[
Cascade Reviews
](https://www.g2.com/products/cascade-strategy-cascade/reviews)

[
Cascade Reviews
](https://www.g2.com/products/cascade-strategy-cascade/reviews)

# Cascade Features

##### 
## Financial Insight (3)

Budgeting

Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Forecasting

Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Planning

Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

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##### 
## Data (4)

Data Visualization

Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Data Analysis

Scours data for actionable insights.

Custom Reporting

Allows users to customize their own reports according to business needs.

Reporting Templates

Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

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##### 
## Status Communication (4)

Collaboration

Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Version Control

Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Real-Time Data Updates

Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Scorecards

Displays and shares company performance data to increase transparency across the board.

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##### 
## Prepare (4)

Strategy Map

Create and manage maps for multiple strategies at the department or company level.

Strategy Model

Provide pre-defined strategy models that can be customized and combined by users

Rules

Define rules to assign employees and resources to various strategic plans

Frameworks

Support multiple strategy frameworks such as Balanced scorecard and OKR

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##### 
## Plan (4)

Vision Statement

Adds values, mission and vision statements to strategy plans

Goals

Assigns goals to strategic plans and define owners and milestones for each goal.

Collaboration

Allow users from multiple teams to collaborate on strategic planning and implementation.

Cascade Planning

Ensures that various teams, departments, and business entities are aligned with the strategy of the company.

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##### 
## Optimize (3)

Progress Tracking

Monitor the progress of all activities related to strategy and identify opportunities for improvement.

KPIs

Include KPIs to track the status and success of strategic operations.

OKR

Define and monitor objectives, and key results (OKR).

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##### 
## Communication (4)

Feedback

Allows managers and peers to provide feedback on goal progress.

Confidence Levels

Allows users to rate their confidence level concerning goal completion.

Messaging Integrations

Integrates with outside business instant messaging tools.

Onboarding

Provides built-in onboarding tools for new user adoption.

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##### 
## Goal Creation (3)

Team OKR

Allows users to make team-wide OKRs.

Individual OKR

Allows users to make OKRs for individual team members.

Action Item Creation

Allows users to create goals and takss based on action items decided in in-person meetings.

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##### 
## Financial Planning (3)

Extended Planning

Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Reporting

Reports on departmental KPI metrics measured against targets.

Integration

Consolidates planning processes across an organization into a single solution.

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##### 
## Execute (4)

Performance

Track the performance of strategy execution tasks and identity opportunities for improvement

Communication

Clearly communicate how strategy plans should be implemented accross all departments of the company

Alignment

Align all staheholders involved to improve collaboration, visibility, and performance

Performance

Track the performance of strategy execution tasks and identity opportunities for improvement

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##### 
## Strategic Planning - Strategic Portfolio Management (8)

Objectives

Define strategic objectives related to project and portfolio management

Roadmaps

Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements

Demand management

Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives.

Resource Planning

Assist with dynamic portfolio-level resource planning and what-if scenario modeling

Planning

Create plans to implement activities to achieve strategic objectives

Simulation

Simulate the outcomes of various business case scenarios and mix of projects

Prioritization

Assign priorities to projects and portfolios based on strategic objectives

Alignment

Align project and portfolios with the strategic objectives of the company

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##### 
## Strategic Management - Strategic Portfolio Management (8)

Visiblity

Provide a 360 view of all projects and portfolios and their corresponding strategies

Tracking

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Risk Management

Mitigate risks related to projects and portfolios that may impact strategic objectives

Implementation

Deploy strategic planning to project and portfolio management activities

Change Management

Facilitate the process of managing changes within the portfolio, including scope changes, resource adjustments, and schedule updates

Optimization

Help with continuous improvement and to adapt to strategy updates and market changes

Strategy Model

Provide pre-defined strategy models that can be customized and combined by users

Frameworks

Support multiple strategy frameworks such as Balanced scorecard and OKR

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##### 
## Data Analysis - Strategic Portfolio Management (3)

ESG Impact

Track environmental, social, and governance (ESG) metrics related to portfolios, such as gas emissions or diversity and inclusion

Financial Performance

Track the financial performance of portfolios in terms of cost savings, productivity improvements and increasd revenues

Forecasting

Enable forecasting future performance, resource requirements, and potential risks and opportunities

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##### 
## Artificial Intelligence - Strategic Portfolio Management (3)

Process Intelligence

Optimize workflows and processes using machine learning and natural language processing (NLP)

Predictive Insights

Use artificial intelligence to provide intelligent strategy modelling and proactive risk assessment

Virtual Agents

Provide an intelligent chatbot or virtual assistant that can answer questions, provide support, and automate tasks related to portfolio management

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##### 
## Agentic AI - Objectives and Key Results (OKR) (2)

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - FP&A (Financial Planning & Analysis) (2)

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### Categories on G2

[
Objectives and Key Results (OKR)
](https://www.g2.com/categories/objectives-and-key-results-okr)[
FP&A (Financial Planning & Analysis)
](https://www.g2.com/categories/fp-a-financial-planning-analysis)[
Strategic Planning and Execution
](https://www.g2.com/categories/strategic-planning-and-execution)

[
Strategic Portfolio Management
](https://www.g2.com/categories/strategic-portfolio-management)

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