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Common Use Cases

Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.

Set goals and objectives to align your organization

Set Goals & Objectives
To Align Your Organization

Create a centralized and fully-integrated business strategy process in one unified platform. Develop your business roadmap, bringing together all of the information needed to plan, budget and establish key performance metrics. Monitor those results and continually adapt, adjusting priorities and aligning resources to meet changing business needs. Ensure responsible governance by tracking corporate social responsibility initiatives.

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Create a dashboard of key company metrics and charts

Monitor Metrics to
Achieve Every Goal

Define organizational, departmental and team goals along with the KPIs needed to measure results. You can visualize your organization's progress with SmartSuite's configurable reports and visual dashboards. Use automations to notify leadership when key metrics reach a threshold.

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Align your entire organization with SmartSuite

Align Your
Entire Organization

Craft company initiatives, create departmental plans and set budgets with SmartSuite to set clear expectations and keep your teams aligned. Display strategic initiatives in timeline view to visualize your plans, and leverage notifications and the My Work interface to communicate assignments and create accountability.

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SmartSuite solutions adapt and grow along with your business

From Startups
To Enterprises

From nimble startups managing pitch decks through enterprise organizations managing complex strategic initiatives, SmartSuite solutions adapt and grow along with your business. Centralize your processes and information to encourage data-driven decision-making, automating the interactions with your other business systems to ensure you have everything necessary to plan.

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Draft, review, publish and maintain your company Mission, Vision and Core Value

Tell Your
Company Story

Draft, review, publish and maintain your company Mission, Vision and Core Values so they come to life for your team. Map goals and objectives to your vision and ensure alignment with your values.

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Manage all your objectives and key results

Manage All Your
Objectives & Key Results

Document and publish your Mission, Vision and Core Values. Then craft Objectives for departments, teams or individuals and define Key Results for their attainment. Track progress with periodic OKR Check Ins to identify risks and remove barriers of delivery.

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SmartSuite allows your teams to interact and communicate while doing their work

Empower Teams to
Meet and Exceed Goals

SmartSuite allows your teams to interact and communicate while doing their work, creating a collaborative environment that lets them work smarter and more efficiently. Create a positive atmosphere with a governance program that supports corporate giving and responsibility. Communicate your progress with your board or external parties using SmartSuite's powerful sharing features.

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How SmartSuite Works For Your Teams

Visualize Your Strategy

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Explore All Features

Business Strategy

Click on the cards below to view a live, read only version of the solution template.
Define annual and quarterly strategic objectives, measurable company goals, and top company initiatives

Click to view live interactive demo of the solution

Company Strategy

Define annual and quarterly strategic objectives, measurable company goals, and top company initiatives. Facilitate planning meetings, and even cascade goals to departments or teams.

Define annual and quarterly strategic objectives, measurable company goals, and top company initiatives
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/jF0PBL13pV/
Create and maintain revenue targets, operational expenses and key assumptions at the company, department or team level

Click to view live interactive demo of the solution

Plans & Budgets

Translate rolling company strategic plans into profit. Create and maintain revenue targets, operational expenses and key assumptions at the company, department or team level.

Create and maintain revenue targets, operational expenses and key assumptions at the company, department or team level
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/xhneup9yZj/
Prepare for the business battlefield ahead of you with a strong plan

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Business Roadmap

Prepare for the business battlefield ahead of you with a strong plan. Then use this solution to track and adjust course until you win by defining goals and major initiatives.

Prepare for the business battlefield ahead of you with a strong plan
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/rr8twfYojq/
Track pitch decks for tailoring your story to external audiences

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Company Story

Get your entire company telling the same story by documenting your mission, vision and core values. Track pitch decks for tailoring your story to external audiences.

Track pitch decks for tailoring your story to external audiences
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/wCiTQev143/
Define organizational, departmental and team goals along with the key performance indicators to measure results

Click to view live interactive demo of the solution

Objectives & Key Results

Define organizational, departmental and team goals along with the key performance indicators to measure results.

Define organizational, departmental and team goals along with the key performance indicators to measure results
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/S0c55zcqFU/
Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring

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Corporate Social Responsibility

Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring.

Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/WrsxtA2KYS/
Strategy Roadmap

Click to view live interactive demo of the solution

Strategy Roadmap

Created by our partner Ken Tomlen to facilitate the process of developing a SmartSuite Strategy Roadmap. Centralize the tracking of processes, tables, Data Migration Strategy, and implementation timeline.

Strategy Roadmap
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/nhjJkglC5R/63f52d81cd0fe46d1245c2c1/63f52d81cd0fe46d1245c327

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