# Best Strategic Portfolio Management Software for Small Business

## 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=127747&focus%5B%5D=17885&focus%5B%5D=133475&focus%5B%5D=5156&focus%5B%5D=39848)

Highlighted products: ServiceNow Strategic Portfolio Management, Mooncamp, Cascade, Tempo, WorkBoard, and GanttPRO.

Underlying data: [Grid® JSON](https://www.g2.com/categories/strategic-portfolio-management/grids.json?focus%5B%5D=servicenow-strategic-portfolio-management&focus%5B%5D=mooncamp&focus%5B%5D=cascade-strategy-cascade&focus%5B%5D=tempo-2026-05-04&focus%5B%5D=workboard&focus%5B%5D=ganttpro-ganttpro&segment=small-business)

**Sponsored**

### 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.

[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=2026-08-02T20%3A10%3A47Z&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=27132&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%2Fsmall-business&secure%5Btoken%5D=de5cab532cb9b9d79e6defbcdc0faf05c8ad6b661026ca3e082ba28bbfad8afb&secure%5Burl%5D=https%3A%2F%2Fwww.clearpointstrategy.com%2Fget-a-demo&secure%5Burl_type%5D=book_demo)

### [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:** Project Manager, ServiceNow Developer
- **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

### [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)

### [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

### [Tempo](https://www.g2.com/products/tempo-2026-05-04/reviews)

Founded in 2009, Tempo Software is a Jira-native platform for strategic portfolio management, built to help organizations keep strategy, budgets, and delivery aligned as human and AI teams work side by side. Tempo brings together three product lines — Tempo, Strategic Roadmaps, and Structure PPM — into one connected system. Tempo is used by more than 30,000 companies, including one in three Fortune 500 organizations. Tempo's suite of solutions covers the full range of portfolio work, from individual projects to enterprise-wide programs: - Time tracking and financial management tools for logging hours, tracking costs, and managing budgets, capital expense, and operating expense across projects - Capacity and resource planning tools that show team availability, workload, and skill sets in real time, synced directly with Jira sprint data - Portfolio and program management tools that visualize multiple Jira projects, programs, and portfolios in a single, customizable view - Roadmapping tools that create shareable, audience-specific roadmaps for executives, product teams, and customers - Reporting and data visualization tools, including no-code dashboards, Gantt charts, and connectors for BigQuery, Tableau, and Power BI Organizations use Tempo to catch strategic drift before it compounds — the gap that opens up when plans, budgets, and delivery fall out of sync, especially as AI agents take on more work without filing a single status report. 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, so adjustments happen before small gaps turn into missed deadlines or blown budgets.

**Average Rating:** 4.4/5.0

**Total Reviews:** 135

#### Who Is the Company Behind Tempo?

- **Seller:** [Tempo](https://www.g2.com/sellers/tempo)
- **Company Website:** www.tempo.io
- **Year Founded:** 2015
- **HQ Location:** Boston, US
- **Twitter:** @TempoHQ  
1,800 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=42f5a2d7c895ac4f502daa176d49a62639e9ca0ed3f071ee4b53dfa601f64486&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9311598%2F&secure%5Burl_type%5D=linkedin_company_website)  
366 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Small, 23% Medium

#### What Do G2 Reviewers Say About Tempo?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **direct time logging from Jira tickets** , making tracking effortless and efficient for teams.
- Users love the **ease of use** of Tempo, making team time tracking and reporting effortless and straightforward.
- Users value the **easy integration** of Tempo with calendars and Jira, enhancing productivity and project tracking.
- Users value the **time-saving features** of Tempo, enabling efficient tracking and management of tasks and projects.
- Users love the **easy setup** of Tempo, making it simple to track team time and productivity effectively.

##### Cons

- Users find the **learning curve steep** , especially for larger teams with complex project structures and visibility settings.
- Users experience **slow UI performance** and limited flexibility for sudden changes, hindering efficiency during urgent tasks.
- Users report **poor customer support** , struggling with unresolved bugs that hinder productivity and complicate problem resolution.
- Users report **frequent software bugs** that lead to significant productivity loss and inadequate support response.
- Users highlight the **data inaccuracy** issue in Tempo, leading to challenges in effective planning and execution.

#### What Are Recent G2 Reviews of Tempo?

**["Tempo Boosts Team Collaboration and Time Management"](https://www.g2.com/survey_responses/tempo-review-13023692)**

**Rating:** 4.0/5.0 stars

_— Jannifer J._

[Read full review](https://www.g2.com/survey_responses/tempo-review-13023692)

**["Effortless time tracking with Tempo — clean UI and seamless Jira integration"](https://www.g2.com/survey_responses/tempo-review-13046174)**

**Rating:** 4.0/5.0 stars

_— nicole a._

[Read full review](https://www.g2.com/survey_responses/tempo-review-13046174)

