THE BOARD THE ROOM RUNS FROM

Strategy that stays
on one living board.

Displace PowerPoint, Excel, and emailed decks. Draft from a brief, share with the people who must steer, and Ask this board in the room — it reads what is on the canvas. It does not invent. It does not edit.

No credit card · 30-day trial · Encrypted in the browser · Share without emailing the board

Enterprise transformation · Executive

Swipe the board · Fiction. Click a bar.

Swimlane

2027

Q1Q2Q3Q4

2028

Q1Q2Q3Q4

2029

Q1Q2Q3Q4
Customer growth
AI & data
Technology
Operating model

Initiative

Enterprise data platform

Owner · Status

CDO · In flight

Outcome

Priority domains share one trusted store.

Depends on

Identity modernization

Three rooms.
One product.

Enterprise transformation. Consulting engagement. IT services programs. Same living board — different spine. Sign up to open the matching fiction board — Executive first, Unit when you need the workstreams.

Meridian Industries roadmap — Executive view

CXO · Strategy · Transformation office

Enterprise transformation

One living sequence leadership will open — not another status pack.

Example · Meridian Industries · Enterprise transformation

Riverbend Health roadmap — Executive view

Strategy & transformation advisory

Consulting firms

Turn the engagement into a board the sponsor keeps steering.

Example · Riverbend Health · Advisory engagement

Evergreen Health — Account roadmap — Executive view

Pursuit · Delivery · Practice · Firm programs

IT services organizations

One living board for every firm job — not only the account plan.

Example · Evergreen Health — Account · HCLS SI · Account growth

Learn more from each card, or browse all three on Solutions.

ASK THIS BOARD

From a brief. Then ask the board.

Give the strategy. We draft the roadmap. On the toolbar, Ask opens with a briefing from this board — what is dated, what is thin, what waits on what. It does not invent. It does not edit. It does not send the roadmap to a third-party model.

Ask this board

Reads this fiction board · Confirmed / derived / suggested

What should leadership focus on this quarter?

Next decision: New markets

One decision. The next dated one on this roadmap, not a list of gates.

Confirmed

Next decision: New markets

Nothing is due in the next 30 days. Gated. Owner COO. The choice is not written. Dated 2029-12-31.

How the AI works

Strategy shouldn't disappear into slides.

Organizations invest months defining strategy. Then the map fragments across PowerPoint, Excel, and emailed decks. Project tools keep the work moving — they are not the enemy. Leadership still loses the one view that matters: how the major initiatives fit together to deliver the strategy.

  1. Strategy deck
  2. Strategic priorities
  3. Initiatives
  4. Programs
  5. Projects

PowerPoint

Excel

Emailed decks

Status packs

RoadmapIt keeps the strategic layer intact.

How it works

01

Give the brief

The bet, the horizon, what is already decided. Then we ask what a brief never contains.

02

We draft most of the board

Swimlanes, initiatives, sequence, proposed objectives. You open a canvas that is mostly done — then you edit.

03

Share the board with the room

Owner, editor, or viewer. Comments on the work. Executive and detail on the same map. Ask reads that board where the decision is made.

Name the bet.
Put it on a year.

One strategy.
Every level of the organization.

Executive, Portfolio, and Unit. Same swimlanes. Same board. Objectives sit above, mapped to initiatives.

The same swimlanes. Modules rolled up for the steering meeting.

  • Clinical data platform
  • Identity and restore
  • Cloud landing zone
  • ERP wave 1

See what has to happen first.

Strategy fails across organizational boundaries. RoadmapIt makes dependencies between initiatives visible before they become executive surprises.

Customer 360

requires

Enterprise Data Platform

requires

Identity modernization

Data governance

  • 3 initiatives depend on the data platform
  • Identity modernization is 2 quarters behind Customer 360

Built for the room
where decisions get made.

Not another reporting dashboard. A shared board the leadership team, the operators, and an advisor can sit on together.

42

Strategic initiatives

7

At risk

11

Cross-functional dependencies

$84M

Planned investment

6

Decisions required

Strategic priority

Grow digital revenue

Initiatives 8

Confidence Medium

Next decision Approve Customer 360 Wave 2

When not to buy RoadmapIt.

We displace the slide pack — not your delivery suite. If you need product backlog prioritization, idea voting, or Jira capacity planning, keep the tools built for that. We often sit beside them.

  • Not a product backlog

    Feature voting, PRDs, and sprint planning stay in product tools.

  • Not a capacity planner

    Team load and Jira velocity are not what the strategy room needs first.

  • Not a slide factory

    Exports exist. The living board is the source — not another pack to rebuild.

WATCH THE FILM

The strategy doesn't stop.

A short film on what happens when the plan stays in last quarter's deck — and what a living roadmap is for.

Thirty days to put the strategy on a year.

The trial starts when you register. Draft from a brief, then invite the people who have to live with it — without emailing the board as an attachment.

Build your roadmap
RoadmapIt — The board the room runs from