ENTERPRISE TASK & GOALS MANAGEMENT SYSTEM

Strategic Goal Alignment & Daily Task Execution Platform

EXECUTIVE OVERVIEW

A comprehensive Task & Goals Management System designed to cascade strategic objectives from ownership through executive leadership to every employee, ensuring perfect alignment between organizational vision and daily execution. This system transforms how your manufacturing and distribution enterprise manages goals, tracks tasks, and measures performance across all business units.

100%
Goal Visibility
Real-time
Task Tracking
n Levels
Hierarchy Support
360°
Performance View

STRATEGIC GOAL CASCADE ARCHITECTURE

Organization-wide Goal Flow

OWNER / BOARD
Vision & Strategic Objectives
CHIEF EXECUTIVE OFFICER
Annual Goals & Company OKRs
COO
Operations Goals
CFO
Financial Goals
CMO
Sales/Marketing Goals
CTO
Technology Goals
Manufacturing
Production Targets
Wholesale
B2B Sales Targets
Retail
B2C Sales Targets
Import/Export
Trade Goals
TEAM LEADERS & MANAGERS
Team Goals & KPIs
EMPLOYEES
Individual Tasks & Performance Metrics

STRATEGIC GOAL CASCADE ARCHITECTURE

OWNER / BOARD - Strategic Vision FY2024
78% Complete
📈 Achieve $500M annual revenue 82%
🌍 Expand to 5 new international markets 60%
🏭 Increase production capacity by 40% 75%
💰 Achieve 22% EBITDA margin 88%
🏆 Become market leader in premium segment 85%
CEO - Annual Operating Plan 2024
81% Complete
Q1: Launch 3 new product lines 100%
Q2: Achieve $125M quarterly revenue 95%
Q3: Complete digital transformation phase 1 78%
Q4: Optimize operations - reduce costs by 15% 65%
Annual: Employee satisfaction score >85% 88%
COO - Operations Excellence
Manufacturing efficiency: 95% OEE 92%
Supply chain optimization: -20% lead time 78%
Quality: Defect rate <0.05% 96%
CFO - Financial Performance
Working capital: Reduce by $50M 70%
Cash flow: Improve by 25% 85%
Cost reduction: Save $30M annually 73%
CMO - Market Expansion
B2B Sales: 500 new wholesale accounts 82%
Retail: 20 new store locations 75%
Brand awareness: Increase by 40% 88%
CHRO - People & Culture
Talent acquisition: Hire 200 skilled workers 91%
Training: 40 hours/employee/year 86%
Retention: Turnover <10% 94%
Manufacturing Department
Daily production: 50,000 units 89%
Machine uptime: 98% 95%
Safety: Zero accidents 100%
Wholesale Division
Monthly sales: $40M target 87%
Client satisfaction: NPS >70 82%
Order fulfillment: 48hr delivery 91%
Retail Operations
Same-store growth: 15% YoY 78%
Customer experience: 4.5★ rating 90%
Inventory turnover: 8x annually 85%
Import/Export Division
Import volume: 10,000 containers 92%
Customs clearance: <24 hours 88%
Cost optimization: -12% logistics 76%
TEAM MANAGERS - Weekly Team Targets
84% Complete
Production Team A: Complete 12,000 units/day 88%
Quality Team: Inspect 100% of output 95%
Sales Team: 50 client calls/week 76%
Logistics Team: Process 200 orders/day 82%
INDIVIDUAL EMPLOYEES - Daily Tasks & Personal KPIs
91% Complete
John (Machine Operator)
Operate Line A: 2,000 units/shift 95%
Quality checks: Every 30 mins 100%
Machine maintenance log 90%
Sarah (Sales Executive)
Client meetings: 3/day 85%
Proposals sent: 5/week 92%
CRM updates: Daily 88%
Mike (Quality Inspector)
Inspect 500 units/day 94%
Defect reports: <0.05% 98%
Documentation: 100% 96%
Lisa (Store Manager)
Daily sales: $50K target 87%
Customer satisfaction: >4.5★ 91%
Staff training: 2hrs/week 85%

