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Seguros Unimed: how Visual Management brought operations closer to strategy
See how Seguros Unimed connected operations to strategy with Visual Management forums and OKRs in Stratws, Siteware's management platform.
For a long time, Seguros Unimed’s strategy map lived in presentations and spreadsheets that circulated almost only among leadership. Operations knew the company had a strategy, but rarely saw how day-to-day work connected to it.
With Stratws, that changed. Teams started accessing the platform as a management tool, tracking indicators and taking full ownership of presenting their own results.
Today, people at Seguros Unimed log into the tool, see the charts, enter the data, and present it at the Strategic Forum. Operations are far more connected to strategy than they've ever been.
What challenges did Seguros Unimed face before Stratws?
Before adopting Stratws, Seguros Unimed dealt with fragmented communication and siloed management across areas. The tool it used at the time couldn’t support the strategic management methodology the company wanted to apply.
Seguros Unimed’s case reflects a broader problem in the Brazilian market. The Panorama Lideranças 2025 survey, run by Amcham Brasil with consultancy Humanizadas, polled 765 executives across sectors.
The result: communication failures are the main cause of strategic failure, cited by 59% of respondents, ahead of lack of execution discipline (48%) and resistance to change (46%).
It was exactly this kind of disconnect between planning and operations that led Seguros Unimed to look for a partner to reorganize its strategic management with Stratws, Siteware’s management platform.
How did Stratws become part of Seguros Unimed’s routine?
Adopting Stratws wasn’t just about swapping one piece of software for another. It involved a cultural shift in how Seguros Unimed ran its strategy, with direct support from Siteware’s Business Acceleration team.
Adopting the OKR methodology (Objectives and Key Results) alongside Stratws required adjustments on both sides. According to Flávio Gomes, Siteware’s support was decisive in that process.
Siteware's team support was essential for us, especially in guiding us on what we actually needed and could apply in our management.
What results did Seguros Unimed get with Stratws in under a year?
With the system in use, Seguros Unimed made progress in internal communication, project management, and strategic alignment before completing a year of implementation:
| Result achieved | What that means in practice |
|---|---|
| Built the 2024 Strategy Map | Strategy stopped being a static presentation and became a living document tracked inside Stratws |
| Leadership adopted the tool | Leaders started using the system as part of their management routine, not as a side project |
| 3 strategic forums run through Visual Management | Indicators, goals, and decisions started being discussed in one place, on a regular cadence |
| More than 20 improvement opportunities raised | Operations started formally flagging improvement points connected to company strategy |
| Leaders trained on data visualization and entry | Ownership of the numbers stopped resting only with the strategy team and moved to each leader |
| Structured daily alignment meetings | The management routine gained cadence, with decisions made more often |
What Seguros Unimed takes from its strategic management experience
For Flávio Gomes, past experience with other consultancies helped apply methodology, but didn’t solve the underlying problem: the company lacked a tool to sustain that application day to day.
We had other consultancies help us apply the methodology before. But you need a tool that actually gets the job done.
That combination of methodology and tool, according to Seguros Unimed, brought operations closer to strategy in a way that hadn’t happened before. Today, when teams log into Stratws to enter data and present it at the Strategic Forum, the strategy map stops being a filed-away document and starts guiding real decisions, week after week.
Is your company's strategy map still stuck on paper?
See how to structure indicator management at your company and how Stratws connects planning, indicators, and execution in one place.
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Content produced and reviewed by the Siteware team, curated by internal experts in strategic management and corporate performance.