StrategyWorks

1. Discovery & Assessment
   • Understand the organization's strategic goals, current execution challenges, and key stakeholders.

   • Conduct workshops or interviews to gather insights.

2. Platform Setup & Customization
   • Configure the StrategyWorks platform to align with the organization’s strategic framework.

   • Customize dashboards, KPIs, and reporting structures.

3. Training & Onboarding
   • Train leadership and teams on using the platform effectively.

   • Provide onboarding materials and support.

4. Pilot Launch

   • Run a pilot with select teams or departments to validate workflows and data integration.

5. Full Rollout

   • Deploy across the organization with ongoing support and performance tracking.

6. Continuous Improvement

   • Monitor usage, gather feedback, and refine strategy execution processes.

Estimated Timeline

• Small to mid-sized organizations: 4–8 weeks

• Large enterprises: 2–3 months or more, depending on complexity and customization needs

StrategyWorks is built to be highly flexible and adaptable to different business needs. Key customization features include:

• Strategic Framework Modeling: Organizations can shape their own strategy, initiatives, programs, and projects to create a unified strategic view.

• Custom Objectives & KPIs: Businesses can define and track their own strategic objectives and key performance indicators.

• Tailored Program & Project Management: The platform allows customization of how programs and projects are monitored across departments.

• Risk, Issue & Decision Tracking: Users can configure how risks, issues, and decisions are captured and reported.

• Integration Support: StrategyWorks integrates with over 500 applications, enabling seamless connection with existing tools.

• Enterprise-Level Customization: The Enterprise edition includes bespoke deployment, training, strategy execution consulting, and dedicated account management.

• Setup fees: Typically included in the bespoke deployment package for Enterprise clients.

• Maintenance: Not explicitly listed; likely covered under ongoing enterprise support.

• Support charges:
  • Professional users: Access to full online support and a comprehensive knowledge base.
  • Enterprise clients: Receive dedicated account management, consulting services, and tailored training.

StrategyWorks offers a range of onboarding and support services tailored to different tiers:

• Free Tier: Access to a fully featured trial version with online support and a knowledge base.

• Professional Tier: Includes full online support, documentation, and access to integration tools.

• Enterprise Tier:
  • Bespoke training programs tailored to the organization’s strategy and structure.
  • Strategy execution consulting to guide implementation.
  • Dedicated account management for ongoing support and optimization.
  • Workshops and leadership programs designed to ensure learning translates into measurable results.

• Data Encryption: Both in transit and at rest to protect sensitive strategic information.

• Access Controls: Role-based permissions to ensure only authorized users can view or edit data.

• Cloud Security Standards: Likely hosted on secure cloud infrastructure with compliance to global standards (e.g., ISO 27001, GDPR).

• Audit Trails: Tracking changes and user activity for accountability.

• Regular Feature Updates: To enhance usability, reporting, and integration capabilities.

• Security Patches: Rolled out as needed to address vulnerabilities.

• Enterprise Customization: Updates may be managed in coordination with client IT teams to ensure compatibility and minimal disruption.

• Client-Centric Ownership: Data generated through assessments, surveys, or strategic planning is typically owned by the client organization.

• Portability: If digital tools or platforms are used, portability would depend on the terms of service or licensing agreements. Clients may need to request data exports or reports directly.

• Flexible Engagements: Programs can be adjusted based on leadership levels, team size, or organizational complexity.

• Modular Design: Training and development offerings are likely structured to expand or contract depending on goals and budget.

• Consultative Support: StrategyWorks works closely with clients to adapt solutions as needs evolve, which may include revisiting scope, timelines, or delivery formats.

• Customized Agreements: Contracts are likely tailored to each client engagement, meaning renewal and cancellation terms may vary depending on scope, duration, and services.

• No Auto-Renewal Clauses Found: There's no indication that StrategyWorks uses automatic renewal clauses. If they do, recent FTC regulations (effective May 2025) require:
  • Clear disclosure of renewal terms.
  • Affirmative consent (e.g., checkbox or signature) adjacent to the renewal clause.

  • Advance notice before renewal with a simple cancellation mechanism.

• Cancellation Terms: These are typically defined in the original agreement and may include:
  • Required notice period (e.g., 30 or 60 days).
  • Conditions for early termination (e.g., breach of contract, non-performance).
  • Possible cancellation fees or prorated refunds depending on service delivery.

• GDPR (General Data Protection Regulation)

• HIPAA (Health Insurance Portability and Accountability Act)

• SOC 2 (System and Organization Controls)

• ISO/IEC 27001 (Information Security Management)