Question: I need a tool that centralizes and tracks our organization's strategy, goals, and metrics in one place.

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Cascade

If you're looking for a tool to house and track your company's strategy, goals and metrics, Cascade is a good choice. It's a full-featured strategy execution platform with a planner for structuring strategy, metrics and measures for tying business data together, dashboards and reports for tracking strategic performance, and alignment tools for visualizing company plans. It also integrates with tools like Salesforce, Jira and Microsoft Teams, and offers resources like strategy templates and a blog.

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ClearPoint

Another powerful tool is ClearPoint, which combines strategy planning, business reporting and project management in one tool. It comes with an AI assistant to automate some work and has flexible pricing levels. Among its features are strategic planning, OKR management, organizational alignment and data visualization. ClearPoint also has a big customer success push with onboarding guidance and private strategy coaching.

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Quantive

Quantive is AI-based strategy planning and execution software that links strategy, teams and data so you can make decisions and execute plans. It offers AI-driven insights, goal management and executive forecasts to help break down siloed teams and work more efficiently. The company positions the tool as an always-on strategy that can respond quickly to market changes.

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Planview

If you want something more elaborate, Planview has an enterprise transformation platform with tools for Strategic Portfolio Management, Enterprise Agile Planning and Value Stream Management. It uses AI to help inform strategic decisions and help executives de-risk investments. The platform is designed to drive strategic outcomes and deliver competitive products and services, so it's a good choice for companies that want to modernize their strategic planning.

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