Scaling Up Scoreboard vs. Core Strategy

Planview Enterprise One™ seamlessly combines business and technology planning to enhance resource optimization and foster innovative products, services, and customer experiences, thereby accelerating the execution of strategic initiatives. It facilitates the management and delivery of various work types and technology applications. By converting business needs into standards aligned with strategic goals, the platform helps in minimizing costs and reducing risks. This comprehensive solution accommodates all work methodologies, including agile, iterative, traditional, and collaborative approaches. It helps maintain team productivity by effectively balancing workload and resources, ensuring maximum resource utilization. With a scalable user interface, it keeps all team members aligned with key priorities to achieve desired results. Additionally, it guarantees that projects are completed on time and within budget, allowing for the maintenance of schedules and milestones. Enhanced performance insights are provided through user-friendly dashboards, which further support project tracking and team accountability. This holistic approach empowers organizations to navigate complex project landscapes with confidence and clarity.

Project Insight is strategic project, program, and portfolio management software designed to give growing organizations a complete picture of work across departments, teams, and systems. It connects the data behind projects so leaders can make confident decisions about priorities, investments, resources, and delivery. Project Insight provides the connected project data backbone organizations need for accurate executive reporting, financial forecasting, strategic planning, and AI analysis. Leaders can see whether they have enough capacity, understand project costs, and determine whether teams can deliver on their commitments. The platform combines project intake and prioritization, resource planning, scheduling, time tracking, budgeting, approvals, and portfolio reporting. Configurable workflows and multiple project views give teams flexibility while maintaining consistent information for leadership. Native integrations with Jira and Azure DevOps, along with connections to Microsoft, Salesforce, ServiceNow, and HubSpot, help organizations bring information together without replacing the tools their teams already use. Built-in AI capabilities support resource recommendations, capacity forecasting, project template generation, meeting action items, and what-if simulations. Whether building a PMO or scaling an established one, Project Insight offers customizable processes, dedicated onboarding support, and free view-only seats to help organizations grow without losing visibility into their work.

SmartDraw makes professional drawings and diagrams accessible to everyone. Non-technical users can quickly create floor plans, while professionals get the precision and scale they require. With industry-leading floor planning tools and an intuitive interface for traditional diagramming like flowcharts and organizational charts, SmartDraw delivers enterprise-ready power without unnecessary complexity. SmartDraw includes a large collection of symbols and templates to help users get started quickly and easily without extensive training. In addition to floor plans, site plans, landscapes, and other layouts, users can create flowcharts, organizational charts, mind maps, project charts, technical engineering diagrams, IT diagrams, and more. SmartDraw also allows users to create custom shapes using their own product catalog or other existing assets. Users can import PDFs, images, Google Maps, Visio files, and Visio stencils to build on existing plans and workflows. Drawings can be created to any scale, ensuring accuracy for every use case. SmartDraw makes it easy to enrich drawings with data, enabling more informative and dynamic visuals. Users can also generate manifests and bills of materials directly from their diagrams to support planning , procurement, oversight, and compliance. The app can automatically generate diagrams from data, including organizational charts, AWS and Azure architectures, PI Boards, class diagrams, ERDs, and more. In addition, users can use natural language prompts to instantly generate diagrams like flowcharts and mind maps with AI. Files can be saved directly to SmartDraw or the user's preferred storage provider like OneDrive, SharePoint, or Google Drive for better data security. SmartDraw also integrates with the Microsoft and Google enterprise tech stacks, as well as tools like Confluence and Jira. SmartDraw works hand in glove with your existing IT infrastructure without disruption to maximize what you've already invested in.

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.

