Best Strategic Planning Software in the UK

Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes. Forward Planning • Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options • Investment prioritization, capacity planning, and demand management • Program and product funding, roadmapping, and financial planning • Forecast versus actuals tracking Outcome-Led Governance • Connected objectives and key results across portfolio, program, and team levels • Strategic missions translated into specific investments • Program management, project planning, and resource management • Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration • A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution Contextual Intelligence • A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes • Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph • Anvi available through in-app intelligence, Anvi Chat, and Anvi Home • Connections to systems of record across an organization's existing technology stack through Planview Hub Security and Deployment • SOC 2, ISO 27001, and ISO 27701 certification • Data encryption in storage, transit, and backups • Cloud-hosted or on-premise deployment options • Customer data is not used to train AI models and is not shared with other customers or third parties • Planview Anvi operates within the customer's own Planview environment rather than as an external service

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment

Create strategy maps, collaborate on product roadmaps, make SWOT diagrams, create org charts, flowcharts, decision trees, value stream maps, and more. In addition to business diagrams, SmartDraw makes it easy to draw layouts to scale for facilities and operations. No matter what you’re working on, SmartDraw makes it easy to share with your team and collaborate in real time. You get whiteboarding tools for brainstorming and version control. Generate diagrams from data automatically like org charts, AWS, Azure, PI Boards, and more and use natural language text prompts to make diagrams with AI. Best fit for mid-size businesses who need to align IT strategy, operations, HR planning, product development, process improvement, and facilities & expansion planning.

Keep your team's minds in sync with Miro (formerly RealtimeBoard and AWW app). A virtual whiteboard and remote collaboration tool, Miro helps cross-functional teams work more efficiently together to build great things. The platform allows teams to ideate, visualize, and share ideas without any boundaries. It comes with over 200 pre-made templates for capturing and visualizing ideas, collaboration tools such as comments, chat, screen sharing, and video chat, and integrations with popular business tools. Miro AI. You and your team, supercharged. You're here to create the next big thing and we're here to help. Unlock the power of your ideas with Miro AI – your new launchpad for creativity, collaboration, and productivity.

monday AI work platform is an AI-powered work management and collaboration platform that enables organizations to manage projects, operations, workflows, and business processes through a centralized digital workspace where people and AI agents work together. The platform combines workflow automation, project management, team collaboration, and AI-driven execution tools to help businesses streamline operations, automate repetitive tasks, and improve productivity across departments such as marketing, sales, IT, HR, operations, and product management. monday AI work platform supports customizable workflows, dashboards, integrations, automations, and AI agents that can perform tasks such as research, reporting, meeting management, risk analysis, process optimization, and workflow orchestration within a secure enterprise-ready environment.

Asana is a collaborative work management platform that brings teams, projects, and goals together in one centralized workspace. It helps organizations plan, track, and deliver work more efficiently by connecting daily tasks to strategic objectives. With built-in AI capabilities, Asana reduces manual effort by automating updates, surfacing insights, and keeping work on track. The platform supports teams of any size, from small businesses to large enterprises, across a wide range of use cases. Asana integrates with over 300 popular business tools, making it easy to fit into existing workflows. Strong security, compliance options, and Asana Gov make it suitable for regulated industries and government agencies. Trusted by a majority of Fortune 100 companies, Asana is designed to scale as organizations grow.

Jira is the only project management tool you need to plan and track work across every team. Jira by Atlassian is the #1 software development tool for teams planning and building great products. Trusted by thousands of teams, Jira offers access to a wide range of tools for planning, tracking, and releasing world-class software, capturing and organizing issues, assigning work, and following team activity. It also integrates with leading developer tools for end-to-end traceability. From short projects, to large cross-functional programs, Jira helps break big ideas down into achievable steps. Organize work, create milestones, map dependencies and more. Link work to goals so everyone can see how their work contributes to company objectives and stay aligned to what’s important. Your next move, suggested by AI. Atlassian Intelligence takes your big ideas and automatically suggests the tasks to help get it done.

