# Best Strategic Portfolio Management Software for Medium-Sized Businesses ## How Many Strategic Portfolio Management Software Products Does G2 Track? **Total Products under this Category:** 63 ### Category Stats (Aug 2026) - **Average Rating:** 4.38/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** SharpCloud (+2.78%) - Among all products in this category, SharpCloud recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank Strategic Portfolio Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 4,000+ Authentic Reviews - 63+ Products - Unbiased Rankings 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](https://www.g2.com/categories/strategic-portfolio-management/grids.png?focus%5B%5D=152660&focus%5B%5D=17885&focus%5B%5D=99254&focus%5B%5D=127747&focus%5B%5D=5156&focus%5B%5D=899&focus%5B%5D=15167&focus%5B%5D=27132) Highlighted products: ServiceNow Strategic Portfolio Management, Cascade, Profit.co, Mooncamp, WorkBoard, Planview Portfolios, AchieveIt, and ClearPoint Strategy. Underlying data: [Grid® JSON](https://www.g2.com/categories/strategic-portfolio-management/grids.json?focus%5B%5D=servicenow-strategic-portfolio-management&focus%5B%5D=cascade-strategy-cascade&focus%5B%5D=profit-co&focus%5B%5D=mooncamp&focus%5B%5D=workboard&focus%5B%5D=planview-portfolios&focus%5B%5D=achieveit&focus%5B%5D=clearpoint-strategy&segment=mid-market) **Sponsored** ### CAST Highlight Portfolio-level insights for app modernization, AI readiness, tech debt, OSS risks CAST Highlight is a SaaS software intelligence technology that delivers rapid, fact-based insights across your entire application portfolio. By automatically analyzing the source code of hundreds or thousands of applications, CAST Highlight helps organizations assess cloud maturity, AI & Agentic readiness, software health, open source risk, resiliency, technical debt, and sustainability from a single lightweight scan. CAST Highlight is designed for CIOs, CTOs, enterprise architects, cloud leaders, application owners, security teams, and modernization teams that need a fact-based way to prioritize modernization, cloud, and AI adoption decisions at scale. It helps teams identify which applications are ready to move quickly, which require remediation, and where hidden software risks may affect transformation cost, timelines, security, resilience, or business outcomes. Unlike traditional manual or survey-based assessments, CAST Highlight analyzes application source code directly to rapidly segment portfolios, prioritize modernization paths, and uncover risks before they impact transformation programs. Organizations use CAST Highlight to: - Accelerate cloud migration and modernization planning - Segment applications by cloud maturity and transformation path - Identify high-value AI adoption opportunities - Assess Agentic Readiness across application portfolios - Prioritize technical debt, resiliency, and maintainability improvements - Assess open source vulnerabilities and IP / license exposure - Evaluate software sustainability with Green Impact insights - Reduce complexity, cost, and risk across transformation programs Businesses move faster using CAST to understand, improve, and transform their software. Through semantic analysis of source code, CAST generates dashboards and 3D maps for executives, technologists, and AI to navigate inside individual applications and across entire portfolios. This intelligence enables companies to steer, speed, and report on initiatives such as technical debt, modernization, and cloud. As the pioneer of the software intelligence field, CAST is trusted by the world’s leading companies and governments, their consultancies and cloud providers. See it all at castsoftware.com. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1009824&secure%5Bchosen_at%5D=2026-08-02T10%3A47%3A40Z&secure%5Bdisplayable_resource_id%5D=1009824&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1009824&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=58553&secure%5Bresource_id%5D=1009824&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fstrategic-portfolio-management%2Fmid-market&secure%5Btoken%5D=ed27b209c7f989ba7e6a43f4d1d8a22b5dd245e25f2a6b860a95e25cc4963fdb&secure%5Burl%5D=https%3A%2F%2Fwww.castsoftware.com%2Ftryhighlight%3Futm_campaign%3Dg2_clicks_ads%26utm_source%3Dcast_highlight%26utm_medium%3Dtrial_request&secure%5Burl_type%5D=free_trial) ### [ServiceNow Strategic Portfolio Management](https://www.g2.com/products/servicenow-strategic-portfolio-management/reviews) 