Planning Capabilities
Strategic and operational planning tools
Build plans your organization buys into
Remove your planning pains
Too many planning tools create confusion, little buy in, resource overload, and failed plans.
i-nexus ends the pain so it’s easy to align strategy and operations to plans that everyone buys into.
Here’s how.
The tools you need
With i-nexus, you’ll build plans that link straight back to your strategy
Build the plan
Build a robust plan within our interactive, intuitive x-matrix tool, taking you from true north to your breakthrough results with a top down and bottom-up approach, so that everyone from corporate through to shopfloor team members contribute to the planCreate captivating goals
Cascade goals down and up your organization, automatically link metrics and resources to one another, and easily spot planning gapsAdd your portfolios
Create portfolios of improvement priorities, attach strategic themes, and build your proposed projects so that work is tightly aligned to your goalsSet your targets
Get everyone from corporate to the shopfloor involved in a shared direction, with goals and work everyone buys into for greater engagement and enthusiasmDefine financial goals
Define your goal’s financial targets, and avoid double-counting across the organization to accurately display and understand your resultsPrepare for tomorrow
Use archive, current, and future state modes to call back to previous x-matrix plans, build a current direction on those insights, and prepare for future scenarios, so that disruption is minimized, and you’re ready to adapt
Plan without limits
Strategic and operational planning can become chaotic as it scales.
Wherever you are in the organization, our x-matrix, balanced scorecard, and portfolio tools help you create strong, balanced plans.
Breathe life into
your plans
i-nexus brings your plans out of the dark folders and spreadsheets they once sat in
One location,
one plan
i-nexus is the place to build
your plan, portfolios, and projects – creating alignment for every employee for a shared vision and mutual goals, error-free and visible to all
Connect and align everything
The i-nexus x-matrix is the simplest way to connect every element of your plan, creating alignment and confidence in everything strategic and operational in your organization
Crystal clear visibility
Build clear goals with set owners, financial and non-financial metrics, and add owners, all inside an interactive, intuitive, and reliable solution that cuts the complexity out of planning
The benefits of using i-nexus for strategic planning
Experience strategic and operational planning how it always should have been
Plan more effectively
i-nexus is the undisputed view of all your plans.
Feed goals down and throughout the organization chart.
Collaborate and build projects to bring that plan to life.
Give your team clarity on how their work feeds into strategy.
And when it’s time to start the planning cycle again, you’ll have a copy of the previous period’s plan to work from.
Embed your processes
i-nexus gets everyone from corporate to the shopfloor involved in the strategic planning process.
However you name your planning processes, i-nexus digitalizes them.
You’ll replicate your processes so they’re not lost in the chaos of spreadsheets and emails, but found and embedded within the same tool that everyone’s using.
And if you don’t know where to start with, we’ll run through our “W” catchball process.
Check your plan’s health
With everything feeding into i-nexus, leaders can easily review any plan’s health.
Whether it’s your performance targets, the mix of your portfolios, or something as simple as a project missing an owner, you’ll easily see it in i-nexus.
Spot issues in your plans before they’re live, or even as they’re being excecuted, and you can address them – leading to more confidence in closing your strategy to execution gap.
Plan continuously
No plan should sit idle.
Operating conditions change, markets evolve, and you need to adjust.
Free up time for strategic thinking so you can easily plan for future scenarios based on performance data and a fresh x-matrix canvas.
i-nexus makes continuous planning a reality.
We’re helping these leaders transform strategic planning
Manufacturing | USA
“Our sites were spending too much time in Excel spreadsheets.”
What they loved about i-nexus:
- Benchmark is using i-nexus as the unified platform where strategic goals, projects, and metrics are centralized, creating site-wide consistency.
- They have a single truth, something which was central to their selection of a system – and they’re scaling and tailoring i-nexus to each region, all the while maintaining the consistency crucial to their strategies.
Today, they’re automating the deployment of more than 148 KPIs, and 154 projects.
Private Equity | Europe
“Our Execution Framework is critical, but we were struggling to manage it.”
What they loved about i-nexus:
- Interactive planning with the x-matrix provided a tool to drive strategy deployment and follow-up within portfolio companies and FSN – in accordance with the framework
- Strategic thinking was encouraged across the companies thanks to having a common set of strategic and operational tools
Today, they’re running strategic planning for 17 portfolio companies, with greater collaboration, engagement, and accountability in their process.
