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Leverage our strategic planning software to build your plan faster than Excel or Word. Make 2019 the year it happens!

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Integrations & Extensions

Strategy requires connecting to data that matters most.
Build integrations where you need them most.

SEE THE SOFTWARE

Automate data management using pre-built extensions.

API Extensions

Import or export performance data between 750+ other systems using Zapier. Examples include:

  • Google Sheets
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Drive
  • Mail Chimp
  • Slack
  • Trello
  • Salesforce
  • Survey Monkey
  • Hubspot
  • Jira
  • Quickbooks Online
  • Constant Contact
  • Basecamp
  • ASANA

SEE THE LIST

Access the exact data you need using custom reports & extensions.

  • Reports & Extensions

    Flexible data inputs and outputs allow OnStrategy to be custom configured to your reporting needs.
  • Custom Performance Reports

    For a fee, allow the OnStrategy Team to produce a custom strategic plan or performance report to meet your specific needs and brand standards.
  • Custom API Connections

    For extensions not included in our pre-built offering, you can build a custom connection using our API to integrate with your data sources. Our integration team is also available to build connections where needed, with scope and cost based on integration points.
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Jeff Brunings

    Senior Strategist

    Jeff’s Client Accomplishments:

    130
    Planning & Execution Sessions Led Last Year
    29
    Clients Executing their Plans
    5
    Strategy Reviews Led Last Month
    Jeff's Clients:
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Kathleen Colombo

    Client Engagement Director

    Kathleen’s Client Accomplishments:

    107
    Planning & Execution Sessions Led Last Year
    31
    Clients Executing their Plans
    8
    Strategy Reviews Led Last Month
    Kathleen's Clients:
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Erica Olsen

    COO/Co-Founder
    Senior Strategist

    Erica’s Client Accomplishments:

    105
    Planning & Execution Sessions Led Last Year
    30
    Clients Executing their Plans
    4
    Strategy Reviews Led Last Month
    Erica's Clients:
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Kim Perkins

    Senior Strategist

    Kim’s Client Accomplishments:

    75
    Planning & Execution Sessions Led Last Year
    21
    Clients Executing their Plans
    3
    Strategy Reviews Led Last Month
    Kim's Clients:
  • Why work with us? You get a dedicated expert to guide you through planning, implementation, and reporting for a full year. Meet our experts:

    Lorna Shepard

    Senior Strategist

    Lorna’s Client Accomplishments:

    95
    Planning & Execution Sessions Led Last Year
    20
    Clients Executing their Plans
    4
    Strategy Reviews Led Last Month
    Lorna's Clients:

Success isn’t a list of flashy logos. It’s about helping anyone who wants to lead a great organization. If that’s you, join our list of clients – you’re in good company:

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