---
title: "StrategyWorks Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about StrategyWorks Software - reviews, pricing plans, popular comparisons to other Business Intelligence products and more."
source_url: "https://www.capterra.com/p/172172/Strategy-Execution/"
page_type: "product"
language: "en"
---

# 

 StrategyWorks Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

StrategyWorks

## What is StrategyWorks?

StrategyWorks is an easy-to-use strategy management solution which enables you to have a live, clear, single view of all project and programme delivery work across the organisation and how it support and aligns with your strategy. It integrates with Jira, Microsoft Project, and many other products to give you a single, unified view of the whole strategy in real time tracking delivery, benefits , accountability, OKRs, risks, issues and decisions in a single, beautiful platform.

## What is StrategyWorks used for?

[Project Portfolio Management](https://www.capterra.com/project-portfolio-management-software/)[OKR](https://www.capterra.com/okr-software/)[Strategic Planning](https://www.capterra.com/strategic-planning-software/)

Top alternative

Featured

Overall rating

Based on 10 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

£17.5

Per User, Per Year

Free trial  
not available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for StrategyWorks?[Manage this product listing](https://www.g2.com/products/strategyworks/claim_requests/new?auto=true)

## StrategyWorks Overview

Updated September 2026

AI summary

StrategyWorks equips organizations of all sizes with business intelligence, strategic planning, and project portfolio management capabilities. Teams use its dashboards, reporting, Gantt charts, KPI monitoring, and forecasting to align strategic goals with execution. Notable features include real-time analytics, customizable reports, mobile access, and integrations with popular collaboration tools. Deployment spans cloud, desktop, and mobile platforms.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### StrategyWorks

4.8 (10)

VS.

[4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

£17.5

Per User, Per Year

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (10)

Ease Of Use

4.5 (2,688)

Value For Money

4.9 (8)

Value For Money

4.3 (1,975)

Customer Service

4.9 (10)

Customer Service

4.4 (2,129)

## StrategyWorks alternatives

Highest Rated

[4.7 (565)](https://www.capterra.com/p/144020/Aha/reviews/)

Starting price

$59.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.5 (15)](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Wrike](https://www.capterra.com/p/76113/Wrike/)

[4.4 (3,040)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/76113/Wrike/)

[Asana](https://www.capterra.com/p/184581/Asana-PM/)

[4.5 (13,703)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting price

$10.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/184581/Asana-PM/)

## FAQs about StrategyWorks

Overview

### Which roles and teams benefit most from StrategyWorks?

StrategyWorks is most used by directors, commercial leaders, and executive teams that need to align strategic goals with operational execution. CEOs, managing directors, owners, and operating partners use it to guide planning and performance, while consultants apply it to structure client strategy, market positioning, and cross-functional decision-making.

Answer based on 10 reviews

Overview

### What company size and specific industries is StrategyWorks built for?

StrategyWorks is designed for CxO teams, investors, and consulting partners across organizations of any size. It fits all industries, with particular use in the public sector, financial services, manufacturing, and other regulated markets where transparency is important.

Features and Usability

### What are the key features of StrategyWorks?

StrategyWorks offers strategic planning, portfolio management, and roadmapping for multi-department projects. Core capabilities include task management, project scheduling, Gantt/timeline view, dependency tracking, and milestone tracking, plus budgeting/forecasting, KPI monitoring, risk management, and reporting/analytics with customizable dashboards and real-time notifications.

Integrations

### Which third-party tools and platforms does StrategyWorks integrate with?

StrategyWorks integrates with 4 third-party tools: Confluence, Jira, Microsoft Planner, and Microsoft Teams. These cataloged integrations cover documentation, project tracking, planning, and team communication, giving StrategyWorks connections to widely used collaboration and work management platforms.

Getting Started and Support

### What training and onboarding options does StrategyWorks offer?

StrategyWorks offers in person training, live online sessions, webinars, and documentation to help teams get started. In person training and live online sessions support guided setup, webinars provide group instruction, and documentation serves as written reference material for self-paced review of features and steps.

Getting Started and Support

### What customer support options does StrategyWorks offer?

StrategyWorks provides email/help desk support, a knowledge base, and chat. No reviewer feedback on support is available, so support quality, response times, and common frustrations cannot be described from user experiences. The listed channels suggest multiple ways to seek help, but no user sentiment is available.

