Planning and Executing Winning Business Strategies
To achieve success in a competitive market you need to set clear goals and understand how to measure your progress. Start off strong with a business roadmap that documents every strategic goal, setting expectations and documenting long-term plans for every initiative.
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 & 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.
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.
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.
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.
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.
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.
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.
How SmartSuite Works For Your Teams
Marketing powered by our Work Management Platform puts unprecedented capability at your fingertips. Start easy, then enjoy 200+ features built to help you work the way you want.
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Visualize Your Strategy
Tailor reports and dashboards for teams and executives at every level of the organization. Track workflow, efficiently monitor risks and attack issues.
Solution Tab Link TextVisualize Your Strategy
Tailor reports and dashboards for teams and executives at every level of the organization. Track workflow, efficiently monitor risks and attack issues.
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Collaborate In Real-Time
Unite the entire company by removing obstacles of engagement between leadership and work teams. Comment and communicate directly where the work is getting done.
Solution Tab Link TextCollaborate In Real-Time
Unite the entire company by removing obstacles of engagement between leadership and work teams. Comment and communicate directly where the work is getting done.
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Tackle Cross-Functional Projects
Create cross-functional teams to tackle strategic initiatives and manage workflow.
Solution Tab Link TextTackle Cross-Functional Projects
Create cross-functional teams to tackle strategic initiatives and manage workflow.
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Automatically Prioritize Tasks
Keep everyone aligned and free resources to focus on the bigger picture while avoiding manual to-do lists. Add Priority fields to any application to visually separate and tackle urgent items.
Solution Tab Link TextAutomatically Prioritize Tasks
Keep everyone aligned and free resources to focus on the bigger picture while avoiding manual to-do lists. Add Priority fields to any application to visually separate and tackle urgent items.
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Automate Workflows
Use our intuitive automation builder to trigger workflow and keep strategic projects moving. SmartSuite Automations are good business strategy in and of themselves.
Solution Tab Link TextAutomate Workflows
Use our intuitive automation builder to trigger workflow and keep strategic projects moving. SmartSuite Automations are good business strategy in and of themselves.
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Deliver In Real-Time
Cultivate a collaborative culture while rallying your organization to tackle the day-to-day actions in real-time to reach your strategic vision.
Solution Tab Link TextDeliver In Real-Time
Cultivate a collaborative culture while rallying your organization to tackle the day-to-day actions in real-time to reach your strategic vision.
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Extend Your Reach
Integrate with adjacent systems to improve project workflow and keep your teammates productive. SmartSuite offers native integrations with category leading systems, connections through Zapier, and custom integration for any need using our API.
Solution Tab Link TextExtend Your Reach
Integrate with adjacent systems to improve project workflow and keep your teammates productive. SmartSuite offers native integrations with category leading systems, connections through Zapier, and custom integration for any need using our API.
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Stay Safe And Secure
Trust your strategic plan is safe and secure on infrastructure using industry best practices and leading privacy policies.
Solution Tab Link TextStay Safe And Secure
Trust your strategic plan is safe and secure on infrastructure using industry best practices and leading privacy policies.
Solution Tab Link TextBusiness Strategy
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.
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.
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.
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.
Objectives & Key Results
Define organizational, departmental and team goals along with the key performance indicators to measure results.
Corporate Social Responsibility
Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring.
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.
Data Room
Designed for due diligence, sales enablement, or operational reviews, this template includes interactive dashboards, sales metrics, customer insights, references, and a dedicated space for data requests.
