Case Study: Spendbase Simplifies Marketing Goal-Setting with Oboard

Spendbase triples team size in 1.5 years with Oboard

Spendbase, a fast-growing FinTech company providing a spend management platform, faced a significant challenge within its marketing department. The team operated in a state of constant busyness without clear direction, as traditional KPIs proved too rigid and lacked context for their creative, cross-functional work. To conquer this chaos, they turned to Oboard and its OKR web app to implement a new goal-setting methodology.

The solution implemented with Oboard provided a simple and effective framework for focus and alignment. By using Oboard to track Objectives and Key Results, the marketing team replaced chaotic workflows with a structured yet flexible process for planning, execution, and weekly check-ins. This resulted in a clear strategic direction, empowered the team to take ownership of their goals, and established a culture of pride in their achievements. The success of the Oboard implementation made the marketing department internal ambassadors for the system, leading other departments like Customer Success to consider adopting it.

Spendbase