--- title: StrategyWorks Reviews meta_title: 'StrategyWorks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how StrategyWorks works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 9 scale: '5' date_modified: '2026-07-12' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # StrategyWorks Reviews **Vendor:** Shapecast **Category:** [Strategic Planning and Execution Software](https://www.g2.com/categories/strategic-planning-and-execution) **Average Rating:** 4.7/5.0 **Total Reviews:** 9 ## About StrategyWorks StrategyWorks is an easy-to-use strategy management solution which creates a real time, single view of your strategy. It integrates delivery across the organisation and links it to strategic outcomes, enabling you focus resources on what really matters. Objectives, KPIs, OKRs and all aspects of delivery can be fully managed and maintained within StrategyWorks. StrategyWorks can also link and manage any execution and data in third party systems to give you a live, fully integrated, complete view of all aspects of strategy, value management and accountability. StrategyWorks is your complete platform to manage all aspects of execution and delivery in a simple, beautiful system. StrategyWorks is used by stakeholders across the organisation, from leadership team members, to PMO staff to delivery leads and staff working in teams. StrategyWorks is now fully featured and FREE for your first 5 users so you can test out and try the power of StrategyWorks in your organisation. ## StrategyWorks Reviews ### 1. StrategyWorks Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2020 **What do you like best about StrategyWorks?** Many companies struggle to determine what programmes and projects directly support strategic aims and what don’t. Also, it’s often difficult to demonstrate whether a programme or project still continues to support company strategy, even if it did at initiation. I have run exercises with a number of my clients to rationalise portfolios so that all programmes and projects therein demonstrate clear support for strategy and are not in the portfolio because of someone shouting loud enough. StrategyWorks would have been a really useful tool to have at that time. Impressive features include: • Drill down capability – great tool being able to drill down through the hierarchy from vision right down to activity. • Local terminology mapping – very helpful to be able to change SW native terms to whatever the customer is familiar with. • Dashboard – very useful way of displaying key information. • Reporting e.g. Benefit Alignment Report – I love this one. “40 Projects with No Planned Benefit” – Brilliant! Let’s terminate them! • Sliding timescale – I really like the way you can shrink or extend the time scale using the grey bar at the bottom of the screen – this is helpful for viewing a snapshot in time as well as the full timescale. **What do you dislike about StrategyWorks?** Some small areas for improvement - given the newness of SW this is not surprising and I'm sure that the ShapeCast Team have these covered within the SW product roadmap. **What problems is StrategyWorks solving and how is that benefiting you?** See above. ## StrategyWorks Discussions - [What is StrategyWorks used for?](https://www.g2.com/discussions/what-is-strategyworks-used-for) - [View StrategyWorks pricing details and edition comparison](https://www.g2.com/products/strategyworks/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+12%3A48%3A06+-0500&secure%5Bsession_id%5D=69e4188d-cc87-4c99-ac1c-b853f1952da3&secure%5Btoken%5D=c85df06335330e598a3cbf48739487df3b93494ba4fa057e80adaee849518633&format=llm_user) ## StrategyWorks Features **Prepare** - Strategy Map - Strategy Model - Rules - Frameworks - Customizable Templates **Financial Planning** - Extended Planning - Reporting - Integration - Self-Service Reporting **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning - Budgeting/Forecasting **Plan ** - Vision Statement - Goals - Collaboration - Cascade Planning - Strategic Planning - Project Planning - Scenario Planning - Activity Planning **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates - Real-Time Data **Optimize** - Progress Tracking - KPIs - OKR - Status Tracking - Task Progress Tracking - Activity Tracking - Milestone Tracking - Goal Setting/Tracking **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards - Approval Process Control **Execute** - Performance - Communication - Alignment - Performance **Additional Functionality** - Predictive Analytics - Multi-Language - Generative AI - Currency Management - AI Copilot - User Management - Project Management - Risk Management - Real-Time Analytics - Audit Trail - Tax Management - Investment Management - Transaction History - Data Import/Export - Fixed Asset Management - Mobile Access - Transaction Monitoring - API - Project Time Tracking - Projections - Consolidation/Roll-Up - General Ledger - Purchasing & Receiving - Real-Time Monitoring - Configurable Workflow - Dashboard Creation - Accounting - Electronic Payments - Revenue Recognition - Invoice Management - Compliance Management - "What If" Scenarios - Workflow Management - Multi-Currency - Planning Tools - Visual Analytics - Cash Management - Customizable Reports - Bank Reconciliation - Invoice Processing - Multi-Company - For Investors & Traders - Expense Tracking - Purchase Order Management - Access Controls/Permissions - Activity Dashboard - Reporting/Analytics - Alerts/Notifications - Billing & Invoicing - Receipt Management - Profit/Loss Statement - Income & Balance Sheet - Cash Flow Management **Additional Functionality** - Trend Analysis - KPI Monitoring - Visual Analytics - Financial Management - Budgeting/Forecasting - Workflow Management - Data Visualization - Collaboration Tools - AI Copilot - Ad hoc Reporting - Data Management - Scorecards - Secure Data Storage - Trend/Problem Indicators - Reporting/Analytics - Dashboard - Self Service Data Preparation - Generative AI - Performance Metrics - Data Import/Export - "What If" Scenarios - Benchmarking - Third-Party Integrations - Data Extraction - Data Integration - Predictive Analytics - Drag & Drop - Prioritization - Financial Analysis - Projections - Dashboard Creation - Document Management - Planning Tools - Idea Management - Progress Reports - Customizable Reports - Activity Dashboard - Real-Time Reporting - Commenting/Notes - Template Management - Roadmapping - Performance Management - Forecasting - Task Management - Project Accounting - Modeling & Simulation - Single Sign On - API - Reporting & Statistics - Real-Time Data - Charting - Gantt/Timeline View - Sales Forecasting ## Top StrategyWorks Alternatives - [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) - 4.8/5.0 (244 reviews) - [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) - 4.4/5.0 (411 reviews) - [Perdoo](https://www.g2.com/products/perdoo/reviews) - 4.4/5.0 (541 reviews)