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:** 254 #### Who Is the Company Behind ServiceNow Strategic Portfolio Management? - **Seller:** [ServiceNow](https://www.g2.com/sellers/servicenow) - **Company Website:** www.servicenow.com - **Year Founded:** 2004 - **HQ Location:** Santa Clara, CA - **Twitter:** @servicenow 55,548 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8f146dd2da6255ae21db2f89043b268912043fe250660dfee40ba3c0574bb1ba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F29352%2F&secure%5Burl_type%5D=linkedin_company_website) 35,081 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, 26% Medium #### What Do G2 Reviewers Say About ServiceNow Strategic Portfolio Management? _AI-generated summary from verified user reviews_ ##### Pros - Users find SPM/SPM+ offers **robust project management features** , enhancing coordination and efficiency for complex projects. - Users enjoy the **user-friendly interface** of ServiceNow Strategic Portfolio Management, enhancing their daily project management experience. - Users praise **project tracking capabilities** of ServiceNow SPM for seamless alignment with business objectives and real-time insights. - Users value the **comprehensive visibility** provided by ServiceNow, enabling effective alignment of strategy with execution in real-time. - Users appreciate the **rich visualization options** in ServiceNow SPM, enhancing data representation and decision-making across projects. ##### Cons - Users find the **steep learning curve** of ServiceNow Strategic Portfolio Management frustrating, requiring significant expertise for effective use. - Users often find the **learning difficulty** of ServiceNow SPM challenging, noting an overwhelming interface and steep learning curve. - Users find the interface **not intuitive** , making workflows challenging and overwhelming for non-PMO stakeholders. - Users find ServiceNow SPM's interface **overwhelming** due to its complexity and steep learning curve for newcomers. - Users find the **steep learning curve** of ServiceNow SPM challenging, especially for those unfamiliar with project management tools. #### What Are Recent G2 Reviews of ServiceNow Strategic Portfolio Management? **["A Resource Conflict We Caught Before It Delayed Multiple Projects."](https://www.g2.com/survey_responses/servicenow-strategic-portfolio-management-review-13187140)** **Rating:** 5.0/5.0 stars _— Nola G._ [Read full review](https://www.g2.com/survey_responses/servicenow-strategic-portfolio-management-review-13187140) **["Powerful Strategic-to-Execution Governance and Portfolio Visibility with ServiceNow SPM"](https://www.g2.com/survey_responses/servicenow-strategic-portfolio-management-review-12824083)** **Rating:** 4.0/5.0 stars _— Arkajit D._ [Read full review](https://www.g2.com/survey_responses/servicenow-strategic-portfolio-management-review-12824083) #### What Are G2 Users Discussing About ServiceNow Strategic Portfolio Management? - [What is ServiceNow IT Business Management used for?](https://www.g2.com/discussions/what-is-servicenow-it-business-management-used-for) - [What are the three key aspects of project portfolio management?](https://www.g2.com/discussions/what-are-the-three-key-aspects-of-project-portfolio-management) - 2 comments - [What are the key components of a portfolio management system?](https://www.g2.com/discussions/what-are-the-key-components-of-a-portfolio-management-system) - [What is included in agile software development?](https://www.g2.com/discussions/what-is-included-in-agile-software-development) - 1 comment - [Does ServiceNow have a project management module?](https://www.g2.com/discussions/does-servicenow-have-a-project-management-module) - 1 comment ### [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) 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:** 244 #### Who Is the Company Behind Cascade? - **Seller:** [Cascade Strategy](https://www.g2.com/sellers/cascade-strategy) - **Year Founded:** 2016 - **HQ Location:** Sydney - **Twitter:** @cascadestrategy 789 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=960d5858de0c0ff62579049513b5e1123077d9868746e4f7cf21223eed216d0d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2906476%2F&secure%5Burl_type%5D=linkedin_company_website) 283 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Non-Profit Organization Management, Hospital & Health Care - **Company Size:** 42% Medium, 35% Small #### What Do G2 Reviewers Say About