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ClearPoint Strategy Reviews & Product Details - Page 10

ClearPoint Strategy Overview

What is ClearPoint Strategy?

ClearPoint is a software-as-a-service (SaaS) solution designed to help organizations streamline and automate their strategy reporting processes. This integrated strategy reporting and execution system empowers users to maintain focus on the activities and metrics that are essential for achieving their overall organizational goals. By simplifying the collection and reporting of data from various sources, ClearPoint enhances the efficiency of business performance management and the tracking of objectives and key results (OKRs). ClearPoint caters to a diverse range of organizations, including state agencies, local governments, healthcare networks, credit unions, regional banks, colleges and universities, utilities, and more. These entities often face common challenges in strategy reporting, such as data silos and inefficient manual processes. ClearPoint addresses these issues by automating data collection, which not only saves time, but also improves the accuracy of reporting on strategic plan execution. By leveraging ClearPoint, organizations can ensure that their teams are aligned and informed about their progress toward strategic objectives, ultimately leading to better decision-making and resource allocation. When organizations become ClearPoint customers, they gain access to a vibrant network of peers, experts, and resources in the ClearPoint Community. This community fosters collaboration and knowledge sharing, allowing members to learn from each other’s experiences, celebrate successes, and collectively tackle challenges. The ClearPoint team actively supports this networking through regional gatherings and an annual Strategy and Performance Management Summit, creating valuable opportunities for users to connect and exchange best practices. The expertise behind ClearPoint is rooted in the founders' extensive background in strategy reporting. Established in 2008 by Dylan Miyake and Ted Jackson, who previously worked at the Balanced Scorecard Collaborative and Palladium, ClearPoint Strategy was launched in 2009. Since its inception, the software has evolved through continuous enhancements driven by customer feedback and emerging industry trends. Today, ClearPoint is recognized for its high level of customization, cost-effectiveness, and comprehensive capabilities in strategy execution and performance management, making it a valuable tool for organizations seeking to improve their strategic alignment and reporting processes. In summary, ClearPoint stands out in the SaaS landscape by offering a tailored solution for strategy reporting that not only automates management reporting, but also fosters a collaborative community among users. Its focus on customization and user feedback ensures that it remains relevant and effective in meeting the evolving needs of organizations across various sectors.

ClearPoint Strategy Details
Product Website
Languages Supported
German, English, French, Italian, Portuguese, Spanish
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Product Description

ClearPoint’s strategy management system saves you time gathering your data and creating reports so that you can focus on executing on your strategic plan.

How do you position yourself against your competitors?

ClearPoint is the only comprehensive strategy reporting tool in the market. Not only does ClearPoint help create great reports (lots of tools are good at that), it automates the entire process of collecting your data, calculating metrics, gathering analysis, and generating and sharing reports with stakeholders.

We are a solutions-driven company and understand the importance of integrating service with our product in order to ensure the best results. We care about our customers' success, so we've established a proven process for partnering with our customers to meet and exceed their goals.

ClearPoint also fosters a vibrant, robust community where our customers connect with peers, experts, and resources to accelerate their pace of progress in achieving strategic goals. To sum it up, our incredible support, flexible and innovative software, and our amazing customer community are what set us apart from our competitors.


Seller Details
Company Website
Year Founded
2008
HQ Location
Arlington, VA
Twitter
@clearpointstrat
896 Twitter followers
LinkedIn® Page
www.linkedin.com
32 employees on LinkedIn®
Description

ClearPoint Strategy is a software company that specializes in providing strategic planning and performance management solutions. Their platform helps organizations streamline their strategic initiatives, track performance metrics, and enhance decision-making processes. ClearPoint Strategy is designed to support various industries, enabling teams to visualize data, create reports, and align their efforts with overarching goals. For more information, visit their website at https://www.clearpointstrategy.com.


TJ
Overview Provided by:

Recent ClearPoint Strategy Reviews

Verified User
A
Verified UserMid-Market (51-1000 emp.)
4.0 out of 5
"Feedback on ClearPoint Strategy"
As a first-time user, ClearPoint Strategy has been super useful for our organization to streamline our strategy reporting and management. It is ea...
DF
Dawn F.Mid-Market (51-1000 emp.)
4.0 out of 5
"Great Strategy Tool"
I like that ClearPoint can show alignment between plans and performance measures. The client support is always exceptional.
Verified User
T
Verified UserMid-Market (51-1000 emp.)
2.5 out of 5
"ClearPoint Strategy"
ClearPoint Strategy makes strategic planning and performance management incredibly efficient. The automated reporting saves time by eliminating man...
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ClearPoint Strategy Media

