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Simplamo Help Center

website·Indexed 32 days ago

https://help.simplamo.com/

Documentation for Simplamo, a business management platform featuring goal execution, organizational charts, and meeting management. Includes guides on Simplamo AI for HR and metrics dashboards, whiteboard tools, and release notes for versions such as v1.17 through v2.15.3.

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What's inside Simplamo

  1. Overview of the Simplamo Operating Framework

    Simplamo is a goal management software designed for organizations with 5 to 250 employees. It focuses on organizational efficiency by transforming complex management theories (such as KPIs, OKRs, and OGSM) into simple features. The framework emphasizes four core operational pillars: transforming management theories into features, breaking down company vision into yearly and quarterly goals for weekly check-ins, using transparent conversation tools to retain talent, and maintaining weekly meetings to identify issues and align personnel.

  2. Overview of Simplamo AI Chat capabilities

    Simplamo AI Chat is an AI-powered tool designed to assist in goal management. It provides high-accuracy responses by reading and understanding the user's own operational data. The system offers a variety of specialized AI assistants that can be customized to meet the specific needs of different departments.

  3. Overview of Annual Performance Reviews in Simplamo

    The Annual Performance Review is a formal, open, 1-on-1 session between a supervisor and their direct report. Its primary purpose is to review the employee's contributions over the past year relative to company goals to determine salary increases, promotions, or other career directions. These reviews are stored in the company's personnel records.

  4. Overview of the Simplamo Vision Tool

    The Vision tool is designed to help leaders crystallize a concise company vision and share it with their team. It guides users through 8 key questions to define the company's identity, target customers, long-term dreams, and execution plans.

  5. Overview of Simplamo Whiteboards

    Whiteboards is a visual and flexible workspace designed for business owners and managers to strategize and set goals. It allows users to draw, take notes, and organize ideas effectively to enhance collaboration, transparency, and team consensus during the planning and implementation of strategies.

  6. Overview of Simplamo AI Agent Categories

    Simplamo offers over 15 AI agents, each pre-configured with specialized knowledge for specific industries or job functions. They are categorized into five main groups:

    • Creative and Marketing: Content creation, social media posts, and marketing planning.
    • Business and Customer: B2B/B2C sales scripts and professional customer support/complaint handling.
    • Operations, Finance & HR: Back-office tasks including accounting, supply chain optimization, and HR recruitment/administration.
    • Strategy: High-level leadership tools for SWOT analysis, OKR/KPI setting, and long-term business planning.
    • Utilities and Search: General-purpose tools for Excel formulas, rapid data analysis, internal information retrieval, and general queries.

  7. Overview of Simplamo AI Agent Categories

    Simplamo provides over 15 specialized AI agents, each configured with specific knowledge and expertise for different business domains. These agents are categorized into five main groups:

    • Creative and Marketing: Focuses on content creation, social media posts, and marketing planning.
    • Business and Customer: Supports sales teams with B2B/B2C scripts and customer service teams with professional complaint handling and responses.
    • Operations, Finance & HR: Handles back-office tasks including accounting, supply chain optimization, recruitment, and administrative HR processes.
    • Strategy: High-level tools for leadership to perform SWOT analysis, set OKRs/KPIs, and build long-term business plans based on international methodologies.
    • Utilities and Search: Versatile agents for Excel formulas, quick data analysis, internal information retrieval, and general queries.

  8. Overview of Simplamo Whiteboards

    Simplamo Whiteboards is a visual workspace designed for business owners and managers to strategize, set goals, and organize ideas. It provides an intuitive environment for drawing, note-taking, and collaborative planning to enhance transparency and team consensus.

  9. Overview of Simplamo Quarterly Conversations

    The Quarterly Conversation is a formal, open, and sincere dialogue held every 90 days between an employee and their direct manager. The goal is to discuss performance, identify what is working and what is not, and provide a mutual feedback loop where managers support employees and employees provide feedback on leadership. Simplamo provides a structured framework to keep these conversations focused and records the results to help the company analyze the long-term fit of the employee and manager.

  10. Overview of the Simplamo Vision Tool

    The Vision Tool is designed to help leaders crystallize their company's vision into a concise format consisting of 8 key questions spread across 2 pages. It transforms abstract leadership goals into a visible, shareable roadmap covering identity, core strengths, target audience, long-term dreams, and the execution path to achieve them.

  11. Overview of Smart Metrics in Simplamo

    Smart Metrics allow you to set up formulas (similar to Excel) so the system can automatically calculate values based on linked metrics. These metrics are identified by an 'f(x)' symbol on the dashboard. Because they are calculated automatically, users cannot manually enter data into a Smart Metric; it only updates once all linked metrics have been populated. If any linked metric is missing data, the Smart Metric will remain empty or equal to 0.

  12. Overview of Simplamo AI capabilities

    Simplamo AI provides intelligent assistants to help resolve complex organizational issues. It can generate data, search and research information, answer specific questions, complete content, summarize issues, and suggest goals based on a company's overall strategy. It is designed as a supportive tool for data suggestion and goal improvement, not as a replacement for human critical thinking.