Strategic Planning Software

A strategic planning tool isn't usually in the budget for most organizations. We get that. So, we priced AchieveIt to enable clear ROI through improved execution, saved time and more.

We also adapt our pricing scheme based on each customer's user base and service range. You can find more details on our pricing page.

We aim to get our customers up and running swiftly to maximize ROI. Most customers are able to make their first plan go live with updates collected within 30 days. Whatever your needs, we'll tailor an implementation schedule to fit them. 

Plus, our experts will continue working closely with your team to ensure ongoing success past implementation. We'll help you adapt the plan as needed to meet your changing requirements.

Our goal is to provide the best strategic planning solution available, which is why we based our processes on three fundamental pillars:

1. Enhancing visibility across the organization: Because strategic planning often spans entire organizations, we've placed a high priority on keeping teams connected with integrated plan tracking capabilities.
2. Providing user-friendly features: Streamlined navigation and actions make it easy to find what you need, when you need it. Whether you are an executive, plan leader or initiative owner, we built the system to easily give you the correct information at the right time. 
3. A dedicated business partner: We designate a Strategy Consultant and Customer Success Manager to each customer account to ensure sucess with your strategic planning and execution efforts. 

Aside from strategic plan tracking, AchieveIt can manage various plan types, including operations, balanced scorecards, programs, projects and more.

Eliminate manual data entry, reduce the risk of human error and keep your organization up to date with the latest information. AchieveIt's Data Integration Application Programming Interface (API) enables you to import key business metric data from the other systems in your tech stack via a comma-separated value (CSV) file. Some examples of compatible programs include:

• Salesforce and other customer relationship management (CRM) solutions
• Enterprise resource planning (ERP) systems
• Document management solutions, such as SharePoint
• Communication channels like Slack and Microsoft Teams
• Data analysis tools like Microsoft Excel

AchieveIt's integration capabilities focus more on bringing your data into the platform than on achieving two-way communication with other systems. It becomes your business's primary solution.

Our diverse customer base spans nearly every industry, accommodating both small and large organizations. Since our strategy tracking software addresses universal strategic planning needs, it's designed for broad application.

We have a strong presence in many sectors and industries, including but not limited to:

• Government: AchieveIt is FedRAMP-authorized for smooth plan management and execution across various levels of government, from federal to local. 
• Health care: Real-time data updates and progress monitoring capabilities provide greater visibility into your organization, helping you better align your care programs with critical patient KPIs.
• Commercial: Our user-friendly strategy planning software improves transparency and accountability throughout your organization by creating a single source of truth for all teams and departments. 
• Higher education: AchieveIt supports various planning styles, so you can stay true to your institution's mission statement and overall culture while pursuing new goals.
• Financial services: Get more out of your bank or credit union's data with AchieveIt's detailed visualizations and analyses. Identify the insights you need to improve services, enhance the customer experience and more.
• Utilities: AchieveIt enables utilities to track Occupational Safety and Health Administration (OSHA) metrics and reduce operational risk by enabling a stronger culture of accountability across all levels of the organization.

Nope! You can house as many plans as needed across your organization with no additional charges based on the number of plans tracked. 

Yes, our platform is highly scalable. AchieveIt grows with your organization thanks to features such as:

• Unlimited plans: AchieveIt allows you to create and manage an unlimited number of plans within the platform. This capability caters to organizations with growing needs and the potential to manage a complex web of strategic initiatives.
• User management: The platform offers role-based access control (RBAC), allowing you to manage user permissions as your team expands. This security protocol controls access to sensitive information while facilitating cross-departmental collaboration, eliminating common roadblocks to data security.
• Data import capabilities: AchieveIt's Data Import API allows you to integrate data from various sources as your organization grows and accumulates more information. This helps you maintain a centralized view of all relevant data points for enterprise strategic planning.

AchieveIt offers the following:

• Automated reports and dashboards: AchieveIt automates report generation and dashboard creation, saving time and ensuring everyone has access to the latest information. You can schedule reports to be delivered regularly or generate them on demand.
• Customizable dashboards: Design dashboards tailored to your specific needs. These dashboards can include visualizations like charts, graphs and tables to display key metrics, progress updates and trends. Each user can also personalize their display to highlight the information most relevant to their teams or leadership levels.
• Multiplan view reports: Consolidate data from multiple plans (strategic, operational, etc.) into a single report. This feature allows you to see how different initiatives align and contribute to your overall goals for more informed decision-making and resource allocation.
• Drill-down capabilities: Many reports and dashboards offer drill-down functionality. This capability lets you click on specific data points to access more granular details and understand the underlying factors behind the metrics.
• Goal-setting and tracking: Set goals and track progress visually within the platform. AchieveIt helps you monitor performance against established targets and identify areas that require attention without requiring a data science degree.
• Embed dashboards and reports externally: Need to share your information outside of AchieveIt? You can embed specific insights in your company's website or intranet to get your constituents the information they need.

