Crowner Health System and ClearPoint Strategy

Check out how Crowner Health System took ClearPoint and made reporting simple.

Joseph, Director of Customer Success at ClearPoint, has over 10 years of experience working with customers to create efficient performance management and strategy execution processes.

Here’s Dave. He works in Finance, but has a background in IT. When he joined Crowner their reporting was a mess. He implemented a brand new approach, but it can be complex and relies heavily on him and his team.

Dave found ClearPoint and he’s determined to make reporting less cumbersome. What he developed works, but he knows there must be an easier way.

Right off the bat, Dave adds his Crowner Health System scorecard.

Add scorecard

Moments later, he copies and pastes his objectives in from last month’s report. They used to live in Word documents in SharePoint.


The objectives are ready in ClearPoint. Dave adds his measures and links them to the correct objectives to show their relationships.

Objectives and measures

Dave prefers to call his measures KPIs. He would prefer not to add new terminology to his process and confuse people with change management. Instead, he goes into Options where, as an Administrator, he can change the names of the elements in ClearPoint. A couple clicks and “measure” becomes “KPI.”

change to KPI

Dave wants to make reporting easier on everyone. He also wants to eliminate human error. He uses the Data Loader and SQL to pull data directly into ClearPoint at the scheduled times he chooses.

Scheduled package

He gets an email after each Data Loader Package runs, so he can be sure everything went smoothly and his data is there.

Confirmation Email

Automatic evaluations are set up for each KPI. At a glance, someone can easily see how the KPI performed the past several months.


Dave takes it even one step further and sets up automatic evaluations for objectives. He can determine the weight given to each KPI and project to determine if the objective is red, yellow, or green.


To ensure uniformity, Dave creates a custom default chart and adds it to ClearPoint for everyone to use. He even sets it up so whenever a new KPI is added this chart will appear automatically.

Custom Chart

Dave wants to make ClearPoint look like an in-house tool. He uses the Pods and Tables functionality and CSS Styling to get a unique look. His marketing team sends over his company’s color palette and he adds his company’s logo.

Custom Pods and Tables

It’s time to include representatives from across the company. Dave adds all his users and sets up their permissions so people can only edit things that belong to them.


After a reporting period ends, Dave can lock that period to maintain historicals. ClearPoint allows Administrators as much or as little control as they want over editing.

Lock Period

Dave is going to use the PDF Briefing Books instead of Word Documents for circulating management reports. He can use the HTML Headers and Footers in Briefing Books to incorporate more of Crowner’s branding.

Crowner BB

Previously, the report only existed in a Word document on SharePoint. Now, it’s in the cloud, can be exported to a finished product, and is always available on mobile devices.


Dave and his team have an easier way to report. Plus, individual pages within ClearPoint can be emailed to anyone, so questions and concerns can be addressed the moment they arise.

Email individual pages

Dave kept the basic structure of his reporting process, but ClearPoint helped him make it easier and repeatable. The whole team is bought-in and onboard. He’s a reporting superhero.

Dave Bye


Crowner Health System and ClearPoint Strategy