Lattice.com

To make work meaningful by building the global people success platform for the world's best companies.

Lattice.com SWOT Analysis

Updated: October 4, 2025 • 2025-Q4 Analysis

How to Use This Analysis

This analysis for Lattice.com was created using Alignment.io™ methodology - a proven strategic planning system trusted in over 75,000 strategic planning projects. We've designed it as a helpful companion for your team's strategic process, leveraging leading AI models to analyze publicly available data.

While this represents what AI sees from public data, you know your company's true reality. That's why we recommend using Alignment.io and The System of Alignment™ to conduct your strategic planning—using these AI-generated insights as inspiration and reference points to blend with your team's invaluable knowledge.

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The Lattice SWOT Analysis reveals a company at a critical inflection point. Its formidable brand, user adoption, and community create a powerful moat in the mid-market. However, the path to becoming the category-defining people platform is fraught with challenges. The primary strategic tension lies in balancing platform expansion with maintaining best-in-class product quality. To achieve its vision, Lattice must aggressively pursue the enterprise segment, where competition is fierce but rewards are immense, and translate its unique data asset into predictive, high-value analytics. Simultaneously, global expansion is not optional but essential for long-term growth. The core imperative is to evolve from a beloved product into an indispensable strategic HR operating system without losing the user-centric magic that fueled its initial ascent. Success hinges on disciplined execution against these expansion vectors.

Culture Amp 15Five Workday Betterworks SAP

No past cycles

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

To make work meaningful by building the global people success platform for the world's best companies.

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Strengths

BRAND: Dominant mindshare in mid-market with its content-led GTM strategy.
ADOPTION: Best-in-class UI/UX leads to high end-user adoption and NPS.
INTEGRATION: Robust API and deep integrations with Slack, Jira, and HRIS.
CROSS-SELL: Proven success expanding from Performance to Engagement & Comp.
COMMUNITY: 'Resources for Humans' is a powerful moat and lead-gen engine.

Weaknesses

ENTERPRISE: GTM motion and product features are still maturing for F500.
PLATFORM: Risk of being a 'jack of all trades, master of none' vs. best-of-breed.
PRICING: Premium pricing makes it vulnerable to lower-cost competitors.
HRIS: Late entry into the core HRIS market versus established players.
SUPPORT: Scaling high-touch customer support for a growing, complex base.

Opportunities

UPMARKET: Significant ARR growth potential by winning larger enterprise deals.
INTERNATIONAL: Huge untapped TAM in EMEA and APAC markets for localization.
ANALYTICS: Leverage unique dataset for predictive talent insights for execs.
EXPANSION: Move into adjacent product categories like Payroll or Benefits.
PARTNERSHIPS: Deeper channel partnerships with HR consultants and VCs.

Threats

COMPETITION: Intense pressure from both platforms (Workday) & point solutions.
ECONOMY: HR software is often first to be cut during economic downturns.
CONSOLIDATION: Competitors like Culture Amp are also building platforms.
DATA-PRIVACY: Increased scrutiny on employee data usage and privacy rules.
BUYER-SHIFT: Shift in buying power from CHROs to CFOs, who are more cost-focused.

Key Priorities

PLATFORM: Accelerate the shift from point solutions to an integrated platform.
ENTERPRISE: Solidify the GTM strategy and product for large enterprise wins.
DATA: Monetize the unique performance dataset with predictive analytics.
GLOBAL: Establish a strong foothold in key international markets like UK/DE.

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Lattice.com OKR

Updated: October 4, 2025 • 2025-Q4 Analysis

This Lattice OKR plan is a masterclass in strategic focus, directly translating SWOT conclusions into ambitious, actionable objectives. The plan correctly prioritizes the four pillars essential for long-term dominance: platform unification, enterprise conquest, data monetization via AI, and global expansion. The key results are largely outcome-driven, moving beyond simple task completion to measure true business impact, such as attach rates and ACV growth. By focusing on these core areas, Lattice avoids the trap of incrementalism and sets a clear, inspiring path to building a category-defining company. This is not just a plan for the next quarter; it is a declaration of intent to own the future of work.