## Features

AI summary

Based on 2,582 Business Intelligence reviews

Capterra data shows that buyers of Business Intelligence software rank the following features as their top priorities:

-   **Dashboard Creation** (**55%** of reviewers rated this feature as critical)
-   **Multiple Data Sources** (**60%**)
-   **Reporting/Analytics** (**53%**)

StrategyWorks supports **Dashboard Creation** and **Reporting/Analytics**, giving teams the tools to build visual summaries and track performance through ongoing analysis. However, it does not include **Multiple Data Sources**. Instead, it offers other relevant capabilities that reviewers also value, including **Data Visualization** (**47%**), **Data Connectors** (**50%**), and **Data Import/Export** (**49%**). These features help businesses work with data in different ways, present insights clearly, and move information between systems, allowing teams to make more informed decisions and monitor results more effectively.

Budgeting/Forecasting

4.0 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Create budgets based on historical data and future projections

Dashboard

5.0 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Goal Setting/Tracking

4.7 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Establish measurable goals and objectives and track their progress over a specific period of time

KPI Monitoring

5.0 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Tracking the status of previously identified performance measurements

Milestone Tracking

4.7 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Monitor task progress and planned accomplishments to better manage project status

Strategic Planning

5.0 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

StrategyWorks 92 features

### All Features
- @mentions: An @mention is a way to tag or notify a specific person about a message/post
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Ad hoc Query: One-off queries made on an as-needed basis
- Ad hoc Reporting: Generate one-off reports that meet information requirements
- Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Assignment Management: Assign issues and tasks based on availability or required skills
- Bar Chart: A way to visually represent data via blocks the length of which correlates with the values they represent
- Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Color Codes/Icons: A way to visually represent data where different categories of items are marked with different colors
- Commenting/Notes: Leave comments and notes on documents for others to view
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Customizable Dashboard: Alter the layout and content of dashboards
- Customizable Reports: Alter the layout and content of reports
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Dashboard Creation: Creation and customization of dashboards
- Data Connectors: Connect to big data sources
- Data Import/Export: Import and export data to and from software applications
- Data Mapping: Track the management and flow of data throughout the organization
- Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
- Data Transformation: Translate EDI formats into data suitable for use with company applications.
- Data Visualization: Graphical representation of data
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Dependency Tracking: Track and manage task relationships and dependencies
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken
- Employee Profiles: Centralized storage for employee data, records, and performance metrics
- File Management: Create, save, and store files
- Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
- Forecasting: Form predictions based on past and present data/trends
- Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
- Goal Management: Allows employees to set and manage work or career related goals
- Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
- Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
- KPI Monitoring: Tracking the status of previously identified performance measurements
- Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status
- Mobile Access: Access software remotely via mobile devices
- Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making
- Multiple Projects: Ability to handle several projects simultaneously
- Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
- Predictive Analytics: Predict future data based on historical data sets
- Prioritization: Arrange tasks based on the level of priority or urgency
- Progress Reports: Document and report the progress of ongoing projects
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Accounting: Manage and track financials on a project-to-project basis
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Planning: Organize and schedule projects
- Project Scheduling: Identifying critical tasks that make up a project and assigning start and end dates for each
- Project Time Tracking: Measure time to completion or hours worked for projects
- Project Tracking: Monitor the progress of projects from start to finish
- Project Workflow: Create, manage, or update project workflows.
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Data: Receive data and information in real time
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Risk Analysis: Analyze potential risks across the organization
- Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
- Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them
- Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
- Scenario Planning: Develop potential scenarios to identify risks and opportunities
- Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Timeline Management: Manage a detailed schedule of a product plan
- To-Do List: A digital list of items that need to be completed
- Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Visualization: Graphical representation of data or processes
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.7 (10)

4.7

Based on 10 reviews

## Pricing

Value for money

4.9 (8)

Free Version

Basic

£17.50

Per User,Per Year

Value for money

4.9 (8)

4.9

Based on 8 reviews

## Integrations

[

Jira](https://www.capterra.com/p/19319/JIRA/)[

Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[

Confluence](https://www.capterra.com/p/136446/Confluence/)[

Microsoft Planner](https://www.capterra.com/p/227201/Microsoft-Planner/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (10)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (10)

4.9

Based on 10 reviews

## User reviews

Overall rating

4.8

Based on 10 reviews

Filter by rating

5(8)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Elliot Z.

Director

Information Services

### "Effective "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 1, 2021

Pros

The clarity with which I can see the projects that are helping us to deliver on our strategy in a meaningful way - and those that aren't (and hence should be stopped).

Cons

No major cons, but understandably, it takes a little bit of work to integrate and get the most out of the system. That said, there's a strong professional services team to help.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

July 2, 2021

Thanks so much for your review Elliot. We're really delighted youre getting clarity with StrategyWorks. Integration is a challenge for a lot of organisations. We now have access to over 500 well known systems to make integrate very quick with minimal professional services required.

