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ClearPoint Strategy Reviews & Product Details - Page 11

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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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.
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Cons

Overall Review Sentiment for ClearPoint StrategyQuestion

Time to Implement
<1 day
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48+ months
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Verified User in Government Administration
AG
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ClearPoint Strategy?

The best two parts of ClearPoint Strategy are the ease of administrating the system and the quality of customers. As a non-IT administrator of our ClearPoint account, I am easily able to manage and build our dashboard within ClearPoint. I really appreciate how responsive ClearPoint is to help tickets and teaching me how to do the things that I can't to. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There are two primary issues with ClearPoint. The first is the limited ability to customize security and access settings for different types of users. The second issues is how the data loader is built which makes it difficult to connect with entreprise data systems. Review collected by and hosted on G2.com.

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

ClearPoint allows us to manage our strategy and performance systems in a way that makes reporting and analyzing much easier for our employees and allows us to have a robust and effective system of record. Review collected by and hosted on G2.com.

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

ClearPoint allows a lot of opportunity to enter, track, and view data and key metrics. With ClearPoint I am able to easily look up the status of certain metrics and can take a deeper dive into the data when need be. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The method of entering the data into ClearPoint is a but cumbersome and not as quick and intuitive as I would like. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Make data entry easier to use, quicker and more intuitive Review collected by and hosted on G2.com.

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

We are tracking and analyzing key metrics and have found it much easier to make informed decisions based on the ability to review data quickly in ClearPoint Review collected by and hosted on G2.com.

Verified User in Government Administration
AG
Enterprise(> 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?

Unquestionably the best part of ClearPoint are the people that work they and the way they have fostered a culture that is centered around providing an exceptional customer experience. The amount of help you receive from the ClearPoint for any minor issue is incredible. They will bend over backwards for you. The support feature of this organization is top quality. Not only do they have the live support feature that can be used to chat with the ClearPoint team, they also have a robust support site with enough information that a first time user could figure out most everything by self educating. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

At times, the software itself can be slow or have bugs- but they always work rapidly to patch and fix any issues that the end user might have. They also go above and beyond to make sure that you are inconvenienced in the most minor way possible if there is ever an issue. For example, if there is a bug that prevents you from doing something on your end, they take care of it on their end for you. They also continually roll out upgrades to the system. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

This is an excellent product for an organization that is looking to enhance their organizational understanding of data and performance measurement, and how to align those items with strategy. For an organization that wants to take a major step in measuring their performance, this is a great tool that wont also down you like some of the other more intensive solutions. After having dabbled with more of the elements that ClearPoint offers (project management etc.), it is clear that this can be a tool that does it all for an organization looking to track performance and strategy completion. Review collected by and hosted on G2.com.

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

We use ClearPoint as a platform for our citywide performance scorecard program. This system has allowed us to develop a consistent approach to performance measurement, and has allowed our departments to measure what is most important to them in a way that is well organized and strategically aligned. ClearPoint gets our data out of the spreadsheets and into a space that helps us better facilitate data driven decision making. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

This means so much to hear. Thank you! We recognize that the quality of our support impacts your results, and it is great to hear that you have both had positive experiences with our team and seen a difference in your organizational alignment and decision making with ClearPoint. We are always eager to hear about any improvements we can make to the system, so please do let us know of anything else we can do to help continue your success!

Verified User in Staffing and Recruiting
AS
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ClearPoint Strategy?

Clearpoint helps keep everything organized, and is easy for everyone to learn and use. The scorecards are easy to maneuver and the organization makes it easy to keep track of business among multiple office locations. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It can be difficult to edit and change things on your own, some editing options are a little difficult to find or understand. If you are not very tech savvy, it can be intimidating when trying to change something on your own - but the support staff is very helpful. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Do not be afraid to talk to the staff if you feel intimidated or stuck, they are very friendly and very helpful Review collected by and hosted on G2.com.

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

Clearpoint has helped our managers keep track of their office's stats as well has helped them keep up with their daily and quarterly goals. We can now keep track of our multiple locations in one easy location Review collected by and hosted on G2.com.

Verified User in Chemicals
AC
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?

Ease at which it can be designed and modified to meet personal tastes. Very user friendly, especially with the available tutorials. I don't like having to ask for help, so it is nice that I can find answers on my own to get done what I want to do with it. I especially love the custom fields. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I am not a huge fan of the maps - but that could just be my inexperience in creating them. If I really want to know how, there are plenty of tutorials to assist me. Review collected by and hosted on G2.com.

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

Tracking our strategic plan; enabling users to be responsible for their own entries and tracking. It's much more organized and saves a lot of time for one person doing entries for everyone in a spreadsheet, etc. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thank you for the review! We really appreciate you taking the time to share your experience with ClearPoint. We’re glad to hear that you’re able to customize ClearPoint to your needs and find our Support Center effective. We’re also thrilled to learn that ClearPoint has improved your reporting process and is saving time for those in your organization. Please always feel free to reach out to our Support Team or your account owner if your needs ever extend past our tutorials! Thanks again!

