Last Updated
Overview
Overall Rating
Based on 3 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
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 excels in strategy execution, performance measurement, OKR reporting, and organizational alignment. The platform allows users to easily build dynamic dashboards, scorecards, and reports through a user-friendly, drag-and-drop interface.
Key features include:
- Automation: Automatically generate and distribute reports, send email updates, and trigger workflows without manual effort.
- AI Insights: Analyze trends, detect risks, and generate qualitative insights with AI assistance.
- Customization: Add custom fields to any reporting element, apply filters, and personalize reporting views to fit organizational needs.
- Visualization: Create Gantt charts, status indicators, and data visualizations to track projects and performance metrics.
ClearPoint Strategy Pricing
ClearPoint Strategy Integrations
ClearPoint integrates seamlessly with a wide range of popular third-party platforms to facilitate data integration and visualization, including:
- Excel
- Power BI
- Tableau
- Oracle
- Tyler Munis
- SQL Server
- Asana
- ArcGIS
- Google Suite
How Does ClearPoint Strategy Work?
Getting started with ClearPoint Strategy is intuitive and structured:
- Access the Control Panel & Navigation: Explore the ClearPoint Control Panel and Top Navigation upon logging in.
- Open and Organize Scorecards: Set up and structure your strategy by creating Scorecards containing Objectives, Measures, Initiatives, Action Items, and Risks.
- Data Reporting: Input data based on reporting periods and frequencies, apply calculations, and set evaluation criteria.
- Visual Analytics: Generate charts, visualizations, and dashboards that present data in meaningful ways.
- Performance Monitoring: Monitor progress over time, manage budgets, and oversee project health through integrated views.
- Automated Reporting: Use workflows to automate the creation and dissemination of reports, pre-reads, and briefings.
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?
If you are searching for a strategy execution platform that provides:
- Advanced automation and AI-driven insights
- Customizable reporting and dashboards
- Comprehensive project and KPI management
- Scalability for data collection and processing
- Integration with popular data and reporting tools
Then ClearPoint Strategy is the ideal solution. We help organizations simplify strategy management, eliminate silos, and accelerate decision-making with real-time insights.
Still not sure if ClearPoint Strategy is right for you? Contact us at (661) 384-7070 will help you make the best decision.
ClearPoint Strategy Features
Automated Reporting
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.
Objectives And Key Results
This 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.
Real-Time Updates
ClearPoint Strategy helps you stay on track and make necessary adjustments with live tracking and real-time updates.
Advanced Customization
ClearPoint 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.
Organizational Alignment
This feature aligns strategic objectives with business operations. ClearPoint Strategy provides solutions for local government, healthcare, banking & finance, utilities & energy, higher education and enterprise platform.
Artificial Intelligence
Analyze trends, detect risks, and generate qualitative insights with AI assistance.
ClearPoint Strategy Reviews
Total 3 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars67%
4
Stars33%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Sunny Side Mobile Repair, CA, 1-10 employees
“Solid PM support that you need in tech outfits”
Pros
I ditched our repair shop software for ClearPoint – haven’t had to look back since. The software manages your work for you; have tripled my repair orders in the seven months since signing up.
Cons
None.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Mid-Market, 51-100 employees
“An incredible product is supported by an even more incredible team”
Pros
Its really simple to use once you get the hang of Clearpoint. The dashboards are simple to construct. The Clearpoint team is wonderful to deal with; they are really knowledgeable and supportive. They pay close attention to our requirements and are prepared to respond to our inquiries. We enjoy having instant access to data that can be quickly sliced and diced in a variety of ways.
Cons
I kind of do not like that pressing the scroll button on the mouse causes the numbers youve entered to change; I think this is something that could be fixed quickly in a new version of the software. It is different if you use Excel because you cant just hit enter to move on to the next box where you can add your data.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Administration, 101-500 employees
“Great overall, refreshing to work with!”
Pros
The ClearPoint softwares ability to personalize reports and layouts is what Ive found to be most useful. It makes it possible to present the "whole picture" in a simple and neat manner. The ability to create a report with both language and graphics has really engaged our users with Clearpoint.
Cons
What I find frustrating is the lack of ability to modify the header, cell, and table styles within the report. It can be really irritating if you dont know where to look for the feature in the admin options settings.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
9
Functionality
9
Frequently Asked Questions
Who are the typical users of ClearPoint Strategy?
ClearPoint Strategy is a versatile tool that businesses can utilize across various industries, including local government, healthcare, banking and finance, utilities and Energy, Higher Education, and enterprise.
Does ClearPoint Strategy offer an API?
What other apps does ClearPoint Strategy integrate with?
What level of support does ClearPoint Strategy offer?
What language does ClearPoint Strategy support?
Does ClearPoint Strategy support mobile devices?
What types of pricing plans does ClearPoint Strategy offer?
ClearPoint Strategy offers adaptable pricing plans that can be tailored to meet the specific needs of each person and organization.