Best Enterprise Strategic Portfolio Management Software

How Many Strategic Portfolio Management Software Products Does G2 Track?

Total Products under this Category: 71

Category Stats (Oct 2026)

  • Average Rating: 4.37/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: ServiceNow Strategic Portfolio Management (+0.39%) - Among all products in this category, ServiceNow Strategic Portfolio Management recorded the largest rating increase compared to last month

Last updated: October 07, 2026

How Does G2 Rank Strategic Portfolio Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 4,300+ Authentic Reviews
  • 71+ Products
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G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Strategic Portfolio Management Software

G2 Grid® for Strategic Portfolio Management Software plotting products by satisfaction and market presence

Highlighted products: ServiceNow Strategic Portfolio Management, OnePlan, Planview Portfolios, Cascade, ClearPoint Strategy, Tempo Loop, WorkBoard, and AchieveIt.

Underlying data: [Grid® JSON](https://www.g2.com/categories/strategic-portfolio-management/grids.json?focus%5B%5D=servicenow-strategic-portfolio-management&focus%5B%5D=oneplan-solutions-oneplan&focus%5B%5D=planview-portfolios&focus%5B%5D=cascade-strategy-cascade&focus%5B%5D=clearpoint-strategy&focus%5B%5D=tempo-loop&focus%5B%5D=workboard&focus%5B%5D=achieveit&segment=enterprise)

ServiceNow Strategic Portfolio Management

ServiceNow Strategic Portfolio Management (SPM) is a comprehensive solution designed to align organizational strategies with business outcomes by integrating planning, execution, and delivery processes on a unified platform. It enables organizations to prioritize investments, optimize resources, and accelerate value delivery, ensuring that all initiatives are strategically aligned and effectively managed. Key Features and Functionality: - Portfolio Management: Provides complete visibility into project, program, and portfolio performance, allowing organizations to prioritize and align investments with strategic goals. - Demand Management: Captures, evaluates, and prioritizes demands across the organization, automating the intake process with workflows for assessment and approval. - Resource Management: Optimizes resource allocation with advanced planning and scheduling tools, monitoring utilization and capacity to ensure project success. - Financial Management: Tracks budgets, forecasts, and expenses to ensure financial alignment with business objectives, offering insights into portfolio ROI for informed decision-making. - Scenario Planning: Models and analyzes various scenarios to evaluate potential outcomes, enabling dynamic strategy adjustments based on real-time data and shifting priorities. - Roadmap Planning: Visualizes and communicates project timelines, dependencies, and milestones with intuitive roadmaps, aligning stakeholders with clear views of priorities and progress. - Risk and Compliance Management: Identifies, assesses, and mitigates risks across projects and portfolios, ensuring compliance with industry standards and organizational policies. - Integration with IT and Business Tools: Seamlessly integrates with ServiceNow ITSM, ITOM, and other business applications for unified operations. - Performance Analytics and Dashboards: Provides actionable insights with real-time dashboards and performance metrics, tracking key performance indicators (KPIs) to measure success and identify areas for improvement. - Collaboration and Workflows: Enables cross-functional collaboration with automated workflows and task management, facilitating updates and alignment among teams. Primary Value and Solutions Provided: ServiceNow SPM empowers organizations to make informed, data-driven decisions by providing real-time insights into project and portfolio performance. It ensures that all work is strategically aligned, resources are optimally utilized, and financial investments are effectively managed. By consolidating processes and increasing visibility on a single platform, SPM enhances efficiency, accelerates value delivery, and fosters cross-team collaboration. Ultimately, it enables organizations to achieve their strategic objectives with agility and precision, adapting to changing business needs and market dynamics.

Average Rating: 4.1/5.0

Total Reviews: 266

Who Is the Company Behind ServiceNow Strategic Portfolio Management?

  • Seller: ServiceNow
  • Company Website:
  • Year Founded: 2004
  • HQ Location: Santa Clara, CA
  • Twitter: @servicenow
    55,548 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    35,078 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: ServiceNow Developer, Project Manager
  • Top Industries: Information Technology and Services, Hospital & Health Care
  • Company Size: 49% Large, 27% Medium

What Do G2 Reviewers Say About ServiceNow Strategic Portfolio Management?

