ClearPoint Strategy

ClearPoint Strategy

Strategy planning, management, & reporting software

4.9/5 (33 review)

ClearPoint Strategy - Overzicht

Wat 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 - Overzicht

Prijzen

Vanaf
US$ 250,00/maand

Prijsopties

Gratis proef
Abonnement
Prijs-kwaliteitverhouding

Basic Plan: $250/month + $1,000 onboarding fee.

Professional Plan: $800/month.

Enterprise Plan: Contact ClearPoint Strategy for pricing details.


ClearPoint Strategy - Functies

Apparaten
Bedrijfsgrootte
K M G
Markten
Canada, Verenigde Staten van Amerika
Ondersteunde talen
Engels

Screenshots

Schermopname van ClearPoint Strategy: ClearPoint customized detail pages
Schermopname van ClearPoint Strategy: ClearPoint customized detail pages Schermopname van ClearPoint Strategy: ClearPoint personalized homepages Schermopname van ClearPoint Strategy: ClearPoint strategy maps Schermopname van ClearPoint Strategy: ClearPoint high-level summary report Schermopname van ClearPoint Strategy: ClearPoint user survey Schermopname van ClearPoint Strategy: ClearPoint performance tracking Schermopname van ClearPoint Strategy: ClearPoint personalized dashboard Schermopname van ClearPoint Strategy: ClearPoint dashboard creation

ClearPoint Strategy reviews

ClearPoint Strategy reviews

Totaalscore
4.9
/
5 33 reviews
Uitstekend
31

Zeer goed
2

Gemiddeld
0

Slecht
0

Erg slecht
0

Prijs-kwaliteitverhouding
4.7
Functies
4.6
Gebruiksgemak
4.7
Klantenondersteuning
5
100% heeft deze app aanbevolen
John T.

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.


Vertalen met Google
Patty B.

Excellent performance management tool and user experience


Vertalen met Google
Anthony G.

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!


Vertalen met Google
Luz A.

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.


Vertalen met Google
Lawrence P.

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.


Vertalen met Google
John T.
Sector: Overheidsadministratie
Bedrijfsgrootte: 501-1.000 werknemers
Vertalen met Google

What a refreshing pleasure it is working with their staff!

Dagelijks 6-12 maanden lang gebruikt
Beoordeeld op 8-12-2016
Bron van de reviewer: Capterra

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.

Pluspunten

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.

Minpunten

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.

Vertalen met Google

Antwoord van 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

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 10.0/10

Patty B.
Sector: Ziekenhuis- en gezondheidszorgbranche
Bedrijfsgrootte: 501-1.000 werknemers
Vertalen met Google

Excellent performance management tool and user experience

Dagelijks 2+ jaar lang gebruikt
Beoordeeld op 21-5-2019
Bron van de reviewer: Capterra

Pluspunten

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.

Minpunten

None, any new requirements we have or new functionality we need (e.g. customized charts, etc.) is very willingly supported by the ClearPoint team.

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 10.0/10

Anthony G.
Sector: Overheidsadministratie
Bedrijfsgrootte: 1.001-5.000 werknemers
Vertalen met Google

Easy to use, customize, and well supported

Wekelijks 2+ jaar lang gebruikt
Beoordeeld op 30-10-2019
Bron van de reviewer: Capterra

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!

Pluspunten

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.

Minpunten

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.

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 10.0/10

Luz A.
Sector: Burgerlijke en maatschappelijke organisatie
Bedrijfsgrootte: 201-500 werknemers
Vertalen met Google

Accountability and accessibility

Dagelijks 2+ jaar lang gebruikt
Beoordeeld op 15-10-2019
Bron van de reviewer: Capterra

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.

Pluspunten

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.

Minpunten

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.

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 10.0/10

Lawrence P.
Vertalen met Google

ClearPoint provides significant, user-friendly functionality for performance measurement

Beoordeeld op 9-4-2015
Bron van de reviewer: Capterra

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.

Scoreverdeling

Gebruiksgemak
Klantenondersteuning

Gebruikersaanbeveling
9.6/10
Gebaseerd op 33 gebruikersscores
Vergelijk gebruikersaanbevelingen met alternatieven
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Prijzen van ClearPoint Strategy

Prijzen van ClearPoint Strategy

Vanaf
US$ 250,00/maand
Gratis proef
Abonnement
Prijs-kwaliteitverhouding

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.

Prijs-kwaliteitverhouding
4.7/5
Gebaseerd op 33 gebruikersscores
Vergelijk scores voor prijs-kwaliteitverhouding met alternatieven
Vergelijk met alternatieven

ClearPoint Strategy - Functies

ClearPoint Strategy - Functies

API
Aanpasbare rapportage
Activiteiten volgen
Activiteitendashboard
Auditing
Audittrail
Automatische meldingen
Bewaking
Compliancebeheer
Documenten opslaan
Factureren
Factuurbeheer
Gegevens importeren en exporteren
Integratie van derden
Rapportage en statistieken
Realtime gegevens
Realtime rapportage
Voorraad bijhouden
Voorraadbeheer
Workflowbeheer
Functies
4.6/5
Gebaseerd op 33 gebruikersscores
Vergelijk functiescores met alternatieven
Vergelijk met alternatieven

Categorieën

Aanvullende informatie voor ClearPoint Strategy

Aanvullende informatie voor ClearPoint Strategy

Voornaamste functies van 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 - Veelgestelde vragen

ClearPoint Strategy - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over ClearPoint Strategy.

V. Welke prijsmodellen heeft ClearPoint Strategy te bieden?

ClearPoint Strategy kent de volgende prijsmodellen:

Vanaf: US$ 250,00/maand

Prijsmodel: Abonnement

Gratis proef: Beschikbaar

Basic Plan: $250/month + $1,000 onboarding fee. Professional Plan: $800/month. Enterprise Plan: Contact ClearPoint Strategy for pricing details.

V. Wat zijn de voornaamste functies van ClearPoint Strategy?

ClearPoint Strategy biedt de volgende functies:

  • 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

V. Wat zijn de typische gebruikers van ClearPoint Strategy?

ClearPoint Strategy heeft de volgende typische klanten:

Grote ondernemingen, Middelgroot bedrijf, Openbare diensten, Klein bedrijf

V. Welke talen worden door ClearPoint Strategy ondersteund?

ClearPoint Strategy ondersteunt de volgende talen:

Engels

V. Welke prijsmodellen heeft ClearPoint Strategy te bieden?

ClearPoint Strategy kent de volgende prijsmodellen:

Abonnement

V. Biedt ClearPoint Strategy ondersteuning voor mobiele apparaten?

We hebben geen informatie over apparaten die door ClearPoint Strategy worden ondersteund

V. Met welke andere apps kan ClearPoint Strategy worden geïntegreerd?

ClearPoint Strategy kan worden geïntegreerd met de volgende toepassingen:

Microsoft Excel, Zapier

V. Welke mate van ondersteuning heeft ClearPoint Strategy te bieden?

ClearPoint Strategy biedt de volgende ondersteuningsopties:

Veelgestelde vragen, Kennisbank, Online ondersteuning, Telefonische ondersteuning, Video-instructies