Modernizing Strategy & OKRs
SmartSuite connects strategic objectives, OKRs, KPIs, and key initiatives so every team understands how their work ladders up to organizational goals. Track progress with live dashboards and link outcomes directly to the projects, programs, and people delivering real impact.
One Platform for Connected Strategy, OKRs & Execution
SmartSuite brings strategic goals, OKRs, KPIs, and initiatives together in one unified system. Align teams, clarify priorities, increase accountability, and ensure every project and program connects to desired outcomes.
Goal Definition
Define objectives and key results across teams and levels.
Execution Alignment
Link goals to initiatives, projects, and delivery work.
Performance Tracking
Monitor KPIs and progress with real-time dashboards.
Leadership Reporting
Provide clear visibility into strategic execution and outcomes.
Strategy & Planning Products
Core Capabilities of the Strategy & OKRs Suite
SmartSuite provides the tools organizations need to define strategic direction, track progress, and connect goals to execution.
Align strategy, goals, and execution with clear visibility and accountability.
Centralize objectives, OKRs, strategic initiatives, KPIs, and progress tracking in one connected workspace. SmartSuite links strategy to projects, programs, and outcomes—providing real-time insight, consistent alignment, and confidence that teams are executing against what matters most.
Define objectives and key results at the company, department, team, and individual levels with clear ownership and measurable outcomes.
Link OKRs directly to initiatives, projects, and programs so execution work clearly ladders up to strategic priorities.
Track major initiatives with milestones, timelines, dependencies, and owners to ensure strategy is translated into action.
Monitor progress with live dashboards and scorecards that surface performance trends, risks, and momentum across the organization.
Run quarterly or annual OKR cycles with structured check-ins, updates, scoring, and review workflows.
Automate progress rollups and status updates based on linked project and task completion to reduce manual reporting.
Maintain decision trails, approval records, and version history for objectives and OKRs to support governance and transparency.
Provide leadership with clear, real-time insight into strategic progress, alignment gaps, and areas requiring attention.
Align Teams Around Shared Strategic Goals
SmartSuite connects objectives, key results, KPIs, and responsibilities across the organization so teams understand how their work ladders up to strategic priorities.
Highlights:
- Multi-level OKRs for company, departments, teams, and individuals
- Linked objectives showing alignment to enterprise goals
- Collaborative goal-setting workflows with approvals and guidance
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Visualize Strategic Initiatives & Dependencies
Map strategic programs, major initiatives, and supporting projects with clear timelines, milestones, and dependencies to stay on track.
Highlights:
- Initiative roadmaps with Gantt, timeline, and milestone views.
- Dependency mapping to visualize risks, blockers, and critical paths.
- Linked initiatives connected directly to OKRs and KPIs.
Monitor Performance With Live KPIs & Scorecards
Leaders get real-time insight into strategic progress through dashboards that surface performance, risk, and momentum across teams.
Highlights:
- KPI scorecards with trend lines and drill-down analytics.
- RAG indicators for OKR progress and initiative health.
- Dashboards filtered by team, department, or strategic theme.
Connect Strategy to Execution Workflows
Tie OKRs and initiatives directly to projects, tasks, and deliverables so execution teams clearly understand expectations and priorities.
Highlights:
- Linked tasks and projects tied to each key result.
- Automatic progress updates based on work completion.
- Consistent workflows ensuring transparency across execution teams.
Reinforce Accountability & Focus With Transparency
Visibility into progress, blockers, and ownership keeps teams disciplined and leaders informed, reducing surprises during reviews.
Highlights:
- Progress updates and automated reminders for OKR owners.
- Version history of changes, decisions, and refinements.
- Quarterly review templates and automated cycle workflows.
Built For Modern Strategy & OKR Teams
SmartSuite brings enterprise-grade strategy and OKR management with consumer-grade usability. Choose the rollout path that fits your strategic maturity today—and expand as objectives, initiatives, and performance management needs grow.
Adopt a Single Capability
Begin with OKR Definition, KPI Tracking, or Initiative Alignment—prove value fast and expand from there.