AI-generated summary from verified user reviews

Pros
  • Users value the robust project management features of ServiceNow SPM, enhancing coordination and support for complex projects.
  • Users appreciate the ease of use of ServiceNow Strategic Portfolio Management, benefiting from its engaging UI and extensive tutorials.
  • Users value the seamless project tracking capabilities of ServiceNow SPM, ensuring alignment with business strategy and objectives.
  • Users commend the exceptional visibility offered by ServiceNow Strategic Portfolio Management, enhancing strategic alignment and decision-making.
  • Users appreciate the rich visualization options in ServiceNow SPM, enhancing portfolio data representation and decision-making.
Cons
  • Users find the steep learning curve of ServiceNow SPM challenging, hindering adoption and effective utilization across teams.
  • Users often find learning difficult due to a steep curve and overwhelming features, complicating effective use of ServiceNow SPM.
  • Users find the interface not intuitive, leading to confusion and complexity, especially for new or non-technical users.
  • Users find the platform overwhelming due to its complexity and steep learning curve for new users.
  • Users find the steep learning curve challenging for new users, requiring significant technical expertise for effective use.

What Are Recent G2 Reviews of ServiceNow Strategic Portfolio Management?

What Are G2 Users Discussing About ServiceNow Strategic Portfolio Management?

OnePlan

OnePlan offers AI-enabled strategic portfolio, financial, resource, and work management solutions designed for modern enterprises. OnePlan empowers organizations with a single, integrated platform to plan, prioritize, and manage their full portfolio of initiatives—connecting strategy to execution across the enterprise. OnePlan is used by PMOs, IT, engineering, operations, digital transformation, service delivery, R&D, and marketing teams across industries including life sciences/pharmaceutical, construction/engineering, healthcare, and energy & utilities. It is built on the Microsoft cloud and designed for organizations that need to align strategy with execution while gaining real-time visibility into resources, budgets, and portfolio performance. Typical users include PMO leaders, portfolio managers, resource managers, financial planners, and executive stakeholders (CEO/Board, CFO, CTO/CDO, VP Strategy). Core capabilities include: Idea & Request Intake – Capture and prioritize incoming requests and ideas so the highest-value initiatives rise to the top before resources are committed. Strategic Planning – Connect corporate strategy to real work, aligning initiatives to business goals so investment decisions map directly to outcomes. Portfolio Planning & Management – Drive strategy enterprise-wide with a consolidated view of every initiative, program, and project across the organization. Financial Planning – Optimize financial investments with real-time budget forecasting, actuals tracking, and governance tied to program performance. Resource Planning & Management – Increase workload transparency, model capacity, and assign the right people to the right work at the right time. Portfolio Scenario Modeling – Choose the best path forward by testing "what-if" scenarios before committing funding or resources. Work Planning / Hybrid Work Planning – Support Agile, Waterfall, and hybrid delivery methods in a single platform so every team works the way it wants to. Time & Effort Tracking – Track time on investments to improve forecast accuracy and resource utilization visibility. Strategic Visualization – See how strategy, resources, and execution connect through visual dependency and impact mapping. Reporting & Dashboards – Turn data into action with real-time, role-based dashboards for every level of the organization. Sofia AI (AI Assistant) – An embedded AI co-pilot that surfaces risks, rebalances portfolios, forecasts outcomes, and answers questions in real time. Solutions: Strategic Portfolio Management – Align strategy, funding, and execution across the enterprise. Collaborative Work Management – Help teams plan, organize, and complete work together. Strategic Execution Management – Close the strategy-execution gap with full traceability from strategy to results. Product Portfolio Management – Align product investment decisions with market opportunity. Professional Services Automation – Run client-facing engagements with greater efficiency and profitability. Agile Portfolio Management – Scale agile practices and business agility across the portfolio. Adaptive Project Portfolio Management – Support multiple methodologies (Agile/Waterfall/Hybrid) with one governance layer. Dozens of Integrations: Microsoft Teams, Microsoft Planner, Project Online, Azure DevOps – Native Microsoft 365 ecosystem integration (5x Microsoft PPM Partner of the Year). Smartsheet, Jira, monday.com, Asana, Wrike, Trello – Connects execution-layer work management tools into a single portfolio view. ServiceNow – Bridges IT service and portfolio management data.