Cascade? _AI-generated summary from verified user reviews_ ##### Pros - Users find Cascade to be **user-friendly** , benefiting from excellent support and ease in tracking strategic goals. - Users commend the **incredible customer support** from Cascade, ensuring immediate assistance and smooth implementation processes. - Users value the **centralized planning** of Cascade, enhancing visibility and accountability in strategy execution across teams. - Users value the **progress tracking** in Cascade, enhancing visibility and alignment with organizational goals through effective KPIs. - Users value the **flexibility and ease of using Cascade** to align and execute their strategy effectively. ##### Cons - Users note the **missing features** in Cascade, particularly the lack of integrated resource planning tools and delayed updates. - Users note **feature issues** with Cascade, seeking improvements in PDF extraction and goal sequencing features. - Users report **inadequate reporting capabilities** with limited customization and standard options for progress reporting intervals. - Users find the **limited reporting options** hinder effective tracking and customization of progress in Cascade. - Users experience **slow performance** with latency in reporting and lag during edits, affecting overall efficiency. #### What Are Recent G2 Reviews of Cascade? **["AI-Driven ESG Reporting That Keeps Sustainability Metrics Organized"](https://www.g2.com/survey_responses/cascade-review-13088731)** **Rating:** 5.0/5.0 stars _— Macario Y._ [Read full review](https://www.g2.com/survey_responses/cascade-review-13088731) **["Cascade Streamlines KPI Tracking and Aligns Product Priorities to Business Goals"](https://www.g2.com/survey_responses/cascade-review-13174169)** **Rating:** 5.0/5.0 stars _— Jim V._ [Read full review](https://www.g2.com/survey_responses/cascade-review-13174169) #### What Are G2 Users Discussing About Cascade? - [What is a cascade in business?](https://www.g2.com/discussions/what-is-a-cascade-in-business) - [How do I use Cascade Software?](https://www.g2.com/discussions/how-do-i-use-cascade-software) - 1 comment, 1 upvote - [What is Cascade Software?](https://www.g2.com/discussions/what-is-cascade-software) - 1 comment, 1 upvote - [What is cascade strategy?](https://www.g2.com/discussions/what-is-cascade-strategy) - 2 comments, 1 upvote ### [Profit.co](https://www.g2.com/products/profit-co/reviews) Profit.co's OKR software helps your organisation in executing your strategies using an OKR centric approach. Profit.co allows you to iterate faster using the Plan-Execute-Engage-Learn cycle every quarter. You can plan and align OKRs at the beginning of the quarter, track your execution with weekly check-ins and reviews, promote high levels of employee engagement using our collaborative features, and use the highly structured reflect and reset process for improving organizational learning. Since Profit.co is highly customizable, organisations of any size can get started with OKRs easily. Profit.co also has strategy tracking, task management, employee engagement, and employee development inbuilt. With real-time reports and dashboards, managers can view the progress of their teams and identify potential problems early. Profit.co integrates with Slack, Microsoft Teams, Jira, Salesforce, HubSpot, and several other popular business applications. On top of this, you can develop your custom integrations using Profit.co's Integration Engine improving adoption across the organization. **Average Rating:** 4.7/5.0 **Total Reviews:** 486 #### Who Is the Company Behind Profit.co? - **Seller:** [Profit.co](https://www.g2.com/sellers/profit-co) - **Company Website:** www.profit.co - **Year Founded:** 2018 - **HQ Location:** Flower Mound,Texas - **Twitter:** @profit\_co 8,471 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9035be281d3f55b27d650a550ef878e1b54cf0d1d29429a1aee225142dea80ff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprofit-the-metric%2F&secure%5Burl_type%5D=linkedin_company_website) 258 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Project Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 57% Medium, 28% Small #### What Do G2 Reviewers Say About Profit.co? