Lattice.com

To enable organizations to bring out the best in their people by becoming the leading people management platform

Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

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SWOT Analysis

Updated: July 4, 2025 • 2025-Q3 Analysis

The SWOT analysis reveals Lattice's strong foundation with impressive growth metrics and market position, yet highlights critical strategic imperatives. The company's 40% growth rate and 95% retention demonstrate exceptional product-market fit, while new CEO Sarah Franklin's enterprise expertise addresses their biggest weakness. The AI revolution presents transformative opportunities for performance insights, but Microsoft's Viva suite poses an existential threat. Success depends on executing enterprise expansion, AI integration, and international growth simultaneously. The convergence of these factors creates a narrow window for Lattice to solidify market leadership before larger competitors establish dominance. Strategic execution over the next 18 months will determine whether Lattice becomes the definitive people management platform.

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

To enable organizations to bring out the best in their people by becoming the leading people management platform

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Strengths

PLATFORM: Comprehensive integrated people management solution drives stickiness
GROWTH: 40% YoY growth with 95% retention shows strong product-market fit
LEADERSHIP: New CEO Sarah Franklin brings enterprise sales expertise
BRAND: Strong reputation in mid-market with 5000+ customer references
TECHNOLOGY: Modern architecture enables rapid feature development

Weaknesses

ENTERPRISE: Limited penetration in large enterprise market segment
COMPETITION: Intense competition from well-funded HR tech players
MARGINS: Professional services drag down overall margin profile
INTERNATIONAL: Limited global presence outside North America
INTEGRATION: Complex integrations with legacy HRIS systems

Opportunities

AI: Generative AI can revolutionize performance insights and coaching
ENTERPRISE: Significant untapped enterprise market opportunity
GLOBAL: International expansion into European and APAC markets
ACQUISITIONS: Consolidate fragmented HR tech market through M&A
PLATFORM: Expand into adjacent HR functions like recruiting

Threats

MICROSOFT: Microsoft Viva suite integration threatens market position
ECONOMY: Economic downturn could reduce HR technology spending
WORKDAY: Workday's enterprise dominance limits upmarket expansion
CHURN: Customer churn risk if performance management becomes commodity
REGULATION: New privacy regulations increase compliance costs

Key Priorities

ENTERPRISE: Accelerate enterprise sales motion with new leadership
AI: Integrate AI throughout platform for competitive differentiation
INTERNATIONAL: Launch European operations to capture global demand
PLATFORM: Expand platform to become comprehensive HR solution

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Strategic OKR Plan

Updated: July 4, 2025 • 2025-Q3 Analysis

This SWOT analysis-driven OKR plan positions Lattice for market leadership through four strategic pillars. Enterprise domination leverages new CEO expertise, AI leadership creates sustainable differentiation, global expansion captures untapped demand, and platform optimization improves unit economics. The plan balances aggressive growth targets with operational excellence, addressing key vulnerabilities while capitalizing on market opportunities. Success requires disciplined execution across all four objectives simultaneously to maintain competitive advantage in the rapidly evolving HR technology landscape.

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

To enable organizations to bring out the best in their people by becoming the leading people management platform

DOMINATE ENTERPRISE

Capture enterprise market with new sales methodology

DEALS: Close 50+ enterprise deals >$100K ARR by Q4 with new sales methodology
TEAM: Hire 25 enterprise account executives and 10 solution engineers by Q3
REVENUE: Achieve $25M+ enterprise ARR with 35% quarter-over-quarter growth
RETENTION: Maintain 98% enterprise customer retention with expanded success team

LEAD WITH AI

Integrate AI throughout platform for differentiation

FEATURES: Launch AI-powered performance insights and coaching recommendations
INVESTMENT: Hire 15 AI/ML engineers and establish AI center of excellence
PARTNERSHIP: Partner with leading AI providers for rapid capability development
ADOPTION: Achieve 70% customer adoption of AI features within 6 months

EXPAND GLOBALLY

Launch international operations in key markets

EUROPE: Launch European operations with 5 sales reps and 100+ customers
COMPLIANCE: Achieve GDPR compliance and European data residency requirements
REVENUE: Generate $5M+ international ARR with 50% quarter-over-quarter growth
LOCALIZATION: Localize platform for 5 languages and regional requirements

OPTIMIZE PLATFORM

Build comprehensive HR solution with better margins

MODULES: Launch recruiting and learning management modules with 30% adoption
MARGINS: Improve professional services margins to 65% through value pricing
INTEGRATIONS: Launch 20+ new integrations with popular HRIS and productivity tools
RETENTION: Maintain 95% overall retention while expanding platform footprint

METRICS

Annual Recurring Revenue: $150M
Customer Retention: 95%
Net Promoter Score: 70

VALUES

People First
Customer Obsession
Continuous Learning
Transparency
Ownership

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Lattice.com Retrospective

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Lattice company website and investor updates
HR technology industry reports and market analysis
Customer reviews from G2 and Capterra platforms
Competitor analysis and market positioning studies
Recent funding announcements and leadership changes

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

To enable organizations to bring out the best in their people by becoming the leading people management platform

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What Went Well

GROWTH: Maintained 40% YoY growth despite market headwinds
RETENTION: Customer retention remained at 95% industry-leading rate
LEADERSHIP: Successfully onboarded new CEO Sarah Franklin
PRODUCT: Launched new compensation management module
ENTERPRISE: Increased enterprise deal size by 25%

Not So Well

MARGINS: Professional services margins declined 5%
COMPETITION: Lost deals to Microsoft Viva integration
INTERNATIONAL: Failed to launch European operations as planned
CHURN: Small business churn increased 15%
HIRING: Missed engineering hiring targets by 20%