Roll Out a Full Category
Enable Strategy & OKR Management end-to-end—connecting objectives, key results, initiatives, KPIs, and reviews in one connected system.
Deploy the Entire Strategy & OKR Suite
Standardize strategic execution with linked goals, delivery work, and real-time dashboards—delivering alignment, accountability, and confidence that teams are executing against what matters most.
Explore Further
Frequently Asked Questions
Answers to the most common questions about SmartSuite’s Governance, Risk, and Compliance capabilities.
SmartSuite links OKRs, KPIs, initiatives, and projects in one system — ensuring every team understands how their work contributes to company strategy.
Templates, approval workflows, and automated reminders guide teams through planning, review, and scoring.
Yes — leaders can build KPI dashboards, track trends, and view performance across departments and segments.
Shared dashboards, linked objectives, and initiative mapping help teams avoid duplication and stay focused on priorities.
Yes — SmartSuite consolidates OKR systems, scorecards, project tools, and initiative trackers into one integrated platform.
See How SmartSuite Aligns Strategy, OKRs & Execution
Experience the connected strategy platform where goals, KPIs, initiatives, and project work come together to create transparency, alignment, and measurable outcomes.
The Connected Value of SmartSuite Strategy & OKR Management
Quantifiable improvements achieved when organizations unify strategy planning, OKR tracking, KPIs, and initiative execution.
Source: Forrester TEI Study on GRC Automation, 2023 — organizations achieved 25–35% faster cross-department processes when data was centralized.
Faster OKR Alignment Across Teams
Centralized planning, templates, and approval workflows speed alignment between executives, departments, and teams.
Source: MetricStream Benchmark Report, 2024 — multi-framework control reuse reduced manual workload by 20–30%.
Better Visibility Into Strategy Execution
Live dashboards connect OKRs to project updates, KPIs, risks, and milestones — giving leadership improved insight into performance.
Source: Deloitte Internal Audit Trends, 2023 — automation tools decreased audit prep hours by 25–35%.
Reduction in Manual Status Reporting
Automated updates, linked KPIs, and real-time dashboards eliminate slide decks and manual reporting cycles.
Source: Forrester Workflow Efficiency Study, 2023 — integrated analytics tools reduced reporting effort by 25–30%
Improved Cross-Team Alignment & Accountability
Teams share one system for goals, KPIs, and initiatives — improving clarity and owner accountability across the org.
Key Benefits of the Strategy & OKRs Solution Suite
Modern organizations require real-time OKR visibility, connected KPIs, and initiative tracking that ties work directly to outcomes. SmartSuite provides a complete system for strategy alignment and execution.
Strategic Alignment, OKR Clarity & Organizational Focus
Define and manage OKRs at enterprise, departmental, team, and individual levels — all in one platform.
Connect goals to initiatives, projects, KPIs, tasks, risks, and dependencies for true alignment.
See how every objective ladders up to company strategy with visual goal trees and linked records.
Monitor progress, KPIs, and trend lines across teams, departments, and enterprise-wide metrics.
Give all employees visibility into priority goals, owners, due dates, and measurable outcomes.
Ensure every objective and key result has a defined owner responsible for progress.
Execution, Automation & Performance Management
Run quarterly or annual OKR cycles with templates, automated reminders, reviews, and owner workflows.
Manage initiatives with milestones, dependencies, timelines, risks, and ownership.
Use automations to track progress % changes, notify owners, or escalate stalled KPIs.
Use AI Assist to draft OKR updates, performance summaries, quarterly reviews, or leadership briefings.
Link OKRs to projects, tasks, epics, and programs managed across SmartSuite.
Eliminate slide decks and spreadsheets with live, connected performance updates.
Governance, Reporting & Decision-Making Confidence
Ensure leaders, managers, and teams see only the appropriate parts of the strategy hierarchy.
Eliminate spreadsheet drift and conflicting reports with centralized scorecards.
Empower executives with live insight into progress, risks, and priority metrics.
Track OKR changes, review comments, approvals, and adjustments over time.
Support OKR maturity models from lightweight adoption to full enterprise strategy frameworks.
