ClearPoint Strategy Overview
What is ClearPoint Strategy?
ClearPoint Strategy is a strategy planning, management, and reporting solution for managers of SMBs, large enterprises, and local governments. ClearPoint’s core features include strategic planning, project management, and automated reporting. With ClearPoint, users can build custom charts, scorecards, reports, and more. ClearPoint’s strategic performance management tools, such as interactive balanced scorecards, enable businesses to manage their objectives, projects, and action items from a comprehensive dashboard. Managers can set goals for individual team members, assign task owners, and measure project completion. ClearPoint allows users to compare quantitative and qualitative data and facilitates progress tracking with color-coded status indicators. With ClearPoint’s project management features, managers can increase team collaboration with interactive dashboards, Gantt charts, and team objectives. Users can view a comprehensive summary of high-level project portfolios as well as examine specific project details and milestones. ClearPoint streamlines the process of creating reports with custom templates and an interactive drag-and-drop interface. Users can personalize their reports with custom color palettes, tables, and charts from the ClearPoint library. Users can schedule automated reports and configure data calculations that are uploaded with the Data Loader. Managers can distribute these reports through automatic emails, thereby ensuring everyone on the team is up to date.ClearPoint Strategy Overview
Pricing
Pricing options
Basic Plan: $250/month + $1,000 onboarding fee.
Professional Plan: $800/month.
Enterprise Plan: Contact ClearPoint Strategy for pricing details.
ClearPoint Strategy Features
Screenshots
ClearPoint Strategy Reviews
ClearPoint Strategy Reviews
What a refreshing pleasure it is working with their staff!
ClearPoint's support team is one of the main things that really sets them apart. They are always very reachable and quick to respond to any question, whether they are asked by an account administrator or a basic user. They listen to everyone, even the little guy. Another thing that sets them apart is that when you find a glitch with a new version they work to fix it quickly and you don't have to wait a couple years until the next version comes out. In my 17 years, I have dealt with a lot of different performance management software companies and they have provided me the best customer service by far and it isn't even close. Not to mention they are all pleasant to work with and seem more like friends than business associates.
Easy to use, customize, and well supported
Overall our experience has been exceptional. We feel that ClearPoint is a partner for our success. They have helped us problem solve and develop new measures in the system. Their customer support service is truly outstanding. They really listen to customer feedback and incorporate it into making new features!
Accountability and accessibility
We have been using Clearpoint for years for strategy accountability, and being able to go back 5 years and see the progress of our strategic endeavors helps the organization staff with trusting new projects. Our investors and partners always ask us how do we track our strategic plans, we always have it so accesible that you get to show them as they ask. The impression it causes has definitely increased our capacity for impact. Clearpoint helps us with the level of transparency we want to demonstrate.
ClearPoint provides significant, user-friendly functionality for performance measurement
After releasing our Community Dashboard in 2013 we realized that Excel was not the best solution for storing and reporting on hundreds of metrics. We started working with ClearPoint at the end of that year which began with them loading over 400 metrics into their software for us. Our goal was to be able to publish these measures to the web so they could be linked to the budget requests in our biennial budgeting process. ClearPoint was able to incorporate some of our business needs in their semi-annual software upgrade which allowed us to successfully achieve our goal. Their level of customer service and responsiveness is amazing; this applies to everyone we have worked with at ClearPoint.
We contracted with ClearPoint primarily to use the software as a performance measurement data repository. However, we are now using other functionality in the system to load strategic objectives and link measures to them. This will allow us to create Strategy Maps that will provide Red/Yellow/Green performance of our strategic objectives to our citizenry. We will also start using their Initiative and Action Item tracking functionality, which can be linked to measures and strategic objectives. There is a lot of functionality offered by ClearPoint which can add to the learning curve of the system, but you will find it is very user friendly software that is easy to navigate.
Our partners at ClearPoint are very committed to continuous improvement and are open to suggestions from their clients on how to improve the software. These suggestions are evaluated across their entire customer base and those that are approved are worked into their software upgrade road map. These future changes make the product even better and will take its reporting functionality to the next level.
I cannot say enough about how pleased we are with our decision to partner with ClearPoint. We look forward to working with them in the future as we continue to improve our systematic, enterprise-wide approach to performance measurement and strategic planning; and making it transparent to the citizens of Fort Collins.
