Workpath Features
Prepare (5)
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
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Plan (8)
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.
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Project Planning
Organize and schedule projects
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Activity Planning
Optimize (8)
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).
Status Tracking
Track the status over time for a request, process, asset, or transaction
Task Progress Tracking
Track the status and progress of tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Communication (4)
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
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.
Goal Creation (5)
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Team OKR
Allows users to make team-wide OKRs.
Individual OKR
Allows users to make OKRs for individual team members.
Mind Mapping
Allows users to arrange tasks and goals in a mind map.
Action Item Creation
Allows users to create goals and takss based on action items decided in in-person meetings.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
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
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
Additional Functionality (93)
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
KPI Monitoring
Tracking the status of previously identified performance measurements
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Budgeting/Forecasting
Create budgets based on historical data and future projections
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Visualization
Graphical representation of data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Ad hoc Reporting
Generate one-off reports that meet information requirements
Data Management
Ability to handle large datasets
Scorecards
Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions
Secure Data Storage
Securely stores data to prevent data loss or breaches
Trend/Problem Indicators
Visually identify direction of development and areas that require attention
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Self Service Data Preparation
Access, combine, transform, and store data without the help of an IT department
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Data Import/Export
Import and export data to and from software applications
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Benchmarking
Compare key metrics for the business against prominent players in the industry
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Data Integration
Combining data from different sources and providing a unified view
Predictive Analytics
Predict future data based on historical data sets
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Prioritization
Arrange tasks based on the level of priority or urgency
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Projections
Estimate or forecast of a future scenario based on the study of present trends
Dashboard Creation
Creation and customization of dashboards
Document Management
Store, manage, and track all electronic documents in a centralized location
Planning Tools
Idea Management
Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
Progress Reports
Document and report the progress of ongoing projects
Customizable Reports
Alter the layout and content of reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Reporting
Active reporting of data and metrics
Commenting/Notes
Leave comments and notes on documents for others to view
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Forecasting
Form predictions based on past and present data/trends
Task Management
Create, manage and track all task activities and progression
Project Accounting
Manage and track financials on a project-to-project basis
Modeling & Simulation
Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making
Single Sign On
Allow users to access multiple services after entering their login credentials once
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Data
Receive data and information in real time
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Negative Feedback Management
Identify, track, and respond to negative feedback
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Real-Time Reporting
Active reporting of data and metrics
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Task Progress Tracking
Track the status and progress of tasks
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Prioritization
Arrange tasks based on the level of priority or urgency
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Reports
Alter the layout and content of reports
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Project Planning
Organize and schedule projects
Data Visualization
Graphical representation of data
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
API
Application programming interface that allows for integration with other systems/databases
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Task Management
Create, manage and track all task activities and progression
Real-Time Updates
Receive system updates as soon as any changes are made
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Progress Reports
Document and report the progress of ongoing projects
Single Sign On
Allow users to access multiple services after entering their login credentials once
Goal Management
Allows employees to set and manage work or career related goals
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Customizable Dashboard
Alter the layout and content of dashboards
Real-Time Data
Receive data and information in real time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Configurable Workflow
Configure existing workflows to meet your organization's needs
Document Storage
Store and organize documents in a centralized system
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Commenting/Notes
Leave comments and notes on documents for others to view
KPI Monitoring
Tracking the status of previously identified performance measurements
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements