Strategy and performance
Manage strategy plans, reviews and scenarios with evidence and follow-up.
You bring the methodology and judgment; INERPY gives strategy data, owners and follow-up. An agent prepares sessions with evidence for each claim and proposes options for people to validate.
Lifecycle
Strategic plan
- 1Draft
- 2In review
- 3Validated
- 4Approved
- 5Published
- 6Closed
3D tour · Strategy management
From strategy plan to human-reviewed action
Follow objectives from the strategy map through reviews, evidence-backed proposals and scenarios that stay separate from accounting and official targets.
Scroll to walk through the area
What it does
Features that exist in the ERP today
- 01
Plans, metrics and scorecards
Organize objectives by perspective, assign owners and follow metrics, period targets, approvals and initiatives.
- 02
Reviews that lead to action
Record review agreements with owners and due dates. A person confirms before an agreement creates a project task.
- 03
Strategy alerts
Use an inbox for red metrics, stale or failed data, overdue captures, initiatives and decisions.
- 04
Evidence-backed agent preparation
An agent prepares review sessions and attaches evidence to each claim so people can inspect the context.
- 05
Diagnosis and three alternatives
An agent proposes a diagnosis, three alternatives and a balanced scorecard draft. People review each item, validate methodology and approve direction before seeing a publication preview.
- 06
External consultant access
Share selected plans with an external consultant through a revocable membership with an expiry date.
- 07
Templates copied per client
Apply a versioned methodology template as a copy; later template changes do not alter plans already in use.
- 08
Scenario simulator
Change drivers and compare scenarios. Calculations do not write to accounting or official targets.
- 09
Strategy map and company view
Explore objective relationships on the interactive map and compare each company's results without adding scores together.
Documents and states
Every document has a state, and every state moves something
- Strategic plan
- States: DraftIn reviewValidatedApprovedPublishedClosed
- Strategic review
- States: DraftScheduledHeldClosed
- Decision
- States: OpenDone / Cancelled· Project task after confirmation
- Strategy alert
- States: OpenAcknowledgedSnoozed / Resolved
- Agent session preparation
- States: DraftUsed / Discarded· Evidence per claim
- Diagnostic and proposal
- States: InterviewItem reviewMethod validationDirection approvalPublication preview
- Consultant membership
- States: Plan accessExpires / Revoked
- Methodology template
- States: VersionedCopied into a plan
- Scenario
- States: BaselineEditable assumptionsSimulated· No accounting or target writes
Connects with
It doesn't live alone
See it with your own processes
Book a meeting: we review your operation, show you INERPY with your data and put your proposal together. Every module included, no charge per module.