ClearPoint Strategy Demo - Strategic Planning
Break free from outdated methods. ClearPoint brings focus, accountability, and clarity to your organizational strategy with tools designed for over-achievers.
ClearPoint Strategy Demo - Reporting
Transform scattered, inconsistent data into clear, actionable insights with ClearPoint's unified platform, giving you clarity, consistency, and agility to make every report count.
ClearPoint Strategy Demo - Project Management
Stop the guesswork. Align every department to strategic goals, streamline budget justification, and coordinate projects to achieve impactful results, year after year.
ClearPoint Strategy Demo - Dashboards
Transform complex data into beautiful visualizations, keeping your team informed, engaged, and confident in your work.
ClearPoint Strategy Demo - Made by Managers, for Managers
Share the most important information across your organization.
ClearPoint Strategy Demo - Customization
Modernize your strategy functions with our user-friendly interface. Customize your account with your organization's branding, and switch between light and dark modes for optimal comfort.
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ClearPoint Strategy demo available

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Video Reviews

127 ClearPoint Strategy Reviews

4.7 out of 5
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127 ClearPoint Strategy Reviews
4.7 out of 5
127 ClearPoint Strategy Reviews
4.7 out of 5

ClearPoint Strategy Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for ClearPoint StrategyQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Andrew B.
AB
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ClearPoint Strategy?

The conferences were great for networking and use cases. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Our department has far to many measures. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Dataloader Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

Assisted in moving away from silo mentality. Data available to everyone. Review collected by and hosted on G2.com.

Verified User in Higher Education
AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about ClearPoint Strategy?

My experience with ClearPoint has been outstanding since the first phone call. The platform is easy to use, highly customizable, and the customer service is exceptional. It is exactly what I was searching for as a way to track progress for our upcoming strategic plan. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It does take a bit of time to get used to the various nuances of how to input data and how to generate reports. But once you do, it's smooth sailing. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

It is critical to have leadership buy-in and someone to act as a "champion" for its use. Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

ClearPoint is being used to help refine the strategic plan and will be used to input metrics and track the institution's progress. What I am most excited about is being able to share that progress with the entire organization. Review collected by and hosted on G2.com.

Verified User in Government Administration
AG
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about ClearPoint Strategy?

ClearPoint is very easy to use and quick to learn. It's a product that has lots of versatility, allowing you design your organization's performance management system to meet your needs. You can decide which features to use and which to hide. Visualizing your measures and data not only has flexibility but you can set templates to reuse charts and cut down on rework as you build out more measures. You can customize everything! Really everything from renaming elements to match the vocabulary of your company to what fields you want on your measures. We were able to design our system with little visual design experience and yet our executive team was "wowed"! You aren't locked in to what ClearPoint thinks is "best" you can decide what your company needs and they support you in making it happen. Making updates is very easy and the system is super responsive. On top of all that, the ClearPoint team and support has helped us figure out how to create complex measures in the system. Our organization was able to purchase the enterprise level license plus additional user licenses for significantly less than similar products that we liked less. This is a produce that has exceptional value and the ClearPoint team is always working to add new features and fix what bugs their customers. Their regular webinars on features keep you in the loop and ensure great stability for users. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

We haven't really encountered anything we dislike. The variety and options of the system meant we had to do some deep thinking and planning work when we started. ClearPoint was a great partner in figuring out some of those details. Also, when we made errors when building measures, it was easy to fix them. ClearPoint has already addressed and fixed the small annoyances we've discovered. Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

We are using ClearPoint Strategy to map and measure our organization's strategic plan. We will be using it to measure business level performance in multiple divisions. We also are working on using it to track progress on enterprise level projects and initiatives. Review collected by and hosted on G2.com.

Erin H.
EH
Strategic Performance Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about ClearPoint Strategy?

ClearPoint has helped us to organize our first-ever strategic plan in a format that isn't a word document or a spreadsheet. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I don't know that there is a downside per se, other than each time I log in, I discover something new, so I feel like there is a bit of a learning curve. Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

We have been able to engage staff in a meaningful way with out strategic plan, as well as departmental plans, because we are able to draw alignment between them within ClearPoint. Review collected by and hosted on G2.com.

Verified User in Government Administration
AG
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ClearPoint Strategy?

The employees willingness to help & assist. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The inability to set up my favorites page. Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

Reporting problems are being resolved and as they are resolved, you realize how beneficial the software is. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ClearPoint Strategy?

