Plan
Manage
Achieve

ClearPoint’s AI assistant
for strategy planning

Manage your strategy, from start to finish, with the help of Artificial Intelligence.

Leverage our advanced AI algorithms

Our strategy software AI Assistant helps you...

Build strategic plans
Partner with our AI Assistant to quickly and professionally create your strategic plan in any modern strategy management framework.
Create Personal Goals (OKRs)
Create your Objectives and Key Results (OKRs) using our AI Assistant, who will help you think through your personal goals
Automate Tasks
Create action items directly from recommendations using AI.  Partner with AI to build robust project plans with detailed milestones to execute any project.
Analyze Data
Leverage AI to uncover patterns in your data and write qualitative analysis looking at short and long-term results.  Summarize information automatically to the goal level.  Get recommendations to make improvements to your plans.
Summarize Results
Once your data analysts have updated your projects, KPIs and goals, let our AI Assistant read the information and summarize your strategy.  Summarize it all or just what is off track.  Get recommendations at the department or enterprise level.
Trusted by 12,000+ active users
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"From the get go, ClearPoint set themselves apart by treating the pitch process like we were already a client. The client success process is key to getting people ready to maximize the utility of the system and their 'on the fly' brainstorming of solutions helps keep progress
happening."

Nikolas G.

Strategy manager
REPORT ON YOUR STRATEGY

Customize ClearPoint to fit your needs, not the other way around

Enhance your strategic planning with over 10 proven frameworks, including the Balanced Scorecard, OKRs, and the Baldrige Excellence Framework. Enjoy flexibility and adaptability, keeping your organization on track for success with comprehensive, structured approaches that align with your goals.
Try the Scorecard AI Assistant here
REPORT ON YOUR STRATEGY

Building OKRs couldn’t be easier with our interactive chat feature

Enhance your strategic planning with over 10 proven frameworks, including the Balanced Scorecard, OKRs, and the Baldrige Excellence Framework. Enjoy flexibility and adaptability, keeping your organization on track for success with comprehensive, structured approaches that align with your goals.
Try the Scorecard AI Assistant here

See ClearPoint Strategy in action

Our AI planning tool provides real-time, actionable information and insights, allowing users to create fully optimized strategic plans and OKRs - in a matter of minutes.
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4.7 out of 5 stars
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4.4 out of 5 stars
Our AI Library

Resources to best leverage Artificial Intelligence

How to Leverage AI for a Strategy Reboot

Take a look at our recent Thought Leadership Webinar.

8 Steps to Optimize Your Strategy with AI

Embrace AI to enhance your strategy execution and take your organization to new heights.
Frequently Asked Questions

AI strategy planning software

Which Strategy Frameworks are included in the AI Assistant?

ClearPoint Strategy can be customized to fit any framework. The AI Assistant can automatically create strategic plans for The Balanced Scorecard, SWOT Analysis, Porter’s 5 Forces, Blue Ocean, Strategic Horizons, Stakeholder Theory, Entrepreneurial Operating System, PEST Analysis, Value Disciplines, VRIO, Ansoff Matrix, V2MOM, and OKRs. Our assistant is also trained for Universities, Local Governments, Utilities, Nonprofits, and Healthcare organizations.

Is ClearPoint’s AI secure?

ClearPoint Strategy prioritizes your privacy by using OpenAI's AI technology in compliance with global privacy standards. We anonymize data before it reaches OpenAI, store it temporarily for only 30 days without using it for model improvement, and do not retain it without your explicit consent. Our AI assistants are fully compliant with privacy laws like GDPR and CCPA, and we use strong end-to-end encryption to protect your data. We operate with full user consent and continually update our privacy practices to ensure the highest standards of data protection. For more information, please visit our security policy.

Which languages does the AI Assistant support?

The AI Assistant is currently only available in English.