Introduction
Collaborative Work Management (CWM) is designed to transform how teams work together by providing a customizable central hub for task tracking and documentation. The value of CWM lies in its ability to streamline collaboration, enhance visibility across teams, and improve productivity by ensuring that work is tracked, organized, and completed efficiently. Success with CWM is measured by how well teams adopt the tool and leverage its features to improve the flow of work across the organization.
To help you track the adoption and usage of CWM, we’ve created a sample dashboard with key performance indicators (KPIs). We built a dashboard that you can import and then customize, which you can download from this post. These metrics allow you to monitor critical aspects such as task completion rates, overdue tasks, and overall usage of spaces, boards, and documents. Use this dashboard to quickly assess how CWM is being adopted and where further improvements can be made, ensuring that teams maximize the value of the tool.
Key CWM business outcomes
The table below outlines common business outcomes for Collaborative Work Management along with specific objectives that help support these outcomes. Review how each outcome aligns with your organization’s business goals. Create a ranked list of outcomes that are most important to your success and share these with stakeholders to ensure alignment on priorities. Then, map these outcomes to your CWM roadmap. Prioritizing key outcomes enables quicker time to value and prevents spreading efforts too thin across multiple initiatives.
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CWM Business Outcomes |
CWM Business Objectives |
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Increase Team Collaboration Efficiency |
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Increase Work Delivery Speeds |
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Improve Task Completion Rates |
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Streamline Repeatable Business Processes |
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CWM key performance indicators
The sample CWM dashboard provides an at-a-glance view of these KPIs, offering a comprehensive picture of how effectively your teams are collaborating and managing work. Aggregated across the instance, the dashboard ensures that these metrics capture performance trends across all spaces, allowing leadership to understand how well CWM is being adopted across the organization.
By leveraging these insights, you can continuously improve collaborative work processes and drive your organization toward its business goals.
Below are the KPIs included in the dashboard. Your organization should set its own targets based on organization size and how CWM is being used. These metrics can be applied across different business outcomes to track progress and demonstrate value. Choose the KPIs that best align with your prioritized outcomes.
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CWM Key Performance Indicators |
Measurement Target |
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Number of spaces created in the past 30 days |
Tracks the adoption and usage of collaborative work environments |
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Number of boards created in the past 30 days |
Reflects increased engagement in task and project management |
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Number of tasks created in the past 30 days |
Measures the volume of work managed through the CWM platform |
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Number of docs created in the past 30 days |
Shows engagement in knowledge sharing and document collaboration |
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Number of active automations |
Shows use of CWM to increase efficiency |
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Number of templates by type |
Demonstrates use of CWM to reduce manual work and increase consistency |
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Percentage of tasks completed |
Monitors overall team productivity and task fulfillment rate |
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Percentage of tasks overdue |
Identifies bottlenecks or inefficiencies in task completion and helps focus on areas of improvement |
Download the instructions and sample dashboard attached at the end of this article to get started!
