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ClearPoint Strategy Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.7
ERP, Project, Portfolio and Program Management

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Description of ClearPoint Strategy

Looking for a way to save time managing your strategic plans, strategy maps, KPIs, initiatives and dashboards? ClearPoint has your back! We are a web-based Balanced Scorecard, dashboard, and performance management software solution. You can easily manage your strategic plans, strategy maps, KPIs, initiatives and dashboards- tools that leadership teams rely on to make more accurate decisions and use to ensure accountability and follow-through. Cut down your long hours with our automated upload, notification, reminder, and report generation features. ClearPoint is secure, cost effective, and offers a reliable US-based support team that is ready to help you get started! Once you become a ClearPoint client, you become part of our ClearPoint community. The ClearPoint Community is a vibrant, robust network where our clients connect with peers, experts, and resources to accelerate their pace of progress in achieving strategic goals. By building relationships, members of the ClearPoint Community can follow each other’s successes, learn from each other’s challenges, and tackle problems together.The ClearPoint team further facilitates networking and best practice sharing among users by hosting regional gatherings and an annual Strategy and Performance Management Summit. You may be wondering: how did we become experts in strategic management? Ascendant was founded over 10 years ago, in April of 2008, by Dylan Miyake and Ted Jackson, who had worked together for the previous nine years at Balanced Scorecard Collaborative and Palladium, firms founded by Drs. Kaplan and Norton, creators of the Balanced Scorecard concept. ClearPoint Strategy was initially launched in early 2009, and Ascendant has been enhancing the software based on industry trends and client needs ever since. The client base and use of ClearPoint has grown consistently since 2009, and the application has become one of the most highly customizable, cost-effective, and comprehensive cloud-based software suites on the market.
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Reviews

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Type of review

Revainrating 4 out of 5

Convenient Way To Manage Objectives

I like how easy it was to set up my goals in this program because there were other programs where we had to go through several steps just to create one goal or an objective. The reporting system could be improved though. It's not very user friendly when trying to customize reports as well. There should have been some sort of tutorial available so people who haven't used this before would know what they're doing while using it. This tool helped us track all of our objectives across multiple…

Pros
  • It was easy to customize the reports and easy to create reports
Cons
  • This could be improved

Revainrating 5 out of 5

Very happy user of the product - CPF - since 2013!

Easy setup; very flexible reporting tool (ie., Excel vs Power BI); ability to publish reports via various channels like Wordpress/PHP website or Slack etc.; great customer service from sales & marketing folks at CPF as well. Have used this product since 2013 - they have evolved quite successfully over these years without compromising what made them special in first place i.e. ease of deployment / implementation / customization along side their world class technical expertise which continues…

Pros
  • Ease of use, flexibility for different scenarios across all kinds of businesses with many dimensions such that even small ones can deploy easily too if needed while maintaining high security standards.Great tech support team is always ready to help out whenever there's an issue..etc..I'm sure I could go on forever here :)..but let me
Cons
  • Almost never

I love how easy it was set up as well since we have multiple locations in different states this allows us all access from anywhere which saves alot of travel costs/time off work by not having someone at each location when needed (that's why they pay me). The reporting function could be enhanced but other than some minor things such an overall easeofuse makes everything good so far.- Automating reports helps keep everyone updated quickly without much effort or manual entry required - Allowing…

Pros
  • Easy to use, no need for training
  • Multiple users can view data simultaneously
  • Very user friendly interface with quick links that allow you navigate easily through screens within minutes.
  • Great customer service response time!
Cons
  • Empty