Cloud-based Strategic Management Software
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
The University is seeking a cloud-based strategic management software platform designed to enhance the tracking and reporting of both institution-wide strategic plans and unit-specific action plans. This software should offer consolidation of multiple plans into a unified, enterprise-wide system, ensuring seamless management and oversight for leadership and departmental users.
Key requirements include automated email alerts and reminders to keep users informed of changes, deadlines, or necessary updates. The platform should support email-based access via personalized landing pages, allowing users to receive updates without requiring a login. Compatibility with both Google Workspace (including Gmail) and Microsoft 365 (including Outlook and Teams) is essential, supporting the University's existing technology environments.
The platform must provide customizable dashboards tailored to executive leadership and front-line users, with user-specific views that do not impact other users. Filtering capabilities by plan, user, status, alignment, or tags are required, along with the ability to store and display performance metrics linked to specific plan items. Visualizations should clearly represent progress or regression over time, aiding effective decision-making and transparent reporting.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.