Lattice vs Optimo

Overview

Company
Primary Market
Tagline / Value Proposition
Lattice

Mid-market & some enterprise

Builds engaged, high-performing teams through integrated performance and engagement tools.

Optimo

Mid-market & lean HR teams

Connects people metrics to ROI with automatic action-driving features and high-potential (HiPo) talent development tools.

Competitive Positioning Summary

Lattice is a leading people management suite widely adopted in the mid-market. Known for its breadth in performance management and growing engagement capabilities, it is often a first stop for companies seeking performance reviews, goals/OKRs, and employee feedback tools.

Optimo, by contrast, stands out for its proactivity, ROI-focus, and lightweight design suited for lean HR teams. While Lattice provides rich data, Optimo goes further by translating data into actions and highlighting measurable financial impacts.

Key Feature Comparison

Feature
Lattice
Optimo
Key Differentiator for Optimo
Performance Reviews

✔ Comprehensive tools

✔ Lightweight and streamlined

Lower admin burden

Goals / OKRs

✔ Robust goal setting

✔ Integrated with action engine

Faster course correction

1:1s & Feedback

✔ Widely used and adopted

✔ Embedded in insights flow

Simpler, more actionable

Surveys / Engagement

✔ Basic capabilities recently added

✔ ROI-linked survey analytics

Financial impact modeling

Career Pathing

✔ Basic tools available

✖ Not included yet

N/A

HiPo Development

✖ Lacks dedicated tools

✔ HiPo profiles & mentorship matching

Specialized focus on talent optimization

HRIS Integration

✔ Add-on available

✖ Currently not available

Future potential

Action Engine

✖ None – manual intervention

✔ One-click action engine

Immediate improvements with low effort

Analytics / ROI

✖ Insightful but limited

✔ ROI-focused with tangible outputs

Financial lens is a core value

Mentorship Matching

✖ Not offered

✔ Built-in HiPo mentorship

Unique, high-value feature

Messaging Strategy for Competitive Deals

When Lattice appears in an evaluation, emphasize:

  • "Lattice is great for managing reviews and goals, but Optimo goes further."

  • Optimo links people metrics to ROI, something Lattice doesn’t do.

  • HiPo and mentorship features are built-in, not bolted on.

  • Optimo's action-first design helps lean HR teams move fast without the need for heavy admin or configurations.

  • Where Lattice shows data, Optimo delivers decisions and action.

Objection Handling

Objection
Suggested Response
“Lattice has more modules.”

True – but Optimo is intentionally streamlined for quick implementation and lean teams. We focus on delivering the highest ROI per HR hour spent.

“We’re already using Lattice for performance reviews.”

Optimo can complement or replace review systems with a lighter, insight-driven approach. Plus, HiPo development and mentorship tools are missing from Lattice.

“Lattice has a big community and support network.”

That’s true, and we admire what they’ve built. Optimo’s client success model is more tailored and impact-focused, especially for organizations who want results, not just features.

Final Takeaway

Optimo is not just a platform for managing performance—it’s a solution for optimizing your people strategy. Unlike Lattice, we link insights to outcomes, helping you drive real, measurable business impact. For teams that want fast action, smarter development of top talent, and clear ROI, Optimo is the sharper choice.


Overview

Company
Primary Market
Tagline / Value Proposition
Lattice

Mid-market & some enterprise

Builds engaged, high-performing teams through integrated performance and engagement tools.

Optimo

Mid-market & lean HR teams

Connects people metrics to ROI with automatic action-driving features and high-potential (HiPo) talent development tools.

Competitive Positioning Summary

Lattice is a leading people management suite widely adopted in the mid-market. Known for its breadth in performance management and growing engagement capabilities, it is often a first stop for companies seeking performance reviews, goals/OKRs, and employee feedback tools.

Optimo, by contrast, stands out for its proactivity, ROI-focus, and lightweight design suited for lean HR teams. While Lattice provides rich data, Optimo goes further by translating data into actions and highlighting measurable financial impacts.

Key Feature Comparison

Feature
Lattice
Optimo
Key Differentiator for Optimo
Performance Reviews

✔ Comprehensive tools

✔ Lightweight and streamlined

Lower admin burden

Goals / OKRs

✔ Robust goal setting

✔ Integrated with action engine

Faster course correction

1:1s & Feedback

✔ Widely used and adopted

✔ Embedded in insights flow

Simpler, more actionable

Surveys / Engagement

✔ Basic capabilities recently added

✔ ROI-linked survey analytics

Financial impact modeling

Career Pathing

✔ Basic tools available

✖ Not included yet

N/A

HiPo Development

✖ Lacks dedicated tools

✔ HiPo profiles & mentorship matching

Specialized focus on talent optimization

HRIS Integration

✔ Add-on available

✖ Currently not available

Future potential

Action Engine

✖ None – manual intervention

✔ One-click action engine

Immediate improvements with low effort

Analytics / ROI

✖ Insightful but limited

✔ ROI-focused with tangible outputs

Financial lens is a core value

Mentorship Matching

✖ Not offered

✔ Built-in HiPo mentorship

Unique, high-value feature

Messaging Strategy for Competitive Deals

When Lattice appears in an evaluation, emphasize:

  • "Lattice is great for managing reviews and goals, but Optimo goes further."

  • Optimo links people metrics to ROI, something Lattice doesn’t do.

  • HiPo and mentorship features are built-in, not bolted on.

  • Optimo's action-first design helps lean HR teams move fast without the need for heavy admin or configurations.

  • Where Lattice shows data, Optimo delivers decisions and action.

Objection Handling

Objection
Suggested Response
“Lattice has more modules.”

True – but Optimo is intentionally streamlined for quick implementation and lean teams. We focus on delivering the highest ROI per HR hour spent.

“We’re already using Lattice for performance reviews.”

Optimo can complement or replace review systems with a lighter, insight-driven approach. Plus, HiPo development and mentorship tools are missing from Lattice.

“Lattice has a big community and support network.”

That’s true, and we admire what they’ve built. Optimo’s client success model is more tailored and impact-focused, especially for organizations who want results, not just features.

Final Takeaway

Optimo is not just a platform for managing performance—it’s a solution for optimizing your people strategy. Unlike Lattice, we link insights to outcomes, helping you drive real, measurable business impact. For teams that want fast action, smarter development of top talent, and clear ROI, Optimo is the sharper choice.


Optimo gives you the tools to drive culture forward, tie efforts to business impact, and ensure every manager is a people leader.

Schedule a consultation with one of our subject matter experts today to book a session to see manager insights live.

Human faces
CTA-Image
Human faces
CTA-Image
CTA-Shape

Optimo gives you the tools to drive culture forward, tie efforts to business impact, and ensure every manager is a people leader.

Schedule a consultation with one of our subject matter experts today to book a session to see manager insights live.

Human faces
CTA-Image
Human faces
CTA-Image

Optimo gives you the tools to drive culture forward, tie efforts to business impact, and ensure every manager is a people leader.

Schedule a consultation with one of our subject matter experts today to book a session to see manager insights live.

Human faces
CTA-Image
Human faces
CTA-Image
CTA-Shape

Optimo gives you the tools to drive culture forward, tie efforts to business impact, and ensure every manager is a people leader.

Schedule a consultation with one of our subject matter experts today to book a session to see manager insights live.

Human faces
CTA-Image
Human faces
CTA-Image
CTA-Shape