Best Strategic Planning Software for Zapier

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

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.

The Kantata Professional Services Cloud, formerly known as the Mavenlink Industry Cloud for Professional Services, is an incredibly powerful collection of operational management and resource optimization, business insight, integration, workflow automation functionality, and workflow optimization functionality that optimizes resources. It also enhances operational performance. This resource-first architecture allows services businesses to have the best team possible and monitor progress against budgets and timelines so that projects run smoothly, predictably and profitably. The Kantata Professional Services Cloud is purpose-built to help agencies and professional services organizations with 50 to 5000+ employees. Kantata is your business's heart. Kantata was designed to address the challenges you face in resource management every day. Kantata's resource optimization functionality leverages operations management science, advanced algorithms and analytics to solve previously unsolvable business problems.

Project Insight (PI), a modern project and portfolio management software, can aggregate and report on all projects in your organization. PI consolidates your work, projects, and tasks in one online platform that you can customize to suit your business needs. PI is ideal for companies with complex project management requirements such as budgeting, scheduling, time-tracking, and capacity planning. However, PI is easy to use and customizable, which allows them to provide exceptional customer service. You can easily combine data from key CRM, accounting, DevOps and support software to give stakeholders real-time insights into your project. The FREE version of PI lets you start quickly and grow as you go.

Empiraa is a business planning execution tool that allows you to feel good about business. We make it simple to keep your business game plans top of mind and help break down those big goals into achievable objectives that can be shared amongst the team. No longer does the business plan sit with the executive team or Founder. Now everyone has those goals in mind, increasing productivity and connection and all working towards the same thing. Even better than having a static plan, is having one that is dynamic and can adapt to changing environments. Get real-time data on how the business is tracking towards your pillars in one easy view. With regular data inputs, or even better use our API integration, you can make data-backed decisions that are going to get you where you need to go. We want to make business easier and simpler. With Empiraa you can increase productivity, improve company culture and give people a better understanding of the 'why'.

airfocus is a modular and modern product management platform. It is a complete solution that allows product teams to communicate and manage their product strategy, prioritize work, create roadmaps, and collect feedback to solve the right problems. Airfocus is flexible and can be customized to meet your specific needs without disrupting your team's workflow. Join thousands of global product teams that use airfocus to make better products and make better decisions. Start your 14-day trial today.

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

Asana helps teams orchestrate their work—from daily tasks to strategic initiatives. With Asana, teams are more confident, move faster, and accomplish more with less—no matter where they are located or how many different departments are involved. More than 119,000 paying customers and millions of free organizations across 190 countries rely on Asana to manage everything from company objectives to digital transformation to product launches and marketing campaigns. It’s time to move work out of disjointed spreadsheets and email and let teams collaborate and communicate more effectively in one place. With Asana, it doesn't matter how many different teams or departments are coming together on a project, they can share context and assign ownership with tasks, combine related work, share files, get instant updates on tasks and projects and build effective cross-functional workflows. In Asana, you can track the status of initiatives with ease and get an accurate view of how you’re progressing towards goals. Report on project progress in minutes with real-time work reporting to create visibility for teams and stakeholders. Join millions of users getting work done with a free trial.

nTask, online task management, and project management platform, is free for individuals, teams, and business professionals. Using nTask, you can create checklists, manage projects, collaborate with project teams, schedule meetings, and automate regular tasks. nTask is unique because it allows small and large teams to work together on different projects. Designed for agile teams, nTask allows you to create and assign tasks, submit timesheets, and more. Your team will now keep you informed about hours worked and submit time entries against each task to let you know exactly what your team is doing. nTask offers Kanban boards, project planning, and issue tracking. It's easy and free to sign up for nTask Get started today!

Jira is a project management tool that allows you to plan and track the work of your entire team. Atlassian's Jira is the #1 tool for software development teams to plan and build great products. Jira is trusted by thousands of teams. It offers a range of tools to help plan, track, and release world-class software. It also allows you to capture and organize issues, assign work, and follow team activity. It integrates with leading developer software for end-toend traceability. Jira can help you break down big ideas into manageable steps, whether they are small projects or large cross-functional programs. Organize your work, create milestones and dependencies, and more. Linking work to goals allows everyone to see how their work contributes towards company objectives, and to stay aligned with what's important. Your next step, suggested by AI. Atlassian Intelligence automatically suggests tasks to help you get your big ideas done.

Hive increases productivity among team members. Hive is a powerful collaboration and project management platform that offers a multitude of features in one comprehensive solution. The platform includes transparent project management tools, team communication and file storage and sharing. Time tracking and app integrations are also available.