nTask is an online project management platform, known for pioneering simplified work management. The platform helps to get more done while meeting all of the quality standards of industries. nTask is extensively customizable, and one of the most affordable in the industry. nTask is designed for all-sized teams and industries. Over 200,000+ companies trust nTask globally for managing campaigns, sprints, product development, inventory, clients, company goals & targets, and much more. nTask enables faster project completion through one platform that enables all team members to work efficiently without shuffling through multiple apps and has all the tools necessary for project management, such as custom fields, financial summary, task management, risk management, issue tracking, Gantt charts, Kanban boards, team collaboration, documents sharing, to-do lists, project planning, resource allocation, time tracking, timesheets module, roles/permissions, and workspace customizations

Empiraa GPS is a strategy execution platform built for businesses, leadership teams, and the consultants and advisors who support them. It replaces static strategy documents and scattered spreadsheets with one connected system for building plans, assigning owners, running meetings, and tracking progress in real time. Teams start with industry templates, guided AI chat, or their own framework, then link goals to KPIs, initiatives, and actions so nothing gets lost once daily work takes over. Built-in AI (ANI) understands the plan and surfaces stalled work, risks, and recommended next steps without manual chasing. Consultants and advisors can run Empiraa GPS across an entire client portfolio from one dashboard, with full white-label customisation so clients experience the platform as part of their own brand. GPS connects to the tools teams already use for reporting and workflow, and pairs with Empiraa Signal for teams that want strategy and sales in one system.

Increase productivity among team members with Hive. Hive is a powerful project management and collaboration platform that offers a plethora of features in one robust solution. The platform comes with transparent project management tools, team communication, easy file storage and sharing, time tracking, and app integrations.

Toggl Plan makes for happy, stress-free, and profitable teams. Even when juggling multiple projects. With Toggl Plan you can quickly create color-coded timelines of availability, projects and deadlines. If plans change? Just drag, drop, and get on with your day. Work timelines help you understand how busy your team is, how work is progressing, and where there’s room for new projects. Toggl Plan ensures everyone has the right amount of work and deadlines are spread out. Timelines can be shared with two clicks, which makes updating clients & stakeholders a breeze. Managing your team's work with Toggl Plan is simple, quick, and bloat-free.

airfocus offers a modern and modular product management platform. It provides a complete solution for product teams to manage and communicate their product strategy, prioritize their work, build roadmaps, and connect feedback to solve the right problems. Designed with flexibility in mind, airfocus allows you to quickly customize the platform to fit your needs without disrupting the way your team works. Join thousands of global product teams who use airfocus to make better decisions and build outstanding products. Start your 14-day trial now.

OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax. It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations. And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan.

IBM Planning Analytics, powered by IBM TM1®, is an integrated planning solution designed to promote collaboration across the organization and help keep pace with the speed of modern business. With a powerful calculation engine, this enterprise performance management solution helps you move beyond the limits of spreadsheets, automating the planning process to drive faster, more accurate results. Simplify oceans of data by unifying data sources into one single repository and empowering users to build sophisticated, multidimensional models that drive more reliable forecasts. Forego time-consuming, error-prone planning in favor of an automated, more reliable planning process designed for real business. Break down siloes, unify data, and synchronize planning across the organization to reveal the full picture and drive integrated plans. See the impact of your decisions before making them using what-if scenarios. Plus, adjust plans in real-time to adapt to change.

KPI Fire is business improvement software that helps organizations manage and quantify improvement projects that support strategic objectives and key performance metrics. KPI Fire is ideal for companies driving a Continuous Improvement, Operational Excellence, Lean, Six Sigma, or Cost Savings Initiative. KPI Fire provides a simple way for companies to be accountable for investments of time and money into cost savings or improvement initiatives. Use Cases include: Managing a Cost Savings Portfolio and Projects, Strategy Execution & Business Reviews, Increase Employee Engagement and Engage Employees Ideas for Continuous Improvement, Manage a Continuous Improvement Green Belt Program, Operational Excellence.

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning.

