List of the Top 14 Strategic Planning Software for Microsoft Power BI in 2026

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

Inspire Software is an AI-driven strategic execution platform that aims to elevate your organization by centering your employees and teams around growth. Cultivate your workforce through enhanced performance! Based in Jackson, Wyoming, we offer a complete range of applications — including strategy, performance, objectives, feedback, one-on-ones, recognition, learning, pulse, and 360-degree surveys — that extend well beyond basic performance management. With Inspire, you foster leadership at every level of your organization. By aligning your team members with the overall strategy, as they carry out their tasks, your organization experiences growth. Discover more about our innovative solutions at inspiresoftware.com, and take the first step toward transforming your team's potential.

Asana is a powerful work management platform built to help organizations plan, manage, and execute work from one shared system. It brings teams and AI together to streamline collaboration, reduce complexity, and improve visibility across all levels of an organization. By connecting tasks, projects, and goals, Asana ensures everyone understands how their work contributes to broader business outcomes. Its AI-driven features automate updates, identify potential blockers, and help teams focus on high-impact work. Asana supports a wide range of use cases, including project tracking, strategic planning, content calendars, product launches, and onboarding. The platform is designed to work across departments such as marketing, operations, IT, sales, healthcare, and government. With over 300 integrations, Asana fits seamlessly into existing tech stacks without disrupting established workflows. Enterprise-grade security, compliance options, and specialized offerings like Asana Gov make it suitable for highly regulated environments. The platform scales easily from startups to global enterprises with thousands of users. Asana has earned trust through proven performance and customer satisfaction. Its intuitive interface and rich learning resources help teams get started quickly and stay productive. Asana ultimately enables organizations to move faster, stay aligned, and deliver work with confidence.

KPI Fire assists organizations in structuring and measuring enhancement initiatives that align with their strategic goals and key performance indicators. This platform is particularly beneficial for enterprises focused on Continuous Improvement, Operational Excellence, Lean methodologies, Six Sigma, or initiatives aimed at reducing costs. By streamlining processes, KPI Fire not only saves valuable time but also offers an effective method for companies to ensure accountability regarding their investments in time and resources for improvement projects. Additionally, KPI Fire eliminates the need for cumbersome, intricate spreadsheets and templates, allowing businesses to efficiently manage their continuous improvement programs in a manner they wish they could handle personally. Highlighted Features and Applications: KPI Fire excels in overseeing a Continuous Improvement (CI) program, facilitating idea generation, project launches, and tracking benefits. Strategic Implementation: Organizations can outline their strategic goals and connect the relevant metrics to assess progress, as well as establish target values to aim for. Idea Management: Improvement Ideas are gathered as potential projects and are ranked according to their effort versus impact, ensuring alignment with the defined strategies, which enhances the decision-making process. This structured approach not only fosters a culture of innovation but also drives tangible results in achieving organizational objectives.

OGSM Software is a comprehensive strategy execution solution designed to bridge the gap between planning and performance. Grounded in the globally recognized OGSM (Objectives, Goals, Strategies, Measures) framework, it enables organizations to translate vision into actionable steps with precision. Users can connect long-term goals to daily tasks, track measurable outcomes, and visualize progress through clear, customizable dashboards. Automation features streamline updates, ensuring teams report status in real time without manual follow-ups. The platform’s integrations with Microsoft Tasks, Power BI, and other modules like Meetings, Risks, and Requirements make it a flexible tool for any organizational structure. Built with collaboration in mind, it fosters alignment between departments and creates a shared understanding of strategic priorities. OGSM Software also includes AI-driven improvement suggestions and permission controls for secure, role-based access. Certified under ISO27001 and audited under ISAE3000, it guarantees enterprise-grade data protection and reliability. Inspired by the methodology in Marc van Eck’s bestseller “The 1-Page Business Strategy,” it brings a proven management concept to life through technology. Altogether, it provides organizations with the clarity, structure, and focus needed to accelerate growth, enhance accountability, and achieve more goals with less effort.

Move beyond conventional spreadsheets and embrace the advanced, high-quality integrated enterprise planning solutions provided by Jedox. These offerings from Jedox combine enterprise planning, data analytics, and reporting capabilities, enabling businesses to strengthen collaboration, produce accurate forecasts and analyses, and gain greater clarity and transparency in their operations. Additionally, Jedox is accessible on various devices and boasts effortless integration features, positioning it as an adaptable option for organizations. This transformation not only optimizes workflows but also cultivates a more cooperative workplace culture, ultimately driving better decision-making across the board. By investing in such innovative solutions, companies can stay ahead in a competitive landscape.