Average Rating: 4.3/5.0

Total Reviews: 50

Who Is the Company Behind OnePlan?

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 59% Medium, 33% Large

What Do G2 Reviewers Say About OnePlan?

AI-generated summary from verified user reviews

Pros
  • Users value the high level of customization in OnePlan, making it easy to adapt to specific organizational needs.
  • Users find OnePlan to be very easy to use, with intuitive features and seamless integration for effective management.
  • Users find OnePlan to be intuitive, facilitating easy adoption and streamlined management of enterprise portfolios.
  • Users value the automation capabilities of OnePlan, enhancing efficiency and integration across project management tasks.
  • Users value the centralized solution of OnePlan, enhancing visibility and management of complex real estate projects.

What Are Recent G2 Reviews of OnePlan?

Planview Portfolios

Planview Portfolios is an enterprise strategic portfolio management software solution that helps PMO leaders, portfolio managers, and project teams connect organizational strategy to day-to-day work delivery across programs, resources, and investment decisions from a single platform. Formerly known as Planview Enterprise One, it sits within the strategic portfolio management and project portfolio management software categories and is built for large organizations managing complex, cross-functional initiative portfolios across multiple business units and delivery methodologies simultaneously. For practitioners, the platform provides a structured environment where incoming demand can be evaluated against available capacity, work can be planned and tracked across waterfall, agile, and hybrid approaches, and financial performance can be monitored at both the project and portfolio level. Role-based dashboards surface relevant data to each user type — from team members logging time to portfolio leaders reviewing investment performance — without requiring manual report assembly. Key features practitioners interact with regularly include: • Demand and investment management tools that allow teams to collect project and program requests, score them against business objectives, and model prioritization decisions before resources are committed • Scenario planning and what-if analysis capabilities that let portfolio managers compare alternative staffing, timing, and funding configurations to assess trade-offs and adapt plans when strategic priorities shift • Hybrid work delivery support that accommodates waterfall project schedules, agile team planning, and lean portfolio management approaches within the same governance framework — reducing the need for separate tools across delivery teams • Integrated financial tracking including budgeting, forecasting, cost actuals, and agile costing that connect planned spend to actual delivery activity across the full portfolio • Embedded AI capabilities including natural language querying, automated workflow triggers, and sentiment analysis on project status updates that surface emerging risks and reduce manual oversight effort Planview Portfolios connects to enterprise systems including SAP, Salesforce, Workday, ServiceNow, and Microsoft tools, and includes more than 200 out-of-the-box reports and visualizations.

Average Rating: 3.8/5.0

Total Reviews: 90

Who Is the Company Behind Planview Portfolios?

  • Seller: Planview
  • Company Website:
  • Year Founded: 1989
  • HQ Location: Austin, TX
  • Twitter: @Planview
    3,049 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,834 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Insurance
  • Company Size: 78% Large, 23% Medium

What Do G2 Reviewers Say About Planview Portfolios?

AI-generated summary from verified user reviews

Pros
  • Users value the robust project management capabilities of Planview Portfolios, enhancing resource and workflow management.
  • Users value the robust project tracking capabilities of Planview Portfolios, enhancing management and reporting efficiency.
  • Users value the automation features in Planview Portfolios, enhancing project management and reporting efficiency significantly.
  • Users value the custom fields feature in Planview Portfolios, enabling tailored workflows and enhanced reporting capabilities.
  • Users value the customizability of Planview Portfolios, enabling tailored workflows and personalized reporting options.
Cons
  • Users find the lengthy support process cumbersome, leading to delays in issue resolution with Planview Portfolios.
  • Users find the missing dynamic input features limits UX design and flexibility in data entry processes.
  • Users find the poor design of Planview Portfolios limits functionality and requires significant improvements in UX for better input management.
  • Users criticize the poor layout design of Planview Portfolios, affecting usability and functionality significantly.
  • Users feel the poor UI of Planview Portfolios hinders usability, lacking necessary dynamic interactions for enhanced experience.

