Best Strategic Planning Software for Microsoft Excel

Develop strategy maps, collaborate on product development timelines, construct SWOT analysis diagrams, and design organizational charts, flowcharts, decision trees, value stream maps, and additional visuals. Highlighted Features: - Extensive library of symbols and templates - User-friendly design for scalable layouts tailored to facilities and operations - Ability to import PDFs, Google Maps, Lucidchart documents, Visio files, and Visio stencils - Real-time collaborative capabilities - Enhance diagrams with data integration and create detailed manifests - Option to design custom shapes - Automatically generate diagrams from data, including organizational charts, AWS, Azure, PI Boards, and more - Utilize natural language prompts to create diagrams using AI technology - Save documents directly to OneDrive, SharePoint, and Google Drive - Comprehensive enterprise integrations with Microsoft, Google, Confluence, and various other platforms This solution is ideally suited for mid-sized organizations aiming to synchronize IT strategies, operational workflows, human resource planning, product innovation, process enhancement, and facility expansion initiatives.

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.

Miro helps you keep your team's minds in sync. Miro is a virtual whiteboard and remote collaboration tool that helps cross-functional teams collaborate more effectively to create great things. Miro isn't a video conferencing tool, and Miro doesn't try to be. Miro's goal is to provide a platform for teams who work most effectively across areas, geographies, timezones to get more out of their ideas when they can't all be in the office together at the same time. It includes over 200 pre-made templates to capture and visualize ideas, collaboration tools like comments, chat screen sharing and video chat and integrations with popular business tools. Miro AI is your team's ultimate boost, empowering you to unleash your creativity and productivity like never before. We are your launchpad to the future, providing the assistance you need to bring your next big idea to life. Let Miro AI help you unlock the full potential of your team's innovation and collaboration capabilities.

monday AI work platform is a cloud-based work operating system and AI collaboration platform designed to help teams organize work, automate processes, and coordinate projects while integrating AI agents directly into day-to-day workflows. The platform allows businesses to create custom workflows, manage tasks, track projects, visualize operations, and connect external business tools through integrations and automations. Its AI capabilities enable organizations to deploy specialized AI agents for functions such as generating reports, conducting research, identifying operational risks, summarizing meetings, automating updates, optimizing business processes, and assisting teams with contextual workflow execution. monday AI work platform also supports integration with external AI providers including ChatGPT, Claude, Gemini, Copilot, and other MCP-connected tools, allowing businesses to bring their preferred AI systems directly into their operational workflows. The platform emphasizes collaboration between human teams and AI systems by providing centralized workspaces where AI agents can act with permissions, context awareness, governance controls, and human oversight mechanisms.

GanttPRO is an online Gantt chart software. It helps single users as well as teams plan, schedule and manage their projects. Project managers and teams can create and assign tasks, track progress and work with milestones and dependencies. This Web-based Gantt chart tool can be used to manage resources and costs efficiently, collaborate with teams, and even share plans with people not registered in the app. GanttPRO had 800K+ registered users as of August 2022. Teams from well-known companies like Salesforce, Sony, HubSpot and Vodafone use the software.

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

IBM Planning Analytics, which utilizes IBM TM1®, offers a cohesive planning solution aimed at enhancing collaboration throughout the organization while adapting to the rapid pace of contemporary business. Its robust calculation engine enables this enterprise performance management tool to surpass the constraints of traditional spreadsheets, streamlining the planning process for quicker and more precise outcomes. By consolidating extensive data into a single repository, users are empowered to create advanced, multidimensional models that yield more trustworthy forecasts. Instead of relying on cumbersome and error-prone planning methods, organizations can adopt a more automated and dependable approach tailored for actual business needs. This platform effectively dismantles silos, integrates data, and harmonizes planning efforts across the organization, providing a comprehensive overview to facilitate cohesive plans. Users can visualize the consequences of their decisions before implementation through the use of what-if scenarios, and they have the ability to modify plans in real-time to respond to changing circumstances. Ultimately, this flexibility allows businesses to stay agile in an ever-evolving market.

Accelerate the development of precise planning models, minimize inaccuracies, and enhance decision-making effectiveness. Given the ever-evolving nature of your business, it’s essential that your planning and forecasting tools reflect this dynamism. This is precisely why Workday Adaptive Planning incorporates exceptional scalability, speed, and adaptability into its modeling and forecasting features. Utilize top-tier modeling techniques to maintain a competitive edge across finance, sales, workforce planning, and more. Collaborate seamlessly as a team and respond swiftly to changes with integrated collaboration tools. Boost business performance through interactive dashboards, straightforward data visualizations, and customizable charts that are simple to create and share. Benefit from user-friendly management, financial, and sales reporting software, all conveniently available in the cloud. Produce impressive, real-time management reports through the Microsoft Office Suite and OfficeConnect, ensuring your information is always current. Effortlessly integrate with ERP, HCM, CRM, and other data sources to facilitate rapid, dependable, and precise business planning, allowing you to make informed decisions with confidence.

