Finance teams in any enterprise manage a myriad of processes and operations that require consistent business rules and financial reporting. KanBo helps you manage your finances and operations effectively.

Value-Risk Matrix

KanBo’s Value-Risk Matrix helps you collect and visualize risks associated with processes, products, activities contracts and more to support smart decision-making.

QBR Meeting Agenda

KanBo’s QBR meeting template helps you to present value to customers with goals, metrics, documents, benchmarks and more during your cyclic QBR meetings. Build an action forward plan to make the QBR meeting a success.

Value-Complexity Matrix

Prioritize product features by mapping their value against implementation complexity and make the decision-making process easy and efficient with KanBo’s value-complexity matrix.

Easily conduct a SWOT analysis to define strengths, weaknesses, opportunities and barriers to build new goals and strategies in a simple and intuitive environment

Request for Proposal Process

Create effective RFP processes to outline goals and scope, connect with stakeholders and plan projects well through useful tools including Kanban, Gantt chart views and more.

Sales Pipeline

Get a top 360 degree view of your sales pipeline to track the progress of current leads and deals with KanBo’s sales pipeline template.

New Hire Checklist for Managers

The template includes new employee training, preparations and task details with company policies and more – all compiled by the HR department for the managers’ ease.

Business Trip

Business trip checklist brings all the relevant information onto one place, making it easier to plan and execute a successful business trip. 

Enterprise Kanban Board

The KanBo Enterprise Kanban Board simplifies your workflow. Discover more about the KanBo Enterprise Kanban Board here.

Meeting agenda

Sophisticated Meeting Agenda Template. Handle Pre-work for meeting and Easily set goals, date, location and responsible. Receive Reminders and notification for all participants with Remote and real time access to information from all devices.

HR Knowledge Base

Build multiple HR knowledge bases with this fully customizable KanBo template for HR information including code of conduct, policies etc.

IT Ticketing – Helpdesk

Optimize your IT helpdesk functions with KanBo’s IT ticketing template to quickly resolve issues through KanBo’s advanced functionalities.

Build a business roadmap with goals & milestones, and communicate your company’s or product’s vision. This template features timeline, Gantt chart and Kanban view and other useful functionality

Digital Kanban board

Digital Kanban Board helps you visualize your work and maximize efficiency. It is an agile Kanban board that helps you move work forward faster with project visibility and communication in real-time.

Easy To-Do List

A simple yet intuitive way to organize your flow of work and manage tasks & subtasks with features including email, notifications, due dates and more.

Work Order/Request

KanBo’s work order template helps you efficiently manage any work orders. Assign orders to participants. Add images, documents, dates and more with remote and real-time access from any device.

Eisenhower Matrix

Organize and visualize your tasks with the Eisenhower matrix in KanBo to boost focus on important tasks and make the right decisions.

Ideas bank

KanBo’s Ideas bank is the birthplace of amazing ideas. Innovate, visualize and collaborate over your ideas through all the stages with KanBo.

MyBoard – Personal Kanban

KanBo’s MyBoard allows you to visualize and prioritize your own work stream. Move cards, set dates & reminders, get insights and more with KanBo.

Kaizen PDCA

Focus on areas of improvement with KanBo’s PDCA Kaizen template. Build plans, set goals, analyze facts, implement solutions and more with the 4 stage (Plan, Do, Check, Action) Kaizen model.