Forecast is a full-scale project and resource management solution that grows out to a complete suite of great functionalities. It unites project management, resource planning, team collaboration, finance, and reporting under one roof, bringing the power of AI to automate administrative tasks. It's a robust alternative to point project management solutions used in professional service organizations. Perfect for companies of 50+ employees who want the full project portfolio and resource overview, in one software. * More predictable and accurate project proposals * Better planning and analysis with Insights & Reporting * Stronger Business decisions supported by AI * Flexible resource management with Project and Task Allocations * Efficient Task and Time Management * Actionable Insights into Project Profitability with cost, revenue and profit updated in real time

AgilityInsights is an AI-powered business transformation platform designed to help enterprises accelerate strategy execution, improve alignment, and increase organizational agility. The company combines expert consulting services with a unified digital platform that connects strategy, execution, operating models, and maturity tracking in one system. AgilityInsights helps organizations overcome challenges such as delayed execution, siloed operations, employee burnout, and fragmented data through outcome-driven frameworks and agile delivery methods. Its platform includes features like OKR alignment, real-time performance insights, role-based maturity assessments, workload planning, and AI-guided outcome recommendations through AskAI for Outcomes. The company also offers change management services, leadership coaching, certifications, and growth enablement programs to support long-term organizational transformation.

Work easier with your team. Want to discover WeKowork? Try WeKowork in beta and free version on app.wekowork.com. You can already take advantage of many features to easily manage your projects. Task management tool – Wekowork is 100% adaptable to your project. Share with your colleagues, friends or customers the progress of your project. Then become Koworkers thanks to the first project management tool including all the key features for an effective PMO. Define together the objectives of your project as well as the roles of each and the key milestones. This gives you an overview of your work and the progress of each task. Project management applications : simplify your project planning. Build your project through our application and let yourself be guided by the proposed key steps. Indeed, you can create lists of actions to be done by theme, assign them to members of your project team, indicate key dates and deadlines, status, risks.

Put your strategy front & center, available to everyone and connected to daily activities to make sure you hit those ambitious goals! Strategy isn’t a hierarchy, it’s “we’re all in this together”. Drive synergy across every team in the organization. Every objective, project & KPI in one place. Top-down structure meets bottom-up energy. Radical transparency. Genuine accountability. Visualize your entire organizational activity, finally! Whether you have one plan or multiple plans across teams, Cascade gives you alignment and trackable results to help you grow! At Cascade, we are helping thousands of organizations run their business strategies and achieve their ambitious results! Simple enough for first-time strategists, with the sophistication and flexibility to meet the needs of large enterprises, we make big plans happen. Work with our off-the-shelf setup, or go to town on adding custom fields and templates to create the perfect blueprint for your strategy.

Transform your product planning with Assiduity - your comprehensive solution for business planning. Our platform combines precision market research, realistic financial modeling, and dynamic business plan templates to make your products more desirable, viable, and feasible. Define product requirements efficiently and make data-driven decisions with confidence. Whether you're a startup or an established business, Assiduity scales to your needs, providing an intuitive, user-friendly experience. Plus, enjoy expert consulting and product development services every step of the way. Maximize your returns and minimize risks with Assiduity. Experience a new standard in business planning today.

Smart Software is a leading provider of demand planning, inventory optimization and supply chain analytics solutions headquartered in Belmont, Massachusetts, USA. Founded in 1981 Smart has helped thousands of customers plan for future demand utilizing industry-leading statistical analytics. Smart Inventory Planning & Optimization (IP&O) is the company’s next-generation suite of native web applications, helping inventory carrying organizations reduce inventory, improve service levels and streamline Sales, Inventory, and Operations Planning. Smart IP&O, hosted on Amazon Web Services, is a Digital Supply Chain Platform driving three applications: demand planning, inventory optimization, and dashboard reporting. Smart IP&O functions as a transparent extension of our customers’ ERP systems of choice, receiving daily transaction data and returning forecasts and inventory policy values to drive replenishment and production planning.

Quantive empowers modern organizations to turn their ambitions into reality through strategic agility. It's where strategy, teams, and data come together to drive effective decision-making, streamline execution, and maximize performance. As your company navigates today’s competitive landscape, you need an Always-On Strategy to continuously bridge the gap between current and desired business outcomes. Quantive brings together the technology, expertise, and passion to transform your strategy and playbooks from a static formulation to a feedback-driven engine for growth. Whether you’re a fast-growing scale-up, a mid-market business looking to conquer, or a large enterprise looking for innovation, Quantive keeps you ahead – every step of the way.

