Operations teams in any Enterprise need clear and consistent policies to ensure their processes run smoothly. KanBo helps you plan and manage your processes in order to produce quality results.

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Vendor Management

Vendor management template aligns vendor selection to your business goals with risk assessment, contract negotiation, key contacts and more, all managed using KanBo’s analytics and reporting features.

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Customer Feedback

Building an effective customer feedback strategy can help you manage feedback in the right way. This KanBo board is specially designed to help you operate a centralized customer feedback mechanism where you can turn feedback into actionable insights.

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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.

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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.

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Visitor Management System

KanBo’s visitor management system template allows you to keep track of visitors with a real-time view, registration, notifications, analytics and more.

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HR Knowledge Base

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

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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.

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Business Trip

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

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SWOT analysis

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

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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.

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Business Roadmap

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

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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.

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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.

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Eisenhower Matrix

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

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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.

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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.

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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.

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IT Ticketing – Helpdesk

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