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ClearPoint Strategy Reviews & Product Details - Page 4

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

I found the software to be easy to use. Even individuals with limited training were able to update their initiatives. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The software seems a bit old-fashioned and has some limitations with automation. I expected the scheduling of reports, initiatives updates, and reminders to be a bit more streamlined. Review collected by and hosted on G2.com.

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

We can organize our strategic plan and link our initiatives to it. The solution has made it possible for us to centralize our operations, identify inefficiencies, and report promptly. Review collected by and hosted on G2.com.

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?

ClearPoint is a great project management software. It allows you to store all the information for multiple large projects in one place. I like that you can add measures so that you can track progress as you go along. It also allows you to assign different types of roles to a large number of individuals within the organization. I also really love the ClearPoint community. The support we receive from ClearPoint is spectacular. They have even set up a regional ClearPoint conversation since so many organizations in my area are using the software. It's a great opportunity to share what's going well and areas for growth. The team is always open to receiving feedback and working with us on different types of customization needs. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It seems that the people in my organization who do not use ClearPoint on a regular basis find it cumbersome. Many do not like having another system to log in and find it difficult to navigate once in the system. Even after multiple trainings and recorded videos, my team spends a lot of time trying to help people with ClearPoint when we ask for bi-annual updates. Another area is that while there are customization features, such as using your brand colors, the options are limited. We regularly run reports through ClearPoint, but have received feedback that the format is difficult on the eyes. The ClearPoint team has worked with us on making improvements, but I think there could be more opportunities for enhancing the briefing book/reporting options. Review collected by and hosted on G2.com.

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

ClearPoint helps us centralize all of our City-wide projects in one location. This used to be very segmented, but with ClearPoint it is easy to find information and track progress. It is also helping us create a culture around good measures. It's so nice that you can link measures to multiple areas to show alignment across the City. Review collected by and hosted on G2.com.

MM
Program Coordinator
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?

ClearPoint Strategy provides flexible, customizable software that adapts itself to your organization's projects and priorities, with customer support that helps you actually do that. Not only does ClearPoint help us track progress across divisions on branch-wide initiatives, but it also supports us in connecting employees to these projects in meaningful ways. But none of this would be possible without the amazing support ClearPoint provides to its admin users! ClearPoint really goes above and beyond in this respect. It is easy to book appointments with your designated support contact, who will help you learn how to create the system that meets your needs. Ours even checks in with us periodically to see how our major projects are going! This ongoing support truly makes the investment worthwhile for our organization. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

At first, some aspects of the software were challenging to understand, but as I said in my review above, once we connected with customer support, we resolved issues quickly. It was also challenging to ascertain the organizational training needs before working with the software, but I believe those issues have since been resolved. Review collected by and hosted on G2.com.

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

ClearPoint Strategy doesn't simply create a place for our organization to track initiatives-- it also allows us to dynamically link measures, projects and objectives in ways that show the interrelated connections of activities across divisions. We can use our measure pages to create rich reports containing qualitative and quantitative updates, which is essential for our organization. Creating a system where employees can update the measures they are involved in and access information about how/what other programs are doing has created greater awareness of the links between programs and the various ways our organization is working towards our mission together. Review collected by and hosted on G2.com.

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

CleaPoint's flexibility is what separates it from other softwares. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It would be nice to drag some of the elements on the reports. Review collected by and hosted on G2.com.

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

ClearPoint enables me to link multiple elements in the Strategic Plan with department elements. Review collected by and hosted on G2.com.

LA
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?

Reliable and user-friendly for reporters. Content access to past reports is great for learning and knowledge management within our organization. Report Design is easy and connects different projects. Great resources and customer service when you're stuck. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It doesn't have an app for mobile access. Review collected by and hosted on G2.com.

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

Monitoring Strategy performance and alignment across different units. Review collected by and hosted on G2.com.

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

The customer service is incredible. The system itself has a very clear interface. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The system takes a while to understand. I wouldn't call it "intuitive" Review collected by and hosted on G2.com.

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

We use ClearPoint to track county performance measures. Review collected by and hosted on G2.com.

Verified User in Banking
AB
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
(Original )Information
What do you like best about ClearPoint Strategy?

We considered several other possibilities of software providers for our Strategic Planning process. Clearpoint was the most helpful and knowledgable up front...and that first impression has been consistent ever since. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I can't think of anything that isn't working very well. The product has a lot of built-in flexibility, but it is also a turnkey setup. And Clearpoint is there to help whenever you need it. Review collected by and hosted on G2.com.

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

The ability to easily update and create presentations/reports for our Board of Directors and Senior Management is the best benefit of using Clearpoint. Built-in graphs of the trends in our metrics are very helpful in managing and reporting on the progress throughout our strategic planning process. Review collected by and hosted on G2.com.

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 friendly user software. The implementation was easy and quick. The reports are excellent. Additionally, the client support is exceptional Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

No issues until now. The users are happy with the software and the reports. Review collected by and hosted on G2.com.

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

We upgraded the mechanism for collecting and reporting performance measures from Microsoft Excel and Word to the Clear Point Strategy system. This cloud-based strategic and performance management system centralizes the recording, tracking, and reporting of performance measures and projects by the City’s goals and strategic focus areas. Review collected by and hosted on G2.com.

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 customer support at ClearPoint is what sets the platform apart. We often receive responses same-day and have a positive relationship with our account team at ClearPoint. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There are no clear negatives about the platform to share at this time. Review collected by and hosted on G2.com.

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

ClearPoint provides a platform that we are not able to host internally. Cuyahoga Performance aims to increase transparency, show the impact of county programs, and engage the community in conversations. The ClearPoint platform helps us achieve these goals. Review collected by and hosted on G2.com.

DB
Senior Crime Analyst
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 is very easy to use and understand. The analytics that are produced are great. The dashboards are easy to make. We love working with the Clearpoint Team, they are amazing to work with, very knowledgable and helpful. They are attentive to our needs and know how to answer the questions we ask. We love being able to see data sliced and diced in several different ways, quickly. We love that we can put shared links into Clearpoint and everyone can access them quickly and easily. I am the administrator for Clearpoint and it is easy to give and take away access to the people who need it. I can't say enough good things about this product and the Clearpoint team. Our finished product looked amazing. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I dislike that if you hit the scroll on your mouse it changes the numbers you have input, I feel like this is something that could easily be fixed in a revised edition of the product. If you use Excel, it is different because you can't just click enter and get to the next box to put your data in. You actually have to double click in each box you want to enter data into. These are all minor things to the use of the Clearpoint product. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

This is an amazing company that has great customer service. We are a not-for-profit group and they have gone above and beyond for us. Review collected by and hosted on G2.com.

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

A benefit of Clearpoint is that we are able to save so much time with this product. Our group was using excel and PowerPoint, now more than one person is able to make changes, so it isn't a burden. The finished product looks amazing. We are able to link a Google sheet into Clearpoint, so it doesn't get lost in the shuffle. Review collected by and hosted on G2.com.