#### What Are G2 Users Discussing About Tempo?

- [What do you recommend for companies considering Tempo Timesheets for time tracking and reporting?](https://www.g2.com/discussions/what-do-you-recommend-for-companies-considering-tempo-timesheets-for-time-tracking-and-reporting)
- [What is Tempo timesheet?](https://www.g2.com/discussions/what-is-tempo-timesheet)
- [Is Jira tempo free?](https://www.g2.com/discussions/is-jira-tempo-free) - 1 comment
- [How much does Tempo cost for Jira?](https://www.g2.com/discussions/how-much-does-tempo-cost-for-jira) - 2 comments
- [What does tempo software do?](https://www.g2.com/discussions/what-does-tempo-software-do) - 1 comment

### [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)

### [GanttPRO](https://www.g2.com/products/ganttpro-ganttpro/reviews)

GanttPRO is intuitive online Gantt chart software for robust project management. The tool meets the needs of project, product, and portfolio managers from different spheres. GanttPRO offers task, deadline, cost, resource, and portfolio management, team collaboration, time logging, baselines, advanced export and sharing features. Robust import from MS Project and Excel as well as ready-made professional templates allows starting projects right away.

**Average Rating:** 4.8/5.0

**Total Reviews:** 527

#### Who Is the Company Behind GanttPRO?

- **Seller:** [GanttPRO](https://www.g2.com/sellers/ganttpro)
- **Year Founded:** 2015
- **HQ Location:** Krakow, PL
- **Twitter:** @GanttPROcom  
745 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=964d0b07937e4de45ccdace8903c280ff9b178c22c5acf9a2a281551b2511b45&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fganttpro%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Student, Project Manager
- **Top Industries:** Higher Education, Computer Software
- **Company Size:** 76% Small, 11% Large

#### What Do G2 Reviewers Say About GanttPRO?

_AI-generated summary from verified user reviews_

##### Pros

- Users find GanttPRO's **ease of use** unmatched, enhancing project management with its intuitive design and clear functionalities.
- Users highlight the **intuitive interface** of GanttPRO, enhancing project management and boosting overall work efficiency.
- Users commend GanttPRO for its **team collaboration features** , enhancing communication and productivity among project members.
- Users find GanttPRO's **intuitive design** exceptionally easy to use, greatly enhancing their project management efficiency.
- Users praise GanttPRO's **intuitive user interface** , which simplifies project management and boosts efficiency effortlessly.

##### Cons

- Users find **missing features** like project duplication and scenario planning limits the functionality of GanttPRO.
- Users find GanttPRO's pricing **expensive** , posing challenges for students and small businesses with limited budgets.
- Users find GanttPRO's **steep learning curve** challenging for beginners, making it less accessible than simpler alternatives.
- Users find GanttPRO's **limited customization** options restrictive, craving for more flexibility and tailored features.
- Users express concerns about **billing issues** , particularly high pricing and unclear trial terms, affecting accessibility for students.

#### What Are Recent G2 Reviews of GanttPRO?

**["Clean, Intuitive, and Powerful Project Planning with GanttPRO"](https://www.g2.com/survey_responses/ganttpro-review-13110834)**

**Rating:** 5.0/5.0 stars

_— Geoffrey W._

[Read full review](https://www.g2.com/survey_responses/ganttpro-review-13110834)

**["Great tool for staying on top of complex projects!"](https://www.g2.com/survey_responses/ganttpro-review-13115829)**

**Rating:** 5.0/5.0 stars

_— Verified User in Higher Education_

[Read full review](https://www.g2.com/survey_responses/ganttpro-review-13115829)

#### What Are G2 Users Discussing About GanttPRO?

- [How do I convert Excel to Gantt chart?](https://www.g2.com/discussions/how-do-i-convert-excel-to-gantt-chart) - 1 comment
- [How do I create a Gantt chart online?](https://www.g2.com/discussions/how-do-i-create-a-gantt-chart-online) - 1 comment
- [How can I make a Gantt chart online for free?](https://www.g2.com/discussions/how-can-i-make-a-gantt-chart-online-for-free) - 1 comment
- [What is GanttPRO?](https://www.g2.com/discussions/what-is-ganttpro) - 2 comments

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- [Capital Project Management](/categories/capital-project-management)
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- [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)
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- [Resource Management](/categories/resource-management)
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- [Strategic Planning and Execution](/categories/strategic-planning-and-execution)
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- [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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Strategic Portfolio Management category.

In addition to qualifying for inclusion in the Strategic Portfolio Management Software category, to qualify for inclusion in the Small Business Strategic Portfolio Management Software category, a product must have at least 10 reviews left by a reviewer from a small business.

Top Tools at a Glance

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Strategy-to-execution portfolio governance inside ServiceNow

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"A Resource Conflict We Caught Before It Delayed Multiple Projects."

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Cascaded OKR execution with cross-functional alignment

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CPM scheduling with enterprise-wide resource portfolio control

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Balanced Scorecard execution with automated strategy reporting

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Rapid portfolio-wide cloud readiness assessment

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"Efficient Analysis & Confident Modernization"

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