Business Model Almanac
EPOCH 2026.0 PCF v7.4 snapshot 2026-Q3
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Umbrella thread

Strategy-to-Execution

  • Strategy-to-Portfolio
  • Plan-to-Execute
  • Vision-to-Execution
  • Strategy-to-Performance (OKR)

Top-of-house steering: set vision and strategy, translate it into portfolios, objectives (OKRs), and initiatives, and track execution and performance across the enterprise.

The constellation

The brass line traces the thread; the lit houses are the category plates it crosses, in process order. 8 steps across 5 categories.

The thread, step by step

  1. Develop Vision and Strategy Define the business concept and long-term vision 1.1
  2. Develop Vision and Strategy Develop business strategy 1.2
  3. Develop Vision and Strategy Develop and measure strategic initiatives 1.3
  4. Manage Information Technology (IT) Develop and manage IT business strategy 8.2
  5. Manage Financial Resources Perform planning and management accounting 9.1
  6. Develop and Manage Business Capabilities Manage portfolio, program, and project 13.2
  7. Develop and Manage Business Capabilities Measure and benchmark 13.6
  8. Manage External Relationships Build investor relationships 12.1

Signature software

The systems most associated with Strategy-to-Execution, in prominence order. Selection basis and the dated-snapshot policy are on the methodology page.

Planview

Planview, Inc. Strategic Portfolio Management

Strategic portfolio and work management connecting enterprise strategy to delivery.

RANK #1 as of 2026-Q3 ranking basis

Anaplan

Anaplan, Inc. Connected Planning

Connected planning platform for scenario, financial, and operational what-if modeling.

Privately held under Thoma Bravo since 2022; no product-continuity impact.

RANK #2 as of 2026-Q3 ranking basis

WorkBoard

WorkBoard, Inc. Strategy Execution & OKRs

Enterprise strategy-execution and OKR platform for aligning goals, initiatives, and results at scale.

Acquired Quantive (formerly Gtmhub) in May 2025 and is migrating those customers onto the WorkBoard platform; the Quantive brand is winding down.

RANK #3 as of 2026-Q3 ranking basis

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