Business planning software provides powerful tools and solutions that help businesses plan their commercial objectives, strategies and projected actions, so that they can promote their survival and development. When you need to follow a strategic roadmap for launching or growing your business, such software helps you work through the rigorous process to crystallize the business vision, exploit emerging opportunities, and rally your teams around a clear course of action. For instance, CentriQS solution helps you develop tactics for your strategic goals, manage business projects, tasks and campaigns, and measure business performance with help of KPI dashboards.
Develop Tactics for Your Strategic Business Plan
Typically, a strategic business plan outlines a company's overall direction to business development and growth and determines long-term business objectives. Tactics helps realize this plan. Tactical decisions and actions allow examining current business activity in terms of ongoing projects, campaigns and tasks, formulating short-term action plans, and focusing teams on right direction.
To develop tactics for your business strategy, first you need to break down your long-term business goals into smaller objectives and tasks, so that it will be easier for your teams to accomplish each of the tasks and work on achieving each immediate objective. Then, you can use groupware software to plan for multiple campaigns and projects that address your strategic goals in the mid-run.
A Single Solution for Managing Business Tasks and Projects
CentriQS provides a single business planning solution that lets break down larger goals and activities into smaller, more manageable tasks and assignments. This solution also allows creating and running projects to lead various business campaigns and events.
Task Breakdown and Templates
In the Tasks view in CentriQS you can create a task breakdown with multiple parent tasks and subtasks. For example, a larger business goal 'Hold Product Presentation' can fall into several tasks and subtasks including 'Prepare Material', 'Get Product Sample', 'Make a Call-to-Action Overlay', 'Schedule Presentation Date & Time', 'Remind the Prospect of the Due Date', 'Develop Follow-up Plan'.
Creating task breakdowns is easy with drag'n'drop functionality and the floating panel at the right side. You can manage and change multiple tasks in several clicks. Task management is made even easier with help of templates that let you create sample tasks from a predefined template. Priorities, due dates, employee assignments, folders, projects, and other properties can be planned in advance and applied to new tasks.
Project List and Extended PM Approach
The Projects view in the business planning software provides a list of all projects, both ongoing and completed, so you can keep track of your projects in one list and see what strategic goals are managed by what projects. CentriQS makes project management easier by providing an extended view of project details. When you open your project you get a big picture of its multiple properties, including tasks, notifications, team members, graphs, time logs, schedules, files, and more. Besides, these properties can be customized as well as new properties can be added to your project. This customization approach to project management (PM) makes it possible for you to plan and run almost any kind of business campaign and address any strategic business goal of your organization.
Create KPI Dashboard in Business Planning Software
KPI dashboard is a business planning and collaborative tool that helps managers set goals, mark progress towards achieving those goals, and measure business performance at any given point in time. This tool will let you stay focused on your business activity and stay away from idle and wasting tasks. You will set objectives for your business projects, create tasks, keep track of your customers, and identify business metrics (or key performance indicators - KPIs). Because KPI dashboard is a built in business planning software, you will have access to other components of the software to customize the dashboard and make it available to other team members.
Enjoy Customization in CentriQS Dashboard
CentriQS dashboard is easy to set up and customize. When you create your dashboard you can access the Layout options to customize the dashboard view and select the items you want to include in the dashboard. For example, your dashboard can display such items as current 'Customers' and related 'Projects' and 'Tasks'. To measure business performance and keep track of your sales objectives, you can add one more item 'Sales Analytics' to the dashboard. Sales Analytics will show sales amount per customer per salesperson in selected region. As you recall, this example dashboard in CentriQS business planning software can be customized and more items can be added or hidden, so it is up to you to decide what KPIs to display for planning and monitoring your business goals.