Culture Amp 15Five Workday Betterworks SAP

No past cycles

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

To make work meaningful by building the global people success platform for the world's best companies.

BECOME THE PLATFORM

Evolve from a product suite to the indispensable HR OS.

HRIS: Achieve 20% attach rate of Lattice HRIS for all new mid-market customers to deepen our system-of-record role.
INTEGRATION: Launch 5 new strategic integrations with leading Payroll and ATS providers to centralize workflows.
UNIFICATION: Reduce clicks by 30% for managers to complete a full performance, engagement, and comp cycle.
API: Increase monthly active API users by 50% by launching a new developer portal and expanded API endpoints.

WIN ENTERPRISE

Become the default choice for innovative enterprise firms.

LOGOS: Close 25 new enterprise logos with over 2,000 employees to prove our scalability and market fit.
ACV: Increase average enterprise new business ACV by 30% through multi-product sales and value selling.
FEATURES: Ship the top 3 requested enterprise features, including advanced permissions and configurable reporting.
SUPPORT: Achieve a 95% CSAT score for all enterprise customers through our new dedicated support model.

ACTIVATE DATA

Transform our unique dataset into predictive, must-have AI.

ASSISTANT: Launch 'Lattice AI Assistant' to 50% of customers for summarizing reviews and engagement comments.
ATTRITION: Deliver a predictive attrition risk model with 80% accuracy to our top 100 customers for validation.
COACH: Pilot an AI-powered manager coach that provides real-time feedback suggestions in 1-on-1 meetings.
DASHBOARD: Create a new executive dashboard that links people analytics directly to financial outcomes.

GO GLOBAL

Establish Lattice as the leader in our top global markets.

EMEA: Double EMEA-sourced ARR by building out dedicated sales and success teams in London and Dublin hubs.
LOCALIZATION: Achieve full platform localization (language & compliance) for Germany and France to unlock markets.
PARTNERS: Onboard 10 strategic HR consulting partners in EMEA to accelerate pipeline generation and delivery.
BRAND: Host our first 'Resources for Humans' conference in London with over 500 C-level HR attendees.

METRICS

ARR Growth: 40%+
Net Revenue Retention: 120%+
New Enterprise Logos: 25+

VALUES

Ship, Shipmate, Self
Clear Eyes
Chop Wood, Carry Water
What's Next?

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Lattice.com Retrospective

AI-Powered Insights

Claude

Gemini

GPT

Lattice.com official website (About Us, Products, Blog)
Press releases and news articles via TechCrunch, Forbes
Customer reviews and category rankings from G2.com
Industry reports on HR Tech and HCM markets (Gartner, Forrester)
Executive profiles and career history via LinkedIn
Valuation and funding data from PitchBook and Crunchbase

Culture Amp 15Five Workday Betterworks SAP

No past cycles

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

To make work meaningful by building the global people success platform for the world's best companies.

Toggle Theme

What Went Well

PRODUCT: Successful launch and early adoption of the new Lattice HRIS module.
GROWTH: Continued strong ARR growth, exceeding 40% YoY in the mid-market.
RETENTION: Net revenue retention remains best-in-class, estimated at 120%+.
COMMUNITY: Resources for Humans conference saw record attendance and engagement.
UPMARKET: Secured several key logo wins in the lower enterprise segment.

Not So Well

SALES: Enterprise sales cycles are proving longer and more complex than forecast.
COMPETITION: Increased pricing pressure from bundled offerings by HCM suites.
HIRING: Challenges in hiring senior enterprise account executives and engineers.
INTEGRATION: Some customers report friction in migrating from other HRIS tools.
MARKETING: Cost per lead has increased due to market saturation and competition.

