Case introduction #06: Implementing OKRs and Roadmap Development for a Healthcare SaaS Company

Business Overview

Our consulting firm specializes in providing strategic advisory, operational optimization, and market expansion solutions across diverse industries. Through data-driven insights, tailored frameworks, and cross-functional expertise, we help clients navigate complex business challenges and achieve sustainable growth.

Client Challenge

A healthcare SaaS company faced difficulties in establishing a goal-oriented business management framework. The organization struggled with misaligned priorities, lack of clear performance metrics, and inconsistent execution of strategic initiatives. Leadership sought a structured approach to improve organizational alignment, enhance execution efficiency, and drive sustainable growth through the implementation of Objectives and Key Results (OKRs) and strategic roadmaps.

Our Approach

To address these challenges, we designed a three-phase consulting engagement focused on OKR adoption and roadmap development:

1. Strategic OKR Framework Implementation

• Conducted leadership workshops to define company-wide mission-aligned objectives and measurable key results.

• Introduced a cascading OKR model, ensuring alignment across executive, department, and team levels.

• Provided training sessions to integrate OKRs into the company’s existing performance review and execution cadence.

2. Roadmap Development & Execution Planning

• Created quarterly and annual roadmaps to guide product development, operational improvements, and business growth.

• Established a prioritization framework, helping teams focus on high-impact initiatives while maintaining agility.

• Defined key milestones and progress tracking mechanisms to ensure visibility and accountability.

3. Performance Monitoring & Continuous Optimization

• Developed a dashboard system to track OKR progress and key business metrics in real time.

• Facilitated bi-weekly check-ins and quarterly OKR reviews, fostering a culture of continuous improvement.

• Provided executive coaching to reinforce goal-setting discipline and data-driven decision-making.

Results

• Achieved 100% OKR adoption across all business units within the first quarter.

• Improved cross-functional collaboration and execution efficiency, leading to a 20% acceleration in product development timelines.

• Increased operational transparency, enabling leadership to make faster, data-driven strategic decisions.

This project illustrates how a structured OKR implementation and roadmap development process can transform a company’s approach to goal-setting, strategic alignment, and execution, ultimately driving sustained business growth.