ClearPoint Strategy Reviews & Product Details

We are in the process of introducing the Kaplan–Norton Balanced Scorecard framework and what I really like about ClearPoint is how naturally it supports this. It provides a single, integrated platform that connects strategy maps, objectives, measures, initiatives, and reporting creating a clear line of sight from intent to action. The initiative module is particularly strong and gives us confidence we can effectively manage our strategic initiatives in one true single source of truth. This will help already reduced manual reporting and helped our leadership focus on insights and decisions, not chasing data. The built‑in Briefing Book, reporting capabilities, and emerging AI features will be especially valuable. We see ClearPoint Strategy as our strategic workspace. Review collected by and hosted on G2.com.

We are currently in the “messy middle” of finalising our prototype, where strategy planning and system configuration are happening in parallel. As a result, there has been a steep learning curve for our leadership teams and some iteration as we clarify objectives, measures, and ownership which is to be expected when introducing the Balanced Scorecard for the first time. That said, Marisa and Katie have been extremely supportive throughout the process and have helped us navigate this transition with confidence. ClearPoint does require discipline and a thoughtful rollout to realise its full value and we are taking the time to onboard our leaders effectively through this change journey. We see this discipline as a strength rather than a weakness, as it reinforces strong strategy and execution practices Review collected by and hosted on G2.com.

It is a very robust and flexible system. After a year of creating the framework for content, and creating reporting from the system for our users, I am continually amazed at the ability to adapt the features of the system for our use. The customer service is truly incredible, Katie, Walter, and Dan have been extremely responsive, and return answers very timely! Review collected by and hosted on G2.com.

Really the only downside is alignment and page organization. The trade off is it makes the system simpler and easier to use, but my OCD just likes boxes and lines to line up. Review collected by and hosted on G2.com.

I appreciate ClearPoint Strategy for helping us manage KPIs for our strategic plan and for starting the process of enabling various department liaisons to submit KPIs. I am particularly excited about working with our new Customer Success Manager, Katie Oliverio, who has incredible customer service skills and has provided us with excellent support. Additionally, ClearPoint Strategy helps organize individual KPIs for each department effectively. Review collected by and hosted on G2.com.

We had some issues with communication with previous contacts, but that has improved since working with Katie. Setting up has been challenging because only two team members are working on the project, and we are trying to get buy-in from various departments. Review collected by and hosted on G2.com.

It’s easy to use, and they’re always adding new features. The resources are really helpful for development and onboarding, and the customer service is excellent. The new AI feature is especially useful when I’m setting something up from scratch, and it also helps with ongoing analysis. Review collected by and hosted on G2.com.

In our case, Measures (Formulas) and Graphs aren’t as easy for our day-to-day staff to use. That said, customer service is always supportive and helps whenever we’re struggling. Review collected by and hosted on G2.com.

ClearPoint is an amazing tool that becomes a one stop shop for tracking everything. We had an outstanding implementation during the building phase and we were able to take the tool and create our own performance dashboard for every department. Review collected by and hosted on G2.com.

If I had to choose one dislike, which there is little to none, it would have to be the tabs that run across the top line. When opening new dashboards, the tabs seem to accumulate if you don't close them as you use them. Review collected by and hosted on G2.com.

I find ClearPoint Strategy really useful for Strategic Plan Tracking. The AI tool in both 'Classic' and 'Next' versions has been exceptionally helpful, significantly boosting my efficiency. The on-demand tech support is a standout feature, allowing for instant troubleshooting. As a new user, I'm grateful for such an advanced tool, particularly for managing updates, setting goals, and tracking measures. The initial setup was very easy, thanks to the extensive support. Review collected by and hosted on G2.com.

I have experienced some glitches. For example, the first reporting period for the Quarter duplicated all the monthly objectives. This caused users to double their uploads. The ClearPoint team was prompt and helpful in correcting this problem. I have registered for office hours for one-on-one tech support, but no one ever joined the call. I believe I could use additional training. My suggestion would be to ensure that one-on-one calls are rescheduled or sufficient notice if canceled. Review collected by and hosted on G2.com.

I find ClearPoint Strategy very user-friendly and easy for end users to learn and navigate. The platform is great because it lets us run reports at any time and customize them according to our needs. It's easy to update data, organizational structures, strategic goals, and performance measures. I think the reports are well-designed, clean, and visually appealing, making it easier to communicate information effectively. It's also efficient for generating reports, analyzing, and comparing performance data more effectively, which supports decision-making. I don't need to spend much effort training new users, and the ability to update data and adjust report formats quickly helps maintain accurate, up-to-date reporting. Review collected by and hosted on G2.com.

Report customization can sometimes be limited, and certain adjustments are not flexible as we would like, particularly when working with text-based data such as Yes/No or 'not applicable' values. The training of the vendor was too basic for the end users. Review collected by and hosted on G2.com.

I really like ClearPoint Strategy because it integrates goal tracking, performance measurement, and reporting into a single centralized system, which is really helpful for managing various plans like the Community Health Improvement Plan, Strategic Plan, Workforce Development Plan, and more. I find it great for keeping all plans in one platform, which aids in tracking and automatically reaching out for data. What I enjoy most is the easiness and accessibility of the platform. It's straightforward to navigate and enter data, and the initial setup was very easy. I also love the relationship we have with Katie Oliverio; she always provides excellent customer service. Katie is pleasant to reach out to, and always willing to help with anything needed at the time. Review collected by and hosted on G2.com.

nothing; we have liked everything so far Review collected by and hosted on G2.com.

-Streamlines data collection and removes the need for our staff to individually meet with project managers for project updates.

-Ability to create new fields/data points that we wanted in our dashboard.

-Ability to automate reminder emails to send to staff.

- Reporting function is easy to use.

-Our Customer Success point of contact Marisa was very patient and was able to incorporate most of our asks into our dashboard. Review collected by and hosted on G2.com.

We have only completed one workflow using Clearpoint, but my main feedback so far would be:

- We have projects that overlap with another department in our organization. There was miscommunication in that initial workflow, mainly that project managers not intended to be in our workflow were included due to project overlap with the other department. I now know how to avoid this, but wish the roll-out went a bit smoother and staff wasn't unnecessarily prompted to provide updates.

- Wish there was the ability to "hide" or remove fields in a project page that do not pertain to the data points we are asking from project managers. It can be difficult to train staff how to use a new program when it's visually overwhelming/lots of fields we're not using.

- There should be an easier way to alphabetize/sort projects by title

- Status Indicator is difficult for staff to find/not intuitive to edit. Maybe it should be a field like "End Date" or "External Status Update" so it's easier to find without having to press the edit pencil for the dropdown menu. Review collected by and hosted on G2.com.

What I’ve appreciated most about ClearPoint Strategy is how intuitive and structured the platform is for managing scorecards and tracking strategic goals. It brings everything into one centralized space, which makes reporting and performance conversations far more efficient. The dashboards are clean, customizable, and easy to navigate, even for team members who aren’t especially tech-savvy. It truly streamlines what used to be a very manual process. Review collected by and hosted on G2.com.

There can be a bit of a learning curve at first, especially when building out scorecards or adjusting advanced settings. However, once you understand the structure and logic behind the system, it becomes very manageable. With a little patience and guidance, it’s easy to get comfortable using the platform. Review collected by and hosted on G2.com.