What Happens in a ClearPoint Strategy Evaluation?

Learn more about how ClearPoint can prep your company for strategic success.
What Happens in a ClearPoint Strategy Evaluation?
Learn more about how ClearPoint can prep your company for strategic success.

Embarking on a journey with a new software can feel overwhelming. With ClearPoint Strategy, the aim is to make the transition smooth and efficient. One of the most crucial steps in this process is the ClearPoint Strategy Evaluation during the onboarding phase. Here, we'll break down what it entails and how it sets organizations up for success in our software.

1. Kickoff Call: Setting the Stage

The kickoff call is the inaugural step in the ClearPoint Strategy Evaluation. This call has several objectives:

Goal Setting

Before diving in, it's essential to identify and align on the specific goals you aim to achieve with ClearPoint. This provides a clear roadmap for the implementation process.

What to Expect in Onboarding

To alleviate any concerns or anxieties, the team will lay out the entire onboarding process. This will give you a bird's-eye view of the journey ahead.

Information Session

This call isn't just about us talking. It's an informational session for the customer, ensuring you have all your questions answered and are comfortable with the steps moving forward.

2. Document Review: Structuring Your Strategy

Understanding your strategic goals is crucial. The next step involves:

Sharing Strategic Documentation

We request clients to send over any strategy documents, which might include plans, reports, objectives, or any content they'd want to visualize within ClearPoint.

Deep-Diving with Questions

To tailor the implementation, we'll need answers to several key questions concerning:

  • Organizational Structure
  • Informational Architecture
  • Key Focus Areas
  • Departments Involved
  • Owners Responsible for Reporting

Walking Through Together

While we do review these documents beforehand, we'll also ask you to walk us through them. This helps in ensuring mutual understanding and capturing the nuances of your strategy.

Structuring for ClearPoint

Based on the information provided, our team will format this data into an Excel file. This formatted file is then ready for upload into your ClearPoint account. If there are any missing components, such as measures or owners, we'll collaborate to fill in the gaps. The idea is to structure your data (supplemented by our feedback) for seamless integration into our tool.

3. Internal Configuration: Making ClearPoint Your Own

Once your strategic data is prepared, the focus shifts to internal software configurations:

Setting Up Reports

Depending on your requirements, various reports will be set up within the tool to ensure you have the insights you need at your fingertips.

Linking Information

To avoid any data silos, we ensure that all information is interconnected as required.

Back-End Work

Our team rolls up its sleeves to ensure that all configurations, setups, and linkages are done right in the back-end.

Collaborative Review

After the initial setup, we'll meet to review everything. Any necessary changes are made until you're ready to sign off on the implementation. The timeline for the process generally involves the document review within the first week, followed by a 2-3 week period for setup, import, and back-end changes. Another touchpoint is scheduled a month later for any additional adjustments.

4. Account Sign Off: Ready to Roll

The culmination of the ClearPoint Strategy Audit is the account sign off, which typically occurs around 60-90 days in. By this time, your ClearPoint account should be tailored to your needs, ready to assist in driving your strategic success!

The Award-Winning Customer Success Team: Your Guiding Light

At the heart of ClearPoint Strategy's implementation and onboarding process is our award-winning Customer Success Team. But what makes this team stand out?

Expertise & Experience

Our team is equipped with in-depth knowledge of ClearPoint and caters to diverse industries and organizational structures. This wealth of experience means that we can anticipate challenges and offer solutions that are tailored to your specific needs. Our evaluation assesses your organization's "strategy score" against our own Strategy Success Framework, developed with proven principles in strategy excellence.

Personalized Assistance

While our software is robust, it's the human touch that sets us apart. From the first kickoff call, to the final sign-off, our team is there to guide, advise, and assist. We believe in building relationships, not just client lists.

Commitment to Excellence

Our accolades and awards are a testament to our unwavering commitment to ensuring that our customers not only achieve, but exceed, their strategic goals. Your success is our success, and we leave no stone unturned in ensuring you get the maximum value out of ClearPoint.

Proactive Problem-Solving

Instead of just being reactive, our team is proactive. We don't wait for you to encounter a challenge; we anticipate potential hurdles and offer solutions before they become issues.

Continuous Learning

The world of strategy is ever-evolving, and so are we. Our team is always on the lookout for the latest trends, best practices, and innovations. This ensures that you always have access to the most current and efficient strategic solutions. Our Customer Success team regularly offers training sessions for all ClearPoint users as well.

Strive for Strategic Success

The ClearPoint Strategy Evaluation is a structured approach to ensure that your initiatives align seamlessly with the capabilities of our software. With clear communication, collaboration, and a focus on detail, the onboarding process is designed to set you up for long-term success within ClearPoint.

With ClearPoint, developed by strategy experts, you’re not just adopting a software platform, but gaining a dedicated partner committed to guiding and supporting you throughout your entire strategy journey.

Contact us for a ClearPoint Strategy Evaluation! Learn more about how ClearPoint can prep your company for strategic success.

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What Happens in a ClearPoint Strategy Evaluation?

Tricia Jessee

Manager of Implementation & Services & Pizza Aficionado

Tricia manages our implementation and onboarding team to ensure the success of ClearPoint customers.

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