ALS Association is having users add success criteria to projects as part of their annual operating plan rollover and the majority are having a hard time finding where they can actually add the success criteria which is causing a lot of frustration. Intuitively, you would expect that you could add success criteria from the element side panel “Success Criteria” tab (see screenshot). However, the only place you can add it is from the planner view (small plus icon or clicking “add success criteria” if an element has none). Most of these end users are used to interacting with Cascade through My Work or a filtered report to see what they specifically are responsible for. In the planner view, they would have to “hunt and peck” through everything to find the individual elements that they own and are responsible for adding success criteria to. If the ability to add success criteria was added to the “Success Criteria” tab, then users would be able to add it from wherever they click into their project (from My Work, a report, or the planner). This would be a huge improvement to the user experience and much more intuitive!

Currently there is a red notice when there has been significant time since last update. Though useful, this shouldn’t be the case for completed elements or excedeed within the time frame. It sets the idea that something is wrong (last update in red colour) where there is no problem.

Currently if a measure is set up as maintain bellow a number with a minimum of 0 (lets say between 0-10) then the measure will be shown “on track” even if the owner never updated the value and, consequently never moved the slider. The value should be “null” and instead of showing on track it should bring the attention to the fact that it has never been modified. It sends the wrong message and affects proper tracking and accountability.

St.Jude struggles with using health scores because sometimes they want to look at a 1-year plan in isolation and sometimes they want to look at the full picture of their 5-year plan. The health of the focus areas and long term objectives need to be set to the timeline of one plan or the other, the system isn’t able to provide an accurate view of both.

Ability to have a table on Metrics - (currently must be Measures).

When you click on the goal for the Risk Scatterplot in Reports - open up the Risks tab for that goal in the sidebar. Currently the chart is not clickable.

Ability to toggle permissions of a goal. Currently only way to do it is create it in a separate Plan and link in.

St.Jude only wants narrative updates made at the top goal level, so they would like to disable to it for other layers to avoid confusion

Ability to toggle language of Cascade dependent on the User e.g. Japanese for one user vs. English for another.

Grace Design would like the ability to not only review the Insights from a call in the Insights library, but be able to make any tweaks/edits to the updates and then "post all" right from there rather than having to go to each individual objectives to actually see the AI suggestions and post each update. This seems like a great way to keep the "human in the loop" but makes it way easier to get the insights into the update/report!

When there is an owner and multiple contributors, the default is that the owner is the only one to get the reminder to do the update. In many organizations, the owner isn’t going to actually do the update, but it’s one of the contributors. BUT the client (Napco) doesn’t want everyone to get notified —- Their recommendation was to have a new category for the person who is responsible for updating so only THEY get the reminder for update…

Update the Sort Order for Success Criteria in Reports to be driven by End Date - not alphabetical.

The Success Criteria order in the Success Criteria tab within the Goal does not mirror the Planner view order which is frustrating.

When setting the Update Scheduled emails for the Action layer - it only gives you the Title of the Action - not which Objective it's pertaining to. It's hard to follow what Objective that Action belongs to and makes the Email less valuable.

When you first switch to custom weighting, it defaults to turning everything off, which then requires to turn on each one back on and set values. Would make more sense for them all to start as on, with the same weight (1) if that’s what it was at before.

Client (Elrad) mentioned that when going deep into the report, to get back to the top it requires a lot of scrolling. They’d like consideration to add a floating button (top left, bottom left, wherever) when clicked would take you to the top of the report. I could see that useful in the plan view as well.

John at Vizient would like to be able to provide our AI engine with instructions (he calls this a "skill" - see document attached) so that the AI suggestions help leaders craft updates with a consistent style and format.

Enable bulk features at report level. Would help do consistent changes to, for example, project that are transversal to various plans.