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.
KanBo’s Value-Risk Matrix helps you collect and visualize risks associated with processes, products, activities contracts and more to support smart decision-making.
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.
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.
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.
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.
HR Knowledge Base
Build multiple HR knowledge bases with this fully customizable KanBo template for HR information including code of conduct, policies etc.
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 checklist brings all the relevant information onto one place, making it easier to plan and execute a successful business trip.
Easily conduct a SWOT analysis to define strengths, weaknesses, opportunities and barriers to build new goals and strategies in a simple and intuitive environment
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.