What Are Recent G2 Reviews of Planview Portfolios?

What Are G2 Users Discussing About Planview Portfolios?

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Cascade

Cascade is a global software company, consistently ranking as the world's #1 strategy execution platform. We're the AI-powered strategic brain of your organization. We pull the numbers from your systems and the context from your meetings, emails, and docs. Our AI sifts through all of it to show you where to focus and what to do next. Strategy runs the business instead of sitting in a slide deck nobody opens. Organizations like St. Jude's, U.S. Bank, PepsiCo, WWF, the University of Notre Dame, Roche, and Mitsubishi Power run their strategy on Cascade. They use us to plan, execute, and track strategy in one place, and to make faster decisions because the data they need is already in front of them. Here's what that looks like day to day: ✔ Plan: Map where you are and where you're going, with the structure to get there ✔ Execute: Connect goals, metrics, and initiatives in one view, with full context ✔ Track: See how every part of your strategy drives performance in real time ✔ Decide: Tapestry AI, our intelligence engine, surfaces your next move Features you’ll love: ✔ Strategy Planner - Centralize your strategy to add structure and drive consistency ✔ Metrics Library - Connect your business data directly to strategic focuses ✔ Reports & Dashboards - Gauge an accurate picture of your strategic performance ✔ Alignment & Relationships - Visualize how different plans interact & track dependencies ✔ Tapestry Connect - AI captures meeting context and drafts your updates ✔ Strategy Cadences - Set the rhythm and let Cascade gather updates ✔ AI Insights - Ask, summarize, and analyze to know what to do next ✔ Team Management - Delegate ownership & set permissions ✔ Integrations - Bring all of your information together under a single source of truth One system. Better decisions. Move your business forward today with Cascade. Book a demo to see it in action: https://www.cascade.app/book-demo

Average Rating: 4.8/5.0

Total Reviews: 248

Who Is the Company Behind Cascade?

  • Seller: Cascade Strategy
  • Year Founded: 2016
  • HQ Location: Sydney
  • Twitter: @cascadestrategy
    789 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    298 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management, Hospital & Health Care
  • Company Size: 43% Medium, 35% Small

What Do G2 Reviewers Say About Cascade?

AI-generated summary from verified user reviews

Pros
  • Users find Cascade to be intuitive and easy to use, enhancing organization-wide visibility and goal alignment.
  • Users value the excellent customer support from Cascade, appreciating the helpful and patient assistance throughout their experience.
  • Users value the clear visibility of strategies and goals in Cascade, enhancing alignment and accountability across teams.
  • Users value the clear progress tracking of Cascade, ensuring alignment on goals and measuring success effectively.
  • Users value the flexibility and ease of using Cascade to align and execute their strategy effectively.
Cons
  • Users find the missing features in Cascade, such as customizable reports and admin oversight, limiting their experience.
  • Users note that feature issues hinder usability, particularly with PDF extraction and goal management features.
  • Users note inadequate reporting options, particularly finding customization and specific date settings lacking in Cascade.
  • Users note the limited reporting options in Cascade, which restricts flexibility in tracking progress effectively.
  • Users experience slow performance at times, particularly when generating reports and editing views on Cascade.

What Are Recent G2 Reviews of Cascade?

What Are G2 Users Discussing About Cascade?