Provide leadership with timely, accurate insight to guide prioritization and course correction.
Drive Alignment and Measurable Outcomes With Connected Strategy
SmartSuite eliminates fragmented planning tools and spreadsheet-based OKR tracking. Align objectives, standardize OKR cycles, and connect initiatives to live KPIs.
How the SmartSuite Platform Powers Strategy & OKRs
SmartSuite connects strategy definition, OKRs, initiatives, KPIs, and execution — enabling true organizational alignment and measurable outcomes.
Customize OKR structures, initiative templates, review cycles, KPIs, dashboards, and workflows without engineering.
Automate reviews, reminders, progress updates, owner notifications, and performance cycle tasks.
Use AI to draft OKR summaries, strategic narratives, scorecard updates, and quarterly business reviews.
Connect objectives → key results → KPIs → initiatives → tasks → risks → dependencies for true visibility.
Monitor performance across teams, departments, and organizational KPIs in real time.
Provide role-based access for executives, managers, and teams with audit trails and version history for OKR governance.
Connect Strategy, OKRs & Execution
SmartSuite links goals, KPIs, initiatives, and work execution, ensuring everyone understands how their contributions support the strategy.
Streamline OKR Cycles & Performance Reviews
Automated workflows ensure consistent planning, updates, cross-functional reviews, and performance cycles.
Gain Real-Time Insight Into Organizational Progress
Dashboards reveal KPI performance, initiative progress, risk trends, and OKR alignment — enabling data-driven decisions.
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Streamline OKR Cycles & Performance Reviews
Automated workflows ensure consistent planning, updates, cross-functional reviews, and performance cycles.
The SmartSuite Platform:
Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks so data flows between systems.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.
Security and Governance, Built for Enterprise Scale
SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation. Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action. With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.
Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
SOC 2, GDPR, and enterprise governance ready.
Work Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are. SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.
The Platform That Connects Strategy, OKRs & Delivery
SmartSuite links OKRs, KPIs, initiatives, and project execution — giving leaders real-time clarity on progress, risk, and impact.
Role-Based Capabilities for Strategy & OKRs
SmartSuite helps every strategic leader, department head, PMO member, and team contributor stay aligned, focused, and accountable to organizational priorities.
Executive Leadership
Chief Executive Officer (CEO)
Sets the organization’s strategic direction and ensures alignment across business units.
- Benefit Statement:
SmartSuite gives CEOs real-time visibility into strategic execution, KPI performance, and company-wide OKR progress.
- Benefit Source:
Executive dashboards, scorecards, initiative tracking, and progress summaries.
Strategic Oversight
Reviews enterprise OKRs, initiative progress, and KPI performance across business units in real time.
Progress Tracking
Monitors milestone confidence, execution risks, and cross-functional alignment against strategic goals
Leadership Reporting
Generates board-ready dashboards and summaries tied directly to company objectives and outcomes.
Executive Leadership
Chief Strategy Officer (CSO)
Oversees strategic planning, OKR governance, and cross-functional alignment.
- Benefit Statement:
SmartSuite provides a single platform to run strategy cycles, monitor initiatives, and manage strategic risks.
- Benefit Source:
Review workflows, dashboards, KPI connections.
OKR Governance
Oversees company-wide OKR cycles, ensuring objectives are structured, measurable, and aligned.
Initiative Coordination
Monitors cross-functional initiatives linked to strategic priorities and performance indicators.
Alignment Management
Ensures departmental OKRs ladder up clearly to enterprise goals and long-term strategy.
Executive Leadership
Head of PMO / PMO Director
Manages programs, initiatives, timelines, deliverables, and dependency risks.
- Benefit Statement:
SmartSuite links initiatives to strategy and OKRs, ensuring programs drive measurable outcomes.
- Benefit Source:
Timelines, risk logs, dependencies, dashboards.
Program Tracking
Monitors initiatives and programs connected to strategic objectives with clear milestone visibility.
Risk Monitoring
Tracks dependencies, risks, and execution blockers that impact strategic delivery.
Status Reporting
Produces consolidated portfolio updates tied to OKRs and strategic themes.
