Roadmap

Implementer hub: add notes to each client

Keep track of important details across your client list

Scribe / Facilitator roles in meetings

Informational roles for meetings to allow users to show who is the scribe and facilitator.

How much time you've spent on each section during the meeting

See how much time you've spent on each section during the meeting.

Multiple dashboards

Support for users to create and switch between multiple dashboard views

Quarterly conversations & Annual Reviews

Honest assessment of your direct reports’ fit. Reflect on their accomplishments, opportunities for growth and improvement, and establish clear expectations for next steps.

SWOT

Identify the strengths, weaknesses, opportunities and threats for your business.

Activity log / history

Comprehensive activity tracking and history for audit purposes

@mentions in comments

Ability to mention team members in comments for better collaboration

Emoji reactions on comments

Support for emoji reactions to enhance engagement

Onboarding / sample data

Guided onboarding experience with sample data for new users

Better color picker and defaults

Enhanced color selection tools with improved default options

Remember last currency used

Persistence of user currency preferences

Keyboard shortcuts for everything

Comprehensive keyboard shortcut system for power users

Better small screen support

Improved responsive design for mobile and tablet devices

Custom date shortcuts

Replace the "End of Q1" etc shortcuts with custom shortcuts defined in admin. Dates mean different things to companies.

Share rocks across teams

Rocks can be linked to multiple teams / sub-rocks - needs discussion with advisors

Scorecard - ability to set projected values into the future

V/TO - Print to powerpoint

Layout like traditional V/TO sheet

To-dos integration into project management software

Sync meeting to-dos into softwares like Teamwork.com, Monday or Asana.

Better printing

We're moving printing of several screens to server-side so we have more control over the quality. We are treating print as high priority in Success.co

Published API docs and access

Build on top of Success.co and sync ALL your data and systems.

Implementer quarterly planning pack

A bundle of PDFs to help your quarterly planning meetings

Implementer hub partner program

Integration with our partner program software to allow seamless revenue sharing

Data importer from other EOS tools

Import data seamlessly from other EOS tools.

Mobile app

Native mobile application for iOS and Android

Teamwork.com integration

The first of many project management integrations

People analyzer™

Get's it, want's it, capacity to do it.

Success.co docs

Comprehensive help documentation site for users.

One click create an issue (in-meeting)

"Drop it down" type buttons that appear on all measurables, headlines, rocks and to-do’s.

Formulas

Add, multiply, subtract, divide. Automate your measurables with formulas.

One click completion

Quicker completion for issues, to-do’s, headlines and rocks when viewing in a list.

Scorecard - Ability to set custom targets per cell

Sometimes we need custom targets over the year. Or if goals change over time.

Enhanced date picker with Q1, GQ etc.

Advanced date selection with support for quarters and fiscal periods

Implementer hub - show # off-track measurables

Show the number of measurables off-track in the last week.

Implementer hub

Central location for implementation resources and tools

Scorecard measurables Drag & Drop

Customize the order of the measurables in your Scorecard.

Beta launch! Woohoo!

Initial beta release to selected customers

Escape key to exit area

Standardized escape key behavior throughout the application

Session/authentication system update for scale

Current JWT system is limited to only ~10 companies linked to any user and then breaks. New system with simple session cookie can handle any scale and is more robust, faster and secure.

Issues - simplify status options

Backlog, Discuss, Solved -> Not solved, Solved

Database design and sync technology

Testing of database architecture and synchronization capabilities

Integrator Hub

A simple hub for Integrators to get a snapshot of EOS adoption across their teams.

Meetings - initial implementation

First version of the meetings management feature

Meetings - view accountability chart directly in meeting

For focus day meetings

Voting on roadmap

Implementers can vote on the roadmap

Vision - initial implementation

First version of the vision documentation feature

IDS - Select prioritized Issues

Users can select the top 3 prioritized issues

Rocks - initial implementation

First version of the rocks/goals tracking feature

To-dos - initial implementation

First version of the task management feature

Issues - initial implementation

First version of the issue tracking feature

Headlines - initial implementation

First version of the headlines/announcements feature

People - initial implementation

First version of the people/user management feature

Built-in help and descriptions

Contextual help system integrated throughout the application

Switching between multiple workspaces

Support for users to manage and switch between workspaces

Data - initial implementation

First version of the data visualization feature

Issue selection system

Can pick #1, #2, #2 in meeting

Data - Charts & graphs

Implementation of data visualization components

Settings - user preferences and workspace

Comprehensive settings panel for customization

Data - Import CSV

Ability to import data quickly

Calendar integrations

Integration with popular calendar services for better scheduling

Accountability chart™ system

Implementation of the proprietary accountability chart system

Robust sync technology

Enhanced synchronization capabilities for real-time collaboration

Right click for options menu

Context-sensitive right-click menus throughout the application

File attachments on Issues

Desktop app

Native desktop application for Windows and macOS

Success.co website

Public website launch with product information

Rocks - better grouping by person

Accountability chart - assistant feature

By popular request, the ability is needed to show the assistant to the Visionary is a side-card. No other accountability chart supports this. "If you built this, we are moving over tomorrow". Well come on over!

Better google calendar notifications

By request, we only send the first notification for a series of upcoming events now - to spare everyones inboxes

Setting: Name display order

Based on feedback, we added support for Eastern name display order (Last-name first-name).