Management reviews where every KPI below target leaves with an owner, an action and a date

Mi Retail is an operations center that turns what your performance data reveals into work that people own. Planning and BI tools show that a KPI is off target; Mi Retail makes sure someone explains it, that leadership decides what to do, and that the decision becomes actions with owners and dates. The KPI alert, the root-cause analysis, the review decision and each corrective action become Operational Work Items with a state and evidence. The performance office stops chasing updates before each review, owners see what is expected of them, and leadership sees whether its decisions are being carried out.

No. Your planning platform keeps plans, budgets, forecasts and scenarios, and your BI tool keeps dashboards and scorecards; Mi Retail does not calculate or store your KPIs a second time. It covers what those tools were not built for: the human work that must happen when a number deviates. A dashboard can show that margin fell; Mi Retail manages who must explain it, what the review decided, which actions followed, what is blocking them and whether they were completed before the next review. Keep your planning and BI tools; Mi Retail takes over where the work leaves them.

When a KPI falls below its threshold, the alert becomes a work item assigned to the person who owns that indicator, with the scorecard snapshot attached. The owner analyzes the cause and closes that work item with the analysis, before the review rather than during it. In the management review, leadership decides what to do, and the decision is recorded as an approval with its reason, owner, target and date. The corrective initiative then runs as a parent work item whose children are the concrete actions. At the next review, a follow-up brings back the updated number and the status of every action.

Each decision taken in the review is recorded on a work item, with what was decided, why, who owns it, the expected result and the date it will be checked. That makes the decision part of someone’s work instead of a line in the minutes. The owner sees it in My Work, the performance office sees every open decision in Team Operations, and a follow-up for the next review is opened as part of the same case. When the review meets again, the agenda can start from the decisions that are late or blocked, with their reasons already attached, instead of a round of verbal updates.

A strategy lives in documents and plans, but it is executed through initiatives that cross areas and branches. In Mi Retail each initiative can be a parent work item with its milestones and actions as children, each with an owner, a date and the evidence that proves it was done. Operational Portfolio shows the people responsible for an objective how its initiatives are doing, what is late and what depends on another area. Executive Operations shows leadership only the initiatives that need a decision. The plan itself stays in your planning tool or in the StoneOS Operating Plans app; Mi Retail keeps its execution visible.

No. Mi Retail only creates a work item when a situation needs human intervention. Each KPI can have its owner and the rule that turns a deviation into work — for example, below target for two consecutive periods, or beyond a tolerance band — so normal variation stays on the dashboard where it belongs. When an alert does become a work item, it goes to one owner with a clear expectation, not to a distribution list. If the same deviation repeats, it is linked to the open case instead of creating a new one. The result is fewer, better alerts that people actually resolve.

Each role enters through its own surface. A KPI owner, such as a branch or area manager, sees in My Work the alerts to explain and the actions assigned to them, ordered by due date. The performance office uses Team Operations to see every open alert, decision and initiative, what is at risk and what is blocked, and prepares each review from that list. Leaders responsible for an objective use Operational Portfolio to see how their initiatives are doing. Executive Operations shows the leadership team only what needs its decision: a deviation that persists, an initiative that is off track or a dependency no single area can resolve.

Yes, when each of them has its own organization on Mi Retail. A group can send a derived work item to a subsidiary or a franchisee — explain a deviation, deliver a corrective plan, confirm an action — and it lands in that organization’s own intake, where its team assigns and resolves it. The group follows the state, the due date and the result, while the other organization keeps its internal work private. This is how a head office stops collecting explanations by email before each review: every request has an owner on the other side and a visible state until it closes.

Every work item keeps who acted, when, what was decided and which documents supported it. For a KPI deviation that means the scorecard snapshot that triggered the alert, the owner’s analysis, the review decision with its reason and target, each corrective action with its evidence and the updated number at follow-up. Control & Assurance lets internal audit or a board committee review those trails and record findings without asking the performance office to assemble a file. When someone asks what leadership did about a problem and whether it worked, the answer is already there, captured while the work happened.

Yes. In a small company the owner usually looks at a handful of numbers — sales, margin, cash, customer complaints — and decides what to do in a weekly meeting or alone. Mi Retail keeps that simple: one Today view with the indicators that need attention and the actions agreed, each with a date, without committees or hierarchies that do not exist. The value is the same as in a large group — decisions do not get lost between meetings. As the company adds branches and managers, the same work items start moving between those people, and the review gains structure without being redesigned.

The Planning & Performance suite of StoneOS brings apps for the domain work of strategy and performance — Strategy, Operating Plans, KPI Catalog, Scorecards, Forecasts, Scenarios, Management Reviews, Performance Alerts and Executive Views — on top of the Business Core apps every team uses, such as Slides, Sheets, Docs, Calendar and Notes. Those apps keep the depth of planning and measurement. Mi Retail is where the work they generate meets the people who must act: a performance alert that needs an owner, a review decision that needs follow-up or an operating plan milestone that slipped lands as a work item in the right queue. If you keep your current planning or BI tool, it stays the source of the numbers.

Start with the next management review instead of the whole strategy. Before the meeting, pick the few KPIs that are off target and open each one as a work item for its owner, asking for the analysis. During the review, record every decision as a work item with an owner, a target and a date. After a month you will see which decisions moved, which stalled and why — and the next review will start from that list. Then add the initiatives of your operating plan, connect the planning or BI tool you already use and bring in the Planning & Performance suite apps when they fit. Mi Retail is free to start.