Finding software can be overwhelming. Software Advice has helped hundreds of businesses choose the right strategic planning software to make better informed decisions for their business.

Showing 1-20 of 362 products

NetSuite OpenAir

NetSuite OpenAir offers buyers a collection of applications designed to support every stage of the professional services delivery lifecycle. Offered as Software-as-a-Service, the platform includes applications to manage projects, resources,... Read more

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Recent recommendations: 68 recommendations

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Deployments: Cloud
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Clarizen

Using Clarizen’s leading collaborative work management solution for the enterprise, businesses can solve challenges far beyond traditional work, project or resource management. With Clarizen’s enterprise-grade solution, teams are... Read more

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Recent recommendations: 44 recommendations

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Workzone

Workzone is a project management solution that offers document management, project collaboration, customizable reporting, resource and task management and time tracking. The software is cloud-based and offers automated emailed reports... Read more

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Recent recommendations: 43 recommendations

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NetSuite Services Resource Planning (SRP)

NetSuite SRP is used by professional services organizations to optimize their project-based operations. The software offers integrated project management, resource management, project-based accounting and time & expense tracking applications. Users... Read more

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Recent recommendations: 34 recommendations

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KeyedIn Projects

KeyedIn Projects is a cloud-based project management solution for enterprise-level companies offering a suite with features, such as program management, professional services automation and project portfolio management application.... Read more

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Recent recommendations: 21 recommendations

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Smartsheet

Smartsheet is a work execution platform with a familiar spreadsheet-like interface that helps teams plan, track, and manage projects in real-time. The collaborative platform offers a range of project management tools, such as document... Read more

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Recent recommendations: 19 recommendations

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Viewpath

Viewpath is a cloud-based project management solution that allows teams to view team availability, assign tasks and collaborate with teams in real time. With everything hosted in the cloud, the platform can be utilized by global teams,... Read more

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Recent recommendations: 19 recommendations

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Mavenlink

Mavenlink offers services and solutions for project management, resource planning, collaboration, and project accounting. Mavenlink combines the robust functionality of a Professional Services Automation solution with intuitive user-friendly... Read more

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Recent recommendations: 18 recommendations

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BigTime

BigTime is an online time and billing solution designed to serve professional service firms like accounting, engineering, government contracting, legal and IT services. The integrated solution offers features like time and expense... Read more

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Recent recommendations: 11 recommendations

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Deployments: Cloud
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monday.com

monday.com, an award-winning project management tool, helps teams plan together efficiently and execute projects that deliver results on time. Its ease of use and flexibility means fast onboarding for your team and the ability to manage... Read more

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Recent recommendations: 9 recommendations

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Deployments: Cloud
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Hive

Hive is a cloud-based project management solution designed for teams of all sizes who need to share files, chat and automate task management. It includes workflow templates, group messaging, multiple task views and over 100 app integrations. Hive... Read more

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Recent recommendations: 8 recommendations

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inMotion ignite

inMotion ignite is a creative project management software built specifically for the needs of creative and marketing teams. Combining the most powerful elements of task and workflow management with the collaborative features of online... Read more

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Recent recommendations: 8 recommendations

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Deployments: Cloud
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Cora PPM

Cora Systems provide enterprise project and portfolio management solutions to global organizations and government agencies, such as Honeywell, Elanco, PwC, City of London and the UK’s National Health Service. Their solution, Cora... Read more

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Recent recommendations: 8 recommendations

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Deployments: CloudOn premise
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Workamajig

Workamajig is a cloud-based HTML5 project management solution designed for creative ad agencies and in-house advertising teams of all sizes. Key features include opportunity tracking, project management, time tracking, resource management... Read more

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Recent recommendations: 7 recommendations

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Deployments: CloudOn premise
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FunctionFox

FunctionFox is a cloud-based time tracking and project management application, offering timesheets and estimates, as well as scheduling, task assignment, and reporting.  FunctionFox’s capabilities are suited for the billing and... Read more

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Recent recommendations: 7 recommendations

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Sciforma

Sciforma is a cloud-based project and portfolio management solution for enterprises that allows to strategically track and analyze project data and make relevant decisions. It can be sold as a stand-alone portfolio management, project... Read more

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Recent recommendations: 7 recommendations

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Deployments: CloudOn premise
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Procore

Procore manages your projects, resources and financials from project planning to closeout. Our platform connects every project contributor to solutions we've built specifically for this industry—for the owner, for the GC, and for... Read more

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Recent recommendations: 6 recommendations

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WorkOtter

WorkOtter is cloud based and built to make your collaborative work easy and visible to the organization. Keep projects in the light and gain traction. Get the tools you need to simplify your work, focus on people, move projects to... Read more