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Profit.co, which simplifies tracking and aligning objectives across departments. - Users commend the **responsive customer support** of Profit.co, ensuring smooth onboarding and ongoing assistance. - Users appreciate the **clarity of ownership and progress tracking** in OKR management, enhancing team alignment and goal achievement. - Users appreciate the **goal-setting capabilities** of Profit.co, enabling effective tracking and alignment with company objectives. - Users appreciate the **user-friendly interface and robust features** of Profit.co for effective business and performance management. ##### Cons - Users find the **learning curve steep** , struggling with complex UI and insufficient training on updates and functionalities. - Users note that the **missing features** in Profit.co hinder efficiency and complicate the overall user experience. - Users find the **navigation difficult** , especially during initial use, as the UI/UX could be more intuitive. - Users find the **navigation challenging** , particularly when starting out and adjusting to the software's features. - Users find the **limited customization** of Profit.co hinders adaptability and increases manual processes, impacting overall user experience. #### What Are Recent G2 Reviews of Profit.co? **["Best OKR Tool in Industry"](https://www.g2.com/survey_responses/profit-co-review-7474279)** **Rating:** 4.0/5.0 stars _— Jishesh K._ [Read full review](https://www.g2.com/survey_responses/profit-co-review-7474279) **["Mature OKR Platform with Powerful Dashboards and Exceptional Support"](https://www.g2.com/survey_responses/profit-co-review-12635266)** **Rating:** 5.0/5.0 stars _— Bob W._ [Read full review](https://www.g2.com/survey_responses/profit-co-review-12635266) #### What Are G2 Users Discussing About Profit.co? - [What is Profit.co used for?](https://www.g2.com/discussions/what-is-profit-co-used-for) ### [Mooncamp](https://www.g2.com/products/mooncamp/reviews) Mooncamp is the All-in-One operating system to develop agile, engaged, and high-performing teams – wherever they work. With agile tools like OKRs and Check-ins, Mooncamp strives to help organizations of all shapes and sizes create happy workplaces and embrace the New World of Work. Learn more at: mooncamp.com **Average Rating:** 4.8/5.0 **Total Reviews:** 294 #### Who Is the Company Behind Mooncamp? - **Seller:** [Mooncamp](https://www.g2.com/sellers/mooncamp) - **Year Founded:** 2019 - **HQ Location:** Köln, DE - **Twitter:** @MooncampHQ 69 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=abea624c8cfb3a5b06b6005f345a8c60512c38fb191be430986fe1f0033826ec&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F33515803%2F&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Software Engineer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 55% Small, 42% Medium #### What Do G2 Reviewers Say About Mooncamp? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **intuitive user experience** of Mooncamp, enabling easy adoption and efficient team organization. - Users value the **effective goal tracking** features of Mooncamp, enhancing collaboration and visibility in progress monitoring. - Users appreciate the **robust OKR management** of Mooncamp, simplifying tracking and execution of objectives effectively. - Users appreciate the **effective tracking capabilities** of Mooncamp, enabling seamless organization and enhanced productivity for teams. - Users love the **complete visibility** of objectives in Mooncamp, enhancing transparency and collaboration within teams. ##### Cons - Users find **poor usability** in Mooncamp, citing an unintuitive interface and unhelpful drop-down menus on large screens. - Users find the **ineffective feedback management** in Mooncamp limits personal expression and complicates private discussions. - Users report **mobile interface issues** , noting the app is not optimized for smaller screens. - Users report **layout issues** with Mooncamp, including an obstructive menu and a rigid feedback process. - Users find the **learning curve challenging** , with expectations for certain features not always being met initially. #### What Are Recent G2 Reviews of Mooncamp? **["Efficient Team Management with Outstanding Support"](https://www.g2.com/survey_responses/mooncamp-review-12380932)** **Rating:** 5.0/5.0 stars _— Tobias K._ [Read full review](https://www.g2.com/survey_responses/mooncamp-review-12380932) **["Clean and Easy to Use UI, with Customization Options"](https://www.g2.com/survey_responses/mooncamp-review-12664960)** **Rating:** 5.0/5.0 stars _— Pamela R._ [Read full review](https://www.g2.com/survey_responses/mooncamp-review-12664960) #### What Are G2 Users Discussing About