A complete set of financial analysis and strategic planning tools that create a clear path to growth. The best strategies are informed by a single source of truth about your business. If you're manually flipping between platforms to get financial data to inform your strategy, not only are you doing more work than necessary, you’re not seeing the whole picture. Maus is a complete suite of business planning and financial analysis tools that help make the big picture obvious. When you’re working with a single source of truth for data in your business, you can create strategies that are focused on specific data that inform actionable insights. Create a unified vision for your business that drives future initiatives towards success. Create detailed plans that explore the next 5 years of your business and showcase how you can grow. Maus lets you create business plans, run business analyses to discover areas for growth, and make connections that lead you in exciting new directions.

Strategic planning software that automates strategy maps and KPIs. Free plan is available for small projects. 30+ templates with KPIs and strategy map for different niches. Audit your strategy scorecard, find possible problems and fix them during the early stages before they result in bigger issues. We share the best ideas about strategy execution and KPI challenges in the articles section. Need something more tangible? Check out the “Examples” section. Find KPIs that had the biggest gain/loss, the most important indicators, forecast metrics using historical data. Customizable BI dashboards help to track important metrics. Use built-in templates for different business challenges. Ensure effective corporate governance, risk management, and compliance – use the GRC template as a starting point. Scale the prototype of your strategy scorecard from spreadsheet to professional software.

Praxie is an AI-powered business automation platform designed to help organizations quickly build, deploy, and scale digital apps, workflows, and dashboards across every department. It offers full access to hundreds of customizable, ready-to-use applications that support functions such as Finance, HR, IT, Sales, Marketing, Operations, Supply Chain, Production, Quality, Safety, and executive leadership. Praxie enables users to select an app from its library or simply describe what they need to instantly generate tailored business solutions. The platform uses AI-driven insights to improve visibility, decision-making, and operational performance. Teams can manage audits, KPIs, project execution, compliance, onboarding, scheduling, and reporting within a single unified environment. Praxie supports proven frameworks including Lean, Six Sigma, DMAIC, Kaizen, OKRs, and continuous improvement methodologies.

SnapStrat delivers a customized end-to-end software solution for recurring strategic decisions that enables executives to make more informed trade-offs and then connects the decision to its execution incorporating data ingestion and transformation, scenario modeling, workflow and more. Sephora and Frontier Communications are among our customers. Typically, our customers want to digitally transform a decision process and associated workflow that is currently manual and/or sub-optimized. The current strategic decision-making process is inefficient, costly in terms of both time and money, and doesn't deliver the sense of certainty decision makers want. This results in diminished business value, wasted time, and organizational backlash.

Business Sorter simplifies the entire planning and implementation process. Instead of having to start from scratch, content is provided for you to choose from. The simple card-sorting process helps you review your business thoroughly and condenses days of planning into a few hours. You can edit your plan to suit your situation, delegate tasks, and set timings and budgets. All the steps in your plan have tips attached, to help guide you and your team in areas you have less experience in. Businesses are up to 30% more profitable* when they plan and follow through. With your team focused on priorities, and full visibility over their progress, you can run your business more effectively and profitably. *Journal of Management Studies, USA; Cranfield School of Management and Warwick

ManagePro is a full-function Project and Business management software that helps to keep you up to date on all your day-to-day tasks and deliverables. As you may be aware, most people in management get sucked inot managing by meetings and Power Point presentations. This leaves a lot of gaps in the management of your team and projects. ERP, and project management tools can help, but given the people dynamics involved they don't always produce better collaboration. You want your people to be productive, and keep their projects moving forward. ManagePro is the tool for doing just that. Not only is it a project management tool, but its other features offer you a way to. You put a lot of time into knowing what your people are doing and when, as well as needing to know when a task is sipping behind. With ManagePro, you will have better insight into what your people are doing, and can be more proactive if tasks are slipping.

Use the drag & drop process flowchart builder and embed video, docs & guidance to make things clear. Execute as dynamic task checklists with automated notifications, dependent dates and owners for every step. View all task progress, what is on track and what is overdue, using summary dashboards or detail reports. Communicate, @mention & resolve issues as a team (even Guests), keeping a record of everything discussed. Manage audits, feedback, track process success and record ‘why not done’, with audit trails and timestamps throughout. Use the drag & drop process flowchart builder and embed video, docs & guidance to make things clear. Execute as dynamic task checklists with automated notifications, dependent dates and owners for every step. View all task progress, what is on track and what is overdue, using summary dashboards or detail reports-