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ClearPoint Strategy Reviews & Product Details - Page 8

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

The user interface is intuitive and easy to navigate! Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The user interface times-out intermittently. Review collected by and hosted on G2.com.

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

We use ClearPoint to manage our COVID-19 Recovery Response utilizing daily data feeds and program assessments. Review collected by and hosted on G2.com.

DJ
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?

I like that we are able to provide multiple users access to the system. This provides increased transparency which is an essential component for moving our Strategic Plan initiatives forward. ClearPoint Strategy also allows us to integrate the data that we track into our public facing website for residents to follow Strategic Plan progress. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Navigation within the our platform is a bit challenging when we new users are getting acclimated. The movement from scorecard to scorecard within the Goals that we have setup is not as intuitive as it could be. This may also be the way that we have customized the experience which is something that predates my interactions with ClearPoint Strategy at our organization. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Reach out to their support staff early and often if the need arises. They are very responsive and typically available when you need them. Review collected by and hosted on G2.com.

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

Making sure that we are fulfilling our commitment to those who rely on our programs/services. We have realized many initiatives that are linked to our organization's Strategic Plan moving forward and ultimately moving from a vision to fruition. Review collected by and hosted on G2.com.

JD
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ClearPoint Strategy?

Joseph Lucco is a fantastic support to our team and deserves recognition for his attitude, service and skill. He's by far the best thing about working with ClearPoint. 2nd would be the Data Loader 2.0. Automating the upload process is a HUGE time saver and allows us to work with less technical users to ensure their data is included. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Customizing tables and referencing existing tables can be burdensome. It would be nice to have more of a GUI interface with click and drag of existing fields/tables for reference vs. the calculation/text box. Outside of interface preference, I don't really have any complaint about ClearPoint. We are actually trying to get 29 other departments to implement a portion of it for an annual benchmarking conference. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Make sure you understand your own data servers and how to extract data to get the most use out of the system, especially the data loader. Manual entry is burdensome for reporting system. Review collected by and hosted on G2.com.

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

Providing validated data to the city in an automated manner to the city has reduced workload significantly. We are able to consolidate and report crime and PD operations data with ease. Additionally, we were able to transition from UCR to NIBRS reporting one year ahead of schedule and report accordingly with the awesome support of our account manager and his technical assistance. Review collected by and hosted on G2.com.

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

ClearPoint Strategy's system is robust and customizable. Their team worked tirelessly to transform our strategic plan for our complex organization into a beautiful virtual tool. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Nothing! We LOVE everything ClearPoint. Review collected by and hosted on G2.com.

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

ClearPoint helped us get organized by creating a tracking mechanism, establishing strategic project management, building robust reporting, and connecting KPIs and measurable outcomes for our strategic goals. Review collected by and hosted on G2.com.

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

Easy to view and understand the content you are putting into the program. Most individuals within our organization were able to grasp what they were viewing and were able to update and edit as needed.

The consultants and support team are extremely knowledgeable and helpful. We have weekly online meetings to go over our progress and these meetings help make sure that we are not veering down the wrong path.

The status indicators that ClearPoint uses are a very useful tool to get a high-level look at the overall progress of not only that objective, but the entire goal as a whole. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

The program sometimes glitches and makes it hard to update data sometimes. After contacting the support team, they usually are able to fix the problem very quickly. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

ClearPoint Strategy is an amazing tool for organizations big or small to track their strategic goals and objectives. The ease of use and knowledgeable support staff and consultants make ClearPoint Strategy stand out above the rest of the pack and would be highly recommended to make them part of your strategic team. Review collected by and hosted on G2.com.

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

We have begun to see trends in our programs and services that we offer, which will help us understand what needs our community have. Review collected by and hosted on G2.com.

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

One convenient tool for strategic planning where all relevant information can be captured. The reporting tool is fantastic with the integrated graphing ability. A real time saver! Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I can't complain about ClearPoint. We used to do our performance plans in Word and Excel which was very cumbersome. I love using ClearPoint! Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Clearpoint lets you concentrate strategic planning instead of figuring how to capture and present the information. Review collected by and hosted on G2.com.

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

ClearPoint has made performance measurement less of a burden. It's very flexible and their support team is great whenever assistance is required. Review collected by and hosted on G2.com.

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

The team at ClearPoint has been very helpful in helping us get converted, as well as customizing reporting features for us. The software is very easy to use, and has helped to get more engagement from our management team. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Navigating different time periods within the software has been our biggest challenge. Review collected by and hosted on G2.com.

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

We were able to successful convert from using an Excel spreadsheet for strategic plan tasks to ClearPoint, which has added tremendous efficiency and transparency to the entire process. Review collected by and hosted on G2.com.

MM
analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about ClearPoint Strategy?

Easy and simple to use will definitely recomend Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

more template choices and also the excel Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

the excel table should be able to scroll from any point Review collected by and hosted on G2.com.

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

see all the reports and score card of all department at one stop Review collected by and hosted on G2.com.

PM
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about ClearPoint Strategy?

ClearPoint is very intuitive to use and has a lot of flexibility built into it for varying applications. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

For project management, it is difficult or impossible to use the Gantt chart to simultaneously track planned and actual progress. I believe this is possible if you track each milestone in 'percent complete' but for our projects the milestone is either "complete" or "incomplete". As a workaround, we can create each milestone twice, once for "planned" and again as "actual" but that is clunky. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

ClearPoint is an intuitive, flexible platform that does many things very well. If you need platforms for managing organizational performance as well as project management, then ClearPoint may be able to meet both needs with one product. Review collected by and hosted on G2.com.

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

The main problem I've been solving is the ability to create multiple reports from the same set of data. This really pays off when we can create a new report for senior management that instantly answers questions like, "of all of our projects, only show me the ones that are more than 30 days off schedule."

Also, our agency uses Qlik for a lot of data visualization. Currently, it looks like we'll have to export ClearPoint data to Excel, and then upload the Excel data into Qlik. The ability to feed our data directly from ClearPoint to Qlik would be fantastic. Review collected by and hosted on G2.com.

DE
Validated Reviewer
Review source: Organic