โDeploy in parallel.
Zero disruption to current systems.
ShiftFocus installs an Execution OS over your existing OKR stack:
visibility โ prediction โ intervention โ proof.
Enforcement is optionalโused only where your org wants non-negotiable cadence.
30-Day Deliverables
What you get in 30 days
A working Execution OSโnot a "tool rollout."
1
Risk model live
Trajectory prediction and early warning signals active across initiatives
2
Intervention workflows
Decision windows and unblock plans configured for your org
3
Exec brief auto-generated
Weekly narrative + scorecard delivered to leadership automatically
4
Operating rules (optional)
Cadence rules installed only where you need non-negotiable enforcement
Real pilot data: Execution confidence over 8 weeks
Median results from enterprise pilots (500-5000 employees). Your baseline varies.
+58%
Average confidence lift by week 8
23
Early interventions triggered
4.2 days
Faster risk escalation (avg)
Operating rules in action
Not a screenshot. This is how cadence rules prevent drift.
RULE_CADENCE_002
Executive Weekly Commitment Cadence
IF
Owner tagged as "Executive" AND Initiative status = "At Risk" or "Off Track"
THEN
Require weekly commitment update (min 50 chars) by Friday 4pm
ELSE
Escalate to ops โ exec with context snapshot
LIVE ENFORCEMENT EXAMPLES (WEEK 3 OF PILOT
VP Engineering updated "Platform Migration Q1"
Thursday 3:42pm โข Commitment logged โข No escalation needed
Director, Revenue Ops: 18 hours until policy deadline
Initiative "Revenue Ops Redesign" โข Gentle reminder sent to Slack
Policy breach โ Escalated to Chief of Staff
"Customer Success Platform" โข Owner: VP, Customer Experience โข 72h overdue
Context: 3rd missed update in 4 weeks. Last signal: "Dependencies blocked" (Dec 2). No owner engagement since.
This is enforcement. Not a dashboard showing status indicators. The system prevents drift before it becomes a QBR surprise.
Typical approval timeline
Week 1
InfoSec review
Security packet + vendor assessment
Week 2
Legal + Procurement
MSA review + pilot terms
Week 3-4
Pilot kickoff
Scoping + configuration begins
We work with your procurement process. Typical enterprise approval: 2-4 weeks from initial scoping call.
Modules enabled in your pilot
Choose what turns on
Select 1–3 modules for your pilot. Enforcement is completely optional.
Execution Visibility
Popular
Dashboards, health scores, dependencies
Risk Prediction
Popular
Trajectory analysis, early warning signals
Intervention Workflows
Popular
Decision windows + unblock plans
Popular
Enforcement Policies (optional)
Decision windows + unblock plans
Evidence + Exec Brief
Popular
QBR narrative, audit trail
0 modules selected ยท Most pilots start with Visibility + Prediction + Evidence
4-Week Implementation
The 4-Week Launch Plan
Week 1
Baseline + Scope
Pick 1โ2 org units / initiatives
Define success metrics + current pain points
Connect calendar/cadence signals (lightweight)
Security review kickoff (if needed)
Week 2
Integrations + Model
Connect Slack/Teams (optional), Jira/Asana (optional)
Import OKRs / owners / cadence (CSV or connector)
Map teams + dependencies
Configure risk prediction model
Week 3
Intervention System
Configure decision windows + escalation thresholds
Start intervention workflows
Optional: enable 1โ2 operating rules for critical initiatives
First weekly exec brief generated
Week 4
Exec Brief + Decision
Review scorecard trendlines
Validate early signal accuracy
Show intervention impact narratives
Decide expand / adjust / stop
If ShiftFocus can't create visible leverage inside 30 days,
you shouldn't roll it out.
Parallel Deployment
Migration from Workboard / Quantive
Deploy in parallel until confident. No infrastructure replacement on day 1.
What stays the same
Your OKR structure
Your governance model
Your cadence + ownership
Your QBR rhythm
What stays the same
Risk surfaces earlier
Cadence becomes enforceable (optional)
Interventions get smaller + earlier
Evidence replaces status theater
1
How parallel deployment actually works
Zero disruption. Full observability. You control the switch.
_____Your existing OKR stack (Workboard, Quantive, etc.)
OKR Data
Your Dashboard
Your Reports
Your QBRs
_____Your existing OKR stack (Workboard, Quantive, etc.)
Mirror data read-only
No changes to source
Operating rules (optional)
Cadence + dependencies
Evidence capture
Baseline vs. enforced
Escalation rules
Smart decision windows
After 90 days, you decide:
Expand to full org โข Adjust policies โข Keep parallel โข Or stopโno vendor lock-in
โ Zero risk
Existing stack untouched
โ Full comparison
Before/after data side-by-side
โ You control timing
No forced migration dates
Parallel deployment model: ShiftFocus operates alongside your existing OKR infrastructure. Full evaluation period before any system replacement.
Team Structure
Roles & Responsibilities
Minimal lift on your side. We handle the heavy lifting.
Your team
30 min/week
Executive sponsor
Strategic oversight + quarterly decision
Ops owner / Chief of Staff
60 min/week
Day-to-day coordination + policy tuning
IT/Security contact
As needed
SSO setup + compliance review
Our team
Setup + configuration
End-to-end technical implementation
Policy design workshop
90-min session to map your enforcement needs
Integration support
Connect to your existing stack seamlessly
Weekly scorecard + briefing review
Ensure metrics reflect reality
Enterprise Security
Security & IT Fit
Built for enterprise security + procurement requirements.
SSO (Okta/Azure AD) + SCIM
Enterprise identity management if required
Available
Audit logs
Complete tracking for enforcement + overrides
Standard
Encryption in transit + at rest
Industry-standard data protection
Standard
Role-based access controls
Granular permission management
Standard
Data retention + deletion controls
Full control over your data lifecycle
Standard
Vendor risk packet
โSOC 2 Type II (Q2 2025) โข Security documentation available
Standard
Compliance & data residency
GDPR-ready architecture with data processing agreements. CCPA compliant data handling. US/EU data residency options available during pilot scoping.
Need a deeper security review?
We work with InfoSec teams daily. Custom security assessments, pen test results, and compliance documentation available upon request.
Request Security Packet
Training & Enablement
Training & Adoption
Minimal training required. We coach your team to confidence.
30 min
Executive briefing
High-level overview and strategic context
60 min
Ops training
Hands-on configuration and daily operations
10 min
Team enablement
Quick micro-guide for all team members
Weekly rhythm: baked into the system via policies
Automated nudges
Gentle Slack/email reminders before policy deadlines
Smart escalation
Only involve leaders when owner signals stall
Zero change management
Teams continue working as usualโsystem adapts to them
Pilot Support
Support during pilot
You're not on your own. We're invested in your success.
Dedicated pilot channel
Direct Slack/Teams channel with implementation team
4-hour response SLA
Same business day response
For pilot blockers and critical issues
Avg response: 2.3 hours
Weekly review call
Optional 30-min check-in to track progress
Your schedule, your timezone
Dedicated implementation team
This isn't a free trial with canned docs. Every pilot gets personalized attention because we learn from your deployment too.
Policy tuning sessions
We adjust thresholds based on your org's actual signals
Quarterly data review
We show you exactly what changed (and why it matters)
Custom integration help
If your stack is unique, we build the connector
Executive briefing prep
We help you present the pilot results to leadership
Ready to deploy your pilot?
Start with a scoping call. Pilot live in 30 days.
Questions? Email pilot@shiftfocus.com