Owner: Minh Phan (ED, UX) · Filed in the Hexagon OKR portal May 14, 2026 · Ladders up to Jay Allardyce's Octave OKRs.
Last updated: May 15, 2026 · ⚠️ Snapshot — Hexagon OKR portal is the system of record.
7
OKRs filed
5
On Track
2
Off Track
Nov 6
Octave Live
#1Create Experience End-to-End for Cross Sell
GrowthCommittedJan 1 → Oct 30, 2026On TrackPriority: TBD
Ref to Jay's OKRs: 1.4 Cross Sell & Revenue Expansion · 3.5.4 Cross-sell playbook for large deal accounts · 3.4.5 Pricing & packaging incl. cross-sell + bundle scenarios.
UX designs the end-to-end cross-sell experience across Octave's portfolio — discovery surface → in-product prompts → onboarding handoffs → activation in the second product — turning the cross-sell playbook into a continuous customer journey rather than a series of disconnected touchpoints.
Key Results
Cross-app selling use case spanning all pillars.
Cross-app selling use case across 2 pillars.
Cross-product selling use case within the same pillar.
#2Agentic Flows a First-Priority Experience
GrowthCommittedJan 1 → Oct 30, 2026On TrackPriority: High
Ref to Jay's OKRs: 3.2 Launch New Major Releases & AI Innovation · 3.2.1 AI use cases by Feb 2026 (3 for Design/UX, each mapped to ≥1 cross-sell opportunity) · 3.2.4 OnCall AI v1 H2 2026.
Make ARIA the first-priority experience across all Octave products — moving from "AI as sidebar chatbot" to "AI as the central workflow collaborator." UX-owned AI use cases are explicitly ARIA-shaped: each scoped as agentic-workflow contributions with named sub-agent, JTBD anchor, and cross-sell mapping. No standalone chatbot use cases counted.
Key Results
Every pillar ships ≥1 high-traffic workflow where ARIA has materially replaced manual user steps, measured by ≥40% time-on-task reduction OR ≥50% interaction-count reduction.
#3UX Function Designs via Agentic Design Processes
EfficiencyCommittedJan 1 → Dec 31, 2026On TrackPriority: High
Ref to Jay's OKRs: 3.3 Octave Product & R&D Transformation · 3.3.2 DexEx (AI in all Dev functions, 90% daily acceptance by Q4) · 3.2.2 Sprint cycle compression 6mo → 2mo by Q1 Exit.
Industrialize the UX function via agentic design processes — agents author designs, draft specs, and generate/maintain design tokens — multiplying UX team velocity and locking in Octave-wide consistency. The design-side parallel to Jay's DexEx initiative.
Key Results
UX cycle time (problem statement → reviewed prototype → testable design pack) reduced ≥60% vs 2025 baseline.
≥80% of new design work across the UX team (incl. India team) flows through the agentic pipeline (prototype + spec + token agents).
#4Adoption of Octave Experience DS for Every Product Pillar
InnovationCommittedJan 1 → Oct 30, 2026On TrackPriority: High
Ref to Jay's OKRs: 3.1.1 Launch Octave UI/UX Design System by Octave Live · 3.1 Launch Apps/Platform by 2H'26 & accelerate ARR shift.
Drive cross-app adoption of the Octave Experience design system — moving from "DS as optional layer" to "DS as the non-negotiable substrate" for every product pillar by Octave Live (Nov 6, 2026).
Key Results
By Nov 6, 2026, all 6 first-wave products (Duet · Titan · EAM · InConcert · Nova Schematics · Aspect) ship ≥1 customer-facing surface fully built on the Octave Experience Design System (uxt-react or uxt-angular per product framework).
OnCall ships ≥1 customer-facing surface on the Octave Experience DS by Octave Live.
Non-first-wave products have documented DS adoption cycle plans in motion (named BU UX lead + Eng counterpart + migration sequencing).
#5Up-Level Customer Discovery via Co-Labs Partnerships
InnovationCommittedJan 1 → Dec 31, 2026⚠️ Off TrackPriority: High
Ref to Jay's OKRs: 3.2 Launch New Major Releases & AI Innovation · 3.5.3 Launch Customer Innovation Program by Feb 2026 (Co-Labs is the working surface of this program).
Octave shell exposes a first-class entry point for Co-Labs custom workflows — ARIA-driven, surfaced at the app-switcher / left-bar level (not buried in product menus). Ladders the Co-Labs customer-discovery program into the platform shell.
Key Results
Every pillar ships ≥1 high-traffic workflow where Co-Labs custom workflows can be integrated, surfaced via the canonical app-switcher entry point.
#6Deliver UX Experience for Platform Apps
InnovationCommittedJan 1 → Dec 31, 2026⚠️ Off TrackPriority: High
Ref to Jay's OKRs: 3.1 Launch Apps/Platform by 2H'26 & accelerate ARR shift · 3.1.1 DS launch · 3.1.4 MSFT Co-Sell Motion at Ignite Q4'26 · 3.1.5 10 customer early adopters of Octave Platform by Q3'26.
Make the Octave Platform launch demo-able, adoptable, and ARR-convertible — UX delivers the experience proof points (DS at launch, migration flows, MSFT-channel onboarding, early-adopter prototypes) that turn platform availability into actual conversion.
Key Results
Octave November Event (Octave Live, Nov 6, 2026): production-ready UX across launch demo surfaces.
10 early-adopter prototypes delivered for the Platform Team's named customer accounts (per Jay's 3.1.5) by Q3'26.
MSFT co-sell onboarding flow shipped and Ignite-ready (Q4'26 demo target, per Jay's 3.1.4).
#7Deliver ADNOC & OnCall in an Octave User Experience
InnovationCommittedJan 1 → Dec 31, 2026On TrackPriority: High
Ref to Jay's OKRs: 3.5 Deliver ADNOC & OnCall & Build Large Deal Hunting Repeatability · 3.5.1 ADNOC P1, P2 milestones (incl. formal cross-sell discovery by P2 — ≥2 expansion modules) · 3.5.2 OnCall multi-agency system to Pinellas Dec 2026.
UX delivers production-ready Octave Experiences for the company's two flagship customer commitments — ADNOC (via InConcert) and OnCall multi-agency (Pinellas) — turning hero deal commitments into demonstrable, ship-ready product surfaces by their scheduled milestones, with Octave Experience DS as the substrate.
Key Results
ADNOC — UX delivery on InConcert hits P1 and P2 milestones on schedule and budget; P2 includes formal cross-sell discovery surfacing ≥2 expansion modules (per Jay's 3.5.1).
OnCall multi-agency — UX delivery to Pinellas County shipped in December 2026 (per Jay's 3.5.2), built on Octave Experience DS.