Three business lines. Advisory, facilities, investments. Each one had its own culture, its own operating rhythm, its own definition of a good quarter. Strategy landed differently in each. Sometimes it didn’t land at all.
Story in 3 sentences
They deployed Profit.co’s OKRs module and built the first live cascade the whole firm had shared since the business lines were consolidated.Strategic pivots that used to take weeks now reach all operating units in days. The quarterly strategy review stopped being an assembly project and became a conversation.
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Here’s the thing about running a services business at this scale. You’re not one company. You’re three businesses that share a name, a balance sheet, and a set of corporate priorities nobody fully agrees on how to interpret. Advisory teams think in transactions. Facilities teams think in contracts and headcount. Investment teams think in capital cycles and hold periods. All three are right. None of those time horizons are the same.
Add a hundred countries, each with its own market conditions and local leadership teams that’ve been doing it their own way for years, and you start to understand what the head of strategy meant when she said it felt like she was running three different companies that happened to share a CEO.
For a long time, strategy worked well enough. Leadership set the priorities. Business-line heads translated them. Regional MDs filtered them further. By the time those priorities reached the people running accounts and managing facilities across markets, they’d been through five or more layers of interpretation. Not wrong, exactly. Just different. Different enough that two regions executing perfectly against their own version of the plan could still end up pulling against each other.
Nobody was doing anything wrong. That was the frustrating part. The problem was structural.
They’d tried the usual fixes. Better templates. More alignment workshops. A push for a common language across service lines. Some of it helped at the margins. None of it solved the underlying problem. There was no single place where the strategy lived, updated in real time, visible across all three business lines and every region at once.
Head of Strategy
Global Real Estate Services Firm
When the strategy team started looking at OKR platforms, the question wasn’t whether the software could handle goal-setting. Any of them could handle goal-setting. The question was whether it could handle this org, where a single corporate objective had to cascade cleanly into three structurally different business lines, then down through regional layers, and still be recognisably connected to the original at every level.
Most platforms looked fine in the demo. Goals cascaded neatly from company to division. The problem showed up when the team pushed deeper. Objectives that needed to live in multiple alignment paths at once, a cross-line initiative that touched advisory, facilities, and investments simultaneously, would technically link in the platform but the logic would get thin. Leaders stopped trusting it. When leaders stop trusting the cascade, the cascade stops getting maintained. And then you’re back to a spreadsheet and an all-hands deck.
Profit.co held the multi-line cascade. That was the deciding factor. An objective could be shared across business lines and still trace back coherently from any level of the organisation. And the check-in mechanic wasn’t passive, configured nudges, confidence scores, automatic flagging when a KR went stale. The system had opinions about what happened when people stopped updating. That mattered in an org this size.
The rollout started in one business line and grew from there. Not mapped out to the end from the start. The approach was to get it working in one place first, then bring the others in once there was something real to show them.
Senior leadership agrees on corporate objectives across the three business lines. Not a long list. A short one. These are the things that, if achieved, make the year worth calling a success. Everything else needs to trace back to them. When it can’t, that’s a signal worth acting on before the quarter starts.
Each business line sets its own quarterly OKRs and can see, right in the platform, how its goals sit relative to the corporate priorities and what the other lines are working on. No more finding out in a post-mortem that advisory and facilities had been chasing the same client account from different angles.
Regional teams set objectives that trace up to their business-line priorities. Any regional lead can open Profit.co and follow their goals up through the chain to a corporate priority. That connection, visible and live, changes how regional leaders think about their local decisions.
Automated nudges, async updates, no synchronous status meetings required. The picture is always current. The head of strategy stopped spending half the week asking where things stood. The answer is in the platform, any time someone needs it.
The OKR module is the strategic backbone of Profit.co. But its real power isn’t just goal-setting. It’s what happens when OKRs are connected to the projects executing against them and the people being evaluated on delivering them. Here’s how this organisation uses all three together.
OKRs power Projects
Every project in the portfolio must link to at least one OKR before it gets resourced. If a project can’t answer which company priority it serves, that conversation happens in planning, not in a post-mortem six months later. OKRs become the filter that keeps the portfolio honest.
As projects hit milestones, their progress automatically updates the key results they’re tied to. Leadership doesn’t have to chase project status to understand OKR health. An OKR marked at risk now comes with a visible reason: which project is behind, and by how much.
Both inform Performance
When review time comes, a manager opens the performance form and sees the employee’s OKR completion and project contributions in the same screen, live and connected. The review isn’t a memory exercise anymore. It’s a conversation grounded in what the person actually worked on.
Company OKRs set → Projects linked to OKRs → Milestones update key results → OKR and project data feeds reviews → Review insights inform next OKR cycle
VP of Operations
Global Real Estate Services Firm
Six months in, the quarterly reviews felt different. Business-line leads came into planning sessions with a clearer sense of what was expected across the firm. Conflicts between regions surfaced in planning while there was still time to do something about them, not in a post-mortem after the damage was done. The measurable outcomes followed from that change in how decisions got made, not the other way around.
Strategy translated differently by each business line. Quarterly reviews needed weeks to pull together. Strategic pivots took weeks to reach operating teams. Cross-line conflicts surfaced after the fact. Nobody had the same picture at the same time.
One live cascade from corporate priority to team-level KR. Reviews run off the platform, not a rebuilt deck. Pivots reach all business lines in days. Conflicts surface in planning, not post-mortems. Everyone’s looking at the same picture.
Alignment
Any employee, any business line, any region. The connection is real and traceable, not something they’ve to take their manager’s word for.
Speed
No manual translation chain across service lines and regions. When priorities change, the cascade updates and everyone sees it.
Reporting
Leadership walks in with a live picture, not a reconstructed one. The data is current. The decisions are grounded in something real.
Conflict prevention
When two business lines can see each other’s goals in the same platform, overlaps show up before they become problems.
Culture
When three business lines share a common language for what success looks like, the question shifts from “what did we execute?” to “did it matter?”
Integration win
Key results don’t just get manually updated anymore. Project milestones flow into OKR progress automatically, closing the gap between planning and execution.
You don’t need 140,000 people for strategy to get lost between the boardroom and the people doing the work. If goals live in disconnected tools and regions are guessing at priorities, it might be time to talk.
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