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Goal Envision

AI-powered SaaS platform for seamless management of company goals and strategic planning

Location Stockholm, Sweden
Service span 2020 - ongoing

About

At UKAD, efficiency and clarity shape the way we work. This project was especially engaging because we collaborated with a team that shares the same mindset.

GoalEnvision is a SaaS platform built to help organisations gain insight into their performance and long-term development. The platform was functional, yet it needed a full redesign, modernisation, and new capabilities to remain relevant in a market that expects data-driven guidance and intuitive user journeys.

Goalenvision Background

Challenges

The core challenge was to bring an outdated platform to a level where it could genuinely support long-term strategic planning. Our task was not only to modernise the product but also to help it evolve into a tool that gives leaders tangible guidance, reduces uncertainty, and supports better decisions.

As always, we started with a detailed business analysis. Our team spent many hours mapping the existing workflows, discussing user roles, and identifying the gaps that limited the platform’s potential. To meet the project goals, GoalEnvision needed to:

  • Support entities such as companies or divisions
  • Provide multi-tier access and role-based permissions
  • Help organisations set, define, and analyse goals
  • Track growth targets and evaluate performance
  • Predict development trends and identify risks and opportunities
  • Present data in a clear and user-friendly way

The result of this analysis became the foundation for the new architecture.

Solutions

Once the structure and workflows were defined, we moved to implementation. The team modernised the entire platform, added new modules, and introduced a company-wide entity called “Organization” to support complex structures, roles, and reporting lines.

Goals and growth targets became central elements of the system. Each goal carries conditions, responsible persons, and review frequency. Organisations can run evaluations across four development dimensions: Overall, Structure, Ability, and Energy. These insights are displayed in clear dashboards, making it easy for managers to understand their current situation and plan improvements.

To support user adoption, we added AI-generated templates for goals, metrics, surveys, conditions, and measurements. These templates help users create meaningful goals without deep expertise. The UI was rebuilt with React to ensure clean, intuitive interactions across the platform.

The platform also includes a leadership blog where one of the founders shares perspectives on goal setting and organisational development.

AI-Driven Enhancements Developed Over Time

Throughout several years of partnership, the platform expanded further with advanced AI features built by the UKAD team. These additions transformed GoalEnvision from a planning tool into an intelligent assistant for organisational strategy.

1. Integrated AI Assistant

  • Users can now formulate goals, develop ideas, and build strategies directly with help from an AI assistant.
  • A business plan can be uploaded, and the system completes the missing components or restructures it into a full model.
  • The assistant also suggests templates for goals, metrics, and tasks, lowering the entry barrier and speeding up strategic planning.

2. Automated Conditions and Tasks

  • When a user defines a goal, the AI generates the essential conditions needed to achieve it and provides actionable tasks linked to each condition.
  • It recommends the most relevant metrics, helping teams set KPIs without guesswork.

3. Forecasting and Strategic Recommendations

  • Using the data available on the platform, the AI forecasts potential growth, highlights opportunities, and detects risks.
  • It acts as a neutral advisor, pointing to the direction that promises the highest effect with the least effort.
  • This feature strengthens the decision-making process for leaders who rely on data more than intuition.

4. Organizational Model, Roles and Dashboards

  • The “Organization” entity supports complex role structures and hierarchical access.
  • Dashboards display KPIs, risks, goals, and performance across teams, giving a transparent view of organisational health.
  • This structure allows the platform to support multiple companies and large groups of users.
Customer feedback

"UKAD designed and developed a SaaS platform for a consulting company. They also handled the project's business analysis, software architecture, and maintenance work. The team worked independently and managed expectations well throughout. I was impressed with UKAD's in-depth knowledge of the latest technologies."

GoalEnvision
Strategy Specialist

Organization setup

Goalenvision project screen
Goalenvision project screen

Goals

Goalenvision project screen
Goalenvision project screen

AI-based Goal Creation

Goalenvision project screen

Target Chart

Goalenvision project screen

Success Index

Goalenvision project screen

Results

The long-term collaboration resulted in a modern SaaS platform that supports both operational clarity and strategic decision-making. The renewed architecture now handles complex organisational structures, rich role models, and data-heavy workflows with ease. Through the introduction of AI-driven planning, forecasting, and content generation, the platform helps users create meaningful strategies without deep expertise and reduces the time needed for analysis.

For UKAD, this project reflects our broader experience in designing and developing sophisticated SaaS products where data, structure, and AI work together. The work on GoalEnvision shows how an existing system can grow into a reliable, scalable solution that adapts to the needs of leaders, teams, and fast-changing organisations.

Other projects we've worked on

Curious how similar problems were solved in other contexts? Discover more projects with different goals, stacks, and across different industries.

Key Services Delivered

  • Read more about the service AI Solutions

    AI Solutions

    UKAD provides custom AI implementation to help organizations make better use of their data. We build secure, RAG-powered assistants and intelligent features that integrate with existing systems. These solutions enhance decision-making, automate daily operations, and create a foundation for scalable innovation across the business.

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  • Read more about the service Business Analysis

    Business Analysis

    UKAD offers expert business analysis services that help you make informed, strategic decisions for your project’s success. By analyzing customer behavior, market trends, and your unique business needs, we provide data-driven insights that shape effective solutions. We give you the clarity and direction needed to ensure your solutions align with your objectives and drive long-term growth. Let us guide you toward more thoughtful, more effective decisions.

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Safe steps to the legendary partnership!

At UKAD, we exclusively recruit certified professionals dedicated to continuous development. Our team prioritizes ongoing improvement, consistently enhancing their knowledge and expertise through prestigious certifications

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