The language of strategy execution.
Clear, practical definitions for the terms behind Strategia — KPIs, OKRs, RACI, the Balanced Scorecard, API integration, approval workflows, and the mechanics of a strategy cascade.
Strategy execution carries a lot of jargon. These are the terms that matter when you evaluate or run an Enterprise Strategy Management platform — defined plainly, with a link to where each one lives in Strategia.
Strategy & frameworks
- Enterprise Strategy Management (ESM)
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Enterprise Strategy Management is the discipline — and the category of software — for translating an organization's strategy into objectives, KPIs, and initiatives, then cascading and tracking them across every level. An ESM platform connects long-range planning to day-to-day execution so leaders can see whether the strategy is actually working.
See it in Strategia - Strategy management system
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A strategy management system — also called strategy management software, or an Enterprise Strategy Management (ESM) platform — is the system of record for executing strategy: it holds objectives, KPIs, and initiatives, cascades them across the organization, and tracks progress against them in one place. Strategia is a strategy management system built around API-driven KPIs, a RACI matrix on every goal, a configurable approval workflow, and ISO 9001:2015 clause mapping — so the path from vision to metric runs through a single system rather than a stack of spreadsheets.
See it in Strategia - Key Performance Indicator (KPI)
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A Key Performance Indicator is a quantified measure of progress toward a specific objective. A well-formed KPI has an owner, a target, a measurement method, and a reporting cadence — without those, a number on a dashboard is data, not a KPI.
See it in Strategia - KPI lifecycle
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The KPI lifecycle is the set of stages a KPI moves through from creation to closure. In Strategia those stages are Draft, Active, Archived, and Retired — each with version history, so retiring a KPI is a recorded decision rather than a deletion.
See it in Strategia - Objectives and Key Results (OKR)
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OKR is a goal-setting framework that pairs a qualitative objective with a small set of measurable key results. OKRs are run in cycles — usually quarterly — with regular check-ins, which makes them well suited to execution cadence rather than long-range structure.
See it in Strategia - Balanced Scorecard (BSC)
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The Balanced Scorecard is a strategy framework that organizes objectives across four perspectives — financial, customer, internal process, and learning and growth — linked by cause and effect. It balances lagging financial results against the leading indicators that drive them.
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Measurement & the cascade
- SMART goals
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SMART is a test for well-formed goals: Specific, Measurable, Achievable, Relevant, and Time-bound. A goal that fails any of the five criteria is hard to track and easy to dispute.
See it in Strategia - SMART score
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In Strategia, the SMART score is a rubric-based rating of how completely a KPI is defined against each SMART criterion. Unlike a pass/fail checkbox, the rubric produces a graded score that surfaces weakly defined KPIs before they ever reach a dashboard.
See it in Strategia - Target band
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A target band is a performance range — with warning and critical thresholds — that classifies a KPI's status as on-track, at-risk, or off-track. Bands replace simple percent-of-target math, which treats results just above and far below target as equally "missed".
See it in Strategia - KPI escalation
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A KPI escalation is an automatic notification triggered when a KPI breaches a target band. In Strategia, escalations route to the manager, director, or executive responsible, with SLA tracking on response time — so a missed target becomes a recorded action, not a silent number.
See it in Strategia - Strategy cascade
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A strategy cascade is the alignment of strategy from the top down — from vision to weighted strategic themes, to goals, to KPIs, to metrics. Each level connects to the one above, so a team's work is traceably linked to organizational strategy rather than loosely associated with it.
See it in Strategia - Weighted rollup
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A weighted rollup aggregates the performance of child items into a parent score using assigned weights. Strategia uses 0–10 integer weights, so a department's contribution to a corporate goal is mathematically defined rather than implied.
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Quality & ISO
- ISO 9001:2015
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ISO 9001:2015 is the international standard for quality management systems. It sets requirements for processes, documentation, measurement, and continual improvement, and is the most widely adopted management-system standard in the world.
See it in Strategia - ISO clause mapping
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ISO clause mapping is the practice of tagging a KPI, process, or document to a specific clause of ISO 9001:2015. Mapping at the KPI level turns audit preparation into a query — evidence can be filtered by clause instead of assembled by hand.
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Platform & governance
- RACI matrix
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A RACI matrix assigns named roles to each goal or deliverable so accountability cannot be diffused. Strategia extends the classic four-role model with six: Sponsor (executive owner), Owner (primary responsible party), Primary Contributor, Secondary Contributor, Consulted, and Informed. These assignments then drive who sees what, who approves what, and who is notified when something slips.
See it in Strategia - API integration (two-way)
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A two-way API integration lets Strategia both pull data in from external systems and expose endpoints those systems can push to. Inbound integration supports any REST API — GET, POST, PUT, PATCH, DELETE — with basic, bearer, API key, or OAuth 2.0 authentication, and JSON path extraction maps any response field to a KPI metric. Outbound endpoints at /api/v1/goals and /api/v1/kpis let your other systems write data in directly.
See it in Strategia - Metric scheduler
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The metric scheduler is the engine that pulls KPI values from connected APIs on the cadence each metric needs — daily, weekly, monthly, quarterly, or yearly. Queued, tenant-aware sync jobs run automatically, track when each KPI was last synced, and retry on failure. Manual override is always available: a one-off pull, a paused KPI, or a re-run of a failed sync.
See it in Strategia - Approval workflow (approval cycle)
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An approval workflow is the configurable chain of validations and approvals a metric passes through before it is considered final. In Strategia, every metric — whether submitted by a person or by the scheduler — moves through a two-level cycle (department-level validation, then strategy-owner approval) with SLAs you can tune, auto-skip rules to avoid self-approval, bulk-approval for routine submissions, and a full audit trail of every approval, rejection, skip, and resubmission.
See it in Strategia - Audit trail
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An audit trail is an immutable, timestamped record of actions taken in a system — who changed what, and when. Strategia tracks 44+ action types across state transitions, value changes, and approvals, providing the activity history auditors expect.
See it in Strategia - Multi-tenancy (database-per-tenant)
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Multi-tenancy is a software architecture that serves multiple customers, or tenants, from one application. Strategia uses database-per-tenant isolation: each customer gets a physically separate database, rather than a shared table filtered by a tenant ID column.
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See these concepts working together.
A working demo walks through the cascade — themes, goals, KPIs, the integrations that feed them, the RACI matrix, and the approval cycle — using your data, not a generic deck.