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ClearPoint Strategy Reviews & Product Details - Page 3

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

I was looking for a way to move my organization out of excel and into a visualization platform for dashboards and data. What I found in ClearPoint was much more. ClearPoint will allow us to house all our data in one location, automate data population, and link our improvement projects to elements such as departments, strategic values, and key measures. It was a solution for a lot of manual, fragmented processes. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There is a learning curve, and setup has been challenging. But with our ClearPoint Associate Consultant, DeAndre Thompkins, we were able to navigate these hurdles and thoroughly customize the platform to meet our needs. Review collected by and hosted on G2.com.

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

ClearPoint is giving our organization a single source of truth by housing all our data in one location using modern visualizations and automation that saves us time. It also incorporates organizational strategy and improvement projects, tieing everything together in one package. Previously, this was fragmented, and demonstrating our Quality Plan to regulatory bodies was a challenge. Review collected by and hosted on G2.com.

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?

It's an intuitive platform that allows our organization to track and make meaning of our progess. The customer support is also solid. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It took a while for us to build out our plan in the system and ensure it worked the way we need it to. Review collected by and hosted on G2.com.

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

It helped us consolidate our strategic plan in one place and track progress quarterly in a systematized way. Our organization had previously struggled to stay accountable with progress reporting. Review collected by and hosted on G2.com.

Response from Megan Roloff of ClearPoint Strategy

We're glad to hear that you find ClearPoint Strategy intuitive and that it has helped your organization track progress effectively. We appreciate your feedback about our customer support!

JS
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 enabled our organization to deploy the County's first Strategic Plan dashboard, allowing our residents to review and evaluate our performance regarding the goals and objectives that our Board of County Commissioners established for the community.

Marisa Sailus provided Flagler County excellent customer service and was a great implementation consultant! Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Some of the public training sessions were hard to see and follow, according to some of the feedback received by our users. However, later we were able to follow up and obtain clarification. Review collected by and hosted on G2.com.

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

ClearPoint has provided our organization a tool that will help us meet one of the County's transparency objectives, share regular updates with our residents and tell our story. Review collected by and hosted on G2.com.

Allison T.
AT
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about ClearPoint Strategy?

The ClearPoint sync allows users to enter data without completely learning a new software. We are able to have one Admin who is an "expert" in the software, and all other strategy owners provide their data through excel sync files. Also, the excellent customer service allows the 'expert' to get help whenever needed. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Anyone using the software will need to spend ample time learning the in's and out's of a new software. The features are robust and take some time to understand. Review collected by and hosted on G2.com.

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

ClearPoint Strategy provides and easy and flexible way for strategy owners to submit their data. It also allows flexibility. Our strategic plan is constantly evolving, and the software allows me to quickly and efficiently make changes to measures and initatives. Review collected by and hosted on G2.com.

Verified User in Museums and Institutions
AM
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?

Customer service including the training and onboarding, and ongoing help from a specific account manager. Chat function which is usually good, although slow. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Would like some kind of staff training assistance as part of the process. It was an additional cost. Review collected by and hosted on G2.com.

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

Graphically representation of the data for our Board reporting. I think it's helping identify tracking issues with our plan and will help us develop our next plan. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Thank you for sharing your feedback! We're thrilled to hear that you appreciate our customer service and the support from your account manager. We now have scheduled training each month that you and your team can take advantage of (included in your subscription).

It's great to hear that ClearPoint Strategy is helping you communicate clearly with your board and stakeholders. If you have any further suggestions or need assistance, please don't hesitate to reach out. We're here to help!

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

The platform can take data and information and turn it into a nice dashboards; It also enables effective monitoring of strategic plan implementation progress. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The base element of time for tracking is monthly--so tracking items on a weekly basis in a scorecard isn't possible. Review collected by and hosted on G2.com.

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

Having one central system that houses our Strategic Plan strategies, metrics, actions, etc. enables us to track progress districtwide. Review collected by and hosted on G2.com.

SS
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 engagement process has been especially helpful in getting the ball rolling. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

With any new technology, there are always hurdles. Therefore, navigating the site would be the most difficult or disliked portion so far. However, that will improve with time. Review collected by and hosted on G2.com.

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

They are helping us incorporate our long-term strategy for improvement into a workable database that our employees can access, update, and use to enhance performance. Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Thank you for your review, and sharing your testimonial in a webinar about how easily you were able to get a new strategic plan up and running (along with a public facing dashboard) within the first year. What a great success!

Kristall B.
KB
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about ClearPoint Strategy?

The ability to include charts with my date and to add multiple charts in one mayrix. It makes everything look so professional. I have not used any other software but i love the functionality and ease of use with clear point. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Some of the color bubbles don't always carry over from one charting period to the next. I understand why i just think that it would be good if you had the option to bypass this function. Review collected by and hosted on G2.com.

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

Keeping our date in one spot and keeping it separate from other departments within our organization. This makes it more readable i think. It also makes it easier to update. Review collected by and hosted on G2.com.

JA
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?

It's simplicity in reporting

workflows

structure of the scorecard Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

API or automated upload is not that user friendly

Connection to other apps is not great Review collected by and hosted on G2.com.

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

Tracking of the executuion of strategy and giving visibility to key startegy or business owners Review collected by and hosted on G2.com.

Response from Ted Jackson of ClearPoint Strategy

Thank you for sharing your feedback! We're glad to hear you find ClearPoint Strategy helpful in tracking strategy execution, especially our workflows. We appreciate your comments about the API and connection to other apps. We're constantly working to improve user experience and integrations. Your input is valuable in helping us enhance our platform. We're here to assist you with any concerns and ensure you have a seamless experience. Thank you for choosing ClearPoint Strategy to track and provide visibility to key stakeholders.

Verified User in Hospital & Health Care
AH
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about ClearPoint Strategy?

ClearPoint is upgrading our data to the 21st century. DeAndre has been very responsive and worked hard to understand our needs. It is easy to use and intuitive. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

ClearPoint does have a bit of a lag when opening our scorecards. I do wish it was a little faster when opening for users. Review collected by and hosted on G2.com.

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

Our current dashboards are dated with Microsoft office. It is a very manual process inputting data and creating presentations and graphs. ClearPoint is improving our ability to create, data load, and share. Review collected by and hosted on G2.com.