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ClearPoint Strategy Reviews & Product Details - Page 7

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: Seller invite
Incentivized Review
What do you like best about ClearPoint Strategy?

I like that ClearPoint provides an easy-to-use enterprise system to measure our strategic priorities and track work plans. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I don't particularly appreciate how reports print, and I can't adjust page breaks. Review collected by and hosted on G2.com.

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

ClearPoint provides corporate transparency across all measures and work plans to increase awareness and show connections between inter-dependent work. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about ClearPoint Strategy?

I love how easy it is to contact customer support when I have a question about the system. They are quick, responsive, and super helpful. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I wish it was easier to set up summing abilities in ClearPoint. Review collected by and hosted on G2.com.

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

Clearpoint is allowing us to have actual and measurable insight into the impact of our strategies that we employ to boost our mission. Previously we were using mostly word documents and excel sheets which was really painful. Review collected by and hosted on G2.com.

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

How manipulative the system is. There hasn't been anything that we couldn't do so far. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It gets a little sluggish when loading up large pages with graphs and many measures. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

If you are like us and have been using a balanced Scorecard for over 30 years. The transition to this system is a breath of fresh air. Being an IT director and having relations with many many software vendors...the Clearpoint team has been one of the best I've ever worked with. Questions are answered within minutes along with clear and concise directions. The team also provides tips even when unprompted, this has shown us things we should be doing that we didn't even know we needed. Review collected by and hosted on G2.com.

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

Clearpoint makes it easier for users to line up their measures with the goals of the company. The way measures, objectives, goals, etc integrate with each other really paint a clear picture. Review collected by and hosted on G2.com.

Lara D.
LD
Co-Founder
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 operational discipline that is generated as a result of thinking through the relational impacts of the BSC methodology Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Tool can get very granular and requires frequent usage to get comfortable Review collected by and hosted on G2.com.

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

We were looking for a tool to support BSC that facilitated both board perspectives as well as a tool that would facilitate a more granular business unit score card - top down and bottom up consolidation - for operational and strategic goal alignment/transparency for senior leadership reporting Review collected by and hosted on G2.com.

JS
Director Program Management
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 tool is simple to use and provides clean dashboards that are easy for managemement to digest and understand. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

It takes more clicks than I'd like to move between metrics when I need to make updates on each one in a Dashboard. Review collected by and hosted on G2.com.

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

Providing a simple Dashboard for senior leadership to review to have an overall picture of how the operations of my company is doing. Simple way for data to be entered by many users. We've achieved both goals. Review collected by and hosted on G2.com.

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

ClearPoint provided the ideal platform to refocus our Strategy Management Objectives and KPI's and reformed the way we ran all our Board meetings.

KPI financial dashboard were created which are hugely powerful to display the monthly performance of each of our businesses. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Can take a little time to get your head round the set up of ClearPoint but once you do things flow well. Often you forget how to create or change tasks if you don't use the system daily but support are super helpful and quick to respond. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Set up planning of what your business would like to achieve from ClearPoint is critical at the beginning. Perhaps set up one scorecard initially then test this out and replicate if provides what you are looking for.

Dashboards are a great way to show the performance at a glance and project linked to Objectives ensure you only focus on what has been agreed each financial year. Action reports and agendas can all be linked to scorecards ensuring all meeting data and documents are in one place. Review collected by and hosted on G2.com.

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

ClearPoint now allows all high level business data and project information to be stored and is visible in one portal.

Every Senior Managers / CEO takes ownership of meetings and ClearPoint easily highlights performance of each business, Project status vs KPI's and where an issues are that require attention and resolution. ClearPoint has helped our businesses to automate their strategy reporting process and continue to see success in their various businesses.

The time saved each month is a huge benefit along with the one stop shop this give our leadership teams to review all Project and Financial Activity. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
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 is super simple to get up and running and intuitive, which is a big deal! ClearPoints customer service is best in class, I have never waited more then an hour for a response, ever! Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

At this point, my agency has been using ClearPoint for over a year and I have found nothing to complain about. Review collected by and hosted on G2.com.

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

As a mid-sized nonprofit we are using ClearPoint to manage our Balanced Scorecard measures, Performance Improvement Plans and Quality Improvement Projects. We also use ClearPoint as a point of reference for all staff members. Anyone can review measures and see how the agency is doing overall. Review collected by and hosted on G2.com.

RC
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?

Wide variety of options for measures and charts - I can set up a variety of structures for reporting series and multiple charts per measure; robust and diverse structures and reporting available; easy to use; very few if any bugs; tight and useful. I'm sure there are twenty additional features I could use to help me even more, I'm still discovering benefits. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Top-down structure makes users reliant on central management; but I think they are working on more flexibility in central vs distributed functions; the team at clearpoint is top notch. Review collected by and hosted on G2.com.

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

Recently we needed fast geographical tracking of tax revenue during the pandemic shutdown and re-opening. Clearpoint was the best tool for this. I was able to quickly create reports our city can use for getting emergency funding.

We use it ongoing for department work plan monitoring and reporting; and for historical economic analysis Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Hi Rosalind,

Thank you so much for your kind words! We are glad that you were able to leverage ClearPoint to easily pivot and track your tax revenue during COVID-19. We're in the midst of improving the end-user update capabilities, so keep an eye out for some new features soon that enable users to quickly and easily make updates without the help of the account admin.

As always, feel free to send any other feedback our way!

Best,

Jenna

Mark D.
MD
City Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about ClearPoint Strategy?

ClearPoint is easy to use, and the ClearPoint team can help us create custom reports that support our specific needs. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Integration of some technology platforms requires double-entry of data. Review collected by and hosted on G2.com.

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

We are working on the integration of technology platforms. 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
What do you like best about ClearPoint Strategy?

ClearPoint allows us to keep all of the data we have organized and available for all staff to use. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Sometimes data can bog you down but ClearPoint has many options to help you learn. Review collected by and hosted on G2.com.

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

We are currently going through a new reorganization and have created all new performance measures. They have been so helpful in helping us realign. If we did not have ClearPoint the process would be so incredibly difficult. Review collected by and hosted on G2.com.