AM

Alan M.

Managing Director

Management Consulting

### "Alignment and Accountability Simply Enabled"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 22, 2021

Pros

If we agree that the success of a strategy is dependent upon the alignment of your activities, spend and focus and thereafter the visibility to manage it with accountability and empowerment then a tool that drives that alignment and provides the visibility simply and effectively has to be a good thing. The principles above have long been discussed but this is the first time I have seen / used a tool that genuinely and completely enables those principles. Simple, effective and fairly non-invasive to install and use, it is a true enabler.

Cons

I would like more detail in the budget and forecasting space, but my personal preference is for an incredibly detailed view of this side of things. Also, I concur with others that a mobile option would be great.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

PB

Philip B.

Operating Partner

Management Consulting

### "Why StrategyWorks is essential for organiations looking to improve performance."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 16, 2021

Transparency of 'Accountability' and getting boards to really see who is doing what is the thing that makes StrategyWorks so critical to our success.

Pros

Ease of viewing organisational status and who is doinfg what.

Cons

The product is in a continual inprovemtn ophase so any functionality not currently exhibited can be accommodated easlity.

Reasons for choosing StrategyWorks

StrategyWorks is much more comprehensive and I really like the ability to assign Accountabiolities to each Project or Program at every level.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

June 17, 2021

Philip, Thanks so much for your comments and we're delighted you found StrategyWorks so useful. StrategyWorks team.

JM

Jonathan M.

Commercial Director

Financial Services

### "StrategyWorks - Its in the name!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 25, 2021

very positive , great software with highly knowledgeable staff , would not hesitate in recommending it .

Pros

I instantly liked the principle of being able to start with documenting the companies mission and vison and then mapping our strategies intuitively to the required OKRs and KPIs that our programmes , projects and tasks set out to achieve . This offered our people a clear \` line of sight ' of what was to be achieved and why . This supported bringing our vison to life and for our people it helped them better understand the role they were playing to deliver it. This is unlike typical project software that tends to focus on a specific work package and outcome in isolation. Strategyworks is about organisational strategic delivery, as I said its in the name !. It allowed me to easily consolidate all the required bodies of work, whilst having a on demand view of all deliverables ,milestones ,risks and dependencies through its consolidated dashboard .

Cons

Not a biggy , but I think visually it could be stronger especially for the dashboard

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

May 27, 2021

Thanks so much for your review Jonathan. We're really pleased you got value from StrategyWorks. We take on board what you've said about the dashboard which at the moment provides a huge amount of data for each role, but needs to prioritise what is important for your role. We have big changes coming here soon...

Hans B.

Commercial Director

Management Consulting

### "Simplifies complexity in change"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

April 26, 2021

I have been working with the product on client projects for several years. It is consistently improving to simplify the experience rather than add more feature complexity.

Pros

It is simple, intuitive, and easy to use. If the existing corporate taxonomy and governance models are already understood by the user base, the product needs little or no additional training to use. Elegant and effective.

Cons

It depends on coherent strategy and governance processes, if they are not robust the software cannot fix that. If your organisation uses a corporate taxonomy that is significantly different to the standard VMOST/VMOSA the product will need customisation.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

April 27, 2021

Thanks very much for your review Hans. We agree that tools make views of strategy execution as simple as possible but to get the best out of tooling and improve the way you operate, there is business change required. That is why we believe it is essential to offer specialist strategy services as an additional support with our tooling so that customers can go through change to improve how they execute and get the best out of the software to get the benefits of automation and performance improvement.

PF

Paul F.

Director

Management Consulting

### "Ditch the spreadsheets!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 7, 2021

Senior exec teams within large organisations often want regular sight and update of their programme portfolios. This often involves delivery teams running around the organisation collecting various amounts of data on spreadsheets whilst wasting valuable hours compiling and consolidating data into multiple reports. StrategyWorks allows delivery teams to go about their day to day business whilst senior key stakeholders have the ability to engage with the platform to pull any reports they so wish. This is ensures timely, consistant and real time reporting without the business interuption.

Pros

Complete clarity and accountability for all strategic related activity on single platform. This beautifully designed execution tool enables leadership teams to define, allocate, track and manage the delivery of multiple strategic programmes across multiple delivery teams providing visibility and clarity of the objectives, supporting strategies and activities through an intuitive and realtime analytics dashboard. The simple and user friendly dashboard provides all key topline information in a single view so no need to go hunting. Navigating and drilling down for further detail is easy and logically with even the most complex data displayed in a clear and succint format allowing easy identification of activity that is running late, behind or on track.

