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ClearPoint Strategy Reviews & Product Details - Page 5

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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Nikolas G.
NG
Strategy Manager
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?

From the get go, ClearPoint set themselves apart by treating the pitch process like we were already a client. The client success process is key to getting people ready to maximize the utility of the system and their 'on the fly' brainstorming of solutions helps keep progress happening. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There's a little too much of an expectation for our teams to do the data tailoring and loading. Were we a larger organization with a data 'team' who could manage it, it would be infinitely less of a concern. Being a smaller organization (<100), we don't have those resources to rely on so the initial process can be a bit daunting when not working directly with CPS staff. Review collected by and hosted on G2.com.

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

Getting staff on board with strategic planning is a trial in the most successful organizations. It's just a different way of thinking and processing information about your job that can cause more confusion that it solves. The CPS dashboard makes it easy to measure anything we need measured while keeping it simple and accessible for my staff frontline to c-suite. Review collected by and hosted on G2.com.

AH
Chair of Audit Committee
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 product is highly flexible and could accommodate my various structural reporting and workflow requirements Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Not much; functionality was all there - maybe the look and feel of the product could be brought up to date as some aspects still look a bit dated Review collected by and hosted on G2.com.

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

Managing the workflow of multi programmes and projects within the organisation. ClearPoint enabled us to create the framework (although we did customise to fit our requirements) Review collected by and hosted on G2.com.

EB
Performance Management and Data Analytics Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ClearPoint Strategy?

ClearPoint allows us to share information with all levels of our organization. We can keep high-level data in front of leadership while also going deeper to help teams track individual metrics. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

So far we haven't encountered any downsides. Review collected by and hosted on G2.com.

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

Keeping our focus on our overall strategy and goals--allows us to keep agreed-upon KPI's in the front of everyon's mind. Review collected by and hosted on G2.com.

Verified User in Executive Office
AE
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about ClearPoint Strategy?

ClearPoint Strategy can provide a framework to organize a massive amount of diverse information. The features that ClearPoint provides are very versatile and can be applied in different manners, according to how the company needs to organize it. For us, we are using the elements a little bit different than what they were intended for, but it still allows for full use of the ClearPoint Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I think there are some areas for improvement in reporting, and everyday use for companies who prefer to do more work inside the system. Also, it would be helpful to have more element flexibility between features. For example: I may want to be able to use some of the project management features at a higher element level in clearpoint. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

The customer support services alone are worth making the switch to ClearPoint Strategy. The level of knowledge and the willingness to help is unmatched by other teams. Review collected by and hosted on G2.com.

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

We are now able to see our entire enterprise strategic plan in one place, and still manage it. We have a much more robust organization than an average company, and after using multiple systems, ClearPoint has been the solution for us to have it all in one place. The next step for us with ClearPoint is to develop view-only users to access information digitally and to have instant transparency across the organization. Review collected by and hosted on G2.com.

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

The site is welcoming, easy to find things, its user friendly, and intuitive. As an administrator, you can easily modify reports and pages. I love the undo feature and how you can make many updates or changes on one screen. If you forget to save your work, the system won't let you move off the current screen. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The prepopulated reporting period in the scorecard is the previous month, and to fix this, you need to remember to override it. Review collected by and hosted on G2.com.

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

You can filter and see who is responsible for what in every department. All projects and initiatives are located in the same site, and everyone can view each other's work. We have the ability to create various reports for different reasons. Review collected by and hosted on G2.com.

Maria Victoria E.
ME
Profesor universitario
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about ClearPoint Strategy?

Both the software and the support, commercial and technical Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There are not any issues to highlight as we are satisfied Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

I recommend clearpoint to properly follow up the execution of the strategy Review collected by and hosted on G2.com.

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

The main benefit is the accomplishment of the promise of the software: a good tool for the follow up of the strategy execution Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness
UH
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 Strategy Team is outstanding in supporting your business needs, assisting you with various reports, walking you through processes to implement your business's strategies, goals, initiatives, and outcomes. ClearPoint Strategy also provides webinars on specific topics that are simple and brief. The customer service is outstanding and they continuously check in on their clients to ensure your success. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I have no dislikes at this time. I am still learning the software. However, the support that I receive from the ClearPoint team is outstanding. Review collected by and hosted on G2.com.

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

Once we implement our new Strategic Plan, ClearPoint will help us identify our strengths and weaknesses and help us identify where we can implement quality improvement efforts to reach our strategic goals. The benefits that we realize is if we use this ClearPoint as intended, we can stay on track with our strategic direction in making improvements in the health of our community and environment. Review collected by and hosted on G2.com.

Ryan L.
RL
Business Practice Leader - Strategy, Performance, & Innovation
Validated Reviewer
Review source: Organic
Verified User in Information Technology and Services
AI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about ClearPoint Strategy?

Summary reports are a straightforward way to see your objectives and initiatives and how they line up with the perspectives. Status indicators can be included to show exactly where you are each month. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Filtering options for reports could be a bit more robust in certain situations. Review collected by and hosted on G2.com.

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

We use it to track our corporate plan and for the leadership team to track the monthly status of their initiatives. Review collected by and hosted on G2.com.

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

Every person we've worked with at ClearPoint has been very professional, efficient in their work, and has been eager to help us achieve our goals. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I don't have any complaints right now. We have had an excellent experience working with ClearPoint. Review collected by and hosted on G2.com.

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

We needed a centralized data dashboard to track our strategic plan progress and a way to share our performance data with our citizens. ClearPoint has helped us achieve that goal, and our departments have seen the value in using the platform for their departmental metrics and tracking specific projects or programs. Review collected by and hosted on G2.com.