Mooncamp? - [What is Mooncamp used for?](https://www.g2.com/discussions/what-is-mooncamp-used-for) ### [WorkBoard](https://www.g2.com/products/workboard/reviews) WorkBoardAI is the enterprise system of record for strategy and execution, powered by AI agents. It helps organizations execute faster, smarter, and leaner by connecting long-range strategy to daily work and reinforcing disciplined operating rhythms across leaders and teams. Enterprises use WorkBoardAI to align priorities, raise operational capacity, and turn strategy into measurable outcomes with AI Chief of Staff and Leadership Coach agents embedded into the flow of work. WorkBoardAI customers include Boeing, Viasat, BAE Systems, 3M, A.O. Smith, Renault Group, Capital One, State Street, Experian, Elevance Health, DaVita, BlueCross BlueShield, Cisco, Workday, Red Hat, 8x8, UnitedHealth Group, Avery Dennison, Mars, Nordstrom, Vestas, Dominion Energy, Albemarle, and more. Business leaders use WorkBoardAI to: • Execute strategy faster, smarter, and leaner • Align multi-year priorities to quarterly OKRs • Raise organizational velocity without adding headcount • Replace status updates with decision-ready executive briefs • Automate operating cadence reporting and MBRs • Surface execution risks and cross-functional dependencies early • Increase certainty and predictability in performance • Strategize and optimize using AI grounded in real execution data WorkBoardAI gives business leaders a system of record for strategy and execution, with AI agents that reinforce alignment, accountability, and follow-through across the enterprise. HR leaders use WorkBoardAI to: • Build stronger leaders at scale with AI Leadership Coach agents • Increase manager effectiveness and coaching consistency • Align performance conversations to business outcomes and OKRs • Raise operational capacity across the management layer • Reinforce accountability, recognition, and feedback habits • Improve cross-functional alignment and team dynamics • Measure and demonstrate impact on business performance WorkBoardAI helps HR leaders strengthen leadership capability while embedding execution discipline into daily work. Leaders and teams rely on WorkBoardAI for effective execution: “We chose WorkBoardAI to drive strategy execution in a faster-changing world. Its AI will help us improve strategic clarity, focus, operational rigor, and coaching as we deliver on our vision.” - Peter Tur Kulve, Business Group President, Unilever "WorkBoard helps us stay focused. It’s the rhythm of the business that really helps us make sure we’re continuing to execute on our strategies.” - Steve Shafer, COO & President, A.O Smith “WorkBoard brought joy to our team! The AI experience is just magical, and it’s brought us closer together as a team and Product organization.” - Tiffany Christner, Chief of Staff Cloud Engineering, Boeing “Unlike chatbots, WorkBoardAI agents know the ever-changing strategic priorities, which makes them a powerful way to scale the workforce.” - Erik Huddleston, CEO, Aprimo “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 “I couldn't run my business without WorkBoard. We would be so much slower, and I would never have the data I need to navigate all the changes outside or drive the changes we need inside.” - Tina Murphy, President & CEO, GHX **Average Rating:** 4.7/5.0 **Total Reviews:** 103 #### Who Is the Company Behind WorkBoard? - **Seller:** [WorkBoard](https://www.g2.com/sellers/workboard) - **Company Website:** www.workboard.com - **Year Founded:** 2013 - **HQ Location:** Redwood City, CA - **Twitter:** @WorkboardInc 2,455 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=44039601a15ad8893b20582b621be61a6b6b4c482995b7d6981bb522e2a60fa3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3560537%2F&secure%5Burl_type%5D=linkedin_company_website) 102 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Medium, 33% Large #### What Do G2 Reviewers Say About WorkBoard? _AI-generated summary from verified user reviews_ ##### Pros - Users find WorkBoard to be exceptionally **easy to use** , offering clear structure and effective tracking of goals and priorities. - Users value the **structured goal management** in WorkBoard, enhancing clarity and alignment for team objectives and progress. - Users love the **structured progress tracking** of WorkBoard, simplifying goal management and enhancing team alignment. - Users appreciate the **clear communication** of WorkBoard, leading to focused discussions and