UMT360's Strategic Portfolio Management Solution delivers essential portfolio management functionalities that numerous organizations currently lack. By implementing UMT360, businesses can ensure they have appropriate planning and governance mechanisms in place to effectively model and analyze various dimensions, align investments with strategic goals, expedite business transformation, and drive growth. Our distinct methodology enables clients to gradually adopt the necessary capabilities, enhancing visibility, generating insights, and fostering enterprise connections to speed up transformation and refine decision-making processes. Key features of our solution include: * Governance Controls for All Portfolios * Demand & Innovation Management * Forecasting and Budgeting * Resource Utilization & Management * Outcome Management * Strategic Portfolio Analysis * Roadmapping and Release Management * Business Intelligence & Metrics These capabilities collectively empower organizations to achieve greater alignment between their strategies and operational execution, ensuring they remain competitive in a rapidly changing market.

Elate is an AI-powered strategy execution platform that helps organizations plan, manage, and execute strategy with clarity and consistency. Built for Strategy, Operations, and Chief of Staff leaders, Elate provides a structured system for turning strategic goals into measurable execution across teams. Many organizations rely on spreadsheets, slide decks, and disconnected project or portfolio management tools to manage strategy. Elate replaces these fragmented approaches with a unified platform that connects strategic planning, execution, and reporting in one place. Teams use Elate to define objectives, map initiatives and outcomes, assign ownership, and maintain alignment across departments. Elate supports the full strategy execution lifecycle. Real-time dashboards, hierarchy views, and rollups show how work connects to organizational priorities and where execution may be at risk. Built-in operating cadence workflows help teams share updates consistently and give leaders visibility without manual status chasing or disconnected reports. A core differentiator is Strategy Advisor, Elate’s strategy-specific AI capability. Strategy Advisor analyzes plan structure, progress updates, and cross-team signals to identify risks, summarize execution health, and surface insights that support better decision making. This allows leaders to detect issues earlier, understand tradeoffs, and focus attention where it matters most. Elate is used across a range of industries, including higher education, nonprofits, credit unions, and manufacturing, where leaders need clear visibility and disciplined execution across complex organizations. Integrations with CRM, ticketing, and project management systems help automate updates and provide a connected view of performance without replacing existing tools. Unlike portfolio management software or project tools, Elate acts as a strategy execution partner, helping leaders adapt strategy and stay on track as conditions change.

Kepion is a cloud-driven business planning solution that integrates Microsoft Business Intelligence, offering a comprehensive platform for budgeting, forecasting, BI reporting, and user-friendly modeling technology, all in one centralized location, which allows organizations to tailor their planning applications to their operational needs. This software is suitable for businesses ranging from small to large enterprises and includes features such as custom applications, a complete BI platform, online accessibility, adaptable integration options, and real-time data processing capabilities. Kepion allows departments such as sales, finance, operations, marketing, and HR to create customized planning applications that align with their specific workflows, providing tools for review planning, sales forecasting, budgeting, workforce allocation, and project management. Users have the ability to explore 'what-if' scenarios and seamlessly integrate Kepion with their existing systems to automatically import data from ERP, CRM, or SCM platforms, facilitating comprehensive planning, monitoring, and data analysis on a unified dashboard. Additionally, the intuitive dashboards empower users to oversee and manage projects effectively, offering immediate access to critical performance metrics that support ongoing evaluation and decision-making processes. This innovative approach to business planning enhances collaboration across departments and drives more informed strategies for achieving organizational goals.

UNTAP represents the future of portfolio management and value generation within Private Capital Markets. With UNTAP Portfolio Management, you can unify your financial outcomes while also developing value-oriented strategies and tracking ESG metrics effectively. - Enhanced assurance in realizing growth in Earned Value. - Increased confidence in securing sustainable returns. - Improved transparency between shareholders and investors. This innovative platform merges the capabilities of portfolio oversight, value-creation strategy, and ESG performance tracking into a single adaptable solution. By integrating ESG metrics with your portfolio monitoring and Value Creation Plan (VCP), you can assess, compare, and advance your sustainability objectives. This integration not only helps in achieving your sustainability targets but also enables you to demonstrate to your stakeholders the beneficial transformations that contribute to sustainable growth. As a result, UNTAP empowers investors to make informed decisions while fostering a more sustainable future.

