Strategic Planning
Strategic planning usually involves pulling together market data, financial projections, competitive analysis, and internal performance metrics from a dozen different sources. Then you need to turn all of that into a coherent story that aligns the organization.
What ExCom.ai Does Here
The platform connects to your data sources and helps you answer strategic questions directly: "How have our margins trended vs. competitors over the past 3 years?" or "What market share did we gain in each region last quarter?"
Instead of spending weeks gathering data for your annual planning cycle, you can focus on the actual strategic decisions.
Common Pain Points
Data gathering takes forever. By the time you've collected everything, some of it is already outdated.
Analysis lives in silos. Finance has one view, sales has another, operations has a third. Getting them aligned is a project in itself.
Strategy documents get stale. You create a beautiful strategic plan, then it sits in a drawer because updating it is too much work.
Execution tracking is disconnected. The strategic plan says one thing, but nobody knows if you're actually on track.
How It Helps
Faster analysis. Query your connected systems for market data, financial performance, and competitive intelligence without manual data pulls.
Living documents. Strategic plans that update automatically as underlying data changes. KPIs refresh in real-time.
Scenario modeling. Ask "what if" questions and see projections based on your actual historical data.
Progress tracking. Connect strategic initiatives to operational metrics so you can see if execution matches intent.
What You Can Build
- Annual strategic plans with integrated financial projections
- Competitive landscape analysis
- Market opportunity assessments
- Initiative tracking dashboards
- Board-level strategy presentations
- Quarterly business reviews
Getting Started
Most organizations start with their annual planning cycle - that's where the data gathering pain is most acute. Once you've connected your key data sources, the same infrastructure supports ongoing strategy monitoring and quarterly reviews.
Want to discuss strategic planning workflows? Get in touch.