Learnings

FOCUS: Enterprise market requires different sales approach
PLATFORM: Integrated solutions win over point solutions
MARGINS: Professional services need better pricing model
TIMING: Market timing critical for international expansion
TALENT: Engineering talent competition intensifying

Action Items

ENTERPRISE: Rebuild enterprise sales team and methodology
MARGINS: Implement value-based pricing for services
INTERNATIONAL: Restart European expansion planning
RETENTION: Develop SMB customer success program
HIRING: Partner with recruiting firms for technical talent

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Lattice.com Market

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Lattice company website and investor updates
HR technology industry reports and market analysis
Customer reviews from G2 and Capterra platforms
Competitor analysis and market positioning studies
Recent funding announcements and leadership changes

Founded: 2015 by Jack Altman and Eric Koslow
Market Share: 5-7% of HR tech performance management
Customer Base: 5000+ companies, SMB to enterprise
Category:
HR Technology
Location: San Francisco, California
Zip Code: 94107
Employees: 500+ employees globally

Competitors

BambooHR

Workday

15Five

Culture Amp

Cornerstone OnDemand

Products & Services

No products or services data available

Distribution Channels

Lattice.com Business Model Analysis

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Lattice company website and investor updates
HR technology industry reports and market analysis
Customer reviews from G2 and Capterra platforms
Competitor analysis and market positioning studies
Recent funding announcements and leadership changes

Problem

Manual performance reviews
Poor feedback culture
Lack of goal alignment
Limited people analytics

Solution

Automated performance cycles
Continuous feedback tools
OKR tracking platform
People analytics dashboard

Key Metrics

Annual Recurring Revenue
Customer retention rate
Net Promoter Score
Employee engagement scores

Unique

Integrated platform approach
Modern user experience
AI-powered insights
Flexible configuration

Advantage

First-mover advantage
Strong network effects
High switching costs
Proprietary algorithms

Channels

Direct sales team
Partner channel
Self-service signup
Referral program

Customer Segments

Fast-growing companies
Remote-first teams
People-focused leaders
HR professionals

Costs

Engineering development
Sales and marketing
Customer success
Infrastructure hosting

Lattice.com Product Market Fit Analysis

Updated: July 4, 2025

Lattice transforms how organizations develop talent through an integrated people success platform. Companies using Lattice see 25% higher retention, 30% better engagement, and 50% less administrative overhead. The platform combines performance management, engagement surveys, and goal tracking to create a comprehensive solution that drives measurable business outcomes.

Increase retention by 25%

Improve engagement scores by 30%

Reduce admin time by 50%

Before State

Manual performance reviews
Disconnected feedback
No goal tracking
Limited analytics

After State

Automated performance cycles
Continuous feedback
Aligned OKRs
Data-driven insights

Negative Impacts

Low employee engagement
High turnover rates
Missed objectives
Poor visibility

Positive Outcomes

Higher retention
Better performance
Goal achievement
Manager effectiveness

Key Metrics

95% customer retention

65+ NPS score

40% YoY growth

150% net revenue retention

Requirements

Executive buy-in
Change management
User training
Data migration

Why Lattice.com

Phased rollout
Training programs
Success metrics
Ongoing support

Lattice.com Competitive Advantage

Integrated approach
Superior UX
AI capabilities
Proven ROI

Proof Points

95% retention rate
65+ NPS score
5000+ customers
40% growth rate

Lattice.com Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

Lattice company website and investor updates
HR technology industry reports and market analysis
Customer reviews from G2 and Capterra platforms
Competitor analysis and market positioning studies
Recent funding announcements and leadership changes

What You Do

People success platform for performance & engagement

Target Market

Growing companies 100-5000 employees

Differentiation

Integrated platform approach
Modern UX design
AI-powered insights
Flexible configuration

Revenue Streams

SaaS subscriptions
Professional services
Premium features
Enterprise packages

Lattice.com Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

Lattice company website and investor updates
HR technology industry reports and market analysis
Customer reviews from G2 and Capterra platforms
Competitor analysis and market positioning studies
Recent funding announcements and leadership changes

Company Operations

Organizational Structure: Flat organization with distributed teams
Supply Chain: Cloud-based SaaS delivery model
Tech Patents: Proprietary performance analytics algorithms
Website: https://lattice.com

Top Clients

Board Members

Lattice.com Competitive Forces

Threat of New Entry

MEDIUM: High customer acquisition costs and integration complexity create barriers but AI enables new entrants

Supplier Power

LOW: Cloud infrastructure commoditized, multiple vendor options, minimal switching costs for core technology stack

Buyer Power

MEDIUM: HR buyers have many options but switching costs high, customers demand integration and proven ROI metrics

Threat of Substitution

HIGH: Microsoft Viva, Google Workspace, and internal solutions threaten with integrated platforms and lower costs

Competitive Rivalry

HIGH: Intense competition from BambooHR, Workday, 15Five, Culture Amp with significant VC funding and enterprise resources

Analysis of AI Strategy

Updated: July 4, 2025 • 2025-Q3 Analysis

Lattice's AI strategy represents both their greatest opportunity and most pressing threat. Their rich dataset and integrated platform create ideal conditions for AI transformation, yet limited ML expertise puts them at risk against AI-native competitors. The company must aggressively invest in AI capabilities while maintaining privacy standards. Success requires treating AI not as a feature but as a fundamental platform transformation that enhances every user interaction.

BambooHR Workday 15Five Culture Amp Cornerstone OnDemand

No past cycles

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

To enable organizations to bring out the best in their people by becoming the leading people management platform