ClearPoint Strategy offers an intuitive solution designed to simplify performance management with the help of an AI assistant and automation. While the reporting feature's interface could benefit from additional customization options, the strategic planning capabilities outweigh these limitations.
ClearPoint Strategy Specifications
Time Tracking
Task Management
Reporting
Budget Management
What Is ClearPoint Strategy?
Overview
ClearPoint Strategy is a cloud-based SaaS tool that helps organizations automate their strategy reporting, including Business Performance Management and OKR metrics. Designed for managers and executives, ClearPoint Strategy simplifies complex strategy reporting.
The software offers strategic planning, organizational alignment, business reporting, dashboards, OKRs, and project management solutions. It helps organizations achieve breakthrough results by breaking down silos in the planning process, automating strategy execution, and providing real-time, actionable information and insights.
What Is ClearPoint Strategy Best For?
ClearPoint Strategy is renowned for its advanced strategy and OKR reporting capabilities. The platform enables users to easily create dynamic dashboards, scorecards, and reports using its user-friendly, drag-and-drop interface. ClearPoint offers a full suite of features covering KPIs and project management.
Its automation features allow seamless execution of many reporting aspects, such as automatic email updates and sending out reports to a group. Advanced customization options enable users to add custom fields to any reporting element and filter those options in just a few minutes.
ClearPoint Strategy Pricing
ClearPoint Strategy Integrations
The software integrates seamlessly with various popular third-party software, including the following:
- Excel
- Power BI
- Tableau
- Oracle
- Tyler Munis
- SQL Server
- Asana
- ArcGIS
How Does ClearPoint Strategy Work?
Here are some steps to get started with ClearPoint Strategy:
- Upon logging in, explore ClearPoint Control Panel and Top Navigation
- Open Scorecards from the top navigation menu or the control panel
- Organize elements such as Objectives, Measures, Initiatives, Action Items, and Risks within Scorecards
- Report on your data using reporting periods and frequencies
- Examine the details of each element on their respective pages
- Monitor performance data over time, create calculations, set evaluation criteria, manage budget and visualize data using measures
- Generate charts to display your data along with an integrated strategy reporting system
- Handle projects by achieving synergy and summing up information
Who Is ClearPoint Strategy For?
ClearPoint Strategy is a powerful tool that businesses can use in multiple industries, such as:
- Local Government
- Healthcare
- Banking & Finance
- Utilities & Energy
- Higher Education
- Enterprise
Is ClearPoint Strategy Right For You?
Are you searching for a strategy execution software that offers automation, advanced customization, and strategy alignment while saving money? ClearPoint Strategy could be the ideal solution for you! It also offers scalability for data collection and processing, allowing businesses to scale horizontally as the number of clients or traffic volume increases.
ClearPoint Strategy also integrates with Google, among other popular third-party software, to provide seamless data transfer and collaboration between different platforms. The software addresses several challenges in strategy execution, such as helping you focus by simplifying the strategic plan and reducing manual reporting time.
Still not sure if ClearPoint Strategy is right for you? Contact us at (661) 384-7070 and our representatives will help you make the best decision.
ClearPoint Strategy Features
ClearPoint Strategy automates reporting with software, allowing you to consistently track your strategy. This feature saves time and ensures you’re always progressing toward your goals.
See How It WorksThis feature offers an all-in-one platform for advanced user analytics to help you create and manage powerful OKRs aligned with your organization’s mission. They provide an AI Assistant for creating Objectives and Key Results (OKRs) that help managers build their OKRs based on their organizational role.
See How It WorksIt allows you to meet regularly (usually monthly or quarterly) to discuss progress. ClearPoint Strategy helps you stay on track and make necessary adjustments.
See How It WorksClearPoint Strategy offers advanced customization options that allow you to add custom fields of any type to reports and filter options. This feature gives you more control over your data and helps you get accurate information about your strategy.
See How It WorksThis feature aligns strategic objectives with business operations. ClearPoint Strategy provides solutions for local government, healthcare, banking & finance, utilities & energy, higher education and enterprise platform.
See How It Works
