ESM Suite

Strategic Planning and Balanced Scorecard Software

4.7 /5 (32 reviews) Write a Review!

ESM Suite Overview

What is ESM Suite?

The ESM Suite is a cloud-based performance and strategy management solution that enables organizations to formulate strategies, design balanced scorecards, align strategy with organizational objectives, and review employee performance. ESM offers a customizable user interface and dashboards that enable users to visualize performance by creating dynamic strategy maps. We work with organizations of all sizes across sector, from small non-profits, to government agencies and international conglomerates.

When starting out in our Balanced Scorecard product, ESM+Strategy, you'll go through a tutorial to enter in key strategic objectives, measures, and initiatives. Once the strategic architecture is in place, organizations use ESM to centrally collect updates for each of these Balanced Scorecard components, then generate instant reports. ESM eliminates the need for slide decks and spreadsheets that require extensive version control and back-and-forth emails.

Organizations may optionally link personal performance targets to enterprise goals via our employee review platform, ESM+Perform. By establishing this clear connection between individual and corporate goals, organizations improve strategic communication and drive alignment from the top-down.

ESM Suite Overview

Pricing

Starting from
US$880.00

Pricing options

Free Trial
Subscription
Value for money

If you want to more effectively design, track, adapt, and share your strategy, you need a tool that the whole team can use. Then, when you're ready to share your plan, anyone in the organization can access ESM directly with our unlimited user model.

ESM licenses per scorecard. For more information on what that means, check out our pricing page: https://www.esmgrp.com/pricing/business-strategy-software


ESM Suite Features

Devices
Business size
S M L
Markets
Asia, Europe, Middle-East and Africa, United States
Supported Languages
English

Screenshots

ESM Suite screenshot: Easily review organizational goals and track progress against key measures and initiatives.
ESM Suite screenshot: Easily review organizational goals and track progress against key measures and initiatives. ESM Suite screenshot: Create and visualize organizational goals with best-practice Kaplan-Norton strategy maps. ESM Suite screenshot: Track progress across multiple business units with cascading strategies and Balanced Scorecards. ESM Suite screenshot: If you're just starting your strategic planning, leverage ESM tools such as Porter's 5 Forces, SWOT Analysis, and Change Agendas. ESM Suite screenshot: ESM supports all device sizes and browsers, so if you need your information on-the-go, you've got it. ESM Suite screenshot: Connect employee performance to strategy with our integrated review platform, ESM+Perform.

ESM Suite Reviews

ESM Suite Reviews

Overall rating
4.7
/
5
Excellent
25

Very good
5

Average
2

Poor
0

Terrible
0

Value for Money
5
Features
5
Ease of Use
4.8
Customer Support
4.9
94% recommended this app
Juan jose V.

Strategy Review Tool

The ESM + Strategy is helping us to deliver positive results to our clients in their strategy management efforts. The ESM functionalities make all the strategy design process to be dynamic and proactive.


Joshua S.

Leveraging ESM + Strategy for SMS Development

The value proposition of the tool consists of three things:
1. Transparency - Provides a holistic view of SMS work from which all stakeholders can glean insight and make decisions from.
2. Accountability - Instills discipline around the ownership and reporting of strategic objectives and initiatives.
3. Root-cause analysis - Gives leaders a lens into what forces drive the status of strategic objectives and corresponding metrics.


Al T.

New customer ESM 5.5 review

Recommend ESM to those who are resourced contrained but need and will use a web-based software to better their organizational performance effort.


David M.

Accessible Solution for Organizing Management by Objective

Typically I use ESM to keep strategy execution efforts organized particularly when there is more than one Balanced Scorecard being used within the organization.


Michael L.

ESM + Strategy software Ties it All Together Seamlessly

Going from just having a strategic plan binder with our 3-5 year plan in writing sitting on my desk to having an actual "living management tool" to use in moving our business forward with realistic ongoing business insight was ground breaking!! I had no idea how much more effective we all could be across our management team and through every level of employee touching our business processes. It was quickly obvious how powerful this software could be!


