Strategic planning is considered the motivation that directs the organization’s paths. One of the methods that has become significant to a company’s results is called OKR (Objectives and Key Results), which focuses on directing the company’s and team’s objectives and defining the critical implementation results. Achieving improvements in the business process requires collaborative control among all involved. However, the tools commonly used for this monitoring have proven challenging. Thus, using a business intelligence tool that has digital, interactive, agile, and cloud-integrated resources, such as Power BI, will make it possible to create a favorable enhancement scenario, greater adaptability to changes, and increased productivity. This research aims to develop a strategy for applying the Power BI tool together with OKR in industrial companies. The methodology will be based on the DSR (Design Science Research) methodology in an iterative development process and with the application and verification of the model in an automotive accessories company in Brazil. Among the main results was a framework for real-time goal and result control developed in Power BI and integrated with Forms and Power Automate applications so that both employees and company managers could achieve more significant alignment and collaboration with the organization’s activities.

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Applicability Analysis of the Power BI with the OKR Methodology in the Strategic Planning Enhancement

  • Ederson Carvalhar Fernandes,
  • Felipe Gustavo Passos de Oliveira,
  • Abel José Vilseke,
  • Jéssika Alvares Coppi Arruda Gayer,
  • Douglas Soares Agostinho

摘要

Strategic planning is considered the motivation that directs the organization’s paths. One of the methods that has become significant to a company’s results is called OKR (Objectives and Key Results), which focuses on directing the company’s and team’s objectives and defining the critical implementation results. Achieving improvements in the business process requires collaborative control among all involved. However, the tools commonly used for this monitoring have proven challenging. Thus, using a business intelligence tool that has digital, interactive, agile, and cloud-integrated resources, such as Power BI, will make it possible to create a favorable enhancement scenario, greater adaptability to changes, and increased productivity. This research aims to develop a strategy for applying the Power BI tool together with OKR in industrial companies. The methodology will be based on the DSR (Design Science Research) methodology in an iterative development process and with the application and verification of the model in an automotive accessories company in Brazil. Among the main results was a framework for real-time goal and result control developed in Power BI and integrated with Forms and Power Automate applications so that both employees and company managers could achieve more significant alignment and collaboration with the organization’s activities.