aligned team efforts on goals. - Users value the **effective OKR management** capabilities of WorkBoard, enhancing alignment and collaboration across the organization. ##### Cons - Users find the **complexity** of WorkBoard daunting, hindering initial engagement and making it less beginner-friendly. - Users find the **limited features** of WorkBoard can hinder navigation and confuse new users, affecting engagement. - Users desire better **integration of strategy alignment with OKR functionality** and improved admin access for user support. - Users struggle with **clarity issues** related to mobile functionality and undefined pricing, complicating goal management on-the-go. - Users find the **confusing options** in WorkBoard can hinder adoption, especially for those unfamiliar with its interface. #### What Are Recent G2 Reviews of WorkBoard? **["Transparency, Alignment, Collaboration"](https://www.g2.com/survey_responses/workboard-review-10956988)** **Rating:** 5.0/5.0 stars _— Rory T._ [Read full review](https://www.g2.com/survey_responses/workboard-review-10956988) **["Centralized Goals, But Steep Learning Curve"](https://www.g2.com/survey_responses/workboard-review-12325424)** **Rating:** 4.0/5.0 stars _— Maitri P._ [Read full review](https://www.g2.com/survey_responses/workboard-review-12325424) #### What Are G2 Users Discussing About WorkBoard? - [What is your primary use case for Workboard, and how has it impacted your OKR management?](https://www.g2.com/discussions/what-is-your-primary-use-case-for-workboard-and-how-has-it-impacted-your-okr-management) - [What is Workboard used for?](https://www.g2.com/discussions/what-is-workboard-used-for) ### [Planview Portfolios](https://www.g2.com/products/planview-portfolios/reviews) 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](https://www.g2.com/sellers/planview) - **Company Website:** www.planview.com - **Year Founded:** 1989 - **HQ Location:** Austin, TX - **Twitter:** @Planview 3,049 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website) 1,868 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 **ability to manage projects and customize workflows** , enhancing their project management efficiency significantly. - Users find the **project tracking features** invaluable for managing portfolios and customizing workflows easily. - Users value the **automation capabilities** of Planview Portfolios, enhancing project management and reporting efficiency. - Users value the **customization capabilities** in Planview Portfolios, enhancing their project management and reporting flexibility. - Users value the **customizability** of Planview Portfolios, enhancing workflow management and reporting flexibility. ##### Cons - Users find the **lengthy support process** frustrating, as it takes time to resolve issues through the ticket system. - Users feel that the **missing features** in Planview Portfolios hinder flexibility and dynamic input based on user data. - Users find the **poor design** of Planview Portfolios frustrating, particularly regarding the lack of dynamic input fields. - Users highlight the need for a **better layout design** in Planview Portfolios to enhance user interaction and experience. - Users feel the **UI is poorly designed** , especially needing dynamic features for better data entry and experience. #### What Are Recent G2 Reviews of Planview Portfolios? **["Versatile but Needs Better User Roles Management"](https://www.g2.com/survey_responses/planview-portfolios-review-12748110)** **Rating:** 4.0/5.0 stars _— Lynette P._ [Read full review](https://www.g2.com/survey_responses/planview-portfolios-review-12748110) **["Planview Portfolios Transformed Our Data-Driven Enterprise Portfolio Strategy"](https://www.g2.com/survey_responses/planview-portfolios-review-12755131)** **Rating:** 5.0/5.0 stars _— Richard M._ [Read full review](https://www.g2.com/survey_responses/planview-portfolios-review-12755131) #### What Are G2 Users Discussing About Planview Portfolios? - [How much does Planview Enterprise Cost?](https://www.g2.com/discussions/how-much-does-planview-enterprise-cost) - [What is Planview CTM?](https://www.g2.com/discussions/what-is-planview-ctm) - [What is the purpose of Planview?](https://www.g2.com/discussions/what-is-the-purpose-of-planview) - [What is Planview Enterprise One?](https://www.g2.com/discussions/what-is-planview-enterprise-one) - 1 comment ### [AchieveIt](https://www.g2.com/products/achieveit/reviews) 