choose too many, the result will be unclear and difficult to interpret, and the decision support less qualitative. A KPI should have a major impact on the result you want to achieve, and it is important that it can be linked to an overall goal, or a desired key result if you work with OKRs.

In addition to linking your KPIs to goals, it can be helpful to sort them into different categories depending on focus. There are, for example, KPIs that focus on driving down costs, those that focus on increasing revenue and those that focus on changing behaviors.

A good KPI is also easy to understand and has a strong connection to daily operations. Advanced mathematical formulas can be difficult to understand and then there is a great risk that they do not drive the right behaviors nor the right decisions.

The time aspect is also important. Avoid choosing a KPI that is measured too rarely. They should ideally be measured recurrently to be able to be compared over time so that progress towards goals can be monitored continuously.

With Cleerit you can link the monitoring of KPIs to the reporting periods you have chosen for your reviews, which means that you can easily relate the outcome to your financial results and operational action plans.

Last but not least, create an action plan and reward goal reaching

In Cleerit you can define the KPIs that are most important for each goal. This allows you to track success and set clear targets that define what success looks like.

Cleerit also lets you create an action plan that outlines how you will achieve your targets. Monitor and adjust the KPIs against your targets on a regular basis.

Last but not least, celebrate success and reward the achievement of targets and goals.

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Read more about how risk management can help you turn your strategies into reality.

Risk management and regulatory compliance

25 Jul 2021 Skriven av Leila Hellgren

Be prepared when unforeseen situations arise

  • Identify and manage risks that may prevent you from reaching your goals or comply with regulations
  • Reduce risks that may prevent you from carrying out operations and projects effectively
  • Manage organizational & ESG risks, regulatory compliance and project risks in the same solution
  • Visualize risks in a matrix and in governance models adapted to your needs
  • Assess and evaluate risks and material topics, and monitor development over time
  • Allocate responsibilities and create action plans to prevent or mitigate the negative consequences of risks
  • Familiarize yourself with the outside world and future decisions that could affect your organization
  • Simplify collaboration and communication across the organization

With Cleerit risk management is no longer time-consuming or complicated. You secure your operations, regulatory compliance, continuous quality improvement and sustainable strategic success.

Assess, evaluate, analyze and monitor risks and material topics in risk matrices adapted to your needs
Link risks to goals, areas, material topics, projects … and to risk-reducing control measures, monitor status and progress
Allocate responsibilities and create action plans to mitigate the negative consequences of risks

Don’t be unprepared, prevent difficulties with Cleerit!

More about risks, compliance and internal governance & control

Why is effective risk management important for my organization?

Risks and unforeseen adverse events can prevent you from achieving your goals or negatively impact your operations and organization. An important step in a planning process is therefore to effectively identify your risks, to be able to prevent them before they occur or mitigate their consequences if they occur.

In other words, effective risk management makes it easier to achieve your goals and keep costs down.

With the help of a well-thought-out risk analysis, your organization gets an overall picture of its most important vulnerabilities and challenges, and is prepared for situations that may arise. These can be everything from equipment deficiencies or technical problems, to theft, personnel illness, supply disruptions, insufficient financing, natural disasters and crisis situations of various kinds.

The risk analysis can also mean getting acquainted with how external changes and the agenda for political decisions can affect operations, which is important in order to be able to act proactively and manage these in the best way.

Effective risk management thus secures both operations and continuous quality improvement, as well as having a positive impact on the organization’s goodwill and environmental profile. In collaboration with other actors, risk management also lays the foundation for preventive measures that are needed to achieve and maintain a safe society.

But it is not uncommon for risk analyzes to be perceived as difficult and time-consuming, and therefore not be given the priority they should have. As a result, many suffer from unexpected negative surprises unnecessarily. One reason may be a lack of structured and inclusive system support for risk analysis and management.

When you work with Cleerit’s inclusive risk management models, risk analysis is easy and transparent, and you have a clear, real-time and well-structured overview of identified risks, probabilities, impacts, mitigating controls and risk reducing action plans.

With Cleerit, risk management will no longer be time-consuming and complicated. You secure both your operations, continuous quality improvement and regulatory compliance.

Cleerit supports the 4 steps in risk analysis

The purpose of a risk analysis is to identify, analyze and assess risks, understand the underlying causes and implement controls and measures to eliminate or reduce the risks, or mitigate the consequences of adverse events should they occur.

The risk analysis is a process that can be divided into four steps: examine – assess – mitigate – control:

  1. Examine – Start by gathering information and identifying potential risks.
  2. Assess – Evaluate the identified risks based on how likely and serious they are and decide how you want to handle them.
  3. Mitigate – Define action plans and control measures to manage the risks, allocate responsibility and ressources and monitor execution.
  4. Control – Ensure that measures have been taken and evaluate whether these have had the desired effect.
Identify risks and assess them based on how serious they are

Identification of risks, contingencies or adverse events is one of the most important steps in carrying out a risk analysis, as the content of the analysis is then defined. Risks that are not identified are also not analyzed, which in turn leads them to be undervalued and the need for contingency planning to be underestimated or, in the worst case, completely overlooked.

