OLISA - Enterprise OKR Management
Advanced OKR management system for tracking, aligning, and reporting objectives and key results across teams and business units.
The challenge
Enterprise teams couldn't align quarterly objectives across departments without a unified system. Spreadsheets broke cross-org alignment, progress visibility was opaque, and deadline or status changes fell through the cracks. OLISA was built to eliminate those silos - a centralised OKR platform that cascades goals across hierarchy, auto-calculates health status, and keeps teams in sync via timely notifications and a shared activity stream.
What we built
A full-stack SPA managing thousands of quarterly objectives across team boundaries. The Angular frontend provides dual views - admin dashboards for top-level planning and individual contributor modules for personal and delegated OKRs. The backend is a Mongoose-backed REST API that models the full OKR lifecycle: creation, assignment, progress updates, comments, and roll-up scoring. A cron layer runs scheduled analysis to detect at-risk OKRs and dispatch templated reminders. AWS S3 handles attachments; AWS SES delivers multi-language notifications. Stateless JWT auth, normalised Mongo schema, and pluggable email templates make it horizontally scalable.
Key features
OKR definition & hierarchy
- Committed and aspirational objectives with quarter and year scope, plus priority levels
- Parent-child relationships so key results roll up progress and scores to their parent
- Inline start and deadline dates, file attachments, and ownership assignment
- Edit and delete with cascading updates to child objectives and dependent user assignments
Assignment & collaboration
- Assign OKRs to teams (auto-distributing to members) or to individual contributors
- Owner vs. assignee distinction for accountability and proper visibility
- Real-time comment threads on each objective for async feedback and status updates
- @-mentions via angular-mentions to drive notification-led engagement
Health scoring & reporting
- Proprietary status algorithm bucketing each OKR into ON TRACK / AT RISK / BEHIND / FAILED from elapsed-time-vs-progress
- Child health bubbles up to parents for executive dashboards
- Filtered views by priority, quarter, year, status, and search for rapid triage
- Mid-term and final score cards for retrospectives
Notifications & reminders
- Cron-scheduled email alerts at 7 / 3 / 0 days before objective start and deadline
- Auto-triggered status-change notifications when an OKR slips from ON TRACK → AT RISK → BEHIND
- In-app notification inbox with read/unread badges and bulk actions
- Multi-language HTML email templates, personalised per user and objective
Users & access
- Role-based access: ADMIN for org-wide planning, USER for individual contributors
- JWT auth with bcrypt password hashing and password-reset flow
- Admin-gated discovery of team members for assignment
- User profiles with expertise tags and birthday tracking for team context
Challenges solved
Hierarchical OKR roll-up via Mongo aggregation
Parent objectives compute average progress and mid-term/final scores from their children using $lookup and $group pipelines - no application-level traversal, no N+1 queries.
Status algorithm over time × progress
An OKR's health is derived from elapsed cycle time versus completion percentage, recalculated by cron so the dashboard reflects reality even when no one logs in.
Dual-role assignment model
Objectives can be assigned to teams (auto-cascade to members) or directly to contributors, tracked through an ObjectiveUsers junction with owner / assignee distinction for proper credit and RBAC.
Cron-driven reminder orchestration
Scheduled jobs fire at 7 / 3 / 0 days before start and deadline, render HTML templates per user, and dispatch through AWS SES - replacing manual nudges with a reliable cadence.
Multi-language notification framework
jm-ez-l10n integration drives translatable email subjects and in-app strings, extensible via language/translation.en.json without code changes.
Bulk file attachments at the objective level
Connect-multiparty + AWS S3 power streaming uploads with atomic push/pull on Mongoose arrays, keeping the objective document the single source of truth for related artifacts.
Defence-in-depth API surface
Express-validator on every endpoint, JWT auth middleware on protected routes, bcrypt on every password write, and role guards stacked before controllers - a hardened baseline ahead of feature work.
Outcomes
Multi-team
OKR cycles
Cross-org
Alignment
Real-time
Reporting
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