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](https://www.g2.com/sellers/achieveit) - **Company Website:** www.achieveit.com - **Year Founded:** 2010 - **HQ Location:** Atlanta, GA - **Twitter:** @GoAchieveIt 10,680 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60c0e6d505449dc1ccdfdd7ab9dcb71f213a469afa91bbb4a2542dcb0fb8fae7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296143%2F&secure%5Burl_type%5D=linkedin_company_website) 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 find AchieveIt to be incredibly **easy to use** , with excellent support for seamless implementation and updates. - Users value the **clear visibility into strategy execution** , making it easy to track and manage progress effectively. - Users appreciate the **clear visibility into progress tracking** , enhancing strategy execution and team alignment on goals. - Users value the **supportive team collaboration** of AchieveIt, which enhances accountability and drives measurable results effectively. - Users commend AchieveIt's **personalized and professional customer support** , greatly enhancing their strategic planning experience and outcomes. ##### Cons - Users find **limited customization** options frustrating, impacting their ability to tailor the platform to their specific needs. - Users find the **dashboard issues** in AchieveIt overwhelming for new users, hindering a smoother experience. - Users find the **learning curve steep** , especially for newcomers and team members transitioning to AchieveIt. - Users find AchieveIt to have a **not intuitive interface** , with modifications and integrations requiring extra effort. - Users find **poor integration** with Excel and other platforms a significant barrier, complicating data management and analysis. #### What Are Recent G2 Reviews of AchieveIt? **["Visual, User-Friendly, and Unmatched Support"](https://www.g2.com/survey_responses/achieveit-review-11320965)** **Rating:** 5.0/5.0 stars _— Liza T._ [Read full review](https://www.g2.com/survey_responses/achieveit-review-11320965) **["User-Friendly with Integration Challenges"](https://www.g2.com/survey_responses/achieveit-review-12078978)** **Rating:** 4.5/5.0 stars _— Patrick F._ [Read full review](https://www.g2.com/survey_responses/achieveit-review-12078978) #### What Are G2 Users Discussing About AchieveIt? - [What is your experience with AchieveIt for strategy execution, and what features do you find most valuable?](https://www.g2.com/discussions/what-is-your-experience-with-achieveit-for-strategy-execution-and-what-features-do-you-find-most-valuable) - [What is AchieveIt used for?](https://www.g2.com/discussions/what-is-achieveit-used-for) ### [ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews) 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:** 177 #### Who Is the Company Behind ClearPoint Strategy? - **Seller:** [ClearPoint Strategy](https://www.g2.com/sellers/clearpoint-strategy) - **Company Website:** www.clearpointstrategy.com - **Year Founded:** 2008 - **HQ Location:** Arlington, VA - **Twitter:** @clearpointstrat 886 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7e644911d15eef03e079eb4bf5c38691734ffa7ddd9c4d165416e9808f2fd86c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F706074%2F&secure%5Burl_type%5D=linkedin_company_website) 29 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Government Administration, Non-Profit Organization Management - **Company Size:** 41% Medium, 33% Large #### What Do G2 Reviewers Say About ClearPoint Strategy? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **exceptional customer support** from ClearPoint, facilitating effective use and customization of the software. - Users find the **ease of use** of ClearPoint Strategy invaluable for effective reporting and team collaboration. - Users find ClearPoint Strategy's **customer service supportive and responsive** , significantly enhancing their overall experience and workflow efficiency. - Users find ClearPoint Strategy to be **incredibly intuitive** , enabling team-wide engagement across various organizational levels. - Users love the **reporting efficiency** of ClearPoint Strategy, simplifying data management and enhancing team collaboration. ##### Cons - Users find a significant **learning curve** with ClearPoint Strategy, making initial use challenging for new administrators. - Users find the **learning difficulty** of ClearPoint Strategy challenging, especially with its video tutorials and user interface. - Users find that **limited