Helping every part of the organization
Whatever you do, i-nexus helps you achieve your goals
Executives
Experience absolute clarity of performance across strategic and operational work, realize benefits, prove financial impact, and build your culture of achievement
Directors
Orchestrate your plan, keeping mindful of delivery warning signs, resource shortage, adherence to best practices, all with the ability to adapt your plan without complexity
Managers
Keep your teams on track and aligned to the plan, drastically cut your reporting time, and simply be in control of delivery with dashboards, workflows, and more
Teams
Contribute strategic value through your work, help to drive efficiencies and eliminate waste, while developing your skills with templates and processes
Finance
Use i-nexus for a clear line of sight between strategic and operational work and financial benefits, underpinning forecasting and management reporting
Trusted by global organizations
The place to deliver your goals
Discover the better way to plan your goals
Watch an i-nexus demo or book your own today
Strategic planning software FAQs
Strategic planning software transforms organizational vision into actionable plans, aligning initiatives and projects to execute strategies and achieve business goals. Essential for organization-wide strategy implementation, it fosters alignment, scenario planning, and confident adaptation to risks. The ideal software is tailored to your needs, ensuring compatibility with your working style. While some leaders may choose startup-centric options, SMBs and larger enterprises benefit from tools enabling comprehensive operational planning across the organization.
Success in navigating organizational complexities depends on effective collaboration. Key strategic initiatives often face challenges like losing momentum, hindered investment decisions, and data availability issues. Strategic planning software addresses these obstacles by providing operational planning tools. These tools facilitate the creation of plans tailored to diverse team environments, bridging the gap between planning and execution. Leaders increasingly opt for operational planning software to enhance strategic planning. Discover how i-nexus can help, visit this page
Yes, strategic planning is necessary for the long-term success of any organization, regardless of industry, size, or location.
The strategic planning process of taking your mission, vision, and values and translating these into tangible goals and actions is crucial to success.
Organizations lack direction, focus, and a clear understanding of their goals without a strategic plan.
This can lead to missed opportunities, wasted resources, and a lack of competitiveness in the marketplace.
Strategic planning often falters due to poor execution, caused by a lack of stakeholder buy-in and insufficient resources. Rigid plans can quickly become irrelevant in dynamic environments, emphasizing the need for flexibility and continuous strategy methodologies. Communication breakdowns and unclear objectives lead to confusion and resistance, remedied by storytelling techniques. Without clear metrics, tracking progress becomes challenging, highlighting the importance of defining KPIs and data collection. Strong leadership, commitment, and consistent follow-up are essential for successful strategic planning.
We recommend planning as a best practice, but it’s especially important when:
- Starting a new business or launching a new product or service
- Seeking to grow or expand its business
- Facing significant internal or external changes or challenges, such as changes in leadership, industry disruption, or economic shifts
- Looking to align its operations and resources with a clear and focused direction
- Seeking to optimize its performance and achieve its long-term goals in a deliberate and structured way.
Aligning all organizational strategies is crucial to avoid confusion, conflicting priorities, and resource wastage. When business units pursue goals independently, it results in duplicated efforts and inefficient resource use. Aligning strategies ensures departments collaborate towards common goals, improving overall success and resource efficiency. Clear, aligned strategies enhance communication, collaboration, innovation, and problem-solving, creating a more effective and efficient organization.
There are many strategic and operational planning frameworks you can use, and i-nexus supports:
- Hoshin Kanri
- OGSM
- OKR
- Custom business systems
i-nexus strategic planning software is priced on an annual subscription basis, which includes the software itself, hosting, and support.
Pricing depends on your needs – whether starting small and building a process or looking to deploy across your entire organization, we’ll work with you to find what works for your strategy execution needs.
As we roll out the software, we’ll work to a plan that fits your needs, with one of our G2 award-winning success managers who’ll help you get i-nexus deployed exactly as you need to an agreed timeline.
Absolutely. With i-nexus, you’ll receive support throughout your journey.
From the moment you request a demo / log in to your trial, you’ll be guided through the journey, giving you direct access to two decades of experience tackling the daily challenges you face.
Once you become a customer, you’ll meet our G2 award-winning support and a dedicated success manager.
On top of that, we have a library of handy how-tos and a walk-through guide within the system that shows you how to do exactly what you need to do.
Strategic planning is about collaboration and repetition. So, what better way than being guided through the strategic planning process with i-nexus?
i-nexus offers a free four-week trial with no purchasing commitment, allowing you to work with a Solutions consultant to validate your plan and test that the software meets your needs.
Request your trial today: info.i-nexus.com/free-trial
Throughout i-nexus.com, you’ll see quotes and case studies from our users, and you can find more, including our G2 reviews, at:
As part of introducing i-nexus into your organization, we’ll give you the chance to speak directly to customers from the same industry, role, or those facing the same challenges as you.
It’s important to us that you have the opportunity to hear how i-nexus factors into their work, and the value you can expect to get from similar circumstances.
Ask our Solutions team for a customer reference on your demo: Book your i-nexus demo