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What a refreshing pleasure it is working with their staff!
Pros
Each version is becoming more user-friendly and it continually becomes more efficient with editing and graphing the measures. I like the way you can edit and add data to the measure from one screen. Also, the graphing software is versatile and meets your needs. I like that you can add hyperlinks into the different input categories. Like being able to input GIS maps into the analysis section of the measure.
Cons
I Do not like that you cannot expand the columns widths in the measure data tables. I would like to size each column differently based on the need and would like to have wrap text capability so the row height can accommodate different verbiage without cutting off the words.
Response from Ascendant Strategy Management
John,
Thank you for such a kind review. We are motivated by the work you and others are doing at Olathe. It is great. Also, with regards to your suggestions for enhancements, we should have both items addressed shortly. The wrapping headers will be fixed on December 15, 2016, and the more flexible column widths should be improved in early 2017 (January hopefully).
We listen closely to our customers and continue to work to make the product easier to use with each release. Thank you again for the great review.
Ted Jackson, Managing Partner
Excellent performance management tool and user experience
Pros
The transition to ClearPoint from our previous excel-based scorecard, which included a significant amount of data to migrate and users to train, was simple and very well supported by the ClearPoint team. The ClearPoint team consistently provide responsive, helpful and knowledgeable support, which has enabled us to create scorecards at various levels within our organization. The alignment of the tool with the Balanced Scorecard methodology and structure, that includes elements like goals, objectives measures and initiatives, allowed us to implement a standardized framework for cascading scorecards.
The tool is very intuitive and easy to use with functionalities such as, drag and drop, customizing and linking elements. As an administrator, management of scorecards and users is very easy.
Also, the regular webinars, annual summit and periodic regional customer meetings are great ways in which ClearPoint enables and promotes the sharing of knowledge and learnings among its clients.
Cons
None, any new requirements we have or new functionality we need (e.g. customized charts, etc.) is very willingly supported by the ClearPoint team.
Easy to use, customize, and well supported
Overall our experience has been exceptional. We feel that ClearPoint is a partner for our success. They have helped us problem solve and develop new measures in the system. Their customer support service is truly outstanding. They really listen to customer feedback and incorporate it into making new features!
Pros
ClearPoint Strategy is super customizable and easy to use. You can tailor the software to match the look and needs of your organization. It's easy to collaborate on ideas with a group and make updates in real time. The look and feel of the software is very polished. You can customize your measures and data visualization and then reuse that work repeatedly which cuts down on rework or micromanaging the software. It allows for benchmarking with other ClearPoint users and you can use the measure library to spark your own ideas. The software is well supported with webinars, seamless updates, and excellent customer support.
Cons
There are so many options it can be a little daunting to get started. Luckily, ClearPoint was a great partner in helping us build out our system and providing advice from other customer's experiences.
Accountability and accessibility
We have been using Clearpoint for years for strategy accountability, and being able to go back 5 years and see the progress of our strategic endeavors helps the organization staff with trusting new projects. Our investors and partners always ask us how do we track our strategic plans, we always have it so accesible that you get to show them as they ask. The impression it causes has definitely increased our capacity for impact. Clearpoint helps us with the level of transparency we want to demonstrate.
Pros
We find it very reliable and the capacity to go back years on previous strategies are a plus for documenting learnings. The navigation is very user friendly. All resources available are very good and help in providing workshops. The Customer service is great, we sometimes struggle with creating some formulas and the team responds quickly.
Cons
The biggest challenge for our organization in maximizing Clearpoint is our technology capacity in terms of programming. Some features Look great but we can’t use them properly.
ClearPoint provides significant, user-friendly functionality for performance measurement
After releasing our Community Dashboard in 2013 we realized that Excel was not the best solution for storing and reporting on hundreds of metrics. We started working with ClearPoint at the end of that year which began with them loading over 400 metrics into their software for us. Our goal was to be able to publish these measures to the web so they could be linked to the budget requests in our biennial budgeting process. ClearPoint was able to incorporate some of our business needs in their semi-annual software upgrade which allowed us to successfully achieve our goal. Their level of customer service and responsiveness is amazing; this applies to everyone we have worked with at ClearPoint.