TASK & GOALS MANAGEMENT INTERFACE

Goal-to-Task Translation Interface

Task Management Dashboard - John Smith (Production Manager)
Parent Goal: Q4 Operations Optimization | 65% Complete
My Tasks
Team Goals
Department OKRs
Company Vision
Today's Priority Tasks - Linked to CEO Goal: Optimize Operations -15% Cost
Review & Approve Production Line A Efficiency Report
🔗 Owner Goal: 40% Capacity Increase | COO Goal: 95% OEE
⏰ Due: 2:00 PM | 👥 Team: Line A Operators
In Progress
Implement Cost Reduction Initiative #CRI-2024-15
🔗 CFO Goal: Save $30M Annually | Dept Goal: Reduce Material Waste
⏰ Due: 4:00 PM | 💰 Impact: $50K/month savings
Pending Review
Daily Production Target Review Meeting
🔗 Manufacturing Goal: 50,000 units/day | Team KPI: 98% Achievement
⏰ Due: 5:00 PM | 📊 Current: 48,500 units (97%)
High Priority
Quality Audit - Batch #B2024-1015
🔗 COO Goal: Defect Rate <0.05% | Quality Target: Zero Defects
⏰ Due: Tomorrow | 📋 Checklist: 25 items
Scheduled

Home Dashboard

9:41 AM ⚡ 🔋 📶
Good Morning 5 New
John Smith
Production Manager
12
Tasks Today
87%
Goal Progress
Priority Tasks
Line A Efficiency Review
Due in 2 hours
Quality Audit Batch #B2024
Critical - Overdue

Push Notifications

9:41
Wednesday, October 25
🔔
Task Manager • now
Urgent: Task Due in 30 mins
Production Line A Efficiency Report needs your approval
📈
Goal Update • 5 min ago
Team Goal Achieved!
Weekly production target exceeded by 103%
💬
Team Chat • 15 min ago
Sarah: Need help with audit

Task Completion Flow

← Task Details ⋮
Production Line A Efficiency Report
🔗 Linked to: CEO Goal - Optimize Operations 15%
Due Date
Today 2:00 PM
Priority
High
Status
75%
Completion Steps
✓ Data collection completed
✓ Analysis performed
✓ Report drafted
○ Submit for approval

Team Collaboration

Team Task: Quality Audit
4 team members
JS
John
✓ Done
SM
Sarah
Working
MK
Mike
✓ Done
LW
Lisa
Pending
JS
John • 10 mins ago
Completed section A inspection. Found 2 minor issues.
SM
Sarah • 5 mins ago
Working on Section B. Need help with measurement specs.
MK
Mike • 2 mins ago
@Sarah I can help. Check the attached specs.
📎 QA_Specs_v2.pdf
📎 📸

My Goals

My Goals & OKRs
Q4 2024
Annual Target
78% Complete
Personal KPIs
Production Efficiency
Target: 95% OEE
92%
Quality Score
Target: <0.05% defects
88%
Team Collaboration
Target: 100% on-time
95%
🔗 Contributing to Company Goal
$500M Revenue Target → Your Impact: $2.5M

Calendar View

← October 2024 →
S
M
T
W
T
F
S
22
23
24
25
26
27
28
Today's Schedule
Team Standup
Review daily goals
9:00 AM
Production Review
Line A efficiency report
2:00 PM
Quality Audit
Batch inspection
4:00 PM

Performance Analytics

Analytics Dashboard
Last 30 Days
156
Tasks Completed
94%
On-Time Rate
Weekly Progress
M T W T F
Team Rankings
🏆
You're #3
in your department
↑2

Profile & Settings

JS
John Smith
Production Manager
Manufacturing Division
852
Tasks Done
94%
Success Rate
15
Team Size
🔔 Notifications
›
📊 My Reports
›
⚙️ Settings
›
❓ Help & Support
›

Mobile App Key Features

🔔

Smart Notifications

AI-powered alerts for task deadlines, goal updates, and team activities. Customizable priority levels and quiet hours.