Juan jose V.
Industry: Management Consulting
Company size: 13-50 Employees

Strategy Review Tool

Used Daily for 2+ years
Reviewed on 10/08/2018
Review Source: Capterra

The ESM + Strategy is helping us to deliver positive results to our clients in their strategy management efforts. The ESM functionalities make all the strategy design process to be dynamic and proactive.

Pros

The ESM is pefectly aligned with the XPP methdology and makes the Strategy Review Process intuitive and easy to use for clients. Throughout all the ESM you have a very friendly environment that allows the users to get used to it easily.

Cons

At the moment there is no dislikes with the ESM. It may improve some risk and process management features.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Joshua S.
Industry: Insurance
Company size: 10,001+ Employees

Leveraging ESM + Strategy for SMS Development

Used Daily for 1+ year
Reviewed on 10/08/2018
Review Source: Capterra

The value proposition of the tool consists of three things:
1. Transparency - Provides a holistic view of SMS work from which all stakeholders can glean insight and make decisions from.
2. Accountability - Instills discipline around the ownership and reporting of strategic objectives and initiatives.
3. Root-cause analysis - Gives leaders a lens into what forces drive the status of strategic objectives and corresponding metrics.

Pros

1. Excellent support during setup and responsiveness regarding inquiries
2. Flexible enough to accommodate the nuances of our SMS.
3. Ease of navigation and intuitive layout makes software easy to learn.

Cons

1. The Gantt chart view is not currently exportable, but I am aware that this is a function they are exploring.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Al T.

New customer ESM 5.5 review

Reviewed on 14/11/2012
Review Source: Capterra

Recommend ESM to those who are resourced contrained but need and will use a web-based software to better their organizational performance effort.

Pros

Easy to use, functionally represent the balanced scorecard methodology well. No learning required if you understand the BSC framework.
Its affordable, scalable.

Cons

Lacks a robust initiatives prioritization; and initiatives resource allocation, comparison and refinement process.

Response from ESM Software Group

Dear Al,

Thanks for your review. We listened to your feedback and launched an initiative management module where you can capture criteria, weight the criteria, then rank your initiatives against each criteria, arriving at a weighted score. Initiatives can then be prioritized with resources allocated as appropriate.

Thanks, ESM Team

Rating breakdown

Ease of Use
Customer Support

David M.
Industry: International Trade & Development
Company size: 1,001-5,000 Employees

Accessible Solution for Organizing Management by Objective

Used Other for 2+ years
Reviewed on 10/08/2018
Review Source: Capterra

Typically I use ESM to keep strategy execution efforts organized particularly when there is more than one Balanced Scorecard being used within the organization.

Pros

ESM provides a easy-to-deploy software solution structured to support enterprise-wide Balanced Scorecard use (but could be used to support any management-by-objective framework). I like the fact that I can use the software to get a client supported with their strategy management journey quickly. (I also really appreciate that their pricing model is by scorecard and not by user, which supports organizations that understand the criticality of driving employee engagement with strategy.)

Cons

I wish the more complex reporting features rendered perfectly-formatted exported reports.

Rating breakdown

Ease of Use

Likelihood to recommend: 10.0/10

Michael L.
Industry: Management Consulting
Company size: 2-10 Employees

ESM + Strategy software Ties it All Together Seamlessly

Used Monthly for 1+ year
Reviewed on 10/08/2018
Review Source: Capterra

Going from just having a strategic plan binder with our 3-5 year plan in writing sitting on my desk to having an actual "living management tool" to use in moving our business forward with realistic ongoing business insight was ground breaking!! I had no idea how much more effective we all could be across our management team and through every level of employee touching our business processes. It was quickly obvious how powerful this software could be!

Pros

The software is designed to bring all aspects of strategic plan execution, whether it is from the financial perspective, the customer perspective, the process perspective or the staff resources perspective. It ties them all together with an ongoing view of progress across initiatives that helps all management levels on our scheduled quarterly revivews. I am actually expecting this to be powerful enough to change company culture to one of tight accountability and high productivity!

