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ClearPoint Strategy Reviews & Product Details - Page 13

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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Verified User in Banking
AB
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 platform has a good balance between flexibility and structure, it provides a basic structure to start with and a good degree of customization. It is also very easy to manage, and the data input is quite simple.

Finally another great virtue of ClearPoint Strategy is their customer service, always willing to help with a fast response time! Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Initial setup might be hard for new customers with no previous experience using the platform.

The lack of an easy and fast option to restrict browser users to access certain parts of the plan. Review collected by and hosted on G2.com.

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

Real time strategy management without manually compiling the data. The tool provides us a way to actively manage the strategy efficiently. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thank you for leaving this great review! We understand that learning a new software can be difficult, so we created the Getting Started Guide and have a section in our Support Center dedicated to help you get going as quickly as possible. Our Customer Success Team is also here to provide customized training as we get you onboarded so you can get the most out of ClearPoint. It sounds like you are well on your way now, but if you have any questions for us or suggestions on how to improve the onboarding experience even further, we would love to hear them. We are always looking for ways to improve.

We understand your concerns about managing Browsers and are looking into other ways to structure that. Any insights you could provide our Support Team would be very beneficial. Never hesitate to reach out to us if you need anything!

Verified User in Non-Profit Organization Management
AN
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ClearPoint Strategy?

Ease of use. Staff assistance is quick and reliable. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I do not have anything specific at this time. Review collected by and hosted on G2.com.

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

Community level data for collaborative efforts going on in our community. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thanks so much for your positive review! We’re so glad ClearPoint has helped your community track data around your collaborative efforts. If you come across a project we can help with in ClearPoint, please don’t hesitate to reach out!

Verified User in Oil & Energy
AO
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ClearPoint Strategy?

User friendly

Help and Support in line

The final user can work independently Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

As a suggestion you can improve :

The security administration

Data Loader format Review collected by and hosted on G2.com.

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

The software allow us to manage our objectives, measures, initiatives, and action items in one place.

The software fits exactly with the methodology Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thank you for the positive review and feedback! I’m glad to hear that you’ve had such a positive experience with our support team and enjoy the user friendly nature of ClearPoint. Improvements to the Data Loader are on our roadmap, so it is nice to hear this is of interest to you. Thanks again for the review!

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's customer service is outstanding. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

We've had ClearPoint for about a year now and there's nothing we don't like. If there's something we can't do, ClearPoint will make it happen. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

ClearPoint is a wonderful tool for performance management. And their customer service is outstanding. Review collected by and hosted on G2.com.

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

We were searching for a web-based performance management tool for our local government. ClearPoint was the perfect choice and has not disappointed. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thank you so much for your review! We are so glad to hear that ClearPoint has helped your local government organization manage performance. If there is anything we can do to make your experience even better, we are all ears!

MB
Mid-Market(51-1000 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?

Customer Service is top notch, and I really enjoy the quick response and instant interaction. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Lack of customization of briefing reports Review collected by and hosted on G2.com.

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

Great automated reporting mechanism Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Hi Matt! Thank you so much for the praise of our Support Team. We are so glad you can benefit from our top-notch customer service. We have several options available to customize reports, but are always looking to improve. Feel free to let our Support Team know what you are trying to create and we would be glad to document your use case as a feature request. We appreciate it!

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

Being able to assign status indicators to our departments accomplishments. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There are some bugs, but ClearPoint swears they will fix in their next update. Review collected by and hosted on G2.com.

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

We are showing department wide accomplishments that are inked to our 5 year Strategic Plan. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thanks for taking the time to leave this review! We are sorry to hear about your experience running into some bugs. We take a lot of pride in our software quality and always want to work to address any problems as soon as we can. If you ever run into anything, always let us know and we will work hard to address it for you. We are so glad you are enjoying the ability to assign status indicators. Thank you for providing your feedback and do not hesitate to reach out to us with any questions!

Verified User in Government Administration
UG
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ClearPoint Strategy?

There are a ton of options of things you can use this software for. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It does so many things it is very overwhelming. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

I would recommend before you get too deep into working with this you definitely get a support person to work with you. I used it for a year before getting quality training and it makes a huge difference. Review collected by and hosted on G2.com.

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

We use this to track progress towards overall City goals Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thank you for your feedback. We are glad ClearPoint is working well to help track the progress you are making toward achieving your city's goals and it is flexible for you. We are sorry you found getting started to be overwhelming. Someone from our Customer Success Team works individually with each client to help them achieve their goals and guide them. It is great the training was helpful to you. If you have any questions or feedback for us to improve, always reach out to our Support Team and we will be in touch extremely quickly to help you with anything. We always welcome feedback so we can improve. Thanks again for your time and your feedback.