Learnings

PLATFORM: Customers strongly prefer a unified platform over point solutions.
ENTERPRISE: Winning upmarket requires dedicated solutions engineers and support.
HRIS: The HRIS is a powerful wedge product to pull through the entire suite.
DATA: Analytics and reporting are key differentiators in competitive deals.
ECONOMY: Buyers are consolidating vendors to reduce costs and complexity.

Action Items

GTM: Create specialized enterprise GTM pods with dedicated solution engineers.
PRODUCT: Accelerate roadmap for advanced analytics and reporting capabilities.
ONBOARDING: Invest in a white-glove onboarding process for HRIS customers.
PRICING: Develop flexible enterprise pricing bundles to compete with suites.
MARKETING: Double down on ROI-focused case studies for enterprise buyers.

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Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

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Lattice.com Market

AI-Powered Insights

Claude

Gemini

GPT

Lattice.com official website (About Us, Products, Blog)
Press releases and news articles via TechCrunch, Forbes
Customer reviews and category rankings from G2.com
Industry reports on HR Tech and HCM markets (Gartner, Forrester)
Executive profiles and career history via LinkedIn
Valuation and funding data from PitchBook and Crunchbase

Founded: 2015
Market Share: Leading share in SMB/Mid-Market Performance Management segment.
Customer Base: 5,000+ companies, mid-market focus with growing enterprise presence.
Category:
HR Technology
SIC Code: 7372 Prepackaged Software
NAICS Code: 511210 InformationT
Location: San Francisco, California
Zip Code: 94104 San Francisco, California
Congressional District: CA-11 SAN FRANCISCO
Employees: 1100

Competitors

Culture Amp View Analysis

15Five Request Analysis

Workday View Analysis

Betterworks Request Analysis

SAP View Analysis

Products & Services

No products or services data available

Distribution Channels

Lattice.com Business Model Analysis

AI-Powered Insights

Claude

Gemini

GPT

Lattice.com official website (About Us, Products, Blog)
Press releases and news articles via TechCrunch, Forbes
Customer reviews and category rankings from G2.com
Industry reports on HR Tech and HCM markets (Gartner, Forrester)
Executive profiles and career history via LinkedIn
Valuation and funding data from PitchBook and Crunchbase

Problem

Low employee engagement and high turnover
Ineffective, biased performance reviews
Lack of data for strategic HR decisions
Disconnected and manual HR processes

Solution

Unified platform for people management
Tools for continuous, fair feedback
Actionable analytics and reporting
Automated and integrated HR workflows

Key Metrics

Annual Recurring Revenue (ARR)
Net Revenue Retention (NRR)
Customer Lifetime Value (LTV)
Customer Acquisition Cost (CAC)

Unique

Best-in-class, consumer-grade UX/UI
Integrated performance & engagement data
Strong thought leadership and community
Focus on manager enablement tools

Advantage

Proprietary people management dataset
High switching costs of integrated platform
Brand synonymous with modern HR
Strong flywheel from community content

Channels

Content Marketing (Blogs, Webinars)
Direct Outbound & Inbound Sales Teams
HR Consultant & Broker Partnerships
Word-of-mouth and customer referrals

Customer Segments

Mid-Market Companies (200-2,000 ee's)
Fast-growing technology companies
Progressive HR Leaders (CHROs, VPs)
Lower Enterprise (2,000-5,000 ee's)

Costs

Salaries (Sales, R&D, G&A)
Cloud Infrastructure (e.g., AWS)
Marketing and advertising spend
Customer support and success costs

Lattice.com Product Market Fit Analysis

Updated: October 4, 2025

Lattice provides a unified people success platform that replaces disconnected HR tools. It helps companies drive performance through clear goals, increase engagement with actionable insights, and retain top talent with equitable compensation and career paths. This transforms HR from an administrative function into a strategic driver of business growth, making work more meaningful for everyone.

DRIVE performance with clear goals and continuous feedback to boost output.

INCREASE engagement by understanding sentiment and taking targeted action.

RETAIN top talent with fair compensation and clear career progression.

