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ClearPoint Strategy Reviews & Product Details - Page 12

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
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10 (Easy)
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KH
Innovation and Performance Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ClearPoint Strategy?

The customer support. The CP team is responsive and focused on providing solutions. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The look and feel of the product and reports needs to continue to advance and have a modern look. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Believe the reviews! They are a great organization with a great product! Review collected by and hosted on G2.com.

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

Single organizational tool to track performance management and process improvement. The benefits include browser access to everyone in the organization. Ability to create budget books and reports. Tracking process and success on performance metrics. Sharing performance management with the community via the online dashboard. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thanks so much for your feedback, Kelley! We’re excited that you’ve leveraged ClearPoint for so many different fantastic purposes, from budgeting to process improvement to sharing data with citizens. It’s great to hear that our team has been helpful, too! We’re always eager to see additional examples of reports you’d like to create if you’re willing to share with our team, and will keep you in the loop as we make updates to the look and feel of ClearPoint. Thanks again!

Verified User in Government Administration
AG
Enterprise(> 1000 emp.)
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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 simple to use and yet has great capabilities. We have been able to easily train a number of non-technical staff to setup and maintain their information in Clearpoint. The ability to track the progress of your measures, align them in a variety of ways, and report via operational dashboards, strategic scorecards, etc. without the need to duplicate any data to do so. Automated loading of data from a variety of sources whether excel files or a SQL compliant ODBC data source makes maintenance and upkeep of the system a breeze once everything is set up. The ability to report the data out directly to your website simplifies transparency initiatives. The Clearpoint support team is one of the best in any industry. They are extremely knowledgeable and customer service focused. They always provide fast response and are eager to help. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Does most everything I ask of it. I do wish I could report different reporting frequencies in the same heatmap. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Clearpoint actively listens to customer feedback and looks at industry trends to continually improve the product. This is a tool that will keep growing and stay ahead of you and your needs. Review collected by and hosted on G2.com.

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

We are able to keep the status of measures critical to our daily operations as well as our progress of our Strategic Plan easily updated and visible to all staff and stakeholders Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thank you for this great review! We are so happy that you have benefited from the ease of use of the system, as well as the many advanced features ClearPoint offers. Capitalizing on the Data Loader and external publishing directly from ClearPoint is fantastic, as you are really taking advantage of the great things ClearPoint offers. Thank you for your kind words about our Support Team! We truly do want to help. Feel free to reach out to our Support Team so we can figure out the best way to report on different reporting frequencies in the same heat map report for you.

Cheriene F.
CF
Strategic Planning and Performance Manager
Management Consulting
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 ability to Link and connect to global strategy to department level strategy.and metrics. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Configurations are easy but not intuitive. Review collected by and hosted on G2.com.

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

It’s increased transparency and our ability to report. Review collected by and hosted on G2.com.

MD
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?

Periodicity. The feature that allows to define the period of the reports and graphics. From this feature we have configured a "variable periodicity" where you define the intervals of period rather than change this interverval, which is previously associated to a name. The result provides a great flexibility to reports. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

We have found in practice some issues related to the new version, specially in security and some minor issue in periodicity. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Powerful product. Excelent alligning with strategy management model from Kaplan & Norton. Excelent service support. Review collected by and hosted on G2.com.

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

Our strategy management process is fully driven with CPS, other process are Executive Scorecards and Corporate Risk Management. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thanks so much for your review, Martin! It is great you have maximized periodicity to create all the reports you need. If you have any questions about security, we would be happy to discuss those with you to alleviate any concerns. Our recent security audit yielded very high scores. Feel free to reach out to our Support Team! It is wonderful you are using ClearPoint for all your reporting and in diverse ways across your organization. Thank you so much!

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?

It is a user friendly system, very intuitive to use. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It seems like there could be opportunities to streamline some processes when moving between measures. Reduce the clicks to move from measure to measure. Review collected by and hosted on G2.com.

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

One system for corporate strategic data. Benefits TBD because we just launched it. Users have found it easy to use. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
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?

I like the visuals best. Briefing books also make providing summaries to managers very easy.I like that users can also do a little bit of coding to make the evaluation feature more useful. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Editing measures to get the exact format I want can be time-consuming. Review collected by and hosted on G2.com.

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

ClearPoint has made tracking scorecard metrics simple and incorporates good graphics along the way. Review collected by and hosted on G2.com.

RP
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?

The wide array of resources that are instantly available, plus exceptional customer service/tech support. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It is sometimes necessary to go to several different screens to complete an update. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

A good quality product with excellent customer/tech support. Review collected by and hosted on G2.com.

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

We are actively tracking key performance metrics and making the data available to our customers so they can know at a glimpse what we are doing and how we are doing it. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thanks a ton for your kind words, Rachel! We are glad you have been so pleased with ClearPoint and our Support Team. If you have any questions about how to make updates quicker, we can help you with that. You have the ability to update from summary reports, so everything could be completed from one page. Let our Support Team know and we are happy to help. Thanks again for your feedback!

Verified User in Higher Education
UH
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 quick easy access to data via the report. The service provided and response time. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Have to make a report every time a new milestone is added. Not automated. So far it has meet the organizations needs. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Nothing at this time. Review collected by and hosted on G2.com.

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

Quick easy reports for board members. Review collected by and hosted on G2.com.

Gary J.
GJ
Executive Pastor
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?

The customer support is the best I’ve experienced. They have a team of people who are really committed to great support. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

On some user functions I wish it was a bit more intuitive to perform the actions. Review collected by and hosted on G2.com.

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

Measuring progress and providing accountability for plans and results Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thanks, Gary! Our entire team really appreciates the feedback. We are always more than happy to be there to help however we can, so keep the questions and comments coming! If there are any particular functions that you think could be easier, definitely let us know. As you know, we are highly customer-focused and always looking for ways to make the tool easier to use for everyone. It would be great to do a screen sharing session with you so we can best capture your thoughts and insights.

Verified User in Government Administration
AG
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?

How much customization is available to a user if they want to go that route. I also like having the ability to change the lay-outs and provide narrative explanations for data. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The data visualization is not the best. I think there are much more creative ways to display data and they are not available in ClearPoint. Review collected by and hosted on G2.com.

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

Tracking data for population health measures to determine priority populations. Getting our data standardized and organized has been a huge improvement. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

We are glad to hear you have benefited from the vast customization options within ClearPoint, as well as the ability to provide qualitative information along with your data. We would love to work with you on how we can improve the data visualization features within ClearPoint to meet your needs. We are always building new features and functionality and would love to capture your feedback. Please reach out to our Support Team and we can set up some time to talk about how we can improve this.