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What is Elate?

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.

What is AgilityInsights?

AgilityInsights is an enterprise transformation platform that combines AI-powered technology with strategic advisory services to help organizations improve agility, execution speed, and business alignment. The company focuses on helping enterprises connect strategy, operational execution, governance, and organizational maturity through a single integrated system. Its platform enables businesses to create measurable outcomes using agile delivery methods, outcome-driven OKRs, and structured transformation frameworks. AgilityInsights addresses major enterprise challenges including siloed operations, delayed execution, ineffective change management, workforce burnout, and fragmented business systems. The platform provides real-time visibility into performance, maturity growth, workload allocation, and team collaboration, helping leaders make faster and more informed decisions. One of its key capabilities is AskAI for Outcomes, an AI-driven solution that transforms business challenges into actionable goals and measurable key results using intelligent guidance and hypothesis-based planning. AgilityInsights also delivers agile operating model design services that help companies restructure teams, improve governance, and create more efficient cross-functional collaboration. The company supports long-term organizational growth through executive coaching, leadership development, change ambassador programs, certifications, and internal Centers of Excellence. Its Growth Portal offers scalable learning resources and self-guided enablement tools that reinforce agility practices and strengthen internal capabilities. AgilityInsights has worked with major enterprises across industries including healthcare, finance, and retail, delivering measurable gains in productivity, execution speed, agility maturity, and return on investment.

Media

Media

Integrations Supported

Jira
Azure DevOps Server
Basecamp
Bitbucket
Dixa
Google Sheets
Help Scout
HubSpot CRM
Metabase
Microsoft Power BI
Monk
Rally Software
ServiceNow
Slack
Smartsheet
SugarCRM
Tableau
Xero
Zendesk
monday AI work platform

Integrations Supported

Jira
Azure DevOps Server
Basecamp
Bitbucket
Dixa
Google Sheets
Help Scout
HubSpot CRM
Metabase
Microsoft Power BI
Monk
Rally Software
ServiceNow
Slack
Smartsheet
SugarCRM
Tableau
Xero
Zendesk
monday AI work platform

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Elate

Date Founded

2019

Company Location

United States

Company Website

www.goelate.com

Company Facts

Organization Name

AgilityInsights

Date Founded

2009

Company Location

United States

Company Website

agilityinsights.ai/

Categories and Features

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Categories and Features

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

OKR

Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning

Performance Management

360 Degree Feedback
Compensation Management
Custom Rating Scales
Customizable Templates
Individual Development Plans
On-going Performance Tracking
Peer Appraisals
Review Cycle Tracking
Self Service Portal
Self-Appraisals
Skills Assessments
Weighted Performance Measures

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

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