Crafting a strategy is essential for achieving effective synergy between strategic planning and execution abilities. The Uppwise SPM platform includes a dedicated strategy module designed to assist in the development of enterprise strategies by pinpointing and aligning critical components that drive value creation. This functionality allows for the alignment of Strategic Themes (or Pillars) and Key Goals with Objectives & Key Results (OKR), effectively bridging the gap between the enterprise's vision and the execution teams. Moreover, the strategy module in Uppwise SPM works in harmony with the portfolio module, enabling seamless top-down funding processes as well as bottom-up updates on the performance of strategic execution. In addition, Uppwise SPM boasts a customizable, role-based dashboarding feature that empowers users to generate analytical views that reveal the root causes of both achievements and setbacks. By adopting this all-encompassing methodology, organizations can not only improve their strategic oversight but also cultivate a culture of responsibility and transparency throughout their teams. Ultimately, such an approach ensures that everyone is aligned and focused on achieving the organization's strategic goals.

Nuventive presents a cloud-based Improvement Platform tailored for higher education institutions, which promotes a standardized method for planning, enhances collaboration, and supports informed decision-making by integrating planning, measurement, data, and reporting into a cohesive system. This innovative platform enables users to connect previously isolated data sources—such as strategic plans, assessment outcomes, operational metrics, and business intelligence—allowing for the tracking of progress toward vital objectives like strategic planning, student success, accreditation, program reviews, diversity initiatives, retention rates, and learning outcomes all from one user-friendly interface. By encompassing the full improvement lifecycle, Nuventive effectively ties measurement to strategic objectives, offering detailed insights through its built-in analytics and dashboards, which include compatibility with Power BI. This ensures that actions taken are in line with performance metrics, nurturing a culture of continuous, data-driven improvement instead of relying on occasional reporting. Furthermore, Nuventive equips institutions with the ability to strategically utilize their data, ensuring that every facet of improvement is interconnected and efficiently managed, thereby fostering a more holistic approach to institutional advancement. As a result, educational organizations can make informed choices that align with their long-term goals and enhance overall effectiveness.

Actio is an all-encompassing cloud-based platform designed for enhancing business performance and corporate governance by merging and automating key functions such as strategic planning, performance tracking, risk evaluation, and incentive management into one cohesive system. By streamlining the alignment of objectives, metrics, actions, and visual dashboards, it allows organizations to implement their strategies efficiently while enabling leaders to monitor performance across various teams and hierarchical levels. The platform accommodates a range of methodologies, including OKR, BSC, PDCA, and agile practices, and utilizes integrated AI capabilities to generate actionable insights, pinpoint performance gaps, and foster data-driven decision-making rather than simply reacting to emerging problems. Furthermore, Actio features modules for strategic management, risk assessment and mitigation, performance and human resource oversight, variable compensation management, budget control, and customizable digital checklists, all contained within a unified framework that offers real-time dashboards, graphical displays, and KPI progress monitoring. This comprehensive strategy not only optimizes operations but also promotes enhanced collaboration and accountability across the organization, which is crucial for modern enterprises aiming for superior performance. Ultimately, Actio serves as a vital resource for businesses committed to achieving operational excellence and continuous improvement.

Keto Software delivers cutting-edge, no-code solutions for effective portfolio management, integrating artificial intelligence with sophisticated analytics to enhance business agility and revolutionize decision-making processes. The Keto AI+ Platform offers organizations profound insights into their operations, enabling them to align their projects with strategic objectives, optimize resource utilization, and expedite project delivery. User-friendly in design, the platform facilitates dynamic scenario analyses, visually engaging data presentations, and automated workflows, making intricate data analysis accessible to all users regardless of their technical expertise. In an era where digitalization poses numerous challenges, Keto Software equips companies with the necessary tools to execute strategies efficiently, ultimately fostering growth and maintaining a competitive advantage. By providing these innovative solutions, Keto Software positions itself as an essential partner for success in today’s rapidly evolving digital landscape. With its focus on simplicity and effectiveness, the platform empowers organizations to make informed decisions that drive sustainable progress.