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Recent recommendations: 6 recommendations

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PlanStreet

PlanStreet is a cloud-based Project Portfolio Management (PPM) tool that enables businesses to handle all their projects with ease and efficiency. PlanStreet helps with team workload, plan employee schedules, time tracking, allocate... Read more

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Recent recommendations: 6 recommendations

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AchieveIt

AchieveIt is a cloud-based solution designed to help medium to large organizations in healthcare, government, utilities, enterprise, education, and more organize and integrate multiple plans, progress updates, and reports in a centralized... Read more

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Recent recommendations: 5 recommendations

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Buyers guide


Last Updated: March 21, 2020

Without a properly calibrated strategy, your business will suffer. However, with proper strategic planning, your business can create a clearly visible roadmap, which increases productivity, profitability, and sustainability.

While it sounds great in theory, strategic planning can be quite challenging in reality. For instance, if you develop a business strategy but some employees don't have a clear picture of it, or you get so consumed by processes that the company's objective is eclipsed. To avoid these pitfalls, there are strategic planning solutions available on the market that can help you sail smoothly.

This Buyers Guide details the considerations you need to take before making a purchase decision.

Here's what we'll cover:

What is strategic planning software?
Common features of strategic planning software
What type of buyer are you?
Benefits of strategic planning software
Key considerations

What is strategic planning software?

Strategic planning software is a tool that helps organizations identify and define short- and long-term goals and priorities. It helps users choose different paths to reach their desired goals and measure their progress. It also helps them gather and track information all in one place, from the formulation to the execution stage.

Overall, the software provides users the ability to create a detailed and transparent action plan for an organization's growth and helps users make more informed decisions.

Strategic planning process in Aha! Software

 

Strategic planning process in Aha! Software (Source)

Common features of strategic planning software

Different vendors offer different features in their strategic planning software solutions. Selecting the right option for your business is easier when you know what common features to look for and what they can help you accomplish.

Strategy map

Create templates and customized terminologies, rules, and relationships for various elements in a business strategy.

Strategic frameworks

Create and implement strategic frameworks or implement pre-existing commonly used frameworks such as balanced scorecard (BSC), objectives and key results (OKR), and theory of change (TOC).

Custom Fields

Add custom fields, such as parameters or formulas, to strategic planning elements.

Milestones

Break projects and KPIs into milestones for easier management and reporting.

User management

Add users or team members to the strategy planning and execution process.

Notifications

Share plans and updates with team members via email, or be notified when other users add new goals or update a plan.

To further understand these features and learn about strategic planning software vendors, call our advisors at 855-998-8505 for free, no-obligation help. They'll help you narrow down your options by listening to your requirements and recommending the best-suited solutions for your business.

What type of buyer are you?

Before you start evaluating strategic planning software options, you'll want to know what buyer category you belong to. Most buyers will fall into one of the below categories:

  • Sole proprietors: These buyers are mostly transitioning from paper records to digital platforms or have just started their business. Though they might not have a team with which to collaborate on strategy planning and execution, having a platform to define business strategy is crucial to growing their organization. They may look for an affordable system with basic features such as strategy maps and strategic frameworks to efficiently manage their planning processes.
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  • Small and midsize businesses: These buyers are often looking to improve their business efficiency and planning coordination. These buyers have teams that need to be on the same page and thus, need products that offer collaborative features. They'll require additional features such as user management and notifications.
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  • Large businesses: These buyers usually have dedicated project management departments, and handle a large volume of projects and business plans at any given time. They can opt for a complete project management suite that offers strategic planning as an integrated module.

Benefits of strategic planning software

While some of the benefits of strategic planning software may be clear from our discussion above, we've called out the most notable ones below:

  • Long-term goal planning: Strategic planning software allows businesses to define roadmaps for achieving desired long-term goals. Businesses can breakdown these goals into monthly, quarterly, or yearly milestones to track progress and mediate processes to realign if required.
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  • Increased transparency: Strategic planning software gives all relevant stakeholders visibility into the larger organizational growth vision. This helps them identify their role within the vision and understand how their contributions help achieve the vision.

Key considerations

Here are some important questions to consider before you purchase strategic planning software:

  • Mobile app availability: If you and your team are constantly on the move, then mobile apps can be useful for you. Check whether the strategic planning software you're considering offers access on mobile devices such as iOS- and Android-based smartphones or tablets. The mobile app will help you manage your business strategy from any location.
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  • Customer support: Find out if the vendor offers support 24/7, only during business hours, or not at all. Also, ask about available support options, such as email, phone, or live chat.

Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.