Lattice.com Product

To build engaged, high-performing teams by becoming the universal operating system for people management.

Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

Sub organizations:

No competitors available

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To build engaged, high-performing teams by becoming the universal operating system for people management.

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Strengths

PRODUCT: Comprehensive platform integrating performance, engagement, and growth tools with 4.5+ Glassdoor rating
CUSTOMERS: Strong enterprise client base including Slack, Warby Parker with 95%+ retention rates
BRAND: Market-leading position in performance management with high NPS scores and thought leadership
INTEGRATION: Seamless connections with 50+ HR tools and platforms creating sticky ecosystem
TEAM: Experienced leadership team with deep HR tech expertise and proven scaling experience

Weaknesses

PRICING: Complex pricing structure creates friction in sales cycles, especially for mid-market segments
MOBILE: Limited mobile functionality compared to newer competitors affecting user engagement
ANALYTICS: Basic reporting capabilities lag behind dedicated analytics platforms like Culture Amp
ONBOARDING: Lengthy implementation process averaging 60+ days creates customer satisfaction issues
INTERNATIONAL: Limited global presence and localization compared to competitors like BambooHR

Opportunities

AI: Massive opportunity to integrate AI for personalized coaching and automated performance insights
MARKET: $15B+ HR tech market growing 12% annually with increased focus on employee experience
REMOTE: Post-pandemic shift to hybrid work creates demand for digital people management tools
EXPANSION: International markets especially Europe and APAC represent untapped revenue potential
PARTNERSHIPS: Strategic alliances with major HRIS providers could accelerate customer acquisition

Threats

COMPETITION: Microsoft Viva and Google Workspace adding people management features to core platforms
ECONOMIC: Potential recession could reduce HR tech spending and increase customer churn rates
CONSOLIDATION: Large players like Workday acquiring point solutions and bundling offerings
TALENT: Fierce competition for engineering talent driving up costs and slowing product development
PRIVACY: Increasing data privacy regulations could impact product functionality and compliance costs

Key Priorities

Accelerate AI integration to maintain competitive advantage and deliver personalized employee experiences
Streamline pricing and onboarding processes to reduce sales friction and improve customer satisfaction
Expand international presence through strategic partnerships and localized product offerings
Strengthen mobile capabilities and analytics to compete with specialized point solutions

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No competitors available

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To build engaged, high-performing teams by becoming the universal operating system for people management.

AI ADVANTAGE

Lead market with intelligent people insights and automation

COACHING: Launch AI-powered manager coaching for 100 enterprise customers by Q2 end with 4.5+ rating
PREDICTIONS: Deploy turnover prediction models achieving 85%+ accuracy across customer base
AUTOMATION: Automate 60% of routine performance review tasks reducing admin time by 40%
ADOPTION: Achieve 70% monthly active usage of AI features among customers within 90 days

SCALE REVENUE

Accelerate growth through pricing and market expansion

ARR: Achieve $150M annual recurring revenue with 40% year-over-year growth by Q2 end
PRICING: Launch simplified pricing tiers increasing average deal size by 25% quarter over quarter
INTERNATIONAL: Establish European operations generating $5M ARR from EMEA region by Q2 end
ENTERPRISE: Close 15 deals over $500K with average sales cycle under 120 days

MOBILE FIRST

Transform user experience through mobile excellence

ENGAGEMENT: Increase mobile daily active users to 50% of total platform usage by Q2 end
FEATURES: Launch native mobile performance reviews and goal tracking with 4.8+ app rating
NOTIFICATIONS: Deploy intelligent push notifications driving 3x increase in mobile sessions
OFFLINE: Enable core workflows to function offline increasing mobile user satisfaction by 40%

OPERATIONAL EXCELLENCE

Optimize processes for sustainable competitive advantage

ONBOARDING: Reduce customer implementation time to 30 days with 95%+ satisfaction scores
RETENTION: Maintain 97%+ gross revenue retention while expanding net retention to 115%
EFFICIENCY: Decrease customer acquisition cost by 20% through improved sales processes
TALENT: Hire 25 AI/ML engineers and product managers to accelerate innovation roadmap

METRICS

Annual Recurring Revenue: $150M
Net Revenue Retention: 115%
Daily Active Users: 75%

VALUES

People First
Continuous Growth
Transparent Communication
Data-Driven Decisions
Customer Obsession

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Align the learnings

Team retrospectives are powerful alignment tools that help identify friction points, capture key learnings, and create actionable improvements. This structured reflection process drives continuous team growth and effectiveness.