When the risks have been identified, the next step is to evaluate them based on how serious the impact, the consequences, would be should they occur. Ask yourself:

  • What would these events mean for our organization and operations?
  • What resources, assets, goodwill would we lose in such an event?

Then make an estimate of how likely it is that the risks will occur. The impact and probability assessment forms the basis for calculating the risk value.

With Cleerit’s built-in impact and probability assessment, the risk value calculation is automated and monitored over time. The higher the risk value, the more important it is that the risk is mitigated.

Last but not least, create an action plan to mitigate the risks

The next step in a structured risk management process is to develop and implement an action plan with clearly identified resource-based activities and control measures, in order to manage the risks that have been identified, and in particular risks with a high risk value.

With the help of the risk value, you can decide which risks you should prioritize and try to prevent them as far as possible, or preferably eliminate them completely. If the risk cannot be completely prevented, you can think about how you can reduce the adverse effect should it occur.

The action plan should ideally include preventive measures that minimize the risk of high-risk situations arising. The goal is to eliminate risks, reduce the probability of a risk event occurring and reduce the impact of the risks on the organization’s ultimate goals.

It is also important to understand the type of resources required to manage the identified risks.

Risks that are accepted and monitored should also be included in your action plan. Before deciding to accept a risk, i.e. not to take any further action, it is important to make an impact assessment to analyze the consequences of such a decision. Although it is not always possible to do anything to prevent the risk, you can be prepared with the help of a contingency plan that simplifies the management of adverse effects.

Once the measures have been identified, responsibility should be allocated throughout the organization. It is important that there is a clear and shared understanding of what needs to be done and why, as well as who does what, when, how and at what cost.

The measures should then be planned, implemented, monitored, and adjusted if necessary, in a structured action plan. With the activity planning functions in Cleerit, you perform these tasks easily and efficiently.

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Read more about Internal control, governance, risk management and compliance (GRC) in Cleerit.

Read more about how effective and relevant reporting can help you turn your strategies into reality.


25 Jul 2021 Skriven av Leila Hellgren

Relevant, reliable and integrated information in real time

  • Clear overview and full control, with inclusive agile management processes and reports
  • Efficient, agile, inclusive and seamlessly integrated reporting processes for well-informed decisions
  • Immediate access to customized information, progress and performance – integrated with your systems
  • Reliable forecasts that reflect the operational reality – updated in real time
  • Information directly linked to your goals and activities, updated when the underlying data changes
  • Customized report packs adapted to your needs

If you feel that it is difficult to receive compiled relevant information in real time, integrated and structured in a way that you need, you are not alone. Cleerit is then the solution you need.

With Cleerit, you can easily generate integrated, personalized, flexible and role-based reports and dashboards with drill-down capabilities and real-time data. For comprehensive reliable insights and decision support.  

Customized role-based reports for a clear overview in real time both on and offline
Customized flexible management processes and reports with drill-down capabilities, filters, favorite report functions and export formats
Tailor-made dashboards adapted to your needs
Build your own reports in real time in a report generator with drag-and-drop functions for detailed analyses

Don’t wait for the information you need, create your own reports with Cleerit!

Cleerit is based on an inclusive and seamlessly integrated governance model so that you have instant access to the information you need to manage strategy execution, operations and financial & non-financial performance in one place. With Cleerit, you can therefore create your own reports, and do not have to wait for the information to be compiled from other systems.

You can easily create reports and dashboards with aggregated information created in Cleerit, integrated from your source systems and relayed by other parts of your organization, for evidence-based decisions.

With customized views and report templates, filters and favorite report capabilities, you can quickly and easily analyze information, identify deviations and apply corrective action if needed.

Comprehensive and efficient reporting processes provide you with reliable and evidence-based data and decision support, so that you can reach your goals and get to where you want to be, one step at a time, every day.

With Cleerit’s inclusive and seamlessly integrated management models, you get the information you need.

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Read more about how doing the right things in the right way turns your strategies into reality.

Qualified implementation support

25 Jul 2021 Skriven av Leila Hellgren

Cleerit provides comprehensive and qualified implementation support as well as supervision, training and continuous skills transfer. The consultants who will work with you during the implementation phase have extensive experience of management processes at high levels in both private and public sector.

Do the right thing. Do the thing right.

25 Jul 2021 Skriven av Leila Hellgren

The art of doing things right


  • the whole organization works towards the same goals and everyone knows what to do – when, how and why
  • all the knowledge and experience that exists in the organization is valued and leveraged
  • all planning, execution and control functions are not only gathered, but also work seamlessly integrated together – in real time
  • you and your team have the overview that gives full control and are not worried about missing something important
  • you are sure that you are spending time and money where they matter the most
  • you can quickly and easily reallocate your resources because the conditions and the organization are in constant change
  • your forecasts are reliable and reflect operational reality
  • you can focus on what really matters and do not have to spend time trying to gather relevant information, inform, check, check again and check one last time
  • you learn something new along the way and can follow up and adjust before it is too late
  • you have the support needed to take bigger initiatives and divide them into manageable steps – one step at a time, every day – to get you where you want to be
  • you meet tomorrow’s challenges with the tools of the future
  • everything really works as it should

Then anything is possible.

Key benefits

25 Jul 2021 Skriven av marlon