ClearPoint Strategy

Turn your strategic plans into action with ClearPoint, an AI-powered strategy management platform designed to help organizations streamline and automate their strategy reporting processes. No more confusing spreadsheets or PowerPoints — just a straightforward, data-driven planning tool that makes strategy execution clear and simple. ClearPoint allows you to focus on the activities and metrics that are essential for achieving your organizational goals. Chart your course linking by linking goals, KPIs, and projects. Stay on top of performance by tracking key metrics in real time. Optimize your strategy with AI analysis of performance data, trends, underperforming areas, and recommended next steps. Finally, share progress with custom dashboards accessible to both internal and external stakeholders, and automatically-generated reports. (ClearPoint can reduce the time it takes to prepare and generate reports by as much as 80%!) Teams that use ClearPoint are more aligned in their activities, more aware of their performance, and more focused on key tasks, boosting your organization's chances of achieving its objectives. ClearPoint caters to a diverse range of organizations, including state agencies, local governments, healthcare networks, credit unions, regional banks, colleges and universities, utilities, and more. When you become a ClearPoint customer, you gain access to a vibrant network of peers, experts, and resources in the ClearPoint Community. This community fosters collaboration and knowledge sharing, allowing members to learn from each other’s experiences and collectively tackle challenges. The ClearPoint team actively supports this networking through regional gatherings and an annual Strategy and Performance Management Summit. For more information visit www.clearpointstrategy.com.

Average Rating: 4.6/5.0

Total Reviews: 179

Who Is the Company Behind ClearPoint Strategy?

  • Seller: ClearPoint Strategy
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Arlington, VA
  • Twitter: @clearpointstrat
    886 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Government Administration, Non-Profit Organization Management
  • Company Size: 41% Medium, 34% Large

What Do G2 Reviewers Say About ClearPoint Strategy?

AI-generated summary from verified user reviews

Pros
  • Users rave about ClearPoint's fantastic customer support, highlighting its responsiveness and thorough assistance for a smooth experience.
  • Users praise the user-friendly interface of ClearPoint Strategy, facilitating easy navigation and team adoption.
  • Users find ClearPoint Strategy to be a helpful tool for reporting and support, enhancing workflow efficiency significantly.
  • Users find ClearPoint Strategy's intuitive interface makes it easy to navigate, maximizing organizational efficiency and collaboration.
  • Users value the reporting efficiency of ClearPoint Strategy, praising its simplicity and ease of data management.
Cons
  • Users note a significant learning curve for ClearPoint Strategy, requiring time and prior structure for effective use.
  • Users find a distinct learning difficulty with ClearPoint Strategy, noting a steep curve and limited instructional support.
  • Users note the limited customization of reports in ClearPoint Strategy, affecting presentation and ease of use.
  • Users find some aspects of ClearPoint Strategy not intuitive, especially for newcomers requiring a learning curve and guidance.
  • Users face a difficult learning curve, requiring time and structure to effectively utilize ClearPoint Strategy as administrators.

What Are Recent G2 Reviews of ClearPoint Strategy?

What Are G2 Users Discussing About ClearPoint Strategy?

Tempo Loop

Founded in 2009, Tempo is a Jira-native portfolio and workforce platform used by more than 30,000 companies, including one in three Fortune 500 organizations. Loop is Tempo's Intelligent Portfolio Orchestration product, built to close the distance that opens when plans, budgets, and delivery fall out of sync, especially as human teams and AI agents work side by side without a shared source of truth. Loop sits above your execution systems, unifying the work already happening across Tempo's product suite into one connected view: Timesheets – human time and AI activity in one work record, at real labor rates Structure PPM – the portfolio hierarchy that rolls cost and effort up from work item to initiative Capacity Planner – resource availability and workload synced directly with sprint data Financial Manager – budget vs. actuals, so cost and spend stay tied to the plan Strategic Roadmaps and Custom Charts – living roadmaps and no-code dashboards, including Gantt views and connectors for BigQuery, Tableau, and Power BI Loop reads signals and writes actions across this unified data model in real time, surfacing issues, recommending fixes, and acting with human-governed autonomy, so adjustments happen before small issues turn into missed deadlines or blown budgets. It's ecosystem-agnostic, built to work above Jira, Azure DevOps, and the other systems your teams already run on, not locked into any one platform. Instead of relying on quarterly planning cycles or scattered spreadsheets, planning and portfolio leaders get real-time visibility into where time, budget, and capacity are actually going, and a system that recommends what to do about it.

