Business Strategy

​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.

Business Strategy planning in one place
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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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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

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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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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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 & 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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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

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.

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Tackle 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.

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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.

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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.

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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.

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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.

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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

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/public/pb7v5n6n/solution/611e7f4a7c5d9316e4bb8dd4
Create and maintain revenue targets, operational expenses and key assumptions at the company, department or team level

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/public/pb7v5n6n/solution/611e87afcada559bf2cfc20c
Prepare for the business battlefield ahead of you with a strong plan

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/public/pb7v5n6n/solution/611e89af13db650552164c17
Track pitch decks for tailoring your story to external audiences

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/public/pb7v5n6n/solution/5fb6b7be5c84bc7cb1d61302
Define organizational, departmental and team goals along with the key performance indicators to measure results

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/public/pb7v5n6n/solution/5fb81e7e6b22670f80ecd6c3
Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring

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/pb7v5n6n/solution/611f4ad995f2e46a6684656e/611f4ad995f2e46a66846571/611f4ada8412cd044d59e1df/grid
Solution that digitized the operating system tools, facilitates planning, tracks company and departmental rocks/goals, manages weekly pulse meetings and the IDS process

EOS Program

Take the guesswork out of getting things done in high-growth companies with an EOS used by 80,000 organizations worldwide. This solution digitized the operating system tools, facilitates planning, tracks company and departmental rocks/goals, manages weekly pulse meetings and the IDS process.

Solution that digitized the operating system tools, facilitates planning, tracks company and departmental rocks/goals, manages weekly pulse meetings and the IDS process
https://app.smartsuite.com/public/pb7v5n6n/solution/611ea99e294eafe0cec290a0

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