Platform features

Everything you need to run strategy, in one platform.

Plan it, measure it, report on it, and secure it. StrategyHub™ covers the full arc from vision statement to next month's KPI update — without stitching together five tools.

Plan the strategy

Structure vision, mission, values and a goal hierarchy your whole organization can read.

Goals & objectives

Named goals with owners (registered users or free-text names), sort order, and status rollups.

AI plan import

Upload an existing PDF or Word strategic plan and extract goals, KPIs and initiatives automatically.

Multi-tenant workspaces

One isolated workspace per client, switched from a dropdown. Enforced with row-level security.

Templates & snapshots

Start from a strategic plan template and baseline the plan so you can prove progress over time.

Measure performance

Every metric carries a target, a current value, a trend and a RAG status.

KPIs with time-series

Targets, thresholds, direction (up, down, or milestone completion), units, and trend arrows.

Initiatives & actions

Nested actions, owners, due dates, percent complete, and monthly figures logged like KPIs.

Budget alignment

Tie spend to goals and initiatives so financial and strategic reporting finally agree.

Wins & milestones

Promote a completed initiative or action into a milestone so achievements stay visible by goal.

Report and communicate

Reporting assembles itself from the data your team already logs.

AI executive summaries

Generate board-ready narrative from live plan data, then edit before you send it.

Briefing books

Assemble multi-section reports and export them for meetings and council packets.

Public client dashboards

Publish a branded, read-only page for boards, residents or stakeholders at your own slug.

Risk register

Log risks with owners, likelihood and impact so governance reviews have a standing agenda item.

Operate securely at scale

The plumbing that makes the platform safe to hand to a client's IT team.

SSO & role-based access

SAML SSO and social login, with Admin, Goal Owner, Initiative Owner and Viewer roles.

Data source bindings

Auto-sync KPI values from Google Sheets, BigQuery or Snowflake on a schedule.

Open API & webhooks

A documented REST API and outbound webhooks so StrategyHub™ fits your existing stack.

Reminders & meeting mode

Automated due-date and KPI-update reminders, plus a focused view for live review meetings.

Want the deeper dive?

Each of these areas has its own walkthrough.

Start a 14-day free trial

Spin up your first client workspace in under 10 minutes. No credit card required.