Strategy Software: Features & Solutions
Co-Founder & Alabama Native

Ted is a Founder and Managing Partner of ClearPoint Strategy and leads the sales and marketing teams.

Ted Jackson is the co-founder of ClearPoint Strategy, a B2B SaaS platform that empowers organizations to execute strategic plans with precision. A Duke and Harvard Business School alumnus, he brings over 30 years’ experience in strategy execution—including 15 years with Kaplan and Norton on the Balanced Scorecard. Ted works closely with customers to ensure the software meets unique challenges, continually refining the platform with his global expertise.

Is your organization consistently struggling to achieve its strategic goals?

What features should you look for in strategy software?

To deliver real value, the software you choose should include certain features and functionality. These must-have features are organized below in relation to the key components of a strategy: goals, measures, and projects.

Goals

Goals are the glue of your entire strategy. Your strategy software should:

  • Track goals using status indicators, and, if desired, automatically evaluate
  • Organize goals in a strategy map to show a one-page picture of your strategy
  • Align division, department, and team activities around the goals of the organization (known as “cascading” your strategy—a feature for which you shouldn’t have to pay extra)

Measures

Measures determine how you will track your progress toward goals; powerful software really starts to shine here. When it comes to measuring your results, strategy software should allow you to:

  • Import data from multiple sources, on a schedule (or even live)
  • Use robust calculations and evaluations so you can pull in data once and link it across your organization
  • Display the data in any number of ways, including gauge charts, spider charts, or area charts
  • Accommodate qualitative explanations and customizations to explain the information and how it impacts the goals

Projects

Unique from measures and goals, projects show action across a portfolio of activities. To support the success of your projects, your strategy software should:

  • Display project timelines via Gantt charts
  • Generate project status reports that include budget, percent complete, and more
  • Perform automatic evaluations regarding progress

Strategy Management Bonus Feature: Automation

All the above features will enhance your ability to manage and track your strategy, but they won’t necessarily save you much time. The best strategy software comes with a “secret sauce” that dramatically simplifies the strategy management process: automation. So if you want to produce great results and save tons of time, your software should:

  • Load your data automatically each month and provide a notification when it is up to date
  • Send automatic reminders to project, measure, and goal owners with a list of what they should update, and gently nudge them a second time until they complete their work
  • Send automatic notifications when things you own or watch turn red or off track (so you can stay one step ahead of your boss!)
  • Run and deliver exception reports to your inbox so you can see what needs work before the meeting
  • Automatically send the pre-read to meeting attendees so that everyone is on the same page


You should also be able to use the software to:

  • Track your decisions and action items during the meeting, from any device
  • Send meeting notes and follow up on action items before the next meeting

Does this type of strategy software really exist?

Yes, it does! ClearPoint was specifically designed for strategy execution and has all the features—including the bonus automation feature—named above. Not only does it give you the insights you need to continuously improve the key strategic drivers of your business, but it also makes the activities around strategy execution easier and faster. Our software consistently earns rave reviews from business users, too, for everything from functionality to ease of use to customer support. If you’d like to check it out, we’d love to show you—just let us know!