Expertise and
Capabilities Built-In
- Support for any framework including BSC, EOS, and V2MOM
- Expert AI Strategy Assistants to help create and roll out strategy
- Prebuilt industry templates including government, healthcare, energy, and education
- Seasoned industry experts on-call for strategy advice
- Platform built based on 1000s of customers and over 15 years of customer feedback
Plans based on our award-winning
Success Framework
Starter
Ideal for basic strategy management or a reporting pilot
- Customizable measures and targets
- Charting, Calculations, Evaluations
- Alignment Matrices, Scorecard Trees
- Project prioritization and management
- Custom alerts
- Customer Success portal and training
- SOC2, Audit Logs
Pro
Ideal for basic strategy management or a reporting pilot
- Aggregations and AI Summaries
- Project metrics, Gantt charting
- Microsoft Teams integration
- Custom reports with filtering
- Automated reporting workflows
- Additional customer support resources and training
- 2FA, role-based access
Enterprise
Ideal for a comprehensive management approach
- Advanced calculations and evaluations
- Drilldown to individual OKRs
- Measure Library
- Advanced project management capabilities
- Public-facing dashboards
- Approval workflows
- Data integrations with Excel, Databases, and Zapier
- Dedicated customer support resources and training
- SSO, advanced access measures
the enterprise level to the individual using scorecards, OKRs, and dashboards.
and Zapier
Frequently Asked Questions
Is ClearPoint Strategy an easy-to-use platform?
Yes. While offering comprehensive, robust capabilities, the core of ClearPoint Strategy’s software is our customer-focused approach, emphasizing ease of use and user-friendly experience.Our onboarding process provides guided tours of our solution, ensuring complete understanding and effective usage. It includes hands-on training and ongoing support, empowering your team to quickly gain proficiency and confidence. Each customer has a success portal, custom-designed for its organization and its strategic goals.
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Can ClearPoint Strategy be customized to fit my business needs?
Our software is highly adaptable, allowing you to customize the reporting, metrics, calculations, and branding to align with your specific business needs and understanding. The platform supports any strategic planning methodology, including Balanced Scorecard, OKRs, Baldridge, SWOT, and many more.
What's included in my account setup?
ClearPoint enhances strategic reporting by offering customizable dashboards, standardized reporting templates, and AI-driven analytics. This enables local governments to track key performance indicators (KPIs), align departmental goals, and provide clear and timely updates to residents and other stakeholders.