OnStrategy vs. UMT360 Comparison


OnStrategy	UMT360	+	+
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		Related Products Planview Portfolios Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes. Forward Planning • Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options • Investment prioritization, capacity planning, and demand management • Program and product funding, roadmapping, and financial planning • Forecast versus actuals tracking Outcome-Led Governance • Connected objectives and key results across portfolio, program, and team levels • Strategic missions translated into specific investments • Program management, project planning, and resource management • Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration • A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution Contextual Intelligence • A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes • Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph • Anvi available through in-app intelligence, Anvi Chat, and Anvi Home • Connections to systems of record across an organization's existing technology stack through Planview Hub Security and Deployment • SOC 2, ISO 27001, and ISO 27701 certification • Data encryption in storage, transit, and backups • Cloud-hosted or on-premise deployment options • Customer data is not used to train AI models and is not shared with other customers or third parties • Planview Anvi operates within the customer's own Planview environment rather than as an external service 200 Ratings Visit Website Project Insight Project Insight is strategic project, program, and portfolio management (PPM) software that gives organizations a complete picture of work across their business. By connecting projects, resources, capacity, schedules, budgets, and strategic priorities in one central command center, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, executive decision making, and AI analysis. Manage work at the project, program, or portfolio level while integrating with tools your teams already use, including Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot. Eliminate manual data reconciliation and gain visibility across departments without forcing everyone into the same system. From interactive Gantt charts and Kanban boards to resource capacity planning, financial tracking, project intake, and portfolio reporting, Project Insight connects the information leaders need to understand what's underway, who has capacity, what projects cost, and how investments support business goals. AI-powered capabilities help teams generate project templates, capture meeting action items, suggest resources, forecast capacity, and evaluate tradeoffs through what-if simulations. Whether you're moving beyond spreadsheets or managing a sophisticated PMO, Project Insight offers configurable workflows, customizable processes, dedicated onboarding support, and free view-only seats for clients and stakeholders. 122 Ratings Visit Website Wrike Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today. 7,635 Ratings Visit Website Kantata Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment 2,341 Ratings Visit Website SmartDraw SmartDraw makes professional drawings and diagrams accessible to everyone. Non-technical users can quickly create floor plans, while professionals get the precision and scale they require. With industry-leading floor planning tools and an intuitive interface for traditional diagramming like flowcharts and organizational charts, SmartDraw delivers enterprise-ready power without unnecessary complexity. Key features: - Large collection of symbols and templates - Ability to create custom shapes - Import PDFs, images, Google Maps, Visio files, Visio stencils - Draw to any scale - Enrich drawings with data - Generate manifest and bills of materials - Generate diagrams from data automatically like org charts, AWS, Azure, PI Boards, and more - Use natural language text prompts to generate diagrams with AI - Save files directly to OneDrive, SharePoint, or Google Drive, or other preferred provider - Integrations with the Microsoft and Google enterprise stack plus Confluence and Jira 573 Ratings Visit Website Bridge Bridge is an all-in-one LMS, skills, and talent and performance management system. The platform seamlessly integrates with existing HR tools, cutting hours of manual admin. Bridge empowers organizations to move beyond basic compliance checkboxes to create lasting and continuous upskilling that helps them stay ahead of the curve. Unlike traditional standalone LMSs, Bridge consolidates learning management, AI-powered skills mapping, and continuous performance reviews into a single ecosystem. By embedding structured 1on1 agendas, goal tracking, and career pathing into daily workflows, Bridge turns managers into coaches and drives employee-led growth. Bridge operates on a secure, scalable AWS cloud, comes with a top-rated mobile app for frontline workers, and is easy for admins and learners alike to use. 548 Ratings Visit Website Paligo Paligo is built for organizations that manage large volumes of complex technical content - and need it to scale. Designed for structured documentation at high volume, Paligo helps teams turn documentation into a strategic asset through intelligent reuse, governance, and automation. At the core of Paligo is a cloud-native component content management system (CCMS) that lets teams author once and reuse content everywhere. This approach reduces duplication, accelerates updates, lowers translation costs, and ensures consistency across products, formats, and markets. The result is faster publishing, fewer errors, and documentation teams that can focus on impact rather than maintenance. Paligo combines powerful structured authoring with an intuitive SaaS interface, making it accessible to both experienced technical writers and broader content teams. From authoring and review to translation and multichannel publishing, Paligo supports the full documentation lifecycle. 104 Ratings Visit Website Lightspeed Golf Lightspeed Golf is all-in-one golf course management software to help courses simplify operations, drive revenue and deliver amazing golf experiences. From tee sheet management, point of sale and payment processing to marketing, automation, reporting and more—Lightspeed is built for the pro shop, restaurant, back office, beverage cart and beyond. Lightspeed Golf has the features that golf operators need to scale strategically in a fast-evolving industry: ✅ 360 Sales & Marketing: Automate campaigns, enable dynamic pricing and access hands-on support from marketing experts ✅ Open API & Integrations: Build custom workflows and leverage top integrations for AI booking, marketing, loyalty, accounting, tournament management, staff training and more ✅ Integrated Booking & Scheduling: Take and manage bookings for tee times and off-course services—no third-party tools needed Ready to take your golf facility further? Lightspeed Golf is the only software you’ll ever need. 214 Ratings Visit Website Healthee Meet Healthee—your intelligent healthcare navigation platform. Healthee delivers instant, personalized answers to employees’ healthcare and benefits questions in one intuitive, mobile-first experience. Powered by Zoe, our AI Personal Health