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 cost is flexible and tailored for each organization. Click Get Pricing for a customized pricing plan.
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 clearpointstrategy.com/get-a-demo 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 WorksClearPoint Strategy helps you stay on track and make necessary adjustments with live tracking and real-time updates.
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 WorksAnalyze trends, detect risks, and generate qualitative insights with AI assistance.
See How It Works
