Strategy Cards is a SaaS platform for collaborative strategy formulation, integrating structured templates, AI insights, and real-time planning to support continuous strategic development.
What does the software do?
Executive teams and PMOs can build “workbooks” with freeform and more formal “worksheets” to create well considered strategic options which harness the ideas, energy and input of their people.
Where AI is activated, AI team members will interact, advise and offer insights.
The resulting analysis and strategic choices can be presented dynamically and directly in “playbooks”, and the chosen objectives and initiatives can be extracted to inform the deployment and execution phases.
Illustration: Strategy Cards addresses the first and most critical phase of the strategy process.
Strategy Cards provides a simple and understandable framework for users to develop their thinking clearly and consistently. This is an adaptation of Colonel John Boyd’s well-known OODA loop with the addition of a Framing step (F).
- Frame your vision, challenge or problem
- Observe your environment
- Orient and define your options
- Decide your priorities
- Act by setting your objectives
Why should you use Strategy Cards?
Strategy is typically carried out annually, often with the help of facilitating consultants. A variety of analysis tools are deployed to understand the current and target state of the organization, prioritise opportunities and challenges, understand risks and assumptions and determine objectives for the following year.
Once the direction is set, the organisation deploys the strategy – detailing the plans and aligning the teams behind it, then moves into execution and tracking, the province of Strategic Execution Management (SEM) and Strategic Portfolio Management (SPM) disciplines. The creation work then often remains in static documentation formats and is rarely revisited until the following year’s cycle.
Strategy Cards enables this work to become a living document which can be returned to repeatedly and can be connected to the strategy such that risks, assumptions and analyses can be continually revised and challenged and connected in a more meaningful real time way to the deployment and execution.
Benefit expected from using Strategy Cards:
Strategy Cards gives organizations the following capabilities:
- Ability to leverage well known tools and techniques to capture and refine strategic thoughts and ideas and communicate them to the wider organization.
- Ability to align the organization behind a standard process for strategy formulation.
- Ability to harness AI insights (when AI is activated) to help form a coherent strategy, and to spot opportunities and gaps.
- Ability to revisit the strategy any time, and to develop and refine it throughout the year. Strategy Cards keeps you connected to the risks, assumptions, and themes that shape your choices, making your strategy more robust, more agile, and better understood.
And aims to drive the following benefits:
- Improved quality of strategic work and decision making, driving better strategic outcomes for the business.
- Democratized strategy. Helping to coach and involve the organisation in strategic thinking, enhancing ownership and engagement in the strategy with commensurate cultural benefits to the organisation.
- Digitalized end to end strategy cycle, enabling insights and data connections to be made from the execution cycle back to first principles.
- Lean strategic process with much reduced administrative waste and time involved in strategy creation when compared against that to produce more traditional static documentation.
Functionality
Strategy Cards has the following minimum functions:
Cards and Workbook Functionality
- Over forty card types across twelve categories to enable the organization to capture the key elements and ideas within the strategy.
- A range of worksheets representing different strategic analysis tools, such as for example SWOT and PESTLE analysis, where Cards can be created, arranged and scored, comments captured, and actions and ideas generated.
- Workbooks in which members of your organization can come together to capture ideas, thinking and develop a strategy. A single workbook can be used for grand strategy, or multiple workbooks for different strategic problems and themes or teams.
- Ability to arrange your strategy against process framework (Frame Observe, Orient, Decide, Act) or to work more ad hoc to specific problem statements or challenges.
- Ability to create “Spark” cards to enable capture of ideas for later development.
AI integration and Collaboration
- Ability to leverage AI insights to inform your strategic work.
- Ability to invite other members of the organization to collaborate and share the strategic thinking.
- Ability to see notifications to track changes to cards, worksheets, and workbook data across the strategy development process.
Presentation & Reporting
- Ability to create playbooks where you can present your thinking and ideas and communicate them to the wider organisation, Arranging and summarising the key findings from one or many workbooks.
Security & Administrative settings
- Secure log in process with Multifactor authentication as standard
- Secure storage on AWS SOC 2 compliant infrastructure
Localization & Accessibility
- Availability of the interface in multiple languages – initially English, French, German, and Spanish
- Built-in help and knowledgebase (in English at time of launch) to assist users
- Ability to add your own organizational logo and to set the fiscal year, AI settings and presentation features.
Strategy Cards is provided on a Software as a Service basis and is continuously updated to improve and expand the feature set and to deliver value to its users.
Availability for use on mobile and touch screen devices of all sizes. Usability is optimized on smaller mobile devices and these may not carry all features available at larger screen sizes.
Use of Artificial Intelligence (AI)
Strategy Cards offers integrated AI assistance to support strategic analysis, ideation, and risk sensing.
AI features are optional and respect organizational data boundaries—no customer data is used to train AI models.
SLAs
We target 99.0% monthly uptime, excluding scheduled maintenance.
Support tickets are triaged and responded to within 24 business hours (Monday–Friday, excluding UK and US public holidays)
Minimum Subscriber system requirements
Strategy Cards is tested in Google Chrome, Firefox, Safari, and Edge. Other browsers may be used at the subscriber’s own risk.
Using one of these browsers, one of the most significant factors in terms of system performance would be the user’s network speed rather than their system’s hardware specification. As a minimum we would recommend at least 10MBit/s download speed.
Additional Information
To learn more please also refer to the following:
Terms & Conditions of use
Data Protection Policy
Acceptable Use Policy
Prohibited locations list
For support or questions, please contact: cards.support@inexus.com