We contracted with ClearPoint primarily to use the software as a performance measurement data repository. However, we are now using other functionality in the system to load strategic objectives and link measures to them. This will allow us to create Strategy Maps that will provide Red/Yellow/Green performance of our strategic objectives to our citizenry. We will also start using their Initiative and Action Item tracking functionality, which can be linked to measures and strategic objectives. There is a lot of functionality offered by ClearPoint which can add to the learning curve of the system, but you will find it is very user friendly software that is easy to navigate.
Our partners at ClearPoint are very committed to continuous improvement and are open to suggestions from their clients on how to improve the software. These suggestions are evaluated across their entire customer base and those that are approved are worked into their software upgrade road map. These future changes make the product even better and will take its reporting functionality to the next level.
I cannot say enough about how pleased we are with our decision to partner with ClearPoint. We look forward to working with them in the future as we continue to improve our systematic, enterprise-wide approach to performance measurement and strategic planning; and making it transparent to the citizens of Fort Collins.
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ClearPoint Strategy Pricing
ClearPoint Strategy Pricing
Basic Plan: $250/month + $1,000 onboarding fee.
Professional Plan: $800/month.
Enterprise Plan: Contact ClearPoint Strategy for pricing details.
Basic Plan: $250/month + $1,000 onboarding fee.
Professional Plan: $800/month.
Enterprise Plan: Contact ClearPoint Strategy for pricing details.
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ClearPoint Strategy Features
ClearPoint Strategy Features
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Categories
Categories
Additional information for ClearPoint Strategy
Additional information for ClearPoint Strategy
Key features of ClearPoint Strategy
- Alerts
- Balanced Scorecards
- Consolidation / Roll-Up
- Dashboard
- Data Visualization
- Drill Down
- Goal Setting / Tracking
- Graphical Data Presentation
- HTML5 Technology
- Key Performance Indicators
- Multiple Views
- Project Management
- Qualitative Analysis
- Quantitative Analysis
- Scenario Planning
- Scorecarding
- Strategic Planning
ClearPoint Strategy FAQs
ClearPoint Strategy FAQs
Below are some frequently asked questions for ClearPoint Strategy.
Q. What type of pricing plans does ClearPoint Strategy offer?
ClearPoint Strategy offers the following pricing plans:
Starting from: US$250.00/month
Pricing model: Subscription
Free Trial: Available
Basic Plan: $250/month + $1,000 onboarding fee. Professional Plan: $800/month. Enterprise Plan: Contact ClearPoint Strategy for pricing details.
Q. What are the main features of ClearPoint Strategy?
ClearPoint Strategy offers the following features:
- Alerts
- Balanced Scorecards
- Consolidation / Roll-Up
- Dashboard
- Data Visualization
- Drill Down
- Goal Setting / Tracking
- Graphical Data Presentation
- HTML5 Technology
- Key Performance Indicators
- Multiple Views
- Project Management
- Qualitative Analysis
- Quantitative Analysis
- Scenario Planning
- Scorecarding
- Strategic Planning
Q. Who are the typical users of ClearPoint Strategy?
ClearPoint Strategy has the following typical customers:
Large Enterprises, Mid Size Business, Public Administrations, Small Business
Q. What languages does ClearPoint Strategy support?
ClearPoint Strategy supports the following languages:
English
Q. What type of pricing plans does ClearPoint Strategy offer?
ClearPoint Strategy has the following pricing plans:
Subscription
Q. Does ClearPoint Strategy support mobile devices?
We do not have any information about what devices ClearPoint Strategy supports
Q. What other apps does ClearPoint Strategy integrate with?
ClearPoint Strategy integrates with the following applications:
Microsoft Excel, Zapier
Q. What level of support does ClearPoint Strategy offer?
ClearPoint Strategy offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials
ClearPoint's support team is one of the main things that really sets them apart. They are always very reachable and quick to respond to any question, whether they are asked by an account administrator or a basic user. They listen to everyone, even the little guy. Another thing that sets them apart is that when you find a glitch with a new version they work to fix it quickly and you don't have to wait a couple years until the next version comes out. In my 17 years, I have dealt with a lot of different performance management software companies and they have provided me the best customer service by far and it isn't even close. Not to mention they are all pleasant to work with and seem more like friends than business associates.