Strategic Management & PMO
Strategic Initiatives Manager
Coordinates strategic programs across teams.
- Benefit Statement:
SmartSuite enables cross-functional transparency and consistent initiative execution.
- Benefit Source:
Task workflows, dashboards, linked OKRs.
Initiative Execution
Coordinates cross-team workstreams that support strategic goals and OKRs.
Dependency Tracking
Identifies conflicts and sequencing risks across initiatives and supporting projects.
Stakeholder Alignment
Keeps executive sponsors and functional leaders informed with structured updates and dashboards.
Department & Team Leadership
Department Head / Functional Leader
Translates strategic goals into departmental OKRs and initiatives.
- Benefit Statement:
SmartSuite helps leaders monitor progress, remove blockers, and align teams.
- Benefit Source:
Team dashboards, review workflows.
OKR Planning
Defines departmental objectives and measurable key results aligned to enterprise strategy.
Team Alignment
Connects team initiatives and projects to strategic outcomes with clear ownership.
KPI Monitoring
Reviews department-level metrics and performance trends to ensure progress toward targets.
Built for Every Leader, Manager & Team Driving Strategic Outcomes
Whether you’re an executive team, strategy office, PMO, department head, or team lead, SmartSuite ensures everyone stays aligned and accountable.
Flexible Pricing Designed for Every Organization
Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.
User-Based Pricing
provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.
Solution-Based Pricing
is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.
User-Based Pricing: Simplify Access Across Every Team
Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.
- One per-user license for all SmartSuite solutions.
- Ideal for organizations connecting workflows across departments.
- Scalable across teams and business functions.
- Available in Team, Pro, and Enterprise plan tiers.
unified access.
- SmartSuite AI
- Min 3 Billable Users
- Unlimited Solutions
- 5,000 Records per Solution
- 50GB of File Storage
- 30 Days Recycle Bin
- SmartSuite AI
- Min 5 Billable Users
- Unlimited Solutions
- 100,000 Records per Solution
- 100GB of File Storage
- 45 Days Recycle Bin
- Folders
- Gmail and Outlook Integrations
- Advanced Permissions
- SmartSuite AI
- Min 10 Billable Users
- Unlimited Solutions
- 400,000 Records per Solution
- 500GB of File Storage
- 60 Days Recycle Bin
- SSO
- SCIM User Provisioning
- SCIM-Synced User Groups
- Audit Logs
- IP Address Restrictions
- Data Loss Prevention (DPL)
- European Data Residency
- Premium Support
Solution-Based Pricing: Purpose-Built for Enterprise Scale
For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based Pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.
- Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
- Purpose-Built for Scale — Designed for enterprises managing thousands of users.
- Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
- Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
and governance.
- Audit Management
- Issues Management
- Operational Resilience
- Business Impact Analysis (BIA)
- Incident Management
- Crisis Management
- Enterprise Risk Management:
- Third-Party Risk
- Vendor Portal
- Cyber Threat Management
- RCSA (Risk & Control Self-Assessment):
- Issues Management
- Business Structure
- Contract Management
- Policy Management
- Regulatory Change Management
- SOC 2 Compliance
- CRI Profile Compliance
- Control Framework & Regulatory Libraries
- Compliance Assessments & Testing
- ESG & Sustainability Management
Compare Our Pricing Models
Frequently Asked Questions
Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.
SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.
- Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
- Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
You can start by filling out the partner program registration form here.
By signing up to the Service Provider Partner Program you agree to our terms and conditions.
There is no cost. However, there are additional eligibility requirements to join.
First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!
Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
Flexible Pricing for Growing Strategy Organizations
Choose per-user or per-suite pricing that scales across Strategy, PMO, Finance, HR, and departmental teams.
Featured Resources
Explore through leadership, case studies, and insights from financial services leaders.
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SmartSuite Resources
Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.
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Getting Started with SmartSuite
Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.
Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.
See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.
Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.
Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.
Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.
Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.
Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.
Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.
Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.
Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.
Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.
Resources to Elevate Strategy Execution
Explore OKR templates, KPI scorecards, strategic planning guides, and thought leadership to drive performance and alignment.