Os 10 melhores softwares de planeamento estratégico de 2026

Avaliações do melhor software de planeamento estratégico

1. 

   1

   Deel HR

   Best for global workforce and headcount planning

   • Free demo available
   • From $5/user/month

   Visit Website

   Customer Rating:4.8/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Deel is a comprehensive Employer of Record (EOR) service designed to facilitate global workforce expansion by simplifying hiring, onboarding, payroll, and compliance processes for international contractors and employees.

   Why I picked Deel: The platform offers global compliance management, which is crucial for companies operating in multiple countries. This emphasis on compliance helps inform strategic planning in the realm of hiring and ongoing employment and contracts, ensuring businesses stay on top of changing regulations as they affect their international employees and contractors.

   Additionally, its real-time reporting and AI capabilities provide business leaders with up-to-date information on payroll costs, employee headcounts, and compliance status. This real-time data allows for quick, informed decision-making, ensuring that payroll operations are always aligned with the company's strategic goals.

   Deel Standout Features and Integrations

   Features include an HRIS, payroll automation, benefits administration, specialized HR support, in-house visa and work immigration support, contract management, and employee engagement tools, like a learning management system.

   Integrations include Xero, Bob, Okta, Expensify, BambooHR, Slack, QuickBooks, and NetSuite.

   Pros and Cons

   Pros:

   • Strong emphasis on compliance management
   • Global payroll automation
   • In-house visa and work permit support

   Cons:

   • Could offer more robust features for visual planning
   • Limited customization options
   Learn more about Deel HR:

   • Check out Deel HR on their website
   • Read my in-depth review of Deel HR
   • Explore best alternatives to Deel HR
2. 

   2

   monday CRM

   Best for headcount planning

   • 14-day free trial + free demo available
   • From $12/user/month (billed annually)

   Visit Website

   Customer Rating:4.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   ​monday CRM is a customizable customer relationship management platform designed to help teams manage their sales pipelines, track customer interactions, and automate routine tasks. It offers a centralized workspace where you can oversee all aspects of your sales process, from lead generation to post-sale activities. 

   Why I picked monday CRM: I like that monday CRM offers headcount planning capabilities. The platform allows you to create and manage hiring plans with customizable tables, dashboards, and automation. You can track hiring timelines, monitor the status of planned versus filled positions, and ensure that your team scales in alignment with business goals. The visual dashboards provide insights into workforce distribution across different departments, helping you make informed decisions about resource allocation.

   It also offers robust sales planning tools, which help you set revenue targets, forecast sales, and track team performance. You can organize sales teams by region, role, or pipeline stage, making it easier to analyze progress and adjust strategies as needed. 

   monday CRM Standout Features and Integrations

   Features include  lead scoring, sales forecasting, activity tracking, email templates, goal setting, performance analytics, territory management, contact management, deal management, task assignments, and file sharing.

   Integrations include Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier.

   Pros and Cons

   Pros:

   • High customizability & automation-friendly
   • Robust integration capabilities
   • Advanced reporting and analytics

   Cons:

   • Lacks diagramming features for creating strategies
   • Not a dedicated strategic planning software
   Learn more about monday CRM:

   • Check out monday CRM on their website
3. 

   3

   Phocas

   Best for connecting all business units

   • Free demo available
   • Pricing upon request

   Visit Website

   Customer Rating:4.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Phocas is a business intelligence and financial analysis software that provides organizations with in-depth reports and planning capabilities.

   Why I picked Phocas: When it comes to strategic planning, Phocas helps you connect data from all your business units, like sales, marketing, and HR, providing a centralized place to align overall business goals with financial targets.

   Its business planning feature offers capabilities like sales forecasting, customer demand predictions, scenario planning, budgeting, and model pricing strategies. Users can also customize reports and compare budgets with actual spending to help organizations strategize effectively.

   Phocas Standout Features and Integrations

   Features include customizable dashboards, Phocas AI for answering queries, an ad-hoc analysis layer, financial statements, rebate management, CRM functionalities, collaborative workflows, privacy compliance, and security controls.

   Integrations include MYOB, Netsuite, Oracle, QAD, Retail Express, Epicor, IFS, Jonas Metals Software, Acumatica, Accolent, Datafile, Enapps, Kerridge, Khaos Control, MAM Software, Merlin, Microsoft, Sage, SAP, Sympac, SYSPRO, Xero, and more.

   Pros and Cons

   Pros:

   • Planning for all business departments
   • Strong forecasting capabilities
   • Customizable reports and dashboards

   Cons:

   • Amount of data can be overwhelming
   • Learning curve for new users
   Learn more about Phocas:

   • Check out Phocas on their website
4. 

   4

   AchieveIt

   Best for data visualization

   • Free demo available
   • Pricing upon request

   Visit Website

   Customer Rating:4.4/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   AchieveIt is a strategy software that helps teams identify pressing issues by visualizing their data in different ways. 

   Why I picked AchieveIt: AchieveIt offers a clean interface and is not difficult to use. The software creates useful dashboards you can use to steer meetings and conversations, and its reports help you identify gaps in your strategic plans. 

