Peter, the founder of a Swiss organic soap brand, began his journey in his backyard with a simple mission—crafting high-quality, natural products. His initial focus was on the quality of ingredients and the care in production, not business scale. But as demand for his soaps grew across Switzerland and later the U.S., Peter realized that passion alone wasn’t enough. To scale effectively, the company needed clarity, alignment, and a robust OKR management system to guide its growth.
When he approached us, Peter was clear: he didn’t want to change his brand’s identity, and he didn’t want a generic solution. He simply wanted a system that respected the way his team worked while helping them track objectives and progress efficiently. From the very beginning, our philosophy was simple: never say “no,” only provide solutions that support the client’s vision. This approach immediately gained Peter’s trust and set the stage for a successful collaboration.
The Challenge: Scaling Without Structure
Like many growing companies, Peter’s team initially relied on spreadsheets to track OKRs. At first, this seemed sufficient. But as the business expanded, the spreadsheets became difficult to maintain and lacked real-time visibility. Departments had no clear link between their daily work and company-level objectives. Coordination was slow, and updates were often missed.
Without a structured system, goals were easily forgotten, progress slowed, and accountability was unclear. Peter needed a solution that could provide structure without restricting his team’s creativity or autonomy.
Designing a Practical OKR Management System
Our first step was to redesign the OKR framework to fit the company’s workflow. The goal was not to impose a rigid process, but to enhance what Peter’s team was already doing. We built a system that connected company-level objectives with departmental responsibilities. Each department saw only the key results relevant to them, avoiding distractions and confusion.
Key elements included:
Company objectives clearly defined at the top level
Key results mapped to department-specific goals
Tasks and initiatives aligned to each key result
Automatic syncing between company and department boards
This structure created clarity and ensured everyone understood how their work contributed to the larger mission. Teams could focus on their tasks without losing sight of the company’s overall goals.
Departmental Boards for Clear Execution
Every department—Operations, Marketing, Finance, Admin, and Commercial—received its own OKR board linked to the main company board. This setup allowed each team to:
Track progress independently
Align tasks with deadlines
Stay focused on their priorities without clutter from other departments
The result was a noticeable boost in productivity. Teams felt empowered and focused, and Peter gained confidence that each department was working efficiently toward shared objectives.
Real-Time Dashboards: Visibility That Empowers Decisions
One of the biggest challenges for any growing business is oversight. Peter needed a way to see the company’s progress without micromanaging. Monday.com dashboards provided a solution, offering:
Clear visualization of objectives and key results
Department-wise performance tracking
Insight into completion percentages and bottlenecks
These dashboards gave Peter the ability to make informed, timely decisions. He could identify delays and challenges instantly and guide the team without interrupting their workflow.
Automation That Keeps Goals on Track
To further streamline operations, we integrated automation through Zapier. The system sent alerts when:
Key results were delayed
Progress slowed down
Deadlines approached
Automation reduced the need for manual follow-ups and ensured accountability. Teams stayed aligned, and Peter could monitor progress without constant check-ins. The focus was on supporting the team rather than policing them—another reason he valued our approach.
How the OKR Management System Strengthened Collaboration
Peter’s company had multiple departments contributing to the same objectives. Previously, coordination was fragmented, leading to confusion and missed deadlines. The new OKR management system allowed:
Multi-department OKRs with clear ownership
Progress tracking across all teams involved
Easy collaboration without overlapping responsibilities
This integration improved communication, reduced friction, and encouraged teams to work together toward common goals.
The Outcome: From Backyard Startup to Million-Dollar Brand
With a structured OKR management system, Peter’s backyard startup transformed into a well-organized, scalable operation. Teams were aligned, collaboration improved, and execution became faster and more consistent. Real-time dashboards and automated alerts created transparency and accountability, while Peter maintained oversight without micromanaging.
Ultimately, this system unlocked the company’s true potential, proving that great products paired with clear, structured management can achieve remarkable growth. Today, Peter’s brand is a million-dollar success, and the team continues to scale efficiently without losing focus on quality or vision.
Peter’s Perspective on the Transformation
“Working with ReadyLogic was incredible. They never said no—they always provided solutions that worked for us. The OKR system, dashboards, and automation made our team more aligned and productive than ever. I finally feel in control of our growth while still allowing my teams to operate independently. This system truly unlocked our potential.”
— Peter, CEO of Swiss Soap Brand
