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Discover how ClearPoint Next automates workflows, leverages AI insights, and improves reporting to help strategy leaders save time and drive better results.
Strategy execution stands as one of the toughest challenges for leaders today. Gathering data from multiple sources, ensuring reporting consistency, and keeping an entire organization engaged and aligned — all while under pressure to save time and resources — often feels like an uphill climb.
Enter ClearPoint Next, the next evolution of ClearPoint Strategy's software platform. It’s designed to make strategy management faster, clearer, and more collaborative than ever before.
We revealed the new features of ClearPoint Next in our recent webinar and fielded lots of questions from attendees as well. If you missed it, you can get the highlights in this post; you can also watch a quick 3-minute video to whet your appetite!
See the full webinar video of our ClearPoint Next reveal here!
Smarter Data Collection with Automated Workflows
One of the biggest headaches in strategy reporting is collecting accurate, timely updates from teams spread across departments.
ClearPoint Next tackles this with powerful process automation that lets admins create step-by-step workflows and track submission progress. We've improved our workflows from the classic version of ClearPoint so that it’s easier to manage all the pieces, and so you can visualize the process of reporting. You can get a summary view and visuals on data updates, and even set up and review email reminders to go to the individuals responsible for making the updates. This ensures that data is collected on time without the usual back-and-forth emails or manual chasing.
End users see their tasks clearly in intuitive workspace pages, where they can easily update data and access instructions.
Most importantly, this automation saves HOURS (or even days) of administrative time each cycle. It also drives accountability and consistency so that leaders can focus on insights rather than data wrangling.
Better Strategy Insights with AI
The integration of artificial intelligence is a standout feature of ClearPoint Next, amplifying reporting and analysis capabilities to new levels.
ClearPoint Next features an AI assistant that can analyze data, generate short-term and long-term trend summaries, create branded charts, build formulas across scorecards and KPIs, and even incorporate complex calculations — all using natural language, no coding needed.
Many people struggle with making calculations, an area where AI is particularly helpful. To calculate YTD actual in ClearPoint, for example, simply set it as a calculated series and ask the AI assistant to make this a YTD sum of actual. And just like that — it pulls together the calculation formula! Hit save and you’re all set.
AI can also create various types of charts depending on your needs. For instance, you can turn a bar chart into an area chart with just a short, directive phrase: “Make this a gantt chart.”
ClearPoint Next’s new AI features empower users to quickly turn raw data into meaningful narrative and visuals for reports without specialized skills.
In upcoming releases, our AI tool will become even more powerful, acting as a strategy assistant capable of conducting SWOT analyses, comparing department performance, and suggesting strategic initiatives based on data — all directly within the platform. This embedded intelligence helps organizations be more proactive and strategic in decision-making.
Enhanced Reporting and Engagement
Clarity and engagement are foundational to excellent strategy execution. ClearPoint Next delivers both with beautifully branded, customizable reports and dashboards.
Users can drag and drop report elements and charts, and filter elements, to craft layouts that resonate with their organization's style and priorities, making complex data easier for leadership teams to absorb and act upon.
The platform's built-in communication tools facilitate active collaboration. Users can comment, mention colleagues, flag issues, and participate in discussions directly within reports.
One of the challenges that we hear from people is that they get so many great details in ClearPoint that they don't know how to summarize their work.
AI can help here again. It can produce summaries that automatically write your executive summary or exception report. It will highlight what's off track and why, giving leaders the insight that they need. (We use this feature pretty regularly at ClearPoint!)
Integration with Microsoft Teams takes engagement further by pushing notifications, enabling data updates, and sharing briefing books seamlessly through familiar channels. These connections break down silos and create a culture of shared accountability for strategy execution.
Other highlights of ClearPoint Next:
- Seamless data integration and bulk editing—ClearPoint Next supports multiple options for importing data, from manual edits in data tables to scheduled database connections and direct imports of Excel or CSV files. The new upload and download functionality allows users to bulk edit initiatives and measures offline and then upload changes with a click.
- Accessibility across devices—ClearPoint Next is designed to be device responsive, allowing users to update and review their strategy from phones, tablets, or computers.
- Organization-wide visibility for alignment—The AI strategy assistant can look across your entire account and compare departments, find high (and low) performers, and look at all of your projects to identify conflicts.
- Coming soon: AI SWOT analysis—It’s still in development mode, but soon you’ll be able to ask the AI assistant to identify your organization’s strengths, weaknesses, opportunities, and threats. Watch for it in the coming months!
One of the best things about using ClearPoint: The AI assistant will, in time, know everything about your strategy. If you've been using ClearPoint for one year, it has one year of data. But if you're one of our long-term clients and you've been using ClearPoint for 10 or more years, it’ll have 10 years of data — that’s like having a strategy consultant built into your system that can continuously help guide your next steps.
When does ClearPoint Next launch?
Everything discussed above (with the exception of the SWOT analysis tool) has already launched and is live! If you're a current ClearPoint user and want to get access to this version, simply reach out to your customer success manager to schedule time for a migration. If you're not yet a client, you can expect to see and use all these features immediately.
Why These New Features Matter
ClearPoint Next is not just a software upgrade; it's a transformation for strategy leaders. By automating routine tasks, simplifying data management, and empowering users with AI-driven insights, ClearPoint helps organizations significantly reduce the time spent on reporting. It also improves leaders’ visibility into strategic performance, giving them the ability to see how things are going at all times and change course if needed.
The intuitive design, seamless collaboration tools, and powerful customization options mean teams of all sizes and industries can unify their efforts around clear, data-driven strategy execution. As strategy increasingly demands agility and precision, ClearPoint Next ensures leaders can move faster and lead smarter.
Explore how ClearPoint Next can help your organization execute strategy with confidence and clarity — reach out to our team today!