BH
Strategic Planning and Performance Analyst
Enterprise(> 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?

The potential that the system enables when it comes to structuring a Strategic Planning framework. It's versatility a tracking tool. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The graphics and limited chart versions. There are a number of performance measure types that are hard to display with the type of charts available. (example: when we are measuring a Yes/No type or a Achieved/Non-achieved type. Review collected by and hosted on G2.com.

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

Comprehensive understanding of the performance of the Departments across the City through the tracking of a carefully selected set of KPIs. It brings light to areas of improvements in the Organization. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

We are happy to hear that you have seen the potential of ClearPoint when it comes to tracking your strategic plan, as well as the versatility of the tool! It is great that you have been able to use ClearPoint to bring light to areas of improvement at your organization. For the limited charting and graphics, our support team is happy to talk through the best options for tracking your qualitative data. Please reach out anytime!

Verified User in Education Management
AE
Enterprise(> 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?

ClearPoint's greatest strength is the flexibility of its software tool, which is able to expand as our organization's approach to strategy management matures. ClearPoint knows that the power in strategy management is not in the data collection and reporting, but in the action planning in response to the data and the software platform is robust enough to capture the entire strategy and execution process. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I wish that we could afford to give more users access to this platform but are limited by the user subscription licensing model. It will be a challenge to scale this tool to our school district as we efficiently manage our community's financial resources. Review collected by and hosted on G2.com.

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

We have used ClearPoint to solidify our data collection and reporting processes. Having a tool that not only captures our current process, but stretches us to refine our approach is a value add to our school district. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thanks so much for this review! We’re so glad to hear you find the tool flexible to your reporting needs and that it’s helping to foster data-driven decision making. We’re also thrilled the tool has been a value add for the school district. We hope to work with you to expand your account in the future to fit the wider district’s needs, and would be happy to work with you to find a way to expand while managing your community's financial resources. Please feel free to reach out to our Support Team or your account owner if there’s anything we can do to help you find more value in the tool! Thanks again!

RM
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?

ClearPoint is a very user-friendly strategic planning solution with many capabilities. But just as important, the level of service the company delivers is just as important. From someone that is in a customer service industry, I expect and recognize service excellence. The ClearPoint team delivers just that. They are incredibly responsive, and truly take an interest in understanding the client's needs and goals. Their drive to help their clients succeed doesn't end with the initial onboarding with the software. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There is nothing that I dislike about ClearPoint Strategy software! Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

If your company is seeking a strategic planning software, whether to replace existing software or to get your organization started with one, ClearPoint Strategy should be your first consideration. Sign up for the Review collected by and hosted on G2.com.

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

Our organization was searching for a strategic planning software that would give us the ability to customize to meet our needs, including reports, charts and graphs. ClearPoint Strategy has been that solution. Everything we have asked for, ClearPoint has been able to deliver. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thank you so much for your kind words, Regina! It means so much to hear how you value our customer service and the solutions the ClearPoint software is able to provide your organization. We pride ourselves on creating a partnership with our customers. Here's to your continued success!

Verified User in Government Administration
AG
Enterprise(> 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?

ClearPoint Strategy is really intuitive - both from an and end-user and as the administrator. I also really like that the product is self-contained and cloud based. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There is an understandable limit to the customization capability - however, it is less of a dislike and more of a constraint. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

If you want to move away from linked spreadsheets towards a purpose-built performance measurement system then I would recommend using ClearPoint Strategy. I have been extremely satisfied with their customer service/support and product knowledge. It has made set-up stress-free. Review collected by and hosted on G2.com.

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

The organization wanted to move towards a purpose-built system rather than using spreadsheets for tracking/monitoring corporate performance measures. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

This means so much to hear. Thank you! We recognize the quality of our Customer Success team and we’re glad to see they really can make transitioning from Microsoft Office to ClearPoint seamless. We do continue to build out new features in ClearPoint, so we’d love to hear your feedback on what other customization you’d like to see that would make your experience easier.

Michelle S.
MS
Independent Consultant
Hospital & Health Care
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?

I love that everything is in one place to view metrics, initiatives, project management and more! Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Can be challenging to copy and paste when there is not any changes. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

There are many great features to drive utilizing this solution to drive strategic work in your organization. Review collected by and hosted on G2.com.

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

Improve efficiency, improve project management, and improve linking our initiatives to the organization's strategic goals. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thank you for taking the time to leave a review! We’re super happy to hear how ClearPoint has made it simple to view all of your projects and measures in a single tool. We’re also glad you’ve been able to utilize the numerous features that allow you drive strategic work at your organization! As a final note, we do continue to build features in ClearPoint based on user feedback, so I’d love to hear your thoughts on what other functionality you’d like to see around copy and pasting!