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.

Business Strategy planning in one place

Watch our Business Strategy video

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
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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.

Create a dashboard of key company metrics and charts
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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.

Align your entire organization with SmartSuite
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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.

SmartSuite solutions adapt and grow along with your business
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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.

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

Manage all your objectives and key results
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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.

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

How SmartSuite Works For Your Teams

1
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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Create Reports And Dynamic Dashboards
2
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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Create Reports And Dynamic Dashboards
3
Tackle Cross-Functional Projects

Create cross-functional teams to tackle strategic initiatives and manage workflow.

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Create Reports And Dynamic Dashboards
4
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.

Learn more
Create Reports And Dynamic Dashboards
5
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.

Learn more
Create Reports And Dynamic Dashboards
6
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.

Learn more
Create Reports And Dynamic Dashboards
7
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.

Learn more
Create Reports And Dynamic Dashboards
8
Stay Safe And Secure

Trust your strategic plan is safe and secure on infrastructure using industry best practices and leading privacy policies.

Learn more
Create Reports And Dynamic Dashboards
Objectives grouped by department and sorted by status

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 Text
See open comments in a grid and click to open

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 Text
Create cross-functional teams to tackle strategic initiatives and manage workflow

Tackle Cross-Functional Projects

Create cross-functional teams to tackle strategic initiatives and manage workflow.

Solution Tab Link Text
Create design updates in a next-gen document

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 Text
Create rules to automatically trigger actions

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 Text
Create a project dashboard with daily stand-ups, tasks, world clock, calendar and files

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 Text
Integrate SmartSuite with your favorite productivity tools

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 Text
SmartSuite is powered by the secure AWS platform

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.
Company Strategy
View Interactive Demo

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.

Company Strategy
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
View Interactive Demo

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
View Interactive Demo

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/
Company Story
View Interactive Demo

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.

Company Story
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/wCiTQev143/
Objectives & Key Results
View Interactive Demo

Objectives & Key Results

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

Objectives & Key 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
View Interactive Demo

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
View Interactive Demo

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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