KPI Karta

KPI Karta is a comprehensive platform for strategic planning and performance management, enabling organizations to visualize, track, and achieve business objectives through an innovative tree-based goal mapping system.

KPI Karta Screenshot 1
PROJECT INFO

Industry

Business Intelligence / Strategic Planning / Performance Management

Timeline

4 - 5 Months

Core Tech

Node.js LoopBack 3 MongoDB Angular 12 TypeScript React (Admin Panel) ChargeBee/UniBee (Billing) OpenAI GPT Salesforce CRM Twilio (2FA) EJS Templates
Challenge

The Challenge

KPI Karta required a sophisticated platform to handle complex hierarchical goal structures, real-time team collaboration, intuitive visual mapping, AI-powered goal suggestions, role-based access, multi-tier billing, and comprehensive version control—all with seamless performance for organizations of any size.

Solution

Our Solution

We developed a full-stack strategic planning ecosystem that combines powerful goal visualization with intelligent analytics and seamless team collaboration.

Intelligent Karta Builder

Intelligent Karta Builder

Implemented a sophisticated tree-based visualization engine supporting hierarchical goal structures with Goals, Critical Success Factors (CSFs), Key Performance Areas (KPAs), Key Performance Indicators (KPIs), and measurable targets with dynamic parent-child relationships, drag-and-drop functionality, and real-time node calculations.

AI-Powered Goal Suggestions

AI-Powered Goal Suggestions

Integrated OpenAI GPT-powered assistant that generates contextual suggestions for goals, CSFs, and KPIs based on industry best practices, enabling users to quickly build comprehensive strategic maps with intelligent recommendations tailored to their business context.

Advanced KPI Tracking Engine

Advanced KPI Tracking Engine

Built a comprehensive performance tracking system with support for multiple target frequencies (Monthly, Quarterly, Annually), fiscal year configurations, business day calculations, threshold-based alerts, and automatic percentage calculations against targets with visual progress indicators.

Team Collaboration & Member Management

Team Collaboration & Member Management

Created a robust team management system with role-based access (Creator, Champion, Contributor), member invitations, license management, and granular permissions allowing team members to contribute to specific KPI nodes while maintaining organizational hierarchy.

Flexible Subscription & Billing

Flexible Subscription & Billing

Integrated multi-provider billing system supporting both ChargeBee and UniBee payment processors with subscription management, plan upgrades/downgrades, trial periods, AppSumo integration, and automated portal sessions for self-service billing management.

Version Control & History Tracking

Version Control & History Tracking

Implemented comprehensive version management with complete history tracking of all node changes (created, updated, removed), undo/redo functionality, version snapshots, and the ability to restore previous states while maintaining audit trails.

Karta Catalog & Templates

Karta Catalog & Templates

Developed a reusable template system allowing users to save Karta structures as catalogs (public or private), share templates across the organization, and quickly bootstrap new strategic maps from proven templates.

Automated Notification & Alert System

Automated Notification & Alert System

Built intelligent notification workflows including KPI target alerts (when performance falls below threshold), profile completion reminders, trial period notifications, email verification, and real-time in-app notifications for collaborative activities.

Result

The Result

The KPI Karta platform delivered a powerful, intuitive solution for strategic planning. Organizations gained full visibility into performance metrics and a collaborative environment for achieving business goals.

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