Before State

Disconnected HR tools and spreadsheets
Manual, biased performance reviews
Lack of data on employee engagement
Opaque compensation decisions

After State

Unified platform for people programs
Fair, continuous performance feedback
Actionable insights from engagement data
Transparent and equitable compensation

Negative Impacts

Top talent attrition due to poor mgmt
Low morale and disengaged workforce
Ineffective, time-consuming HR tasks
Compliance risks and pay inequity

Positive Outcomes

Increased employee retention and morale
Higher productivity and goal alignment
Strategic, data-driven HR function
Improved manager effectiveness

Key Metrics

NRR

Est. 120%+

NPS

Est. 60-70

User Growth

40%+ YoY

Reviews

900+ on G2

Repeat Purchase

High cross-sell rates

Requirements

Executive buy-in for culture change
Manager training on new processes
Integration with existing HRIS/Payroll
Commitment to data-driven decisions

Why Lattice.com

Implement core performance module first
Roll out engagement surveys quarterly
Connect data to compensation cycles
Leverage analytics for talent planning

Lattice.com Competitive Advantage

Superior UI/UX drives high adoption
Holistic view of employee performance
Community-driven best practices
Faster innovation cycle than legacy HR

Proof Points

5,000+ customers incl. leading brands
G2 Leader in 10+ HR categories
High customer retention (120%+ NRR)
Resources for Humans community success

Lattice.com Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

Lattice.com official website (About Us, Products, Blog)
Press releases and news articles via TechCrunch, Forbes
Customer reviews and category rankings from G2.com
Industry reports on HR Tech and HCM markets (Gartner, Forrester)
Executive profiles and career history via LinkedIn
Valuation and funding data from PitchBook and Crunchbase

Strategic pillars derived from our vision-focused SWOT analysis

Evolve from point solution to the unified people OS.

Win the upmarket segment with robust, scalable tools.

Convert performance data into predictive talent intelligence.

Expand direct sales & support in EMEA and APAC regions.

What You Do

Unified people success platform for performance, engagement, and growth.

Target Market

Forward-thinking HR leaders and executives in mid-market companies.

Differentiation

Best-in-class user experience
Integrated performance & engagement
Strong community & content brand

Revenue Streams

SaaS Subscriptions (PEPM)
Tiered product bundles

Lattice.com Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

Lattice.com official website (About Us, Products, Blog)
Press releases and news articles via TechCrunch, Forbes
Customer reviews and category rankings from G2.com
Industry reports on HR Tech and HCM markets (Gartner, Forrester)
Executive profiles and career history via LinkedIn
Valuation and funding data from PitchBook and Crunchbase

Company Operations

Organizational Structure: Functional structure with product-aligned pods in R&D.
Supply Chain: N/A (SaaS)
Tech Patents: Primarily proprietary software and data models; no major patents noted.
Website: https://lattice.com

Top Clients

Board Members

Lattice.com Competitive Forces

Threat of New Entry

MEDIUM: While starting a new HR app is easy, building a trusted brand, a full platform, and a large customer base is extremely difficult.

Supplier Power

LOW: Key suppliers are cloud infrastructure providers (AWS, GCP) and data services, which are commoditized with low switching costs for Lattice.

Buyer Power

MEDIUM: Mid-market buyers have many choices, giving them negotiation leverage. However, high switching costs after adoption reduce their power.

Threat of Substitution

MEDIUM: Companies can revert to spreadsheets or use disparate tools, but the efficiency loss is a strong deterrent for staying with a platform.

Competitive Rivalry

HIGH: Crowded market with large HCM suites (Workday), focused platforms (Culture Amp), and numerous point solutions creating intense rivalry.

