Item: Betterworks
Rating: 9
Author: Stephanie Casstevens

Use Cases and Deployment Scope

We use BetterWorks to share top company goals, align team goals with our top goals, and have quarterly conversations about our goals and progress with our teams. Being able to see the goals across the entire company enables transparency and alignment among the cross-functional teams as well as our different departments.

Pros and Cons

Neat and easy to understand
Easy to sort by different critera
Shows how goals roll up in a tree/chart

It's sometimes hard to see ONLY your milestones and goals
Having more default units of measure might be nice (or being able to save your own custom ones)
Native integrations with software (like HubSpot) would be great

Return on Investment

We've been able to cut down on duplicate work because we're all aware of what everyone is working on.
We can best leverage everyone's skills by collaborating to achieve top company goals.
With BetterWorks our top company goals are always front of mind and driving our everyday work keeping us focused.

Alternatives Considered

I haven't seen many other platforms but I've really enjoyed working in BetterWorks from day one. My team was one of the first at our company to jump in and set goals and milestones and it's been easy to use and intuitive. There wasn't much of a learning curve with the platform itself - simply with goal setting in general. It would be nice though if there were some tips on setting good goals in the platform.

Other Software Used

HubSpot, HubSpot Sales, Engagio

Likelihood to Recommend

As a company that has nearly doubled in size in less than a year we've really had to make a conscious effort to over communicate and be transparent about or work to both stay focused and not duplicate work. BetterWorks has worked really well for us to be able to share progress, celebrate wins, stay focused, and collaborate across departments to best leverage our unique skills to achieve our top company goals. I'm not sure this kind of platform would have been necessary a year ago when we were much smaller (fewer than 50 people) but now that we're crossing 100 team members it's been...I'd say vital to keeping us on track.

Users and Roles

99 - From our CEO and other c-level executives down to entry level employees, we have everyone using BetterWorks currently. Some set their own goals which roll up to top company goals while others are assigned a milestone and have periodic conversations with their managers. Everyone at our company has been trained in and is active in BetterWorks in some way.

Support Headcount Required

2 - Our HR/people operations managers are our primary support in BetterWorks. The one who is particularly successful is very social within the company and is always providing us with tips, lunch and learns, and reminders about how to best use BetterWorks. She is going to a conference soon to learn more about the platform and bring us back that knowledge as well.

Business Processes Supported

Aligning cross-functional teams
Eliminating duplicate work
Keeping focused on top company goals

Likelihood to Renew

10

We've been using it for going on four quarters now and it's become part of how our team plans our work for the quarter, holds ourselves accountable, and decides who is doing what work and why. Without it we'd certainly have to replace it with something else - plus it's so nice to see the other departments and top company goals so easily.

Usability

9

Overall the platform is clean and easy to use. It's quick to learn and not unnecessarily complex. While a few specific filtering features can be wonky it's nice that it's simple and clean. There are a lot of icons where words may be more appropriate in the navigation but otherwise the platform is easy to use and quick to hop into and check in.

Usability Pros and Cons

Pros	Cons
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar	None

Easy Tasks

Updating progress/checking in
Viewing top company goals
Creating new milestones under goals

Difficult Tasks

The goals set by other team members must be written consciously and as measurable goals or it's difficult to create milestones underneath these. Goals that are too lengthy get truncated or are difficult to read. I wouldn't say this is really the fault of BetterWorks but maybe a 'draft' status of a goal would be nice.
Viewing just your current goals and milestones is oddly difficult even when you filter by name.
The way you submit conversations is not the most intuitive.

Focus, Alignment, and No Duplicate Work

Overall Satisfaction with BetterWorks Enterprise Goals Platform