   AchieveIt enables you to visualize your data as you like. You can organize your goals and ideas in trees, lists, Gantt charts, or Kanban boards. You can create multi-plan views to understand what’s happening across multiple departments, and use filters to get a granular view of different business metrics. AchieveIt is a great tool for data-driven organizations. 

   AchieveIt Standout Features and Integrations

   Features include goal planning, dashboard creation, task management, performance assessment, and automation. 

   Integrations are available natively through the software’s open API. Their implementation team will work with you directly to connect to other tools.

   Pros and Cons

   Pros:

   • Templates help you organize your business strategy
   • Real-time updates for increased visibility
   • Automation features

   Cons:

   • Setting up goal and milestone dates could be easier
   • No portfolio management features
   Learn more about AchieveIt:

   • Check out AchieveIt on their website
5. 

   5

   Miro

   Best for visual whiteboard planning

   • Free plan + 14-day free trial + free demo available
   • From $8/user/month (billed annually)

   Visit Website

   Customer Rating:4.8/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Miro is a visual workspace tool that provides a platform for project management, collaboration, and integration with other applications. It is distinguished by its capacity to support visual innovation workspaces, enabling teams to efficiently build, iterate, and design.

   Why I picked Miro: I chose Miro because it offers a comprehensive suite of collaborative tools and templates that facilitate the entire strategic planning process. Its standout feature is the ability to visualize complex strategies and data using its infinite whiteboard, which is crucial for aligning teams and communicating plans across an organization.

   I like that it also has an interactive presentation mode, a central hub for tracking projects and resources, and seamless integration with other platforms, which collectively enhance the strategic planning and execution experience across your organization.

   Miro Standout Features and Integrations

   Features include real-time collaboration tools, such as sticky notes and comments, an infinite canvas, custom frames and shapes, presentation mode, Miro Assist AI, document and image embedding, voting and polling features, mind mapping tools, screen sharing, timeline and roadmap planning, access control, and permissions management.

   Integrations include Zoom, Figma, Asana, Microsoft Teams, Jira, Slack, Monday.com, Confluence, Google Drive, Box, Airtable, Notion, Azure, and Webex. Some integrations are limited to paid plans only.

   Pros and Cons

   Pros:

   • Built-in communication features for streamlined collaboration
   • Free forever plan available
   • Intuitive and easy setup

   Cons:

   • Visitor/guest accounts locked to paid plans only
   • Free version does not allow high-quality export to pdf
   Learn more about Miro:

   • Check out Miro on their website
6. 

   6

   Quantive Results

   Best for collaborative strategic planning

   • Free plan + 14-day free trial available
   • From $18/user/month

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   Customer Rating:4.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Quantive Results is a strategy execution platform that helps you plan your business strategy, set goals, and track your progress, all while keeping teams aligned.

   Why I picked Quantive Results: What makes this platform stand out is its features for collaborating. Your leadership team can use the whiteboards and the ready-made retrospective templates to plan your business strategy as a collective effort. Commenting is also available in your KPI tracking, helping you raise questions, give context, and spark ideas together.

   In addition to mapping out your high-level strategy, you can also set and track goals with the software. OKRs and KPIs can be established, and goals can be cascading and linked to others to show how work flows and contributes to the broader objectives. The software also has AI that helps you set KPIs and connect related goals.

   Quantive Results Standout Features and Integrations

   Features include pre-built OKR templates, multi-level goal setting, multiple key result types, tags, OKR and task alignment, automated notifications, advanced access permissions, and reporting and analytics tools.

   Integrations include Slack, Microsoft Teams, Asana, Miro, Jira, SurveySparrow, BambooHR, Workable, Humaans, and Rally, among others. You can also access additional integrations with a paid Zapier account.

   Pros and Cons

   Pros:

   • Account management and custom onboarding with enterprise plan
   • Free basic plan with unlimited users
   • Ready-made templates available

   Cons:

   • Scale plan limited to 249 users
   • All integrations not included in all plans
   Learn more about Quantive Results:

   • Check out Quantive Results on their website
7. 

   7

   Lightcast

   Best for workforce scenario modeling

   • Free demo available
   • Pricing upon request

   Visit Website

   Customer Rating:4.7/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Lightcast is a cloud-based strategic planning software that facilitates long-term workforce planning, budgeting, forecasting, and reporting processes for corporations.

   Why I picked Lightcast: Their software helps you create a comprehensive view of your organization's projected future, along with actionable insights and data analytics to help you make better data-driven decisions. You can use Lightcast to create and analyze multiple scenarios, evaluate the potential impact of each scenario on your organization, and adjust your plans accordingly. Their scenario modeling covers workforce and headcount planning, as well as talent acquisition capabilities such as skill-based hiring, and DEI & salary benchmarking data.

   Their customizable dashboards provide a quick overview of all relevant information and can be modified to plot key metrics and identify any areas for improvement. To help you understand complex data quickly and easily, their software includes a range of charts and graphs, as well as other visualizations that can be customized according to your business preferences.

