Name: ActionPlanner
Rating: 9.7 (3 reviews)
Author: ActionPlanner

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Flowchart

Development

Career Center

Education

Business Intelligence (BI)

Collaboration

Enterprise Search

Streaming Analytics

Enterprise

Accounting

Accounting and Tax Services

Budgeting and Forecasting

Crypto Accounting

Tax Compliance

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Freelance Management

HR Management

Payroll

Recruitment Marketing

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

Application Virtualization

Blade Servers

Cloud Storage

Disaster Recovery

Fraud Detection

IT Professional Services

Identity Verification

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

Office Migration and Repair

Packet Analyzer

Penetration Testing

Single Sign-On

Vector Databases

Virtual Data Room

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Click Fraud

Content Management

Customer Success

Digital Content Creation

Email Marketing

Enterprise Marketing Management

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

URL Shorteners

Video Editing

Web Analytics

Marketing

Project Management

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Revenue Operations

Sales

Interior Design

Inventory Management

Moving Software

PCB Design

Population Health Management

Public Transportation

Retail Execution

Retail Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

ReportsNow

Priority Matrix

Appfluence

eMeetingsOnline

FastPIPE

FastEST, Inc.

Crowdtap

AspenOne Supply Chain Management

Aspen Technology

Azurepath

Azurepath, LLC.

Screenful

Screenful Oy

Frosmo

Frosmo Ltd

Aras PLM

Aras Corporation

ActionPlanner is a web-based software solution designed to assist organizations in achieving Execution Excellence. It provides a centralized platform for efficient goal tracking, strategy execution, and action management. Suitable for teams of 20 people or more, ActionPlanner is particularly beneficial for those with significant change agendas and multiple locations. Professionals involved in strategy execution and project management, such as CEOs, COOs, Operations Directors, and Chiefs of Staff, can leverage ActionPlanner to enhance their productivity and collaboration.

## Key Features

**Web-based Execution Excellence Solution**: ActionPlanner offers a web-based software solution that enables teams to efficiently track and execute goals, strategies, and actions. Its centralized platform facilitates collaboration and alignment on objectives.

**Goal, Milestone, and Action Planning**: ActionPlanner allows users to break down business objectives into initiatives, milestones, and actions. Users can assign dates, descriptions, and delegate goals and milestones to other team members. Additionally, actions can be created with deadlines, assigned to colleagues, and accompanied by file attachments for seamless collaboration.

**Agile and User-driven Cascading**: ActionPlanner enables users to break down complex deliverables by creating sub-initiatives and delegating tasks to team members. This feature promotes agility and flexibility in project management and execution.

**Overview and Transparency**: ActionPlanner provides overview reports that offer visibility and transparency into the progress of initiatives and milestones. These interactive reports allow users to drill down into specific details and track overall progress.

**Real-time Reporting**: ActionPlanner aggregates status updates from employees in real-time, providing valuable insights into progress and performance. Users can access and analyze data without the need for manual collection and analysis.

**Accessible from Anywhere**: ActionPlanner is a cloud-based solution that can be accessed from anywhere, allowing users to report progress and access information on-the-go. The software is compatible with various mobile devices and operating systems, ensuring convenience and accessibility.

**Guided Triangular Status Updates**: ActionPlanner facilitates structured and frequent feedback through guided triangular status updates. Users can provide feedback using traffic light indicators, text comments, and metrics to evaluate progress.

**Aggregated Statuses**: ActionPlanner aggregates key performance indicators (KPIs) and color-coded status indicators on all levels, providing a comprehensive view of progress. Users can delve into specific updates to investigate challenges or areas of success.

**Alerts**: ActionPlanner sends compressed emails every morning, summarizing relevant information from the past 24 hours. These alerts keep users up-to-date and focused on priorities without overwhelming them with constant email notifications.

**Social Collaboration**: ActionPlanner enables users to collaborate and share information through comments, similar to popular social media platforms. Additionally, file sharing capabilities ensure a detailed track record and easy access to necessary documents.

Analyza Standalone

Analyza Cloud

Spoom

On premise Install

Cloud Planning

Kepion Planning

ActionPlanner

Corporate performance management (CPM) is related to business intelligence (BI) and is involved with monitoring and managing an organization's performance, according to key performance indicators (KPIs) such as revenue, return on investment (ROI), overhead, and operational costs.

Corporate Performance Management (CPM)

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

Long-term financial planning

Financial budgeting

Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

Forecasting

Combining actuals and budgets, rolling forecasts, driver-based models.

Scenario modeling

Financial or operational modeling of alternate future states and planning for each.

Management reporting

Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

Financial data consolidation

Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.

Journal entries and reports

Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.

Multi-currency management

Ability to handle foreign currency conversions during consolidation.

Intercompany Eliminations

Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.

Minority Ownership

Consolidate financials full or partial ownership of subsidiaries, equity pick-up.

Local and consolidated reporting

Ability to report against individual business entities and the consolidated umbrella entity.

Detailed Audit Trails

Tracing changes to data and processes that were run.

Financial Reporting and Compliance

Financial statements and regulatory filings

Financial Statement Reporting

Creation and production of balance sheets, income statements, cash flows, other schedules

Management Reporting

Tools facilitating creation of internal ad hoc or standard reports.

Excel-based Reporting

Ad hoc or formatted reports using MS Excel.

Automated board and financial reporting

Tools to help automate creation of regulatory reports such as SEC filings and board books.

XBRL support for regulatory filing

Support for the XBRL standard reporting format for exchanging financial data.

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Personalized dashboards

Create custom dashboards and reports without the help of IT or administrators.

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

KPIs

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Cost and profitability analysis

Cost and profitability analysis provides data for business decision making.

Key Performance Indicator setting

Ability to set key performance indicators for measuring progress towards goals.

Benchmarking with external data

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Integration

Ability to integrate with external applications.

Flat file integration

Integration of flat files like text documents and comma separated files

Excel data integration

Ability to integrate directly with Excel data.

Direct links to 3rd-party data sources

Integration with external applications like ERP, CRM, HCM

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

Pixel Perfect reports

Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.

Customizable dashboards

Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.

Report Formatting Templates

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

Drill-down analysis

Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.

Formatting capabilities

Ability to format output e.g. conditional formatting, lines, headers, footers.

Predictive modeling

Predictive modeling is the ability to build future forecasting models.

Integration with R or other statistical packages

Integration with the open-source R predictive modeling environment.

Report sharing and collaboration

Report sharing and collaboration is the ability to easily share reports with others.

Report Output and Scheduling

Ability to schedule and manager report output.

Publish to Web

Publish to PDF

Report Versioning

Report versioning is the assignment of version numbers to each version of a report to help in tracking.

Report Delivery Scheduling

Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.