Assistant, employees get clear insights into coverage, costs, and care options - helping them make smarter decisions and reduce unnecessary spend. Healthee streamlines open enrollment with plan comparison tools, improves plan selection, and provides claims analytics for HR and CFOs to identify cost drivers, optimize benefits strategy, and control healthcare costs-without changing existing plans. The result: confident employees, healthier organizations, and a more cost-effective benefits strategy - right at your fingertips. As a total benefits administration solution, Healthee connects 50+ point solutions into one unified hub—giving benefits managers real-time visibility, streamlined vendor management, and measurable ROI. 13 Ratings Visit Website Forethought Forethought delivers the world’s most advanced AI Agents built to think, act, and get smarter with every interaction. No matter the question, “Where’s my refund?”, “How do I update my plan?” or “Why isn’t this working?” - there’s a purpose-built AI Agent ready to help. From chat to voice to SMS, every conversation gets a smart, personalized response powered by your policies, tone, and data. This isn’t just plug-and-play automation. It’s AI with a strategic plan. Forethought helps businesses roll out a multi-agent system across the entire customer experience. With Forethought, your teams can stop piecing together tools and start running a smarter, faster operation. One that delights customers every step of the way. 166 Ratings Visit Website
About Traditional strategic planning is static and doesn’t connect individuals’ efforts to your vision or mission. So, we’ve created an approach to fix the pain points. We’ll work with your team to create an agile approach to engage your team and connect them to what matters most in your organization. Build a great plan that sticks — the first time. Our team of expert practitioners will facilitate custom-built strategy sessions with proven methodologies, practical tools and hands-on exercises for designing a strategy and putting an effective management system in place. Engage your organization in the strategic planning process. We’ll develop a targeted survey to gather insight from board members, managers, and staff. Identify where the greatest opportunities for growth exist with customized research to gain strategic insights into current and emerging players in your market, industry trends, and market shifts.	About UMT360’s Strategic Portfolio Management solution provides the critical portfolio management capabilities that most organizations are currently missing. UMT360 ensures that the right top-down business planning and controls are in place to help you model and analyze all aspects of your portfolios, align all investments with strategy and accelerate business transformation. Our unique approach helps clients incrementally deploy the specific capabilities needed to attain visibility, gain insight and establish the enterprise connections needed to improve decision-making and accelerate business transformation. Key capabilities include: • Governance Controls Across Any Portfolio • Demand & Innovation Management • Budgeting & Forecasting • Resource Utilization & Management • Outcome Management • Strategic Portfolio Analysis • Roadmapping & Release Management • Business Intelligence & Metrics
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Strategic Planning solution for organizations	Audience UMT360 provides SRO, IT, business and finance leaders with the right combination of software, consulting services and best practices expertise to help them more effectively align all execution with strategy.
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information OnStrategy Founded: 2003 United States onstrategyhq.com	Company Information UMT360 Founded: 2010 United States www.umt360.com/products/strategic-portfolio-management-software/
Alternatives AchieveIt	Alternatives Planview Portfolios Planview
Core Strategy Core -CSI LLC	monday AI work platform monday.com
MPOWR Envision mpowr	Planisware
UMT360	Jira Atlassian
Strategypoint View All	Project Insight View All
Categories OKR Supported Strategic Planning Supported	Categories Agile Project Management Tools Supported Application Lifecycle Management Supported Application Portfolio Management Supported Change Management Supported Demand Planning Supported Enterprise Architecture Supported Innovation Supported IT Financial Management Supported IT Project Management Supported OKR Supported Product Management Supported Product Roadmap Supported Project Management Supported Project Portfolio Management Supported Resource Management Supported Strategic Planning Supported
Strategic Planning Features Budgeting & Forecasting Not Supported Dashboard Supported Goal Setting / Tracking Supported Idea Management Supported KPIs Supported Modeling & Simulation Not Supported Roadmapping Not Supported Scenario Planning Not Supported Scorecards Not Supported	Strategic Planning Features Budgeting & Forecasting Supported Dashboard Supported Goal Setting / Tracking Supported Idea Management Supported KPIs Supported Modeling & Simulation Supported Roadmapping Supported Scenario Planning Supported Scorecards Supported Show More Features Enterprise Architecture Features Application Portfolio Management Supported Architecture Governance Supported Capability Mapping Supported Diagramming Supported Idea Management Not Supported Modeling & Simulation Supported Project Management Not Supported Risk Assessment Supported Transformation Roadmapping Supported Version Control Not Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Project Portfolio Management Features Budget Management Supported Collaboration Supported Dashboard Supported Issue Management Supported Milestone Tracking Supported Portfolio Management Supported Project Planning Supported Requirements Management Supported Resource Management Supported Status Tracking Supported Task Management Supported Time & Expense Tracking Supported
Integrations Asana Supported Azure Boards Not Supported Google Drive Supported HubSpot CRM Supported HubSpot Customer Platform Supported Jira Not Supported Mailchimp Supported Microsoft 365 Not Supported Microsoft Dynamics 365 Project Operations Not Supported Microsoft PPM Not Supported Microsoft Planner Not Supported Microsoft Power Apps Not Supported Microsoft Power Automate Not Supported Microsoft Power BI Not Supported Microsoft Power Platform Not Supported Microsoft Project Not Supported ServiceNow Not Supported Slack Supported Stackreaction Supported Zapier Supported Show More Integrations View All 10 Integrations	Integrations Asana Not Supported Azure Boards Supported Google Drive Not Supported HubSpot CRM Not Supported HubSpot Customer Platform Not Supported Jira Supported Mailchimp Not Supported Microsoft 365 Supported Microsoft Dynamics 365 Project Operations Supported Microsoft PPM Supported Microsoft Planner Supported Microsoft Power Apps Supported Microsoft Power Automate Supported Microsoft Power BI Supported Microsoft Power Platform Supported Microsoft Project Supported ServiceNow Supported Slack Not Supported Stackreaction Not Supported Zapier Not Supported Show More Integrations View All 12 Integrations
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