   Lightcast Standout Features and Integrations

   Features include scenario modeling tools, data insights, workflow management tools, and recruitment-specific talent acquisition tools.

   Integration details are not available, though Lightcast does have an API to help you connect their system to other applications you're already using.

   Pros and Cons

   Pros:

   • Integrated benchmarking data is useful for staying competitive in the global talent marketplace
   • Additional consulting services are also available
   • Able to dissect employment trends across different sectors and regions

   Cons:

   • No free trial available
   • Pricing details are not transparent
   Learn more about Lightcast:

   • Check out Lightcast on their website
8. 

   8

   Adobe Workfront

   Best for enterprises

   • Not available
   • Pricing upon request

   Visit Website

   Customer Rating:4.3/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Adobe Workfront is a strategic planning and project management solution that enables enterprises to organize their day-to-day activities so they can achieve their long-term goals. 

   Why I picked Adobe Workfront: Adobe Workfront is an end-to-end planning and management solution. The software has a clean interface, allowing people to start using it without too much training. As a planning tool, Adobe Workfront is great because it enables you to create connections between tasks and your high-level goals. 

   Adobe Workfront makes it easy to transform a plan into an actionable project that’s neatly separated into multiple tasks. You can assign tasks to different departments and individuals, and you can track their progress in responsive dashboards. Managers can send updates and status reports to keep everyone on the same page and working toward the end goal. 

   Adobe Workfront Standout Features and Integrations

   Features include demand management, work management, portfolio planning, worker experience tools, and reporting. 

   Integrations are available natively with dozens of solutions, including Adobe Creative Cloud, Box, Google Workspace, Jira, Microsoft Outlook, Salesforce, and Slack.  

   Pros and Cons

   Pros:

   • Easy to create and manage cross-department tasks
   • Encourages user participation
   • Superb project management features

   Cons:

   • Some screens can become busy at times, making the tool difficult to navigate
   • Advanced features have a learning curve
   Learn more about Adobe Workfront:

   • Check out Adobe Workfront on their website
9. 

   9

   Jedox

   Best for retailers

   • Free demo available
   • Pricing upon request

   Visit Website

   Customer Rating:4.4/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Jedox is a strategic planning and business performance software that helps mid-sized and large retailers plan their sales strategies. 

   Why I picked Jedox: Jedox helps retailers that have multiple point-of-sale systems plan for the future. The solution connects your sales, HR, and business performance data to create scenario models that take into account your workforce, wages, locations, competitors, return rates, and SKUs. The models help you budget your initiatives and react to market disruptors. 

   Jedox enables you to create detailed purchasing plans and workflows so you can reduce overstock and sales losses. The scenario models help you plan for seasonal selling cycles, so you can increase your profits. 

   Jedox Standout Features and Integrations

   Features include demand planning, revenue forecasting, churn predictions, smart insights, and analytics.  

   Integrations are available natively with several apps, including Microsoft Excel, Microsoft Power BI, Oracle, SAP, Salesforce, and Tableau. 

   Pros and Cons

   Pros:

   • Can analyze huge sets of data to create scenario models
   • Dynamic reports
   • Flexible dashboards that are easy to follow

   Cons:

   • UI could be improved
   • Report builder can be buggy at times
   Learn more about Jedox:

   • Check out Jedox on their website
10. 

    10

    Workday Adaptive Planning

    Best for workforce planning

    • Free demo available
    • Pricing upon request

    Visit Website

    Customer Rating:4.4/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

    

    Workday Adaptive Planning is a strategic planning tool that enables medium and large businesses to manage their workforce. 

    Why I picked Workday Adaptive Planning: Workday Adaptive Planning helps you bring together your HR, finance, and operations data so you can gain a thorough understanding of your workforce dynamics. The software’s reporting features make it easy to spot how your existing hiring models and retention plans affect your costs, so you can develop long-term strategies to optimize your workforce.  

    Workday Adaptive Planning enables you to link your workforce data to financial models so you can deliver your hiring plans on time and within budget. Their built-in reports help you model your team’s skill capacity based on location or cost, allowing you to plan ahead for different scenarios. Thanks to its ability to plan for large workforces, this tool is a great option for mid-sized or large organizations. 

    Workday Adaptive Planning Standout Features and Integrations

    Features include forecasting, strategy planning, milestones tracking, resource management, and performance management. 

    Integrations are available natively with several tools, including Microsoft Dynamics, Oracle PeopleSoft, Sage Intacct, Salesforce, and SAP.  

    Pros and Cons

    Pros:

    • Accounts for seasonality, multiple locations, and different geographies
    • Forecasting helps you prepare for different scenarios
    • Role-based reporting enables managers to track their team’s performance

    Cons:

    • User interface could be improved
    • Has a learning curve
    Learn more about Workday Adaptive Planning:

    • Check out Workday Adaptive Planning on their website
    • Explore best alternatives to Workday Adaptive Planning