Save to My Lists
Paid
Claimed
Optimized for quick response

ClearPoint Strategy Reviews & Product Details - Page 2

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
Show LessShow More
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...
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

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.
Play ClearPoint Strategy Video
Play ClearPoint Strategy Video
Play ClearPoint Strategy Video

Official Interactive Demo

ClearPoint Strategy demo available

Try an interactive demo created by the software seller (right here on G2).

Official Downloads

Answer a few questions to help the ClearPoint Strategy community
Have you used ClearPoint Strategy before?
Yes

Video Reviews

127 ClearPoint Strategy Reviews

4.7 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
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)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
Verified User in Non-Profit Organization Management
AN
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 graphs & reports that ClearPoint produces are very helpful visual tools that keep us on track with goals, & the team (specifically Andrew Middleton) have been very helpful in addressing questions. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It can be a little difficult to get everything to appear as I'd like, but the team has helped me resolve some of that. I also don't love how when you open a Measure tab from the Default scorecard page or search for a specific owner, the Default list will reset every time instead of keeping its place. It can be annoying to have to scroll over & over when there are so many goals. Review collected by and hosted on G2.com.

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

It is helping us keep consistent track of goals and targets in a uniform way across multiple departments & programs. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Thank you for the review. I think you are going to really like the new user interface that replaces tabs and has a more intuitive search. We have an active early-access user base and would love to add you to it.

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?

Our strategy team has been very impressed with not only the customizable platform for our County's unique setup, but also with the consistent and reliable support from the setup team, and the clear communication from start to finish. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I have no complaints about the platform or any of the people we have worked with along the way. Review collected by and hosted on G2.com.

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

Our organization has been lacking a comprehensive system to manage department programs and efforts, and being able to display how these efforts tie into the overarching initiatives and outcomes. ClearPoint provides this solution. We can show the high-level progress towards acheiving the desired outcomes, we can show where to dedicate more effort toward specific initiatives, and we can dig in to the nitty-gritty of day-to-day operations to see how these all feed into the organization's success. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

We're thrilled to hear that you have found ClearPoint Strategy to be a valuable and consistent platform for your organization's needs. Our team takes pride in providing reliable support to our clients.

Verified User in Health, Wellness and Fitness
AH
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?

The staff were the best part of ClearPoint. The technical and account support was invaluable while getting to know a new system. The system itself is straightforward and user-friendly, and the Success Portal trainings filled in any gaps. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Because it is a new system, it took some getting used to. As the team uses it more, it is easier, but it can be a challenge to juggle multiple tools for project management. Review collected by and hosted on G2.com.

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

The benefit of ClearPoint is to streamline the process of completing long-term objectives. It assists us with storing and managing documents, as well as facilitating approval by all stakeholders and tracking progress toward accreditation. Review collected by and hosted on G2.com.

Verified User in Utilities
UU
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ClearPoint Strategy?

Clearpoint is super user friendly. It doesn't take long to learn how to navigate the application. I am most excited about my personal workspace that will serve as a one stop shop for me. I am excited to the use the AI function for data analysis to help make the best decisions possible. Clearpoint has quickly responded to any requests that we have requested and trained us how to make changes in the future. They individualized training plans for our administrators as well as end users. The training has been beneficial and has our end users using the application within 2 months of launching application. Clearpoint has given us a framework for developing our corporate strategy as well as establishing a current state. The onboarding manager has been exceptional and led us through implementation seamlessly. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I haven't found anything I don't like yet. Review collected by and hosted on G2.com.

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

We currently do not have a one stop shop for reporting corporate goals and aligning goals corporately. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Workspaces are a gamechanger and you are really going to enjoy using them as you start to leverage the Mentions and discussion areas of ClearPoint. Thank you for such a nice review.

AS
Senior Corporate Strategy Specialist
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ClearPoint Strategy?

easy to use, continuous support, easy to generate report Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

sometimes the server is down for a short time Review collected by and hosted on G2.com.

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

gathring all data in one place, access from anywhere, friendly interface Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Hi Adel,

Thank you for the review. I wonder if it was our server or an internet service issue. Our server monitoring software https://stats.clearpointstrategy.com/ shows no downtime in recent history. We're happy to help troubleshoot any issues.