Forecast is a comprehensive project and resource management tool that can be expanded to include a wide range of great features. It combines project management, resource planning and team collaboration under one roof. This allows you to use the power of AI for automating administrative tasks. It is a strong alternative to point-based project management solutions in professional service companies. Ideal for companies with 50+ employees who need the entire project portfolio and resource overview in one software. * Project proposals that are more predictable and precise * Improved planning and analysis with Insights and Reporting * AI supports stronger business decisions * Flexible resource management through Task and Project Allocations * Time and Task Management that is efficient * Get actionable insights into project profitability with cost, revenue, and profit updates in real-time

Scientrix empowers business leaders to create and manage responsive organizations by providing an enterprise-ready AI digital platform that allows them to plan and execute their enterprise strategy. We do this through an end-to-end strategy-to-execution-to-impact solution. There are many benefits to using AI to increase portfolio value, including 10x faster alignment, linking execution to analysis, and scaling lean portfolio management with less effort. Scientrix also offers award-winning software and data management, as well as advisory services. Our unique thought architecture, advanced technology and change enabling services have a track record of supporting small and large companies in the design and acceleration of their strategy implementation.

The 1st AI-powered strategy management platform that brings strategy, teams, and data together in one place helping organizations create strategic agility. Quantive is a trusted partner for over 800 organizations and close to 100,000 users in more than 75 countries. Red Hat, Adobe and Societe Generale are just a few of the clients. We believe that organizations can only succeed if they are 100% committed to a cross-functional framework for sensing disruptions and adapting strategy. Quantive is here to help you if you are dedicated to achieving your mission.

OGSM Software provides a unified environment for transforming strategy into structured, measurable execution. By connecting goals, strategies, KPIs, and projects, it creates a transparent framework that replaces static documents and fragmented systems. Teams gain real-time visibility into progress through automated updates, ensuring all stakeholders stay aligned on priorities and timelines. Its visual dashboards simplify reporting, while integrations with Microsoft Tasks, Power BI, and Kanban modules enhance collaboration. The system supports cascading objectives across departments, ensuring strategic consistency from leadership to operational teams. Built on strong security foundations, OGSM Software is ISO27001 certified and regularly audited to meet ISAE3000 standards. Trusted by governments, financial institutions, and enterprises worldwide, it offers a proven method for managing change and achieving organizational clarity. By combining methodology, technology, and accountability, OGSM Software turns planning into performance with measurable business outcomes.

Ingentis org.manager provides a powerful solution for org charts and org design. It interfaces with all major HR systems, including SAP HCM, SAP SuccessFactors and Workday, Oracle HR, PeopleSoft and any other data sources. The customer can customize the content, layout, and design of the org charts perspectives. You can calculate and display KPIs from the org chart directly or via dashboards, which allows for effective HR control and people analytics. Ingentis org.manager's powerful workforce modeling feature allows you to create various what-if scenarios. Drag-and-drop makes it easy to reorganize. Objects can be edited, added, removed, or modified. The process allows for better business decisions by updating the key metrics that have been affected. Ingentis org.manager is a valuable tool for organizational design activities due to its many options for data visualization and feature for scenario planning.

Profit.co is a global leader in AI-powered performance management and OKR software, empowering organizations of all sizes to align teams, set goals, and drive continuous improvement, serving over 2,000 customers globally, from startups to Fortune 500 companies. The platform integrates Plan, Process, and People through the Performance Triangle framework to bridge the gap between strategy and execution. The plan defines the strategy using tools like OKR Software, Balanced Scorecards, and Strategy Roadmaps. The process drives execution through Project Portfolio Management, Tasks Management, Timesheets and Meeting tools. The People element focuses on Team Engagement, Recognition, Survey, Feedback and Performance Management. With seamless integrations across 80+ business tools and backed by expert coaching, consulting, and 24/7 live support, Profit.co ensures easy adoption and enterprise-scale rollouts.

Causey helps a nonprofit organization improve its strategic planning process and effectiveness. Our software, which is based on our 20+ years' experience in strategic planning and a focus of simplicity, serves as a home to all things related an organization's execution and strategy, making your job easier as an executive director or board. By using specialized software to plan strategically, rather than Google Docs or Word for example, an organization can reinforce the importance of strategic planning. The software sends out automated emails to key users that encourage them to work on their plan and track progress. Track key metrics to keep staff and board members on the same page. Users can run monthly reports that show which features are working and which ones are not.