Analysis of AI Strategy

Updated: October 4, 2025 • 2025-Q4 Analysis

The Lattice AI SWOT Analysis underscores a pivotal opportunity to fortify its market leadership. Lattice's core strength is its proprietary dataset—a rich, contextual goldmine for training specialized HR AI models. The immediate path to value is not competing on foundational models, but on application. By embedding AI as an intelligent assistant for summarizing reviews, a predictive engine for talent risks, and a coach for managers, Lattice can create immense differentiation. However, this path requires navigating significant ethical and technical challenges, particularly bias mitigation and data governance. The greatest threat isn't a competitor's algorithm, but a loss of customer trust. Therefore, the strategy must be a dual-engine approach: rapidly ship high-value, assistive AI features while building a public, transparent framework for ethical AI in HR. This will transform data from a byproduct into Lattice's most strategic asset.

Culture Amp 15Five Workday Betterworks SAP

No past cycles

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

To make work meaningful by building the global people success platform for the world's best companies.

Strengths

DATASET: Massive, proprietary data on goals, feedback, and engagement.
WORKFLOWS: Deeply embedded in core HR processes, ideal for AI injection.
TRUST: High brand trust, crucial for deploying AI in sensitive HR areas.
DISTRIBUTION: Direct access to millions of users to test and deploy AI.
PERSONAS: Deep understanding of HR leader and manager pain points.

Weaknesses

TALENT: Competition for elite AI/ML research talent against tech giants.
INFRA: Requires significant investment in scalable AI infrastructure.
BIAS: Risk of amplifying existing biases present in historical HR data.
EXPLAINABILITY: Difficulty explaining AI-driven recommendations to users.
FOCUS: Spreading AI efforts too thin across too many product surfaces.

Opportunities

COACHING: AI-powered, real-time feedback and coaching for new managers.
GOALS: Automated goal-setting assistance and progress prediction.
INSIGHTS: Proactive identification of attrition risks and engagement dips.
BIAS-DETECTION: AI tools to flag biased language in performance reviews.
WORKFLOWS: Automating summary generation for reviews and engagement data.

Threats

COMPETITORS: Microsoft, Google, and Workday have superior AI R&D budgets.
STARTUPS: AI-native startups creating entirely new HR paradigms.
REGULATION: New laws governing AI use in employment decisions (e.g., NYC).
ETHICS: Public backlash over perceived intrusive or biased AI in the workplace.
DATA-QUALITY: 'Garbage in, garbage out' risk if underlying data is poor.

Key Priorities

ASSISTANT: Build an AI assistant to summarize data and automate HR workflows.
COACH: Develop an AI-powered coach for managers to improve their skills.
INSIGHTS: Launch predictive analytics for attrition and engagement risks.
GOVERNANCE: Establish a strong ethical AI framework to ensure trust.

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Lattice.com Financial Performance

AI-Powered Insights

Claude

Gemini

GPT

Lattice.com official website (About Us, Products, Blog)
Press releases and news articles via TechCrunch, Forbes
Customer reviews and category rankings from G2.com
Industry reports on HR Tech and HCM markets (Gartner, Forrester)
Executive profiles and career history via LinkedIn
Valuation and funding data from PitchBook and Crunchbase

Profit: Not disclosed (private company)

Market Cap: $3B (last valuation, 2022)

Stock Performance

Annual Report: Not publicly available

Debt: Not disclosed (likely minimal)

ROI Impact: Improved retention, engagement, and performance management efficiency.

SWOT Index

Composite strategic assessment with 10-year outlook

/ 100

Market Leader

ICM Index

STRATEGIC ADVISOR ASSESSMENT

Lattice has a high-ambition, societally-focused mission. Its success hinges on executing a difficult transition from a beloved mid-market tool to a dominant enterprise platform. The OKRs directly address the core weaknesses (enterprise GTM, platform complexity) identified in the SWOT. Strong AI potential from its unique dataset provides a significant upside lever. The growth multiplier is tempered by intense competition and the inherent difficulty of unseating legacy enterprise systems, but its strong brand and execution focus position it well.

SWOT Factors

Upside: 83.3 Risk: 76.7

OKR Impact

AI Leverage

Top 3 Strategic Levers

Leverage proprietary data to build a must-have AI analytics layer.

Successfully penetrate the enterprise market beyond initial logos.

Accelerate the unified platform strategy to increase switching costs.

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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