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ClearPoint Strategy Reviews & Product Details - Page 6

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
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10 (Easy)
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Verified User in Government Administration
AG
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ClearPoint Strategy?

Our organization was just starting our strategic planning and development, knew we needed a tool to help us manage our strategic plan and associated metrics - but didn't know to what level/extent software we needed or wanted! Finding ClearPoint was kismet. It's not a "one size/only size" type of program- ClearPoint Strategy is a "your size" program, providing solutions and tools that fit your immediate needs, but can grow with you as you continue to grow your plan and metrics, with a pricepoint that can fit practically any budget. Most awesome - the team. Specifically, the ClearPoint experience has been consistently positive and helpful, and every interaction continues to show that the core values on their website are not just words. Our consultants not only answer all my questions in simple language that this techno-challenged leader can understand, but they make suggestions on solutions to things I didn’t even know I wanted or needed yet. How cool is that?! Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Other than an individual's learning curve - nothing I can think of at the moment. Review collected by and hosted on G2.com.

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

We are documenting our goals in an easily trackable way and producing easily understandable reports for everyone we need to communicate this information to. Review collected by and hosted on G2.com.

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

ClearPoint is very intuitive and practical. I appreciate everything from the measures library to the gantt charts. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There are no downsides to using ClearPoint that I can think of. Much thought and refinement went into designing this product. Review collected by and hosted on G2.com.

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

We are in the early stages of creating a strategic plan and process, and ClearPoint has made our work so much easier. We have a clear road ahead due to this exceptional tool. Review collected by and hosted on G2.com.

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

The system has a short learning curve, and administrators are able to quickly build plans that fit your organization. ClearPoint is versatile and customizable--from layouts to tables to branded reports. My favorite feature is the update request automation capabilities. This includes scheduling email requests to updaters, reminder emails, and (if absolutely necessary) past due reminders.

Finally, I have to give a shout-out to the support team at ClearPoint. The team is blazing fast when responding to my questions! Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Querying data directly into ClearPoint can be challenging--but that's okay. Our organization prefers to have an analyst or consultant review updates for quality control and assurance purposes. Review collected by and hosted on G2.com.

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

In the past, our organization has struggled with establishing a reporting cadence, with regular department updates to strategic initiatives and performance measures. The automation capabilities--especially emails with direct links to update forms--make it easy for our department staff to complete their assignments. Feedback from staff is very positive, and they appreciate the easy and straightforward process. Review collected by and hosted on G2.com.

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

ClearPoint Strategy is a great cloud solution for municipalities looking to manage their strategic alignment and reporting processes. It allows you to enter static information and track updates through time, for both initiatives and performance measures. It is very customizable and easily adapts to different uses and purposes. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

We don't dislike anything about ClearPoint Strategy. The team is great and very responsive to our needs. Review collected by and hosted on G2.com.

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

ClearPoint Strategy is helping us keep an eye on key strategic projects and keep our plans alive. We have found significant time efficiencies in our reporting processes by using ClearPoint to report on our Strategic Plans and other documents. Review collected by and hosted on G2.com.

KJ
Innovation Manager
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 customer service and the Clearpoint team Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I wish it was easier to update our external dashboard in the Wordpress site Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Utilize the help of the Clearpoint Team when setting up your scorecards and getting started. also get comfortable with the data loader tool. Review collected by and hosted on G2.com.

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

a central location to store our performance metrics. It has made it easy to update our results quarterly. Review collected by and hosted on G2.com.

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

The Team at ClearPoint has been great to work with, beginning with the sales process thru post-implementation support. They have always been very responsive and have been great partners - much more than just a client-vendor relationship. The software is very intuitive to use and has a lot of flexibility to accommodate the nuances of our strategic plan. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Nothing. The only minor critique, and I stress the word minor, is that it is a little "clicky". But in the big picture, it's not a big deal Review collected by and hosted on G2.com.

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

We're leveraging it to manage our strategic planning process and it's been very effective. Review collected by and hosted on G2.com.

Verified User in Government Administration
UG
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 incredible support team at ClearPoint! Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I would like more sophisticated chart ability - only because we would love to use ClearPoint to create dashboards for our community health assessment data. Review collected by and hosted on G2.com.

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

We are using ClearPoint to align our program goals to our strategic plan and grants. We're also using the software to build some public-facing dashboards to share community health outcomes. This is helping us as a Branch to track our progress in a more meaningful way and as a community to see essential data all in one place. Review collected by and hosted on G2.com.

Jeff M.
JM
Deputy Technology & Innovation Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about ClearPoint Strategy?

ClearPoint makes managing our Strategic Plan very easy and tieing performance measures and action items to our tactical actions is fantastic. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The software is overall very useful and I don't have any complaints with the software. Review collected by and hosted on G2.com.

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

Tracking performance on individual department strategic plans and linking those projects to the organizational plan. Review collected by and hosted on G2.com.

SS
Senior VP of Planning and Quality; Chief Strategy Officer
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ClearPoint Strategy?

The ClearPoints team's support in helping us set-up ClearPoint to match our Strategy Map is off-the-charts AMAZING! They are one step ahead of us - They deeply understand the components of our strategy framework. This combined with their thorough understanding of the ClearPoint platform has resulted in highly valuable insights about how to present things. We are so glad to have chosen ClearPoint. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

No tool is perfect, but nothing yet to dislike ;) Review collected by and hosted on G2.com.

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

We have grown extensively in our understanding and execution of strategy over the last 5 years. AND, we needed a new platform partner to help us grow in how to report our progress. The ClearPoint platform is clearly going to be a tool that adds value to our strategy execution. Review collected by and hosted on G2.com.

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

There are many avenues to leverage data. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It doesn't integrate with our active directory to add/remove users. Review collected by and hosted on G2.com.

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

We can track our strategic plan. Review collected by and hosted on G2.com.