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.

Our aim is to swiftly get you using the system effectively. Typically, the first plan goes live with updates collected within 30 days. We'll tailor an implementation timeline to fit your needs. 

Plus, you'll have a designated Customer Success Manager & Strategy Consultant for ongoing success. 

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. 

AchieveIt can manage various plan types including strategic, operations, balanced scorecard, programs, projects, and more.

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.

Our diverse customer base spans nearly every industry, accommodating both small and large organizations. Since our software addresses universal strategic planning needs, it's designed for broad application.

While we have s strong presence in Government, Healthcare, Commercial, and Higher Education, we support many other sectors as well.

Nope! You can house as many plans as needed across your organization with no additional charges based on the number of plans tracked. 

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 helps you maintain a centralized view of all relevant data points for strategic planning.

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.

AchieveIt is built to be flexible, enabling tracking of any type of plan. Regardless of the structure and format of your existing plans, AchieveIt can house your plans to drive better execution.

Dashboards: You can design dashboards tailored to your specific needs. Select from pre-built widgets and arrange them to display the metrics and information most relevant to each team, individual, or level of the organization. You can even customize dashboards to be shared externally on your own website.

Reporting: AchieveIt offers a lot of flexibility in customizing reports. You can filter data, select specific data points to include, and drill into the information that you need.

User Roles & Permissions: We get it. Some information needs to be more confidential than others. Our system is entirely permission-based. You can define who sees what plans and who can do what actions across the system.

We prioritize user-friendliness with our platform and training.

It's easy to get started: We aim to get most organizations up and running within 30 days 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.

Our platform is designed with robust security measures, including SOC 2 Type II Attestation and a FedRAMP Authority to Operate at the Low Impact Level.

SOC 2 Type II Attestation: This is an independent audit that verifies a service organization's security controls for customer data.

FedRAMP Authority to Operate at the Low Impact Level: This certifies that AchieveIt meets the security requirements set forth by the US Federal Risk and Management Program for many types of government data.  

These certifications provide assurance that we take data security seriously and have implemented industry-standard controls to protect your information.

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 their implementation process. This involves workshops and consultations to familiarize your team with the platform functionalities and ensure it aligns with your workflow.

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.

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

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

A 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 like commenting on specific plan items, or tagging relevant users.

Version Control: Track changes made to plans over time and revert to previous versions if needed.

Yes, AchieveIt can be accessed via a mobile web browser.

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.

AchieveIt offers a range of data visualization tools to represent your strategic planning information in a clear and actionable way.

Here's a breakdown of 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.

Want current examples of organizations that have trusted AchieveIt? Take a look at our Customer Stories page for case studies and success stories based on the various industries we work with.