We're glad you are enjoying the easy interface and reports.

OM
Assistant to the City Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about ClearPoint Strategy?

My experience with ClearPoint has been extraordinary from the beginning. Two years before becoming a member of ClearPoint's team, the staff continued to invite me to events and treated me as an equal. Then after joining the team, the communication and technical support continued. The City's strategic planning team is now trained and functional within a two-month timeframe. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The downside is always the learning curve. ClearPoint is always available when help is needed. Review collected by and hosted on G2.com.

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

In our old environment, making changes and updates to our strategic plan was time-consuming. What took four to six hours now takes 45 minutes. Automation makes it easier for our leaders to incorporate as a business tool. Review collected by and hosted on G2.com.

Response from Megan Roloff of ClearPoint Strategy

We are thrilled to hear about your extraordinary experience with ClearPoint and how our team has provided continuous support and training. We understand that the learning curve can be a challenge, but we are always available to provide assistance when needed. Glad to hear that our platform has significantly reduced the time spent on strategic planning tasks. Thank you for your support, Octavius!

Verified User in Government Relations
AG
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about ClearPoint Strategy?

The support system and employees are top-level, always responding very quickly with in-depth answers to issues. If there isn't a solution already available they will do their best to craft one! They have designed the system layout to be nimble and easily re-programmable by Admins. It does what it claims to do and much more! Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Some nagivation issues that add in extra steps unnecesarilly. Updating information sometimes can be cumbersome. There does seem to be some instability issues as sometimes data/reports displayed incorrectly for a period of time and then suddenly resolving itself usually within a few hours. Review collected by and hosted on G2.com.

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

Strategic planning and visibility - huge benefit, very organizational Review collected by and hosted on G2.com.

Response from Megan Roloff of ClearPoint Strategy

We appreciate your feedback and your partnership! We are glad to hear our team gets top praise and the software can do everything you need it to do and much more!

We recently made updates to our navigation in ClearPoint and several other enhancements around date reporting to make it simpler to use and more robust based on feedback, and those updates have been well-received!

Lauren R.
LR
Health Education and Evaluation Specialist
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?

It's customizations of elements/performance metrics Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There is somewhat of a lag from time to time Review collected by and hosted on G2.com.

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

Transparency; information-sharing and synthesizing across all departments and reporting periods. Our organization is gaining greater insight to trends, and patterns that steer program implementation and community engagement. Review collected by and hosted on G2.com.

Response from Megan Roloff of ClearPoint Strategy

It's great to hear that ClearPoint Strategy is helping your organization with community engagement, information-sharing, and gaining insight into trends that aid in decision-making. Thanks for sharing, Lauren!

CK
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 has a fantastic onboarding process that allowed us to quickly import our strategic plan and begin managing it in the most efficient way possible. Our Bank used to do all strategic plan updates manually and through several spreadsheets, and the switchover to a flexible, easy-to-use and automated platform has transformed how we manage our process. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Nothing yet! Our experience has been extremely favorable to date. We've been using the system for 6+ months and have not had any glitches or issues that we were unable to resolve. Review collected by and hosted on G2.com.

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

For the first time, we have our strategic plan located in one location with appropriate levels of access given to all contributors. Our ability to manage and pull reporting on a regular basis, as well as fascillitate ongoing updates, has advanced our control over the plan. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Thank you for sharing your positive experience with ClearPoint Strategy! We're thrilled to hear that our onboarding process made it easy for you to transition from manual updates to a more efficient and automated platform.

RE
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 helps me to communicate the stratgic plan to our internal team. The best part is the customer service. My rep took additional time to set up our account, much longer and more intensive than most of his clients. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The product has a steep learning curve, at least for a user like me who has to navigate a complex strategic plan for my organization. They offer trainings, tools, and personal support, which has been a lifesaver. I look forward to working in it independently and fully self-serving. Review collected by and hosted on G2.com.

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

Clearpoint actually helped me to improve our strategic plan, not just communicate the plan that we had. It is saving time with reporting, tracking, and making meetings more efficient. Review collected by and hosted on G2.com.