Your strategy should be front and center. It should be easily accessible to everyone, and linked to daily activities in order to reach your ambitious goals. Strategy is not a hierarchy. It's "we are all in this together." Every team within the organization should work together to create synergy. All objectives, projects, and KPIs in one place. Bottom-up energy meets top-down structure. Radical transparency. Genuine accountability. Visualize your entire organization's activity. Cascade helps you align your plans and trackable results, so you can grow. Cascade is helping thousands of companies achieve their business goals. Cascade makes big plans possible. Our platform is simple enough to be used by first-time strategists. However, it offers the sophistication and flexibility needed for large enterprises. You can either use our pre-made templates or create your own custom fields and templates.

A strategic management tool that allows companies to plan and track the progress of their strategic initiatives. Core Strategy features include: Objectives and Key Results Framework, SMART Goals, Balance Scorecard, PASTLE Analysis, KPI and Milestone Tracking, Notifications and Reminders, Risk Management, Data Import and Exports, and 5000+ out of the box Integrations

Mosaic, an AI-powered resource management and workforce management solution, increases productivity and profitability. It integrates with most financial and project management software to automatically collect data and show who is doing what and when. The software allows teams to accurately forecast and bill, manage their capacity effectively, and plan their workloads. Mosaic helps organizations get rid of clunky spreadsheets. It gives them the real big picture. Get started today with a 30-day free trial.

Software that automates strategic planning, including the creation of strategy maps and key performance indicators. Small projects can get a free plan. More than 30 templates with KPIs and strategy maps for different niches.

Drag & Drop process flowchart maker allows you to embed video, docs and guidance to make things easier. Create dynamic task lists with automatic notifications, dependent dates, and owners for each step. Summary dashboards and detail reports allow you to view all task progress, track the status of tasks, and see what is due. Communicate, @mention and resolve issues as a group (even Guests), keeping track of everything discussed. Audits, feedback, tracking process success, and recording 'why not done' are all possible with audit trails and timestamps. Drag and drop process flowchart maker to create clear instructions. Create dynamic task lists with automatic notifications, dependent dates, and owners for each step. You can view all task progress, track the status of tasks, and see what is due using summary dashboards and detail reports.

Our intuitive and agile OKR software solution brings together all the features you need to run a successful company on one platform. Combine OKRs, performance and tasks with employee engagement in one place to bridge the gap between your business strategy, execution, and your execution. Profit.co is the industry's most preferred OKR solution. It offers top-rated customer support and an intuitive interface. Profit.co is a great place to start your free demo. To experience all that Profit.co and OKRs have to offer, book a demo or start a 30-day free trial.

Strategypoint is a flexible and simple strategy management platform. It supports all the most popular strategies management best practices and lets you plan, set goals and execute with your team. Use a Strategypoint template or your existing strategic plan to get started. You can easily track your progress by aligning everyone in your organization to linked goals and work programs. Strategypoint can help you achieve your team's vision!

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

High-growth companies can use Rhythm software to gain a competitive edge and achieve their strategic growth goals. Rhythm Systems cloud-based strategic plan software and white-glove support provide a competitive advantage that helps fast-growing companies execute and meet their growth goals more accurately. Rhythm helps clients to create weekly dashboards and document their strategic plans so that their teams can be held responsible for executing them with precision. Our implementation is fast and painless. We convert your strategic plan into Rhythm, and your team will be up and running at the next weekly meeting.

Coordinate with both internal and external stakeholders, monitor campaign budgets, update agencies and coordinate company events. Increase logistics efficiency, develop and maintain effective supply chains, coordinate teamwork in planning and execution, and create and maintain clear supply chain methods. Manage multiple services simultaneously, coordinate Proof of Concepts and Requests for Proposals, and ensure transparency in customer escalations. Create hiring plans, organize interviews, onboard new staff, and coordinate employee programs with other departments. Project-based sales management, managing key milestones, deliverables and contacts, allowing you to close more deals quicker and duplicate across accounts. Collect and discuss data, create action plans, share ideas, manage responsibilities, implement more data-driven business actions. A single glance will give you a complete overview of all tasks and projects.

Your objective can be broken down into key results for different sublevels and tasks. To achieve the most difficult objectives, create an objective map. Each action is linked to a specific objective. Each objective has its own action program. All the information you need is at your fingertips, and it's all in one place. Analyze the performance and results of your team and each member in detail according to your objectives. You can achieve your objective by using measurable success criteria. This will ensure that you reach your goal with a specific KPI, in the time and budget you have set. To achieve your goals more effectively, you must always be able to see your weaknesses and make changes to your existing plans. You can make adjustments to your plans and keep them updated. Sprints allows you to tackle the most difficult tasks.

Traditional strategic planning is static. It doesn't connect individual efforts to your vision and mission. We have a solution. We will work with your team to develop an agile approach to engage your employees and connect them to the most important things in your company. Create a great plan that sticks the first time. Our expert team of practitioners will facilitate customized strategy sessions using proven methodologies, practical tools, and hands-on exercises to help you design a strategy and put in place a management system. Engage your organization during the strategic planning process. We will create a targeted survey to collect insight from staff, managers, board members, and other staff. You can identify the best opportunities for growth with personalized research that will provide strategic insights into market trends and current and emerging players.