Cons

It forced us to really hone in on developing realistic goals that tie to key performance indicators that we can actually measure although we do have some manual data capture that we have to enter but that is because we need to automate some data mining in our shop. But the software allows for this manual input!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.8/10
Based on 32 user ratings
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ESM Suite Pricing

ESM Suite Pricing

Starting from
US$880.00
Free Trial
Subscription
Value for money

If you want to more effectively design, track, adapt, and share your strategy, you need a tool that the whole team can use. Then, when you're ready to share your plan, anyone in the organization can access ESM directly with our unlimited user model.

ESM licenses per scorecard. For more information on what that means, check out our pricing page: https://www.esmgrp.com/pricing/business-strategy-software

If you want to more effectively design, track, adapt, and share your strategy, you need a tool that the whole team can use. Then, when you're ready to share your plan, anyone in the organization can access ESM directly with our unlimited user model.

ESM licenses per scorecard. For more information on what that means, check out our pricing page: https://www.esmgrp.com/pricing/business-strategy-software

Value for Money
5/5
Based on 32 user ratings
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ESM Suite Features

ESM Suite Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
5/5
Based on 32 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for ESM Suite

Additional information for ESM Suite

Key features of ESM Suite

  • Ad Hoc reports
  • Ad hoc analysis
  • Budgeting & forecasting
  • Change agenda
  • Collaborate with a variety of workshop activities
  • Create custom dashboards
  • Create real-time score-cards
  • Define top-level organizational goals
  • ESM coaching support
  • Export data in PDF, PowerPoint, Excel reports
  • HR Analytics
  • Integration with Oracle, SAP or Excel
  • Key Performance Indicators
  • Personal dashboards
  • Plan and assign specific tasks for improvement
  • Real-time dashboard creation
  • Real-time reporting
  • Review performance
  • Strategic planning
  • Visualize strategy with real time Strategy Maps

Benefits

● Instantly generate reports of your strategic plan in PDF, PowerPoint, and Excel

● Create organizational or personal dashboards to track key goals, metrics, and projects in one place

● Collect qualitative and quantitative data to analyze strategic performance, which can then be visualized by using dynamic strategy maps

● ESM's open web service API allows for integration with almost any third-party software such as Oracle, SAP or Excel

● ESM offers a strategy execution library that harbors all education material, case studies, and best practice documents that an organization can use to educate its workforce.

ESM Suite FAQs

ESM Suite FAQs

Below are some frequently asked questions for ESM Suite.

Q. What type of pricing plans does ESM Suite offer?

ESM Suite offers the following pricing plans:

Starting from: US$880.00

Pricing model: Subscription

Free Trial: Available

If you want to more effectively design, track, adapt, and share your strategy, you need a tool that the whole team can use. Then, when you're ready to share your plan, anyone in the organization can access ESM directly with our unlimited user model. ESM licenses per scorecard. For more information on what that means, check out our pricing page: https://www.esmgrp.com/pricing/business-strategy-software

Q. What are the main features of ESM Suite?

ESM Suite offers the following features:

  • Ad Hoc reports
  • Ad hoc analysis
  • Budgeting & forecasting
  • Change agenda
  • Collaborate with a variety of workshop activities
  • Create custom dashboards
  • Create real-time score-cards
  • Define top-level organizational goals
  • ESM coaching support
  • Export data in PDF, PowerPoint, Excel reports
  • HR Analytics
  • Integration with Oracle, SAP or Excel
  • Key Performance Indicators
  • Personal dashboards
  • Plan and assign specific tasks for improvement
  • Real-time dashboard creation
  • Real-time reporting
  • Review performance
  • Strategic planning
  • Visualize strategy with real time Strategy Maps

Q. Who are the typical users of ESM Suite?

ESM Suite has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does ESM Suite support?

ESM Suite supports the following languages:

English

Q. What type of pricing plans does ESM Suite offer?

ESM Suite has the following pricing plans:

Subscription

Q. Does ESM Suite support mobile devices?

We do not have any information about what devices ESM Suite supports

Q. What other apps does ESM Suite integrate with?

ESM Suite integrates with the following applications:

Microsoft Excel, Zapier

Q. What level of support does ESM Suite offer?

ESM Suite offers the following support options:

Phone Support, Online Support, Knowledge Base