🎯

Quick Actions

One-tap task completion, voice input for updates, camera for documentation, and swipe gestures for navigation.

👥

Real-time Collaboration

Instant messaging, file sharing, @mentions, and live task updates. See who's working on what in real-time.

📊

Mobile Analytics

Personal productivity dashboard, goal progress tracking, and team performance insights on-the-go.

🔒

Secure Access

Biometric authentication, encrypted data, role-based permissions, and remote wipe capabilities.

Employee Task Cooperation Workflow

1

Receive

Task assigned via push notification

→
2

Collaborate

Chat, share files, ask questions

→
3

Execute

Update progress in real-time

→
4

Complete

Submit & get instant feedback

IMPLEMENTATION ROADMAP - 6 WEEKS

W1
System Setup & Infrastructure

Server deployment, database configuration, security implementation, user account creation

W2
Organization Structure & Goal Framework

Define hierarchy, set up reporting lines, configure goal cascade structure, import existing goals

W3
Leadership Training & Goal Setting

Train executives and managers, set up strategic goals, define KPIs and metrics

W4
Pilot Department Launch

Deploy to manufacturing department, test workflows, gather initial feedback, optimize

W5
Company-wide Rollout

Deploy to all departments, complete employee training, activate all features

W6
Go-Live & Optimization

Full system activation, performance monitoring, fine-tuning, success measurement

INVESTMENT & PRICING OPTIONS

Complete Project Timeline

3.5
Months
Development Period
System Development & Testing
1.5
Months
Implementation
Deployment & Training
5
Months
Total Duration
From Contract to Go-Live

COMPLETE ENTERPRISE SUITE

Task Management + Upcoming HCM Modules

₹ 4,00,000

One-Time Investment

Unlimited Users • Unlimited Years • No Renewals

(Exclusive of GST)

What's Included

  • Complete Task & Goals Management System
  • Task Creation & Assignment
  • Goal Setting & Tracking
  • Progress Monitoring
  • Team Collaboration Features
  • Analytics & Reporting
  • Mobile Applications (iOS & Android)
  • On-Premise Deployment
  • 3-Week Implementation
  • Training Program
  • 6 Months Support & Maintenance

Not Included:

  • HCM Modules
  • Payroll System
  • Employee Management

Payment Terms

On Signing 40% - ₹60,000
After Setup 40% - ₹60,000
On Go-Live 20% - ₹30,000

Quick Comparison

Feature Complete Enterprise Suite Task Management Only
Price ₹4,00,000 ₹1,50,000
Task Management ✓ Full Featured ✓ Full Featured
HCM Modules ✓ All Included (Upcoming) ✗ Not Included
Users Unlimited Forever Unlimited Forever
Employees Unlimited Forever Unlimited Forever
Companies Unlimited Forever Unlimited Forever
License Lifetime Lifetime
Implementation 6 Weeks 3 Weeks
Initial Support 3 Years 6 Months
Cost Per User (300 employees) ₹1,333 ₹500
Future Module Updates ✓ Free ✗ Additional Cost

TECHNICAL SPECIFICATIONS

On-Premise Infrastructure

  • Dedicated server deployment in your data center
  • Windows Server 2019/2022 or Linux (RHEL/Ubuntu)
  • SQL Server / PostgreSQL database
  • IIS / Apache web server
  • Minimum 32GB RAM, 8-core CPU
  • 500GB SSD storage (scalable)
  • Load balancing support
  • Backup & disaster recovery setup

Security & Compliance

  • Role-based access control (RBAC)
  • 256-bit AES encryption
  • Audit logs and compliance reporting
  • User authentication system
  • Session management
  • Password policies
  • Data backup encryption
  • Access control lists
Unlimited Years • No Renewals

(Exclusive of GST)

What's Included

Payment Terms

On Signing 30% - ₹1,20,000
After Setup 30% - ₹1,20,000
On Go-Live 30% - ₹1,20,000
After 30 Days 10% - ₹40,000

TASK MANAGEMENT ONLY

Core Task & Goals Management System

₹ 1,50,000

One-Time Investment

Unlimited Users •