Average Rating: 4.3/5.0

Total Reviews: 138

Who Is the Company Behind Tempo Loop?

  • Seller: Tempo
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Boston, US
  • Twitter: @TempoHQ
    1,800 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    383 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 59% Small, 23% Medium

What Do G2 Reviewers Say About Tempo Loop?

AI-generated summary from verified user reviews

Pros
  • Users value the direct time logging from Jira tickets, enhancing efficiency in tracking project progress.
  • Users love the ease of use of Tempo, making time tracking and reporting a seamless experience.
  • Users value the seamless integrations of Tempo, enhancing project tracking and productivity management effortlessly.
  • Users find time-saving features in Tempo, thanks to its easy integration with calendars and efficient project tracking.
  • Users appreciate the easy setup of Tempo, making it simple to implement and track team productivity.
Cons
  • Users find the learning curve steep when setting up Tempo, especially in complex project environments.
  • Users experience interface sluggishness and inflexibility, making urgent changes and tasks more challenging than necessary.
  • Users report poor customer support, facing recurring bugs that hinder productivity and difficulties in resolving issues.
  • Users report persistent software bugs and outages, leading to productivity loss and difficulty in getting support assistance.
  • Users express concern over data inaccuracy in Tempo, which can significantly disrupt planning and decision-making processes.

What Are Recent G2 Reviews of Tempo Loop?

What Are G2 Users Discussing About Tempo Loop?

WorkBoard

WorkBoardAI is the enterprise system of record for Strategic Portfolio Management, built natively on OKRs as the goal-setting and prioritization framework. It connects long-range strategy to portfolio investment decisions, initiative roadmaps, capacity allocation, and daily execution, with AI agents embedded across every layer to surface risks, automate reporting, and keep leaders decision-ready without manual data wrangling. Why WorkBoardAI's SPM is different: WorkBoardAI is the only SPM platform with OKRs as a native, first-class layer, so every initiative, program, and portfolio is evaluated and prioritized against actual strategic outcomes, not just timelines and budgets. When priorities shift, AI agents instantly surface the downstream impact: which initiatives are at risk, which capacity commitments need to flex, and which executive briefs need updating. What WorkBoardAI SPM covers: Outcome-driven portfolio prioritization: every initiative is linked to a strategic goal and day-to-day work Roadmaps and dependency mapping: visualize what's being built, when, and what depends on what across portfolios Capacity planning: allocate resources against strategic demand, with native Workday integration Scenario modeling: model the impact of priority changes before committing AI-generated executive reporting: MBRs, QBRs, and executive briefs generated automatically from live execution data AI Chief of Staff and Portfolio Analyst agents: embedded in the flow of work to surface risks, drive follow-through, and automate operating cadence Built for enterprise scale: Boeing, 3M, Capital One, Viasat, Axos Bank, AssetMark, Experian, Avery Dennison, Vestas, and more global enterprises use WorkBoardAI to connect portfolio investment to strategic outcomes with the operating discipline to execute predictably at scale. "We have a system of record for finance, HR, sales and marketing. What's our system of record for our strategy and execution? WorkBoardAI." — Sam Wilson, CEO, 8x8 "Unlike chatbots, WorkBoardAI agents know the ever-changing strategic priorities, which makes them a powerful way to scale the workforce." — Erik Huddleston, CEO, Aprimo

Average Rating: 4.6/5.0

Total Reviews: 305

Who Is the Company Behind WorkBoard?

