Compare Howwe vs. The Business Plan Shop

Planview Enterprise One™, which integrates business and technology planning, optimizes all resources, and delivers breakthrough products, services and customer experiences, enables strategic execution to be accelerated. Manage and deliver across all types and technology of work and application portfolios. Transform business requirements into standards that meet strategic objectives. This will reduce cost and mitigate risk. A complete approach to all types of work, including agile, iterative, traditional, and collaborative. Keep teams productive by balancing work and resources. Maximize your use of resources. A scalable user experience ensures that everyone is focused on the right priorities in order to achieve the desired outcomes. Ensure on-time, on-budget project delivery. Projects and people can stay on track with milestones and schedules. Dashboards provide performance insight.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

Work is broken because your tools are. Dozens of apps, zero shared context, your team stuck playing messenger between all of them. That's not collaboration. That's overhead. ClickUp eliminates the mess. One platform: tasks, docs, chat, goals, time tracking, whiteboards, and AI Agents that work autonomously while you sleep. Everything shares one connected brain. No silos. No duplicated effort. No lost threads. Manage any workflow with custom views, automations, and real-time collaboration baked into every layer. 15+ views including List, Board, Gantt, Timeline, and Calendar. Create rich documents with nested pages and embedded tasks. Set measurable goals with automatic rollups that connect daily output to company objectives. Track time natively with timers, estimates, and workload views that prevent burnout. Over 1,000 integrations plug into your existing stack without adding chaos. GitHub, Slack, Google Drive, Figma, Salesforce, Zoom, and hundreds more — all feeding into one system of record. Built-in AI writes, summarizes, and executes entire workflows on its own. Not a bolt-on — native intelligence woven through every feature. AI Agents handle complex multi-step work around the clock without waiting for humans. SOC 2 Type II certified. SSO/SAML. Custom roles. Audit logs. Scales from five people to fifty thousand. Stop patching a broken system. Start free today. No credit card, no commitment.

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

Bridge is an easy-to-use LMS with employee development built in. Uniquely combining learning management, career and skill development, and performance and talent management all in one easy-to-use solution, it helps organizations stay on top of upskilling without administrative overwhelm. With Bridge, you can easily consolidate your learning tech stack, resulting in streamlined training and development programs, saved admin time, and a more engaging experience for employees and managers alike. You have the option of using the fully integrated Talent Suite, or choosing only the stand-alone products below: Bridge LMS: Simple, effective, and hassle-free learning. Admins quickly create and distribute compliance courses, employee learning, partner and customer education, and skill-building programs across teams. Learners easily find everything they need in one place. Bridge Performance Management: With 1on1 tools, talent reviews, skills mapping, and performance analytics, Bridge moves your team beyond completion rates, giving leaders the insights they need to cut skills gaps, and align talent with business goals. Bridge Skills Management Software: With a clear view of skills mastery across your organization, AI-powered skills mapping and personalized development plans, Bridge helps your workforce build tomorrow’s skills today. Real-time labor market data from Lightcast helps you create a skills taxonomy fit for the future. With courses auto-tagged with the right skills and courses automatically recommended to your learners, upskilling stays on track year round. Plus, peer-to-peer learning and skills mentoring is effortlessly facilitated right in the platform.

LinkSquares, a web application, is designed to make legal and finance teams more efficient. The AI-powered contract repository automatically extracts key terms from contracts and provides key insights through deep search, custom reports, and analytics. LinkSquares helps high-growth companies save hundreds of hours and thousands in costs by eliminating the need to review contracts manually and requiring outside counsel. LinkSquares analyzes and extracts structured data from every contract. The result is more that a full-text search. LinkSquares provides interactive Dashboards, custom reports, and other tools that help you put your contract data into action. LinkSquares provides automation and insight to every stage of your contract lifecycle. You can draft faster, review faster, and get agreements done sooner. LinkSquares does everything except write contracts for you. (And that's something we're also working on.)

SmartDraw makes professional drawings and diagrams accessible to everyone. Non-technical users can quickly create floor plans, while professionals get the precision and scale they require. With industry-leading floor planning tools and an intuitive interface for traditional diagramming like flowcharts and organizational charts, SmartDraw delivers enterprise-ready power without unnecessary complexity. Key features: - Large collection of symbols and templates - Ability to create custom shapes - Import PDFs, images, Google Maps, Visio files, Visio stencils - Draw to any scale - Enrich drawings with data - Generate manifest and bills of materials - Generate diagrams from data automatically like org charts, AWS, Azure, PI Boards, and more - Use natural language text prompts to generate diagrams with AI - Save files directly to OneDrive, SharePoint, or Google Drive, or other preferred provider - Integrations with the Microsoft and Google enterprise stack plus Confluence and Jira SmartDraw supports a wide range of industries and real-world use cases, helping teams plan, document, and communicate more effectively. Construction professionals use it to create scaled floor plans, site layouts, and electrical and plumbing drawings. Fire departments rely on it for fire pre-planning and incident documentation, while police departments use it for accident reconstruction and crime scene diagrams. IT teams build network diagrams and cloud architectures, HR leaders create organizational charts, and product managers map out processes and workflows. From physical layouts to business processes, SmartDraw provides a single platform that adapts to the needs of each role and industry.

Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities. Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans. Runn makes resource management dynamic and visual from a single, shared view. Drill into different roles, teams and tags to compare trends and understand which groups are overbooked. Plan out tentative projects to see how plans might change if work gets confirmed. Track projects, view forecasts, and get relevant metrics within Runn. Get insights like utilization, project variance, and overall financial performance. Use Runn’s built-in timesheets to monitor project progress. Runn integrates with Harvest, WorkflowMax, and Clockify. With the API, build your own integrations to connect Runn with your favorite tools.