Cons

This execution tools is extremely comprehensive. A mobile app providing a 'light' version of the platform would be hugely beneficial.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

April 9, 2021

Thanks so much Paul. Thats great feedback and glad you liked StrategyWorks. Our app is fully responsive on mobile and we have an app in the development pipeline too so look forward to sharing that later this year.

JT

Jonathan T.

Director

Management Consulting

### "StrategyWorks Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 8, 2020

Pros

This is a tool that gives a rapid way of pulling together all the component parts needed to achieve a vision. A Programme Director would find this a really useful way of being able to control his programme and present key metrics about progress and performance to senior management. Submitting information on portfolio progress and performance into a central portfolio office allows the production of visual and textual information for an executive team to determine whether the portfolio of programmes and projects are contributing effectively to the realisation of a corporate vision. This would replace homegrown portfolio, programme and project reporting tools built and maintained by PMOs with something that is intuitive with good looking output. It also may avoid the need to purchase and manage big, costly portfolio management tools. Many companies struggle to determine what programmes and projects directly support strategic aims and what don’t. Also, it’s often difficult to demonstrate whether a programme or project still continues to support company strategy, even if it did at initiation. I have run exercises with a number of my clients to rationalise portfolios so that all programmes and projects therein demonstrate clear support for strategy and are not in the portfolio because of someone shouting loud enough. StrategyWorks would have been a really useful tool to have at that time.

Cons

A few minor gripes, but I'm sure that the guys at ShapeCast have these covered on the SW product roadmap

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

JG

James G.

CEO

Executive Office

### "Strategic Execution"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 21, 2020

Great group, great product.

Pros

Strategy Works provides all the essential tools for managing the execution of strategy on a real time basis. It also includes the ability to track value creation which is an essential element in understanding the effectiveness of a strategy.

Cons

There aren't any particular features that I liked least.

Alternatives considered

[Cascade Strategy](https://www.capterra.com/p/148008/Cascade-Strategy/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AN

Anonymous User

Marketing & Technical Consultant

### "Provides clarity and focus."

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

July 6, 2018

By allowing us to link our goals and objectives to every activity, we found it to be a powerful tool to communicate the \`Why we were following a certain path to our staff and enabled them to focus on activities which contributed most to our growth.

Pros

Ease of use, beautifully designed and the fact that we could see in a single platform all the initiatives we are running, how they are contributing to our goals and complete visibility of when and who is responsible for delivering the various activities.

Cons

Ability to attach files to the various initiatives would be great? Dashboard is really useful but an added ability to improve notifications?

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

July 10, 2018

Thanks very much for your review and we're glad the product was so useful. We will be continuing to develop all of our complex workflow and personalised dashboarding this year but thanks very much for the feedback which is valuable.

Derek H.

Owner

Animation

### "Provides clarity and focus"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 21, 2018

Our rapid growth, opened many routes to market which we were keen to exploit. By working with Shapecast, we were able to plan our portfolio of programmes and projects ensuring they were aligned with our objectives and vision, allowing us to de-prioritise certain programmes with low value and focus our attentions on those that were critical to achieving our key outcomes. When it came to executing the plan, the leadership team had complete visibility over the whole portfolio and could see where and why projects were stalling or tracking behind their timelines. At the same time, our project teams had a clearer understanding of their responsibilities and accountabilities as well as an appreciation of the company vision and the part they played in supporting it. We now have a fully aligned and joined up activity plan, the outcomes of which will enable us to take full advantage of the global opportunities that will present themselves over the next 12 months leading to a conservative budgeted revenue increase of around 15% on 2017 results.

Pros

The visibility, it provides while planning and executing our plans; in particular being able to quickly identify the programmes and projects which were not aligned with our business objectives and key outcomes. What was important for us through the whole process was being able to clearly identify what was working and what wasn't. This really allowed us to reshape what we were doing which had a really significant impact on our plans. Also, our programme and project teams were able to raise in timely manner issues, risks, and decisions relating to their activities, that needed to be brought to the attention of the leadership team. In time, I can see it replacing our monthly status reports. What really made a difference to us what this isn't just another point tool. Shapecast had a whole structure and method which really helped us through a process.

Cons

The team at Shapecast, were very responsive to our feedback. Though it would be nice to have a feature that allowed every member of the team to directly communicate the feedback to Shapecast on 1:1 basis.

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