AchieveIt is built to be flexible, enabling tracking of any type of plan. Regardless of the structure and format of your existing plans, AchieveIt's key data features can house your plans to drive better execution:

• Dashboards: You can design dashboards tailored to your specific needs. Select from prebuilt widgets and arrange them to display the metrics and information most relevant to each team, individual, or level of the organization. You can even customize dashboards for external sharing on your own website.
• Reporting: AchieveIt is highly flexible, with customizable reports you can adapt to offer as broad or as granular a view as you need. You can filter data, select specific data points to include and drill into the information that you need for accurate, detailed insights.
• User roles and permissions: We get it. Some information needs to be more confidential, which is why our system is entirely permission-based. You can define who sees what plans and who can do what actions across the system.

We prioritize user-friendliness with our platform and training. AchieveIt is:

• Easy to implement: We aim to get most organizations up and running within 30 days. We also assign expert Customer Success Managers and Strategy Consultants to every account, so you have experienced professionals there to guide you every step of the way.
• Easy to use: Whether you are building a plan, managing a plan, or simply updating a plan, the system is built to help you do your job in as few clicks as possible. Plus, intelligent automation capabilities take on repetitive manual tasks for you, so you and your team can focus on core operations.
• Easy to learn: We offer initial software training as part of our implementation process. We also provide ongoing support to make sure your team has everything they need to be successful on the platform.

Request your live demo today for a guided tour of the interface in action.

Our platform is designed with robust security measures, including SOC 2 Type II Attestation and a FedRAMP Authority to Operate at the Low Impact Level:

• SOC 2 Type II Attestation: This is an independent audit that verifies a service organization's security controls for customer data.
• FedRAMP Authority to Operate at the Low Impact Level: This certifies that AchieveIt meets the security requirements set forth by the United States Federal Risk and Management Program for many types of government data. 

With these certifications and industry-standard controls backing our work, you can rest assured that we take data security seriously. Keep your information safe without interrupting productivity.

At AchieveIt, we want our customers to succeed. That's why we offer a range of support and training options to help you get the most out of our software. 

Here's a breakdown of what we provide:

• Initial training: It's difficult to achieve your goals when you don't understand the strategic planning tool you've chosen, which is why AchieveIt includes initial software training as part of the implementation process. This training program involves workshops and consultations to familiarize your team with the platform and ensure it aligns with your workflow.
• Ongoing support: We provide a dedicated support team readily available to answer your questions. Whether you need assistance with using specific features, troubleshooting technical issues, or building reports, we're here to help you keep the plan on track. 
• Knowledge base: AchieveIt offers a resource library packed with helpful materials, including blog posts, guides and planning templates. We also have an extensive library of webinars available on demand. These resources cover various topics related to strategic planning, best practices and using the AchieveIt platform effectively.

Absolutely. We designed AchieveIt specifically to facilitate collaboration on plans within your organization. Here's how it supports teamwork:

• A shared workspace: AchieveIt provides a centralized, web-based platform where multiple users can access, edit and update plans simultaneously. This eliminates the need for separate versions or email attachments, fostering a single source of truth.
• Role-based access control: You can assign different access levels (view-only, edit, admin) to various users based on their roles and responsibilities. This strategy ensures everyone has the information they need without compromising data security.
• Communication tools: AchieveIt offers built-in communication features like commenting on specific plan items or tagging relevant users. Rather than switching between apps to find specific messages, users can save time keeping each other updated within one centralized platform.
• Version control: AchieveIt stores every version of a document in the cloud, so you can track changes made to plans over time and revert to previous versions if needed.

Yes. Because our platform is web-based, users can access AchieveIt via mobile web browsers, such as Safari and Google Chrome.

We provide personalized demos tailored to your organization's needs. These sessions are great opportunities to see the platform in action, discuss your specific needs and get a sense of how AchieveIt can address your unique challenges.

Contact us today to request your live demo.

AchieveIt offers a range of data visualization tools to represent your strategic planning information in a clear and actionable way.

Here's a breakdown of what you can expect:

• Prebuilt templates: Save time designing reports with AchieveIt's prebuilt templates. From common visualizations like charts and tables to custom displays of your organization's specific data points and metrics, our templates streamline the reporting process by providing an easy starting point.
• Customizable dashboards: You can tailor AchieveIt dashboards to meet your organization's specific needs. These dashboards can include various charts and graphs to visualize key performance indicators (KPIs), progress updates and trends over time — and much more.
• Drill-down functionality: Get more out of each data point. AchieveIt's drill-down functionality enables you to access more granular details for a deeper understanding of the underlying factors.

We have plenty of current examples of organizations that have seen results from trusting AchieveIt, and we're proud to show them off. Take a look at our Customer Stories page for case studies and success stories based on the various industries we work with.