What I like best about ClearPoint is its ease of use. It has a very user-friendly interface and functionality such as drag and drop, linking elements and ability to customize.. As an administrator, management of scorecards and users is very easy and efficient. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

None, the ClearPoint team is always willing to work with us to integrate any new requirements we have or new functionality (e.g. customized charts, etc.). Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

We implemented ClearPoint to replace an excel-based scorecard which we had been using for approximately 2 years. There are many benefits that have been gained with this tool, with the most impactful being an increase in efficiency. ClearPoint has enabled the automation of key business processes associated with strategy management and performance reporting. This has resulted in efficiencies gained in the areas of data collection, workflow management and report generation. Review collected by and hosted on G2.com.

EF
Performance Analyst
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about ClearPoint Strategy?

Their customer service is truly world class. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Sometimes the system has little glitches but they get it fixed asap. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Yes Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

Tracking our strategic performance. Visualizing our data. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thank you for such a kind review! We are sorry you have run into some small issues, but glad our Support Team can partner with our Development Team to address them quickly for you. We listen closely to our customers and continue to work to make the product easier to use with each release. We also pride ourselves in our Support Team. We want you to see us as partners rather than vendors, and we truly are here to help you solve any problem that your organization is facing. We are glad you have seen the benefits of our Support Team!

Tracey B.
TB
Organizational Excellence Specialist
Non-Profit Organization Management
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ClearPoint Strategy?

We have our own organizational measurement model that is specific to our needs as a not-for-profit. We were able to implement the model using ClearPoint because the ClearPoint tool allows so much customization. We have layers of extensive measurement to show our impact and ClearPoint allows us to organize however we like and design special reports that show everything the way we need to show it.

We were able to create one-click reports for our Board of Directors and another set of one-click reports for our leadership team. The options for style and organization of reports seems endless to me. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The level of project management detail supported by the tool fully meets our needs, but may not meet the needs of an organization who needs to do extensive resource planning or scheduling. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

If you are looking for a tool to organize and link your goals, measures, and projects - ClearPoint Strategy does the job very well! Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

We needed to get everyone on the same page about what targets we are driving towards and ClearPoint helped us get organized. Now we can all look at one report to know how we measure up against our targets and what actions need to be taken.

Additionally, ClearPoint has increased collaboration for us. Every team has a role in providing data and updates which helps us all stay engaged. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thanks so much for this review, Tracey! We’re glad to hear that you have benefitted from the vast customization options within ClearPoint! It’s also great to hear how efficient you have been with the “one-click reports” for your Board of Directors. We are continuously building new features and would love to capture your feedback on project management. Please don’t hesitate to reach out to our Support Team and we can discuss how we can improve this.

Patrick D.
PD
Strategy Analyst
Hospital & Health Care
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ClearPoint Strategy?

ClearPoint allows my organization to:

• Hold leaders accountable for action and results

• Routinely report out on key metrics

• Update operational plans based on progress toward targets

• Is a single central point of access and source of strategic planning related information Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

We are partnering closely with ClearPoint to improve the process of generating summary briefing books and displaying scorecards in more concise, creative ways. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

ClearPoint is highly customizable and the staff at ClearPoint has been willing to partner closely with us to ensure our objectives are met and we use the site in the most effective ways possible. Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

• Connecting top level enterprise strategic priorities and investments down to service line and department strategic initiatives

• Translating three year strategic initiatives to annual and quarterly operational deliverables

• Automatically aggregating and populating key dashboards and scorecards

Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
AH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ClearPoint Strategy?

The team is very accessible and helpful. They are great a problem solving, even if I don't know what I really need/want. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Having to use Chrome to access from my Mac. Would love to see more examples of scorecards and and briefing books. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

I would suggest asking for a few examples of other scorecards if you are not sure what you would like your reporting and data to look like. Review collected by and hosted on G2.com.

What problems is ClearPoint Strategy solving and how is that benefiting you?

Weekly calls are much more productive. The ability to quickly drill down on success and soft spots means our discussions are lean . I am able to update the CEO on metrics in a format that can be quickly digested. My area directors and COO have a clear picture of their territory and year-over-year comparison. After 20 years in business, and paying plenty of dumb tax, I have a dashboard that clearly tells me where the focus needs to be. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thanks so much for leaving your review! We’re so glad to hear you’re enjoying using ClearPoint and that our Customer Success team has been able to help you customize the tool to suit your needs. It’s also fantastic that the reports you create in ClearPoint have helped you streamline your meetings and create reports for different stakeholders, not only for the different members of your leadership but across your staff. We will certainly take into account your suggestion that we offer more sample scorecards and briefing books for reference; please feel free to follow up with your account owner directly to request these samples! We also apologize for the inconvenience of the tool working best in Chrome. Thanks again for choosing to work with us and for your valued feedback!