kippy

frequently asked questions

below you can find

 

common queries about kippy

 

and some of the more advanced features

 

See below for detailed steps on how to perform the various Kippy features. 

For help getting started, support, training, additional features or finding your local KPI consultant and/or Kippy partner, please contact us at support@kippy.me

Frequently Asked Questions

What is Relative Order?


The relative order helps you define the order in which items should appear. It can be changed from the Admin screen and applies to Perspectives, Objectives, KPIs, Projects and Milestones. Each of the these items is ordered by its relative order and if the relative order is the same, then alphabetically by its name. By default, all items have a relative order of 0. So imagine you have three perspectives: Finance, Customer and People. By default the order will be Customer, Finance and People because, as the table below shows, they all have the same relative order (and then they are ordered alphabetically) Relative Order | Item Name --------------------------------- 0 | Customer 0 | Finance 0 | People However, if you want Finance to be shown before the others in the graphs, dashboards and reports, you can edit the 'relative order' of Finance to a higher number e.g. 10 Relative Order | Item Name --------------------------------- 10 | Finance 0 | Customer 0 | People As the table shows, because the items are first ordered by their 'relative number' and THEN alphabetically, the items will be displayed as Finance, Customer and People. Remember, 'Relative Order' can be modified for Perspectives, Objectives, KPIs, Projects and Milestones.




How do I integrate Kippy with other systems?


You can also integrate your Kippy information to your own systems using the Kippy webservices, which allow you to connect your systems directly to Kippy to pull your information. By connecting to these RESTFUL urls, your data is exposed in JSON format. There are services to get your Users, KPIs, Projects, Actuals, Targets, Scores, etc. per Team. This data can then be used to create your own dashboards, make your own backups or integrate with your own in-house systems for HR, CRM, PPM. Please get in touch with support for documentation on how to connect to these webservices and details of a use case which was used by one of our partners to connect from Kippy to Sharepoint.




How do I bulk upload my information?


Kippy has an advanced feature called Team Import which allows System Owners to upload all the information about a Team in to the spreadsheet and import it one go. This is especially useful for transferring your existing KPI and Project information in to the Kippy structure during initial set up. The Team Import feature can be found in the Settings menu on the Team tab. By downloading the provided Kippy.xlsx template file, and populating it with your information, you can upload all the information about a Team in one go. Please note, it is very important to follow the rules explained in the Kippy.xlsx template file for the information to be successfully uploaded. As this is an advanced feature, we recommend you engage with a Consultancy Partner to a) help you re-structure your existing KPIs to match Kippy's unique methodology and b) to ensure the format is valid so it can be correctly uploaded. If the rules are not followed and the file does not upload, you can contact Kippy support to help you identify the formatting issue in your file. However, you will need to have a support account for this.




How much information can I upload?


Kippy has been tested to ensure it works well within the following limits. Teams per Organisation = 30 Users per team = 30 KPIs per Team = 30 Projects per Team= 10 Milestones per Project= 10 Perspectives per Organisation = 5 Objectives per Perspective = 5 Length of a Note = 100 words Attachment size in a Note = 1MB These limits are based on the recommendations of the Kippy methodology, to ensure that the information is understandable and actionable. Please note: Kippy has been tested to be functional and performant as the amount of information increases. However, for very large data sets, you may experience some slow down in system performance.




How does the Slack login work?


A user can register with their email address (see above) or using a pre-existing Slack account. The organisation is taken from the Slack domain name. The first user to register for your organisation becomes the owner. The owner can invite other Slack users from the same Slack workspace to join the same organisation in Kippy. Note, this allows users with emails with different email domains to work on the same Kippy organisation. An organisation can have many teams. By default, a Global team is created. The owner can create many other teams, each with their own objectives, KPIs and projects. When inviting another user, the owner assigns that user a role. Each user can have the role of admin, manager (or just plain old) user. These roles determine what the user can modify, per team. Each of these users, can then invite other users too from the Slack workspace. Invited users get to use ALL features in their trial period. In addition, Slack users can create communities - with Slack channels automatically updated with changes of interest.




What if my users do not share the same email domain?


When registering by email, Kippy creates an organisation based on the domain of the email provided. However, if you the users you want to invite do not all share the same domain in their email addresses, please register using a Slack login.




How do I integrate with zapier


You can connect kippy to 2,000+ other web services using zapier.

Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.

Each Zap has one app as the **Trigger**, where your information comes from and which causes one or more **Actions** in other apps, where your data gets sent automatically.

Sign up for a free Zapier account, from there you can jump right in.

To connect kippy to Zapier:

Log in to your Zapier account at https://zapier.com/sign-up or create a new account.

Navigate to "My Apps" from the top menu bar.

Now click on "Connect a new account..." and search for "kippy"

Use your credentials to connect your kippy account to Zapier.

Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.

If you have any additional questions, you can reach out to support@kippy.me or contact@zapier.com.

See https://zapier.com/apps/kippy/integrations for more details.





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