Board and Management Reporting Software

Deliver insights & visibility to board members & key stakeholders without all the headaches

How's that KPI progressing? Can leadership easily answer that question across the business?

AchieveIt helps connect, manage, execute, & report on KPIs & Goals across your organization -- in one single location.

Modernize how you manage board reporting and insights

  • Automate Updates

  • Increase Visibility

  • Connect Information

  • Drive Accountability

  • Improve Execution

Automate update collection across all of your strategic plans

Before AchieveIt

Your business may be collecting a large amount of insightful data, but is it consistently reported and easy to access?

One of the fastest ways to improve your business performance is to standardize and automate reporting across all teams and departments.

update collection is a pain


With AchieveIt

With AchieveIt, you can unify your employees' data and ensure that you never waste time reformatting reports and dashboards.

AchieveIt keeps your data uniform across your organization, which reduces employee frustration and helps you save time and money by letting you get back to more important things. 

update collection with strategic planning software


Hear from our awesome customers

Jaime G.

Physician Liaison

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"Strong platform for organizing group efforts"

"It keeps track of our marketing/outreach efforts as a service line by organizing reports within our respective regions in one centralized location. With myself and my counterparts, its helping managers quickly get a feel for the efforts occurring in each region without having to do a deep dive into daily/weekly reports. We have dotted reported lines to different site managers as well as our service line system managers. Helps reduce redundancy in reporting to each individual."

Christine B.

Project Liaison

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"Great Productivity Software"

"AchieveIt provides accountability, metrics and reports that can be readily accessed and used for making informed decisions."

Jordan G. 

Chief of Staff

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"Powerful, easy-to-use strategic planning software for implementation, tracking, and reporting"

"AchieveIt is a centralized, dynamic software system for plan implementation, tracking, and reporting that: provides plan visibility and transparency across the organization; creates alignment and synergy in plan implementation across departments; tracks plan performance at multiple levels and timespans; and reports progress to stakeholder groups using visual templates and dashboards."

Scott R. 

QA Document Control Specialist

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"Great Dashboard Tool for Organization Visibility"

"Our organization leverages the dashboard functionality to report on project progress and status. Leveraging the tool has allowed us to create polished reports for our Executive team that follow a standard look and template."

David M.

Director, Strategy

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"Wonderful Experience"

"Being able to input the annual strategic plan and then somewhat seamlessly track our progress has been amazing. For our leadership who prefer visual, we are able to send automated reports each month so that they can review progress at a glance. It helps our teams stay on track, and if there is an issue, the report alerts the team leads so that they can work with the individual(s) to identify the issue and take action so that we don't fall behind."

Greg R. 

Chief Strategy Officer

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"A flexible platform for action plan management"

"We manage our organization-wide strategic plan from the platform and are working to cascade that plan to all levels of the organization. We also manage our organization's operational scorecard from the platform and have established quality management scorecards for all departments in the organization."

Deliver insights that matter with effective board and management reporting software

  • Build

  • Manage

  • Focus

  • Assess

  • Achieve

Plan & Reporting Creation

Easily build plans and reports — no matter the style

When your business has grown to include dozens to hundreds of employees and teams, it can be difficult to keep your structure consistent across your organization.

And that reporting shouldn't be inconsistent or force-fit into a software's specific planning methodology. 

With AchieveIt, create and connect an unlimited number of plans and reports in your format. Facilitate the alignment of plans, progress, and processes across the entire organization.

board and management reporting software creates aligned tree view

We're more than board and management software. We're a true partner.

Our team of Strategy Consultants and Customer Success Managers are with you every step of the way.

We'll enable success with AchieveIt AND ensure your strategic plans & strategy processes are set up for execution.

We've learned from implementing thousands of strategic plans so you don't have to.

Make strategy implementation easy

Your AchieveIt team will make your transition easy with onsite roll-outs, detailed trainings, and change management guidance.

Optimize plans for execution

Our team will be a second set of eyes on your plans to make sure they stand the best chance to achieve the best results.

Your committed partner

Got a question? Need help building reports? Want a tip to help your team send updates in on time? Our team is here to help in hours, not weeks.

Have a lingering question?

How much does AchieveIt cost?

We understand that not many organizations plan budget for a strategic planning software. So we priced AchieveIt to enable clear ROI through improved execution, saved time, and more.

Our pricing is customizable based on the number of users and full services. Detailed pricing plans can be found on our pricing page.

What does implementation look like?

Our goal is to have you successfully using the system as fast as possible. For most organizations, the first plan is live with updates collected inside of 30 days. But we'll partner with you to design an implementation timeline that fits your needs and timelines.

You'll have a designated Customer Success Manager & Strategy Consultant that will lead your implementation & ongoing success. 

What industries do you typically work with?

Our customer base includes organizations from nearly every industry imaginable. And that includes both small and large organizations.

Since the problem our strategic planning software solves is universal, we've built the system to be leveraged broadly. 

We have a larger concentration of customers in Healthcare, Government, Commercial, and Higher Education, but support many other industries.

Is there a limit to how many plans you can house/track in AchieveIt?

Nope! You can include as many (or as few) plans across your organization. And permissions keep plans, reports, and more specific to those who need them. Plus you'll never be charged based on how many plans you are tracking.

Is it easy to get plans & information into the system?

Absolutely. As part of implementation, we will work with you on the best way to build your existing plans into AchieveIt. Plans can be built manually or uploaded and there are several options for inputting additional information.

And since a strategic planning software might be new for your organization, we will review your plans to optimize them for execution based on best practices in strategic planning and execution.

How is AchieveIt different than other Strategic Planning Softwares?

While we feel AchieveIt is the best strategic planning software, many great applications have been built to help organizations succeed. And the market will continue to get better as more organizations embrace systems.

To be the best strategic planning software, we focus on helping organizations through three primary pillars:

  1. Cross Organizational Visibility — strategic planning often spans an organization so we've built ways to track integrated plans to keep an organization connected.
  2. Ease of Use — Whether you are an executive, plan leader, or initiative owner, we built the system to easily give you the information when and where you need it.
  3. A True Partner — Every single customer is designated a Customer Success Manager & Strategy Consultant that ensures you are successful with not just the software, but with your strategic planning & execution efforts. 

What types of plans does AchieveIt help track?

While many organizations leverage AchieveIt to track their strategic plans and initiatives, AchieveIt can handle the management of any 'plan' type.

Whether it's a strategic plan, operational plan, balanced scorecard, program, project, or other — we can help you.

Is the AchieveIt platform secure?

Strategic plans often have important & valuable information — so we built our platform to be safe & secure.

In addition to thorough security processes, we have a SOC 2 Type II Attestation and a FedRAMP Authority to Operate at the Low Impact Level.

Can AchieveIt integrate with our existing systems?

Yes. AchieveIt has a Data Integration API which enables you to import key metric data from existing systems into AchieveIt. This can eliminate the need for users to enter data in multiple places, reduce errors, and save time. 

You have a plan, now Achieve It

Join the organizations that have transformed how they interact with board and report on key results.

It's time to take back control of planning & execution.

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