Product Details
Leading cloud-based integrated plan management platform that helps organizations track, monitor, and execute their most important plans and initiatives. Eliminates manual processes by automating update collection, report creation, and insight generation. Designed to connect, manage, and execute strategic plans, operational plans, projects, and performance metrics across organizations from 1 plan to 500+ plans.
Product Demo
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Product Features
| Feature | Description |
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Automated Update Collection & Reporting
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Automates entire update process with email notifications that allow one-click access to updates page without logging in. Eliminates manual status meetings, progress update calls, and Excel files. Automatically compiles reports and creates dashboards, allowing leaders to focus on strategic decisions rather than collecting updates.
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Multi-Plan Integration & Dashboard Views
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Provides single source of truth for all organizational plans with Tree View, List View, and Gantt View options. Multi-Plan view enables filtering, segmenting, and drilling into progress across entire organization. Custom dashboards and embedded widgets can be shared on websites, SharePoint, or internal systems for real-time transparency.
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Strategy Consulting & Customer Success Support
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Beyond software, provides dedicated Strategy Consultants and Customer Success Managers for every customer. Includes implementation support, onsite roll-outs, training workshops, change management guidance, and ongoing strategic planning best practices. SOC 2 Type II and FedRAMP certified for security.
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Customers Using This Product
| Customer | Actions |
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City of College Station, TX
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City of Winston-Salem, NC
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Macon-Bibb County, FL
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Product Case Studies
| Case Study | Actions |
|---|---|
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City of Pittsburg, California: Regaining Authority Over Performance Metrics
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City of College Station, Texas: Improving Reporting Methods and Transparency
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City of Winston-Salem: Strategic Plan Insight and Real-Time Status Repository
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Pricing Information
Pricing Model: Subscription-based with flexible pricing tailored to organization size and needs. Three value-based packages available with tiered user pricing. Options for annual, monthly/quarterly payments and delayed billing. Custom quotes provided after demo. Includes initial software training, strategy consulting services, ongoing support, and implementation assistance. No standard free trial but offers Results90 program for 90-day engagement before long-term commitment.
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