For more than 30 years, TriNet has been a trusted leader delivering comprehensive HR solutions designed for small and midsize businesses. Its long tenure in the industry showcases deep expertise and a proven ability to help organizations streamline HR operations, reduce risk, and support stronger employee satisfaction. TriNet addresses complex HR needs through a unified platform that brings payroll processing, benefits administration, risk mitigation, and compliance support into one place. By replacing the need for multiple vendors, the platform lowers administrative burden and frees business leaders to prioritize growth and other strategic goals. TriNet’s services span industry‑specific HR expertise, access to premium employee benefits through national and regional carriers or the option to sponsor your own plans, and advanced proprietary technology. The platform offers an intuitive experience across payroll, benefits administration, time tracking, performance management, learning and development, and workforce analytics—providing real‑time insights and more streamlined processes through a comprehensive solution. With a dedicated service model that pairs clients with assigned HR professionals and relationship managers, TriNet delivers personalized support complemented by access to specialized HR experts through multiple communication channels. This structure ensures timely, expert guidance rooted in best practices and tailored to each organization’s needs. TriNet also offers instructor‑led trainings and expert consultations to help clients develop HR processes in key areas such as performance management, hiring/onboarding, and compensation.

Crelate is a sophisticated recruitment platform that combines an Applicant Tracking System with a Recruitment CRM, tailored for both internal corporate recruiters and staffing agencies. Featuring AI-driven Co-Pilot and Real Recruiter Intelligence, it optimizes hiring processes, empowering recruiters to effectively match talent with job openings by utilizing smart analytics and robust management resources. This innovative approach not only simplifies recruitment but also improves overall efficiency in the hiring landscape.

Cloverleaf is the only AI coaching platform that combines validated behavioral assessments, HR system data, and calendar context to deliver coaching proactively — right inside Slack, Microsoft Teams, Workday, and email. With support for DISC, CliftonStrengths, Insights Discovery, and other validated assessments on a single platform, Cloverleaf helps organizations get more value from their assessment investments. Customers save an average of 32% on assessment spend while unlocking continuous coaching powered by that data. What makes Cloverleaf different is how coaching is proactively delivered. It's personalized to the individual, the people they're meeting with, and the work happening that day. Ahead of a performance conversation, a team standup, or a 1:1 with a new direct report, relevant coaching shows up automatically. No one has to open a separate app or figure out what to search for. HR and talent leaders can map coaching to their organization's own competency models and leadership expectations. When someone gets promoted, changes teams, or moves into a management role for the first time, coaching activates through HRIS integration — covering skills like delegation, giving feedback, and navigating new team dynamics from the start. The platform addresses core talent development needs: building manager capability, reinforcing performance review outcomes, preparing leaders during role transitions, and sustaining the impact of formal development programs between cohorts and workshops. Coaching happens in the flow of work so that skills actually show up in daily behavior. HR and talent leaders can track coaching engagement, monitor which capabilities are being reinforced, and identify development trends across teams and departments. Cloverleaf holds SOC 2 Type II, ISO 27001, and GDPR-aligned certifications. More than 45,000 teams rely on it today, with 86% reporting stronger team performance and 95% gaining actionable new learnings.

TelemetryTV serves as a robust digital signage platform that enables organizations to engage their audiences, raise awareness, and empower their communities and teams. With TelemetryTV, users can seamlessly share vibrant content, including videos, images, and social media feeds, across all their displays, regardless of location. Esteemed organizations like Starbucks, Amazon, and Stanford University utilize TelemetryTV to enhance their internal communications and marketing efforts. Our achievements stem from our adaptability, commitment to open dialogue, teamwork, and a focus on collaboration. We prioritize ongoing learning, question traditional practices, and are attentive to our customers' needs. As we advance toward a future where our environments might communicate, it prompts a thought: What message would you like them to convey? Ultimately, the possibilities for impactful communication are limitless.

AthenaHQ is a platform dedicated to Generative Engine Optimization (GEO), designed to help businesses dominate AI-driven brand discovery. The platform supports real-time monitoring of brand mentions and perception in AI-generated content, enabling businesses to refine their AI strategy. AthenaHQ integrates advanced tools for competitor analysis, AI search volume tracking, and sentiment analysis, providing businesses with crucial insights to adjust and optimize their approach. By focusing on AI readability and structured data, AthenaHQ helps brands enhance their visibility across generative search engines, positioning them for long-term success as the search landscape shifts towards AI-driven discovery.

Float is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. ✔️ Allocate the right people to the right work: centralize your resourcing and build teams for compatibility & chemistry. ✔️ Get the right context to make informed decisions: identify clear and actionable next steps to draw connections between resourcing and profitability ✔️ Plan client work the right way: Align project needs with reality by assessing team capacity, budget, and costs to make informed decisions for strong project health.