  • Seller: WorkBoard
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Redwood City, CA
  • Twitter: @WorkboardInc
    2,455 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    96 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 43% Medium, 41% Small

What Do G2 Reviewers Say About WorkBoard?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of WorkBoard, making tracking goals and collaboration straightforward and efficient.
  • Users value the structured goal management of WorkBoard, making tracking priorities and progress effortless and efficient.
  • Users value the effective progress tracking in WorkBoard, streamlining goal management and enhancing team alignment.
  • Users appreciate the clear communication and alignment features of WorkBoard, which streamline tracking and collaboration effectively.
  • Users appreciate the effective OKR management of WorkBoard, enabling alignment and accountability within their teams.
Cons
  • Users find the complexity of WorkBoard challenging, especially for new users, hindering engagement with the OKR methodology.
  • Users find the limited features of WorkBoard can hinder adoption and create confusion for new users.
  • Users desire improved strategy alignment integration with OKR functionality for better support and troubleshooting capabilities.
  • Users report clarity issues with WorkBoard, particularly regarding mobile functionality and pricing transparency.
  • Users find the confusing options in WorkBoard can hinder adoption, especially for newcomers navigating the platform.

What Are Recent G2 Reviews of WorkBoard?

What Are G2 Users Discussing About WorkBoard?

AchieveIt

Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information? Using manual processes & disconnected systems impacts real results by limiting visibility, impacting accountability, and letting the day-to-day take over. It's part of why over 70% of key plans fail. But there's a better way...Strategy leaders trust AchieveIt to connect, monitor, and execute their most important plans and initiatives -- improving visibility, increasing accountability, and driving collaboration. That's why everyone from global organizations, to regional healthcare systems, to government agencies, and more, use AchieveIt for managing key plans and initiatives. AchieveIt is the Strategic Planning software that identifies and corrects the untapped potential in your planning and execution process ✅ Turn manual updates into an automatic process Instead of chasing down updates at inconsistent frequencies, AchieveIt automatically requests (& collects) updates from your organization -- at the time and frequency of your choosing. This increases productivity & efficiency through immediate input & fresh data. ✅ Improve visibility & understanding of progress With automated dashboards and real-time insights, AchieveIt takes the guesswork & gruntwork out of decision-making, enabling your team to make quicker, more confident decisions. ✅ Connect key information across siloes Instead of relying on separate systems and siloed updates, AchieveIt connects and aligns your teams to help the organization achieve its goals. ✅ Increase team accountability Instead of wondering "who's responsible for this again?", AchieveIt makes it easy to understand who's doing what -- and when and why they're doing it -- with a clear system for accountability. ✅ Improve plan performance & execution Executing strategic plans can be a challenge and a hassle. Between endless status update meetings, manual updates, and siloed data, countless pain points impact results. AchieveIt makes it easy to focus on your long-term initiatives, improving execution results.

Average Rating: 4.4/5.0

Total Reviews: 199

Who Is the Company Behind AchieveIt?

  • Seller: AchieveIt
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Atlanta, GA
  • Twitter: @GoAchieveIt
    10,680 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    35 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Executive Assistant
  • Top Industries: Hospital & Health Care, Government Administration
  • Company Size: 42% Medium, 36% Large

What Do G2 Reviewers Say About AchieveIt?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of AchieveIt, benefiting from efficient implementations and responsive customer support.
  • Users value the clear visibility into strategy execution, making it easy to track and manage progress.
  • Users value the clear visibility into strategy execution, making it simple to track and manage progress effectively.
  • Users appreciate the team collaboration in AchieveIt, benefiting from tailored solutions and strong support throughout the process.
  • Users value the personalized and professional support of AchieveIt, enhancing their strategic planning experience and results.
Cons
  • Users note limited customization options in AchieveIt, making it harder to tailor the platform to specific organizational needs.
  • Users find the dashboard issues in AchieveIt overwhelming, suggesting improvements for better user experience and customization.
  • Users find the learning curve steep and initial setup challenging, particularly for those new to tracking tools.
  • Users find the interface not intuitive, with a dated feel and complicated goal adjustments affecting usability.
  • Users face poor integration with other platforms like Excel and PowerBI, complicating data analysis and import processes.

What Are Recent G2 Reviews of AchieveIt?

What Are G2 Users Discussing About AchieveIt?

Subhransu Sahu
SS
Researched and written by Subhransu Sahu
Updated