Project Management · 2024 · 01 month

The Executive OKR & Alignment Dashboard (Semi-Automated)

"Time-to-Onboard cut from 3 hours to under 1 hour and $2,400 per year saved on tooling."

Role

Systems Architect & People Ops Strategist

Industry

Tech

Tools

Notion (Advanced Relations, Rollups & Formulas 2.0), Database Automations

Overview

Built a unified, automated 'Single Source of Truth' for a scaling startup (5 to 50 employees) to manage the entire employee lifecycle, from candidate to performance tracking, in one sleek, executive-level dashboard.

Challenges

  • Hiring bottlenecks with no visibility into Time-to-Hire or candidate pipeline health.
  • Knowledge loss, as new hires lacked a central wiki, leading to repetitive Q&A.
  • Retention blindness: leadership had no data-driven way to identify at-risk employees.
  • Tool fatigue from paying for multiple HR subscriptions (HRIS, ATS, OKR trackers) that didn't talk.

Approach & Solution

  • Engineered a 5-tier relational architecture centralising the entire People function.
  • Automated ATS: a visual pipeline with a Velocity Formula tracking hiring speed and bottlenecks.
  • 30/60/90 Day Onboarding: relational checklists linking every task to Owner and Department.
  • Performance Traffic Lights: dynamic OKR system with 🟢🟡🔴 status formulas.
  • The Nucleus Dashboard: minimalist exec view with live metrics and a Retention Heatmap.

Results

  • Reduced Time-to-Onboard from 3 hours to less than 1 hour per new hire.
  • Eliminated need for external ATS and Performance Management software, saving around $2,400 per year.
  • Centralised SOPs as a Single Source of Truth for 50+ company policies with 100% employee access.
  • Proactive retention: the Retention Flag identified 3 high-priority Flight Risk employees in Week 1, leading to successful renegotiations and zero churn.