StrategyBlocks vs. TruMandate Comparison Chart

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

Planview Software Product Delivery Solution is an enterprise delivery intelligence platform that connects strategy to execution across your existing development toolchain, giving technology leaders the visibility they need to deliver faster, with confidence and measurable impact. Planview's solution integrates with ADO, GitHub, Jira, and other tools to aggregate real-time delivery data across teams and toolchains. Core capabilities include cross-team dependency management, flow and bottleneck analysis, capacity planning, agile planning at team and portfolio levels, AI-powered roadmapping, delivery analytics (including DORA metrics), connected OKRs, and portfolio-level investment and scenario modeling. Risk signals are surfaced early through configurable thresholds and flow metrics, and executive-ready views replace manual reporting with live, evidence-based delivery intelligence helping enterprises transform how they deliver digital products.

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.

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.

Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.

Built for GovCon. Powered by AI. Managing government contracts shouldn’t be a never-ending spreadsheet chore. R3 Contract Management is built from the ground up for GovCon — and now, it goes beyond tracking and compliance. With embedded AI and intelligent workflows, R3 starts doing the contract work for you. Whether it’s ingesting a new award, adding clauses with flowdowns, adding CLINS and SLINS with funding details, or creating new subcontracts, R3 AI delivers more than visibility — it executes and does the actual work. That means: Faster results, less work and fewer errors — AI populates your system in minutes Smarter workflows and alerts — tasks route automatically across Contracts, PM, Finance, BD and everyone else Risk reduction — you’re always up-to-date on clauses, funding, thresholds, and deliverables More time for high-value work — your team does less manual entry, more strategic execution.

Traild is an accounts payable automation platform designed to streamline, secure, and modernize AP processes. It integrates seamlessly with leading ERP and accounting systems to automate invoice processing, approvals, and payments. Traild intelligently triages AP workloads by auto-approving low-risk invoices while routing high-risk invoices to relevant approvers for digital review. The platform is built with fraud prevention at its core, using AI-driven risk detection to identify errors, duplicates, and suspicious activity before payments are made. Real-time visibility gives finance leaders complete control over invoices, approvals and payments. Traild supports complex, industry-specific workflows across sectors like manufacturing, construction, distribution, healthcare, and energy. By reducing manual AP effort and improving accuracy, Traild enables finance teams to focus on strategic decision-making instead of paperwork.

Serving more than 25,000 professionals, Crelate is the AI-powered Living Platform™ for modern recruiting. Built for high-performing teams across executive search, direct placement, and in-house talent teams, Crelate combines a powerful ATS, robust Recruiting CRM, and intelligent sourcing in a single, flexible platform. With agentic AI, customizable workflows, and real-time insights, Crelate helps teams activate their proprietary data, reduce tool sprawl, and solve strategic recruiting challenges at scale. Since 2012, our mission has been to grow lasting prosperity for all by empowering entrepreneurship and employment.

Built through collaboration with global banks, HERE Enterprise Browser provides enterprise security, workforce productivity and seamless integration of enterprise AI. HERE’s Chromium-based, zero-trust security model includes integration with Microsoft Entra and other IDPs, app access controls, data loss prevention controls, executable protection and auditability for compliance. HERE supercharges productivity through app interoperability and Supertabs that combine multiple tabs into persona or task-based dashboards. It provides federated enterprise search to Microsoft 365, Google Workspace, Salesforce and other platforms. HERE also has its own Notification Center and an AI Center that enables integration of enterprise AI models into end user workflows. The company is backed by major banks and IQT, the not-for-profit strategic investor that accelerates the introduction of groundbreaking technologies to enhance the national security of America and its allies.

Descartes Fleet Performance Management is built for enterprise fleets and complex delivery operations. Designed to handle high-volume, multi-stop, time-sensitive logistics environments, it helps organizations improve fleet efficiency, increase driver productivity, and deliver consistently better service at scale. The platform combines advanced route optimization, real-time fleet visibility, and mobile workforce management to reduce costs, minimize miles driven, and maximize vehicle and resource utilization. Businesses can accomplish more with fewer vehicles and drivers while maintaining service levels and operational control. With seamless mobile integration, organizations gain real-time tracking, performance insights, compliance monitoring, and dynamic appointment scheduling to keep operations running efficiently in the field. From planning through execution, Descartes enables smarter, more agile delivery operations. Descartes helps enterprise organizations take control of co