Customer Stories

We love our customers and partnering with them to achieve their reporting and strategic goals.​

Think ClearPoint might be able to help you? Listen to our customers talk about their experiences with our reporting platform.

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With ClearPoint’s automation capabilities, DC Thomson saves 72 hours a month collecting data and creating reports.

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Nest Wealth’s quick onboarding process allowed them to instantly find increased alignment and transparency within their organization.

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We consider ClearPoint Strategy a partner. They understand our needs, help us navigate issues, and help us improve the way we present information.

Eduardo Carrera

President, Boys & Girls Clubs of Puerto Rico
The staff that we work with at ClearPoint – they’re very responsive, they return emails and calls in a promptly manner, and we value that as a customer that we have partnered with.

Darren Eversole

Director of Finance, Carilion Clinic

San Juan Regional Medical Center saves 89% of reporting time for management reports with ClearPoint’s reporting features.

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The City of Vaughan, ON transitioned frameworks and implemented Objectives and Key Results (OKRs) within ClearPoint.

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With project reporting, I am able to create multiple reports from the same set of data. This really pays off when we can create a new report for senior management that instantly answers questions like, “of all of our projects, show me the ones that are 30+ days off schedule.”

Philip Madden

Executive Staff Director, Florida Department of Environmental Protection

Pampa Energía communicates their strategic plan organization-wide with ClearPoint, creating perfect alignment between team and company goals.

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The City of Germantown’s strategic framework and community dashboard within ClearPoint won them the Malcolm Baldrige award.

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Our organization was searching for a strategic planning software that would give us the ability to customize to meet our needs, including reports, charts and graphs. ClearPoint Strategy has been that solution.

Regina McNeill

SVP, Market Analytics & Strategic Planning, Origin Bank

Raphah Institute uses ClearPoint to clearly communicate their non-profit’s wins to their board of directors, increase funding, and expand impact.

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Our interactive, public-facing scorecard helps ensure transparency and accountability towards meeting our County goals.

Manisha Singh

Strategy and Performance Director, Arapahoe County

With ClearPoint, Origin Bank automatically creates strategic reports monthly that highlight insights and drive their organization forward.

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Carilion Clinic increased transparency and eliminated errors in their scorecard reporting with ClearPoint.

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Edenor uses ClearPoint to seamlessly collect data and help employees understand their importance in the strategic plan.

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Reporting in ClearPoint allowed us to keep track of all of our progress this year and having their support made our report easy to share with the ELGL Board of Directors and members.

Kirsten Wyatt

Co-Founder and Executive Director, Engaging Local Government Leaders

ClearPoint customers are speaking up on trusted software review sites, too.

ClearPoint has more 5-star reviews than any other software in the segment.

ClearPoint was chosen as the 2020 Bronze Award winner for “Customer Service Department of the Year.”

ClearPoint was again named to the Leaders’ Quadrant in Winter 2021 for Strategic Planning Software.