Lalye is an innovative “Strategy OS” that leverages artificial intelligence to seamlessly convert visionary concepts into organized action by integrating every aspect of strategic planning into one cohesive workflow. By transforming abstract ideas into definitive guidance, it fosters team alignment around common objectives and translates those objectives into specific, actionable tasks. The platform consolidates essential strategic frameworks such as SWOT analysis, OKRs, KPIs, and task management into a single interface, ensuring that every initiative is closely linked to measurable results and the overarching goals of the organization. Instead of depending on separate, disconnected tools, Lalye establishes a continuous connection between planning and execution, enabling teams to set objectives, delegate tasks, and monitor progress in real-time. Furthermore, it promotes collaborative efforts through tools for messaging, calls, and shared workspaces, ensuring that all participants remain aligned and focused on the same strategic trajectory. The system also features AI-enhanced recommendations to assist users in defining objectives, setting priorities, and refining their strategies to achieve optimal outcomes. This comprehensive approach not only streamlines processes but also empowers teams to adapt to changing circumstances with agility and precision.

Transition away from traditional spreadsheets and adopt the superior, top-tier integrated enterprise planning solutions offered by Jedox. These solutions from Jedox amalgamate enterprise planning, data analytics, and reporting functionalities, empowering organizations to enhance teamwork, generate precise forecasts and analytics, and achieve improved visibility and transparency in processes. Furthermore, Jedox can be accessed on any device and features seamless integration capabilities, making it a versatile choice for businesses. This shift not only streamlines operations but also fosters a more collaborative work environment.

Cloud-based financial planning and analysis. You can quickly see the financial state of your business in real time to make better decisions. Jirav connects financial and operational data to allow you to easily analyze historical operations and forecast your cash flows, revenues, workforce, expenses, and bookings. Get more insight and be able to make better decisions. You can instantly see the difference between plan and actuals, rolling predictions, and downstream effects. This will help you spot opportunities in your business, teams, and departments. Visualize and share data to better understand your business. Jirav allows you to create interactive reports and send the right information directly to the right people. To make better decisions, see the future. Templates that are best practice enable you to create accurate forecasts and budgets across all areas of your business. Connect all data that affects your business. You can see real-time accounting, headcount and sales data to get complete visibility.

XLReporting allows you to create reports, budgets and forecasts online. You, as a controller or accountant want to automate the budget process by connecting data sources and consolidating budget submissions from users. You can manage permissions and control the workflow. You can also see the history of changes and the status of the process at all times. You can create your budget models using a built-in Excel spreadsheet editor. You can have a familiar environment while still having the power of a database. - Create your own business structure - Import your data using 30+ connectors (QuickBooks. Sage. Exact. Excel. Analyze your data. You can choose from over 30 visualisations to create automated reports. You can publish or share your reports from a dashboard. Connect to your source. Automated consolidation Take confident decisions

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

Focusing solely on task milestones is insufficient for effective business cases, so why limit your tracking to just that? Amplify adopts a goals-oriented strategy for program execution, ensuring that your team remains concentrated on achieving meaningful outcomes. While organizational agility is frequently emphasized as the capacity to adapt to change, the question remains: how can you effectively respond if you lack visibility into the situation? Amplify equips your team with essential insights, enabling you to identify and tackle challenges before they negatively affect your profitability. Typically, solutions cater to the "power users" entrenched in software systems, often overlooking those with more limited interaction. Acknowledging that a successful transformation hinges on the involvement of all users, Amplify has designed a solution centered on user-friendliness, fostering engagement and paving the way for your team to achieve success. This comprehensive approach ensures that every member can contribute to the shared goals, reinforcing the idea that collaboration is key to thriving in today's dynamic business environment.

Planful, which was previously known as Host Analytics, stands out as a leading provider of adaptable, cloud-driven enterprise performance management (EPM) software solutions. Designed specifically for large organizations, Planful allows users to seamlessly incorporate realistic modeling data into both operational and financial business strategies, assess forecasts against actual results, and engage with essential stakeholders through a unified, user-friendly platform. Utilizing Planful enables finance teams to enhance their organizational performance by streamlining, speeding up, and synchronizing all financial operations. This comprehensive approach not only boosts efficiency but also fosters stronger collaboration among team members, ultimately driving better decision-making processes.

Transform how your organization creates management reports with ClearPoint Strategy, a Software-as-a-Service Balanced Scorecard and strategy software. ClearPoint Strategy is an effective tool for decision-making and execution. It can be used by strategy and finance managers, city managers, and healthcare administrators. ClearPoint Strategy supports the Norton and Kaplan Balanced Scorecard methodologies and offers a wide variety of features, including scorecards and dashboards as well as customization and data integration.