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.