This is a big one so let's break it down clearly so you get all the points.
TLDR;
Strategy Designer
Term change
The Strategy Designer is now called Plan Setup. Plan Setup refers to the initial process of building your strategy in Empiraa.
Plan Setup streamline
Before this update, the Plan Setup took ten steps before you could jump into the platform properly. Now we have streamlined that process to 7 steps and are looking to condense this further in a future update.
The new format looks like this:
Setup your organization
Complete your vision statement
Add core values
Set your goals
Setup your organization teams
Setup your team
Assign your team leaders and members
Access Level Term Changes
Executives are now called Admins and Employees are now called Team Members.
myHub Changes
Hide and expand goals
We've made some changes to myHub to make it as usable as possible. You can now open and close your goals. This will be especially usable for large plans where there are a lot of goals, or for hiding goals that are not applicable to you.
Simply press the arrow on the left hand side of the goal to open and close as you desire.
Drag and drop goals and objectives
To make your plan even more usable we have brought in drag and drop functionality so you can reorder both your goals and your objectives.
💡 You can only reorder topline objectives, not aligned objectives or actions.
All you have to do is grab hold of an objective or a goal and drag it to where you want it to sit. The order you choose will also be reflected in the myPlan page.
Add objectives directly from myHub
It's even easier to build on your plan now. With the 'Add Objective' button sitting directly on your goals in myHub, all you need to do is click that button on whichever goal you want to add an objective to and be taken directly to the objective builder page.
Edit goals directly from myHub
Previously in order for Executives (now Admins) to edit the organizational goals, you needed to go into Organization Settings and click through a few pages to get to your goals and edit them.
Now if you are an Admin, you will have an Edit Goal button on the left hand side of your myHub and myPlan pages. Clicking that button will take you directly to the Goal editing page where you can make quick changes, adjustments and additions in one click.
Upcoming changes
Coming in the pipeline is further UX changes to simplify the way you use the platform and to implement our "two click theory" to get to the page you need.
Keep your eyes peeled for this and so much more!