Strategy Execution 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.

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.

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.

Planview is an AI-powered enterprise platform that connects strategy, planning, and execution across the entire digital product delivery lifecycle. It is designed to help organizations overcome challenges such as limited visibility, fragmented toolchains, and misaligned priorities. Planview links product strategy directly to development work, giving leaders real-time insight into progress, risks, and outcomes. The platform supports strategic portfolio management, product portfolio management, agile planning, and value stream management at enterprise scale. AI-driven insights help assess OKRs, identify dependencies, and detect delivery risks before they impact commitments. Planview enables product management teams to track business outcomes while engineering teams optimize delivery and productivity. Integration with tools like Jira, Azure DevOps, and ServiceNow creates a unified source of truth. The Office of the CTO benefits from enterprise-wide visibility, governance, and data-driven decision-making. Planview helps organizations balance innovation with maintenance and manage technical debt effectively. It replaces spreadsheets and disconnected reports with real-time, actionable insights. Designed for large, complex organizations, Planview supports speed, scale, and accountability. Overall, Planview empowers enterprises to deliver digital products that drive measurable business value.

NaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.

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.

Planview ProjectAdvantage (previously known as Sciforma) is a powerful, AI-enabled project portfolio management platform purpose-built to help enterprises transform the way they plan, execute, and scale initiatives. Acting as a unified control center, it consolidates data from projects, programs, and portfolios—offering unparalleled transparency into timelines, budgets, and resource capacity. With real-time dashboards and advanced reporting, organizations can instantly assess project health, anticipate bottlenecks, and make informed, strategic decisions. The platform supports Agile, Waterfall, and hybrid methodologies, giving teams the flexibility to work their way while maintaining centralized governance. PMOs can identify high-value projects through built-in scoring systems and optimize staffing through intelligent forecasting tools. Its extensive integration ecosystem connects with BI, ERP, CRM, and DevOps platforms, ensuring seamless information flow across the enterprise. Planview ProjectAdvantage’s intuitive interface enhances adoption, enabling both technical and non-technical users to collaborate efficiently. The platform also includes out-of-the-box templates for resource management, financial tracking, and strategic goal alignment. Trusted by over 3,000 global customers, including industry leaders like Sopra Steria, Bioaster, and SymphonyAI, ProjectAdvantage drives digital transformation and operational excellence. As part of the Planview ecosystem, it empowers organizations to thrive in a fast-paced, interconnected business environment—turning vision into measurable value.

Planview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.

Propel is a modern, AI-powered product management platform built for today’s manufacturers. It brings Product Lifecycle Management (PLM), Quality Management System (QMS), Product Information Management (PIM), and robust supplier management together in one cloud-based solution, giving teams a single, always-accurate view of their products across the entire lifecycle. With AI embedded directly into the platform through Propel One, teams can automate routine tasks, surface insights faster, and make more confident decisions using real product and quality data. AI helps reduce manual effort, identify risks earlier, and keep work moving across change management, quality events, and product operations. Propel replaces spreadsheets and disconnected systems with a governed digital product record that spans engineering, quality, operations, supply chain, and product teams. Built-in workflows standardize change control, streamline quality processes, and support compliance without slowing teams down. Every update and approval is tracked with full traceability, helping manufacturers reduce errors, shorten cycle times, and improve cross-functional collaboration. Trusted by medical device, high tech, and industrial manufacturers, Propel is designed for complex products and regulated environments. The platform scales easily as products, teams, and requirements grow, providing a strong foundation for long-term innovation. Propel delivers enterprise-grade security and reliability through its architecture on the Salesforce platform, including robust data protection and access controls. Customers do not need to be Salesforce users to benefit from Propel’s security and capabilities. Propel has been recognized by Deloitte as a fast-growing technology company and named to the Inc. 5000 list of fastest-growing private companies, reflecting strong customer adoption and momentum helping manufacturers modernize how they build, manage, and deliver products.

Price2Spy stands out as a leading global pricing software that provides an extensive range of functionalities, encompassing everything from collecting product pricing and supplementary data to implementing automated repricing systems, as well as offering alerts and reports that deliver valuable insights in real-time. For businesses dealing with a vast array of products or facing intense competition across various sectors, Price2Spy’s eCommerce pricing software can be a reliable ally, enabling you to entrust all operational tasks to our dedicated team. Presently, we assist retailers and brands in over 40 countries with their pricing intelligence needs, facilitating growth in profit margins and helping them stay ahead of competitors. By streamlining automatic price adjustments, Price2Spy not only saves precious time but also empowers your pricing team to concentrate on strategic management and planning, ultimately enhancing overall efficiency and effectiveness in pricing strategies. This combination of features ensures that businesses can adapt swiftly to market changes while maximizing their profitability.