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Strategic Planning Software That Perfectly Fits Your Workflow
Here’s exactly how you can track results with performance dashboards—plan, execute, and report without constantly checking if it aligns with your strategy.
In 30 minutes, see what your strategy would look like in ClearPoint.
step 1: get a plan
Turn Your Strategy Into An Executable Plan
Use Your Own Workflow – Apply your existing methodology without changing how you work.
Get Instant Access – AI-driven recommendations to refine and improve your plan.
Automated Updates – Use calculations, auto-evaluations, and AI-driven analysis to keep your execution on track.
“Spreadsheets broke everything—lost updates, outdated data, and endless confusion. ClearPoint fixed it all.”
Becky E.
Innovation Manager
No Strategy Yet?
We’ll Help You Turn
Ideas Into A Clear, Actionable Plan
Just answer a few questions, like filling out a form—and AI will create a custom plan with key objectives and milestones.
step 2: Execute
Here’s How Every Team & Department In Your Organization Will Know Exactly What To Do
Every team member has clear tasks, deadlines, and priorities—ensuring alignment, accountability, and smooth execution without confusion or delays.
Know Exactly What to Do
See assigned tasks, deadlines, and priorities—no more guessing what comes next.
Track Goals and Milestones
Use dashboards, chats, and shared updates to keep everyone on the same page.
Collaborate in Real-Time
Monitor objectives, measure progress, and stay aligned—all in one place.
Get Alerts in MS Teams
Receive instant notifications for deadlines, approvals, and important updates.
Stay on Schedule
Automated workflows ensure tasks, reports, and approvals happen on time.
Automate Approvals & Handoffs
Approval workflows will ensure no surprises to your strategy process.
Step 3: generate reports
Turn Raw Data Into Actionable Reports
Generate reports faster, ensure accuracy, and share interactive dashboards with your team or stakeholders.
Instant, Reliable Reports
Create reports in minutes with trusted, up-to-date data.
Interactive Dashboards
Visualize key metrics and share insights internally or externally.
Live Data Sync
Update dashboards automatically, so you always see the latest numbers.
Instant, Reliable Reports
Create reports in minutes with trusted, up-to-date data.
Interactive Dashboards
Visualize key metrics and share insights internally or externally.
Live Data Sync
Manage initiatives, deadlines, and dependencies in one place, keeping every project aligned with your strategy.
Instant, Reliable Reports
Create reports in minutes with trusted, up-to-date data.
Interactive Dashboards
Visualize key metrics and share insights internally or externally.
Live Data Sync
Update dashboards automatically, so you always see the latest numbers.
IT’S THAT EASY
Getting Started Is As Simple As Uploading Your Strategy Documents
Share your strategy, framework, KPIs, reports, and team objectives—we can take care of the rest.
Hands-Free Data Setup
We can help you migrate your strategy and KPI data—keeping manual work to a mnimum.
We can help you migrate your strategy and KPI data—keeping manual work to a mnimum.
Team Training & Support
Our experts train your team to use ClearPoint, effectively from day one.
Our experts train your team to use ClearPoint, effectively from day one.
Up and Running in 2-3 Weeks
With guided onboarding, you can be fully operational in just a few weeks.
With guided onboarding, you can be fully operational in just a few weeks.
BOOK A FREE DEMO
In 30 Minutes, We’ll Show You How To Generate Reports In 30 Seconds
See how ClearPoint transforms your plan into clear, trackable tasks.
Watch real-time reporting in action with reports and dashboards built in 30 seconds.
Get a live walkthrough of how your workflow would look inside the platform.
Talk to a strategy expert!
Based on 150+ customers reviews
FREE GIFT – Get a custom report or dashboard built LIVE with your data during the demo!
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