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ClearPoint Strategy Reviews & Product Details - Page 9

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 Hospital & Health Care
AH
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 which makes data tracking effortless. ClearPoint's customer service and support are wonderful as well. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There isn't anything currently that I can say I dislike about ClearPoint. Review collected by and hosted on G2.com.

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

Being able to have everything in one place to see the larger picture (goals, objectives) down to the smaller details (individual measures) is beneficial. Review collected by and hosted on G2.com.

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

It keeps all of our data and information in one place. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

At times the program seems complicated but the staff are incredibly helpful and patient. Once it clicked I understood how to navigate around. Review collected by and hosted on G2.com.

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

ClearPoint has provided us with a method of combining our monthly report with our quarterly strategic plan updates. Less reporting makes for more time for other projects. Review collected by and hosted on G2.com.

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

I loved the customization ability, I also like the analysis option to enter additional notes. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

There was not anything that I disliked about the system. Review collected by and hosted on G2.com.

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

Ensuring that employees are able to track the status of their objectives and ensure their key results are on target to meet those objectives. Review collected by and hosted on G2.com.

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

We experienced a smooth process from sales to implementation, and the support has been incredible. ClearPoint has far exceeded expectations! The product is highly customizable, and support staff have a thorough knowledge of the product. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

We have yet to identify anything that do not like about the product or the company. We have only been with ClearPoint for about three months, but we have yet to find a limitation with the product or the support. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

ClearPoint has exceeded every expectation set during the sales process. I'd definitely suggest that other organizations consider utilizing ClearPoint for their strategic performance efforts. 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 manage all of our departmental strategic business plans and the overall County strategic plan. As well, with the benefit of quality metrics and data, we are able to align our organizational performance to individual employee performance through regular evaluations. Before signing with ClearPoint, we evaluated close to 50 other available products. We made the right choice! Review collected by and hosted on G2.com.

Verified User in Government Administration
AG
Mid-Market(51-1000 emp.)
More Options
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?

The ClearPoint team is phenomenal. I know that I can call or email anytime, with any question, and I will always receive excellent customer service and a lesson on the issue. Each time I work with the team, I walk away with more knowledge about the functionality of the product.

The "I didn't know ClearPoint could do that" Webinars are a perfect way to keep up on the latest, and are available to users anytime. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I dislike the fact that we can't "hide" rows in the data table that we are not using.

I have a hard time moving images around in a pod to align like I want them. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

ClearPoint is an excellent tool for performance and project management. The team provides outstanding customer service and the product continues to improve based on customer's requirements. Not only does ClearPoint work to improve the functionality of the product, they are building a community of users to share best practices in order to elevate overall performance levels, service delivery, and continuous improvement. Review collected by and hosted on G2.com.

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

We are tracking AIPs (Action Initiative Plans) that the Leadership team created during their StratOp (Strategic Operations) project. Leadership Team works together bi-weekly to update AIPs in ClearPoint.

The Leadership Academy is a new course within our Arvada University program. There are two teams of individuals who are tackling big organization-wide projects, and they knew right away that tracking these projects in ClearPoint would assist in their success. We created a Leadership Academy Scorecard and added the two projects which the team can access easily in an Alignment Matrix.

One of my main tasks is to track our Process Improvement projects in ClearPoint. We have a Process Improvement Team called the Ninjas, and we've created a Ninja Scorecard to include a list of all projects, page detail layouts to reflect our systematic approach, and a performance measure to track overall cost savings by work system. I love being able to share the PI project with the entire team, owners, supervisors, and Leadership Team to tell the story of all of the hard work the team is doing to create meaningful change. It's as easy as emailing the page, creating a PDF, a Briefing Book, or as simple as providing the team with the ID#.

Strategic Plan Alignment - The Golden Thread

The City Council Strategic Plan provides vision for our work. The plan outlines five Priority Areas. Each Priority Area includes specific Strategic Results that define different focus areas. Strategic Results have Milestones that support the Strategic Plan.

Key Performance Indicators, which are SMART goals, live within the City's work systems and measure performance outcomes to ensure successful completion of Strategic Results.

Living at the Program level, Performance Measures complete the golden thread by aligning the work City employees do on a daily basis to Key Performance Indicators and Strategic Results. Review collected by and hosted on G2.com.

Response from Jenna Weaver of ClearPoint Strategy

Thanks so much for this thorough review! It is wonderful to hear that you’ve enjoyed our webinars and learned from our team as well as the broader ClearPoint Community – we’re so glad that you’re a part of it. Please feel free to reach out to our Support Team so that we can help you better configure your data tables and images. We are always excited to see the innovative ways Arvada has leveraged ClearPoint, and we’re looking forward to our continued work together in the future!

Verified User in Financial Services
AF
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 has many features available that allow us to quickly and accurately display information to our teams as well as present monthly reports. ClearPoint has been a great asset to us for tracking and managing our long term strategic plan, and we're now finding other great uses such as for independent project tracking and reporting. The automation options for reporting make it easy to generate and the filtering options allow us to only show what we want and what we don't (such as completed or cancelled items). Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

For a first time user the system can be a little tricky to set up and get used to, there are many ways to do the same thing. However, the support team at ClearPoint is fantastic and will go out of their way to help you. Once you have your site set up it's very easy to maintain. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

Start with the Basic edition to gauge buy-in. Once we had this it was easy to demonstrate how the Enterprise edition would add significant value and time savings for manual processes that could be automated with the upgraded version. Review collected by and hosted on G2.com.

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

We are able to effectively manage our strategic plan with ease and a great user interface. ClearPoint allows us to stay on track, determine where we may be falling behind, and follow progress. We've identified several other uses for ClearPoint and are now expanding it to other staff for them to use for tracking small plans or groups of projects. Review collected by and hosted on G2.com.

KG
Personal Assistant
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?

Dashboards and Reporting Systems as they are easy to view Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

Sometimes the Scorecard layout can be fiddly Review collected by and hosted on G2.com.

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

Managers are more accountable for their areas as ClearPoint Dashboards can show at a glance how things are going. Review collected by and hosted on G2.com.

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

From a system perspective, learning ClearPoint is easy. The program is powerful, and simple to use and manage. The ClearPoint team is extremely helpful and kind, they are quick to respond on the online chat and your personal liaison will check in with you on a regular basis. Their customer service is one of the best. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

I have not found something that I dislike about ClearPoint. Review collected by and hosted on G2.com.

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

My role is to support our users with technical issues. Clearpoint has made it easy to resolve issues and connect with their team if you need further assistance or training. Review collected by and hosted on G2.com.

Rebecca E.
RE
Innovation Manager
Government Administration
Validated Reviewer
Review source: Organic
CF
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about ClearPoint Strategy?

the ability to tie multiple facets of our strategy together. Review collected by and hosted on G2.com.

What do you dislike about ClearPoint Strategy?

the functionality takes some time to learn. Review collected by and hosted on G2.com.

Recommendations to others considering ClearPoint Strategy:

if you decide to use ClearPoint, make sure you attend webinars, trainings, etc. to help advance your understanding of how to use. Review collected by and hosted on G2.com.

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

ability to quickly identify what needs attention in our organization. Review collected by and hosted on G2.com.