customization options** hinder their ability to tailor reports and visuals effectively within ClearPoint Strategy. - Users feel that the interface could be more **intuitive** , with a learning curve for new users and task navigation challenges. - Users find the **difficult setup** process of ClearPoint Strategy to be complex and time-consuming, hindering usability. #### What Are Recent G2 Reviews of ClearPoint Strategy? **["ClearPoint - Creating solutions for their clients"](https://www.g2.com/survey_responses/clearpoint-strategy-review-930208)** **Rating:** 5.0/5.0 stars _— Regina M._ [Read full review](https://www.g2.com/survey_responses/clearpoint-strategy-review-930208) **["Building our Strategic Workspace with ClearPoint Strategy"](https://www.g2.com/survey_responses/clearpoint-strategy-review-12551444)** **Rating:** 4.0/5.0 stars _— Austin C._ [Read full review](https://www.g2.com/survey_responses/clearpoint-strategy-review-12551444) #### What Are G2 Users Discussing About ClearPoint Strategy? - [What advice do you have for others considering ClearPoint Strategy for strategic planning?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-clearpoint-strategy-for-strategic-planning) - [What is ClearPoint Strategy used for?](https://www.g2.com/discussions/what-is-clearpoint-strategy-used-for) Spotlight Categories [Corporate Learning Management Systems](https://www.g2.com/categories/corporate-learning-management-systems) [Video Conferencing Software](https://www.g2.com/categories/video-conferencing) [Help Desk Software](https://www.g2.com/categories/help-desk) [Data Observability Software](https://www.g2.com/categories/data-observability) [Event Management Platforms](https://www.g2.com/categories/event-management-platforms) Similar Categories - [Capital Project Management](/categories/capital-project-management) - [Earned Value Management](/categories/earned-value-management) - [Kanban Project Management](/categories/kanban-project-management) - [Project and Portfolio Management](/categories/project-and-portfolio-management) - [Project Collaboration](/categories/project-collaboration) - [Project Cost Management](/categories/project-cost-management) - [Project Management](/categories/project-management) - [Project Management Tools](/categories/project-management-tools) - [Resource Management](/categories/resource-management) - [Stakeholder Relationship Management Software](/categories/stakeholder-relationship-management-software) - [Strategic Planning and Execution](/categories/strategic-planning-and-execution) - [Task Management](/categories/task-management-software) - [Work Management](/categories/work-management) [Browse Strategic Portfolio Management Themes](/categories/strategic-portfolio-management/themes) ![Subhransu Sahu](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Subhransu Sahu") SS Researched and written by [Subhransu Sahu](https://research.g2.com/insights/author/subhransu-sahu) Updated Products classified in the overall Strategic Portfolio Management category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Strategic Portfolio Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Strategic Portfolio Management category. In addition to qualifying for inclusion in the Strategic Portfolio Management Software category, to qualify for inclusion in the Medium-Sized Business Strategic Portfolio Management Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. Top Tools at a Glance | | Strategy-to-execution portfolio governance inside ServiceNow | User Review "A Resource Conflict We Caught Before It Delayed Multiple Projects." | | | Strategy-to-execution alignment with AI-driven portfolio visibility | User Review "AI-Driven ESG Reporting That Keeps Sustainability Metrics Organized" | | | Jira-native project time and cost tracking | User Review "Tempo Boosts Team Collaboration and Time Management" | | | Cascaded OKR execution with cross-functional alignment | User Review "Best OKR Tool in Industry" | | | Cross-organizational strategic plan execution and accountability | User Review "Visual, User-Friendly, and Unmatched Support" | | | CPM scheduling with enterprise-wide resource portfolio control | User Review "Promising Tool with Scope for Enhancements" | | | Balanced Scorecard execution with automated strategy reporting | User Review "ClearPoint - Creating solutions for their clients" | | | Rapid portfolio-wide cloud readiness assessment | User Review "Efficient Analysis & Confident Modernization" | * * * Show More