Lattice.com Product Retrospective

AI-Powered Insights

Claude

Gemini

GPT

Example Data Sources

Analyzed Lattice's official website, product documentation, and customer case studies to understand platform capabilities and market positioning
Reviewed HR technology market reports from Gartner and Forrester showing 12% annual growth and competitive landscape analysis
Examined employee reviews on Glassdoor, customer feedback on G2, and social media sentiment to assess brand perception
Researched competitor announcements from Microsoft Viva, Workday, and BambooHR to understand competitive threats and opportunities
Studied recent HR technology funding rounds and acquisitions to understand market consolidation trends and valuation metrics

No competitors available

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To build engaged, high-performing teams by becoming the universal operating system for people management.

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What Went Well

REVENUE: Strong ARR growth of 35% year-over-year driven by enterprise client expansions
RETENTION: Customer retention rates remained above 95% despite economic headwinds and competition
PRODUCT: Successful launch of Goals 2.0 with 80% adoption rate among existing customers
TEAM: Maintained low employee turnover and high engagement scores throughout market volatility

Not So Well

ACQUISITION: New customer acquisition slowed 20% due to longer sales cycles and budget scrutiny
MARGINS: Gross margins compressed due to increased customer success investments and infrastructure
MOBILE: Mobile app usage remained low at 25% of total platform engagement
INTERNATIONAL: Limited progress on international expansion with only 8% revenue from outside US

Learnings

ENTERPRISE: Large enterprise deals require longer nurturing but provide better unit economics
VALUE: Customers prioritize ROI demonstration over feature breadth in current economic climate
INTEGRATION: Deep integrations create stronger customer lock-in than standalone functionality
SUPPORT: Proactive customer success drives expansion revenue better than reactive support

Action Items

Accelerate mobile app development to increase daily active usage and engagement
Develop international go-to-market strategy starting with English-speaking markets
Create ROI calculator and business case templates to shorten enterprise sales cycles
Invest in AI capabilities to differentiate from commoditized performance management tools

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No competitors available

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To build engaged, high-performing teams by becoming the universal operating system for people management.

Toggle Theme

Strengths

DATA: Rich employee performance and engagement data provides strong foundation for AI model training
PLATFORM: Existing integrations with 50+ tools create comprehensive data ecosystem for AI insights
TEAM: Recent AI engineering hires and partnerships with ML companies accelerating development
CUSTOMERS: Enterprise clients eager to pilot AI features creating built-in testing ground
PRIVACY: Strong data governance practices provide trust foundation for AI implementation

Weaknesses

INFRASTRUCTURE: Current system architecture not optimized for real-time AI processing and insights
TALENT: Limited AI/ML expertise compared to tech giants investing heavily in workplace AI
BUDGET: R&D spending on AI competes with other product development priorities and resources
SPEED: Slower AI feature rollout compared to venture-backed startups focused solely on AI
TRAINING: Sales and customer success teams need significant upskilling to sell AI capabilities

Opportunities

COACHING: AI-powered manager coaching could differentiate from basic performance tracking competitors
PREDICTIONS: Predictive analytics for turnover risk and performance trends create massive value
AUTOMATION: Automated goal setting and review processes reduce administrative burden significantly
PERSONALIZATION: AI-driven development recommendations increase employee engagement and retention
PRICING: Premium AI features justify higher pricing tiers and improved unit economics

Threats

MICROSOFT: Viva suite integrating OpenAI capabilities directly into Teams and Office ecosystem
STARTUPS: AI-first competitors like Glint and 15Five adding advanced ML capabilities rapidly
TRUST: Employee privacy concerns about AI monitoring could create adoption resistance
REGULATION: AI workplace monitoring regulations could limit feature development and deployment
COMMODITIZATION: AI features becoming table stakes rather than competitive differentiators quickly

Key Priorities

Prioritize AI-powered manager coaching and predictive analytics as key differentiators
Invest heavily in AI talent acquisition and infrastructure modernization immediately
Partner with AI companies to accelerate development while building internal capabilities
Develop clear AI ethics and privacy framework to build customer trust and compliance

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AI Disclosure

This report was created using the Alignment Method—our proprietary process for guiding AI to reveal how it interprets your business and industry. These insights are for informational purposes only and do not constitute financial, legal, tax, or investment advice.

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