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General
stratsuma is intended for strategy, not tasks. It facilitates strategic alignment between (and among) leaders and working teams. Most initiatives will need tactical work plans (identifying who is doing what, when are they doing it, etc.) to be successful. These plans might be created in a spreadsheet or any project management and can be linked in the initiative charters.
Everyone that you add to a specific strategy can see everything in that strategy. Their ability to edit elements will depend on their user role. Anyone that is not added as a user cannot see anything in the tool, including the stratsuma team. Your data is secure at rest and in transit; we cannot see your data unless you add us as a user or share your screen in a video call.
We do not support integrations at this point in time. Our philosophy is that stratsuma is most helpful when it is most simple. We will explore integrations when we believe they can be supported without adding complexity for the user. However, we do allow hyperlinking to documents and external websites.
At its core, stratsuma is intended to deliver transformations by increasing alignment between leaders and working teams, and driving accountability within those initiative teams. We see AI playing a role in the future, but nothing has been prioritized for the roadmap in the immediate term.
Progress tracking & reporting
That's up to you. While we believe that cross-initiative transparency is important, the strategy master decides which user roles receive the update. The strategy master can also add other people to the progress update recipient list, including other company leaders, as they wish.
Whichever roles your strategy master chooses to include in the reminder list when they complete the strategy settings. By default, all Initiative Owners and Team members who are tagged to an initiative that hasn't submitted an update will receive the reminder. The strategy master can choose to include Initiative Sponsors, or remove Owners/Team members as they see fit.
That also depends on your strategy master. They have the power to choose when reminders are sent out (and how many). For example, the strategy master could choose to just send one reminder 2 days before the due date, or they could choose to send a reminder 3 days before, followed by another 1 day before, then another 4 hours before the deadline if they wish. Individuals will not receive any more reminders if all of their associated initiatives have received an update.
The initiative is automatically marked red (off track) in the progress tracker (owner’s name is next to initiative name & status), which is automatically shared to all recipients. The executive should contact the owner to instill a sense of urgency; this will facilitate behavior change across the organization, as word gets around). When done right, this will only need to happen a couple of times. We will talk through this during onboarding.