Strategic Planning Software

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.

AchieveIt is designed for ease of use, ensuring a smooth experience from setup to everyday management. Here’s what makes our interface user-friendly:

Easy to get started: We aim to get most organizations up and running quickly with our expert customer success managers and consultants there to guide you every step of the way.

Easy to use: Whether you are building a plan, managing a plan, or simply updating a plan, the system is built to help you do your job in as few clicks as possible.

Easy to learn: We offer initial software training as part of our implementation process as well as ongoing support to make sure your team has everything they need to be successful on the platform.

AchieveIt provides powerful reporting and analytics tools to help you track progress, identify trends, and make data-driven decisions. Here’s how the platform supports your reporting needs:

Automated Reports & Dashboards: AchieveIt automates report generation and dashboard creation, saving time and ensuring everyone has access to the latest information. You can schedule reports to be delivered regularly or generate them on demand.

Customizable Dashboards: Design dashboards tailored to your specific needs. These dashboards can include visualizations like charts, graphs, and tables to display key metrics, progress updates, and trends. You can personalize them to highlight the information most relevant to different teams or leadership levels.

Multi-Plan View Reports: Consolidate data from multiple plans (strategic, operational, etc.) into a single report. This allows you to see how different initiatives align and contribute to your overall goals.

Drill-Down Capabilities: Many reports and dashboards offer drill-down functionality. This lets you click on specific data points to access more granular details and understand the underlying factors behind the metrics.

Goal Setting and Tracking: Set goals and track progress visually within the platform. AchieveIt helps you monitor performance against established targets and identify areas that require attention.

Embed Dashboards & Reports Externally: Need to share your information outside of AchieveIt? Embed information in your own website or intranet to get your constituents the information they need.

At AchieveIt, we offer a range of support and training options to help you get the most out of our software. Here's a breakdown of what we provide:

Initial Training: AchieveIt includes initial software training as part of our implementation process. This involves workshops and consultations to familiarize your team with the platform functionalities and ensure it aligns with your workflow.

Strategic Services: Beyond the software, our expert team offers professional services and facilitated workshops focused on building better plans, improving execution, and driving organizational alignment.

Ongoing Support: AchieveIt provides a dedicated support team readily available to answer your questions. This could include assistance with using specific features, troubleshooting technical issues, or building reports.

Product Support: Our dedicated support team is available through Zendesk to assist with platform-specific questions, troubleshooting, reporting help, and technical issues.

Knowledge Base: AchieveIt offers a resource library packed with helpful materials, including blog posts, guides, webinars, videos, and planning templates. These resources cover various topics related to strategic planning, best practices, and using the AchieveIt platform effectively.

AchieveIt's integration capabilities focus on bringing your data into the platform; not necessarily achieving two-way communication with other systems.

Here's a breakdown:
AchieveIt offers a Data Integration API that allows you to import key business metric data from various existing systems. Information from your Salesforce (or other CRM), ERP, and more can be connected via a csv import, eliminating manual data entry and keeping AchieveIt updated with the latest information.

AchieveIt offers a range of data visualization tools to represent your strategic planning information in a clear and actionable way. Here's what you can expect:

Pre-Built Templates: AchieveIt provides pre-built templates for common visualizations like charts, graphs, and tables. These templates can be customized to display your specific data points and metrics.

Customizable Dashboards: You can design dashboards tailored to your needs. These dashboards can include various charts and graphs to visualize key performance indicators (KPIs), progress updates, and trends over time.

Drill-Down Functionality: Many reports and dashboards offer drill-down functionality. This allows you to click on specific data points within a visualization to access more granular details and understand the underlying factors.

AchieveIt is committed to protecting your data with industry-leading security measures. Here’s how we ensure your information remains secure:

SOC 2 Type II Attestation: This is an independent audit that verifies a service organization's security controls for customer data. A Type II certification goes beyond just having the controls in place and demonstrates that they are effective over a period of time.

FedRAMP Authority to Operate at the Low Impact Level: This signifies that AchieveIt meets the security requirements set forth by the US Federal Risk and Management Program for certain types of government data.
 
These certifications provide assurance that AchieveIt takes data security seriously and has implemented industry-standard controls to protect your information.

Read a local government customer story.

Absolutely. AchieveIt is designed specifically to facilitate collaboration on plans within your organization. Here's how it supports teamwork:

Shared Workspace: AchieveIt provides a centralized platform where multiple users can access, edit, and update plans simultaneously. This eliminates the need for separate versions or email attachments, fostering a single source of truth.

Role-Based Access Control: You can assign different access levels (view-only, edit, admin) to various users based on their roles and responsibilities. This ensures everyone has the information they need without compromising data security.

Communication Tools: AchieveIt offers built-in communication features. This includes functionalities like commenting on specific plan items, tagging relevant users, or initiating discussions within the platform.

Version Control: We provide change tracking through item-level audit trails, timestamped comments, and historical progress snapshots, allowing teams to monitor updates, maintain accountability, and understand how plans evolve over time.

AchieveIt is designed to scale alongside your organization, ensuring that as your strategic initiatives grow, your ability to manage them remains seamless. Here’s how the platform supports future growth:

Unlimited Plans: AchieveIt allows you to create and manage an unlimited number of plans within the platform. This caters to organizations with growing needs and the potential to manage a complex web of strategic initiatives.

User Management: The platform offers role-based access control, allowing you to manage user permissions as your team expands. This ensures controlled access to sensitive information while facilitating collaboration across departments.

Data Import Capabilities: AchieveIt's Data Import API allows you to integrate data from various sources as your organization grows and accumulates more information. This can be helpful for maintaining a centralized view of all relevant data points for strategic planning.

We provide personalized demos tailored to your organization's needs. This is a great opportunity to see the platform in action, discuss your specific needs, and get a sense of how AchieveIt can address your unique challenges. Schedule your personalized demo or product tour.