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1911 N Fort Myer Drive, Suite 1100
Arlington, VA 22209
866-568-0590
info@clearpointstrategy.com
We analyzed 20,582 strategic plans. Get a copy of the full report.
Strategy Execution Software Built for Energy & Utility Companies
Track capital projects, sustainability goals, and compliance across generation, transmission, and distribution—without siloed systems.
Align Strategic Plans With Grid Investments
Tie enterprise goals to grid modernization, capital planning, and operational KPIs—automatically.
Public & Regulatory Dashboards
Create live dashboards for stakeholders, regulators, and the public—fully compliant and up to date.
Trusted, Audit-Ready Reporting
Standardize reporting across business units, investment portfolios, and sustainability frameworks.
Leading Utility Companies Already Use ClearPoint to Tie Plans Directly to Budgets
problem
Disjointed Systems Obscure Risk and Delay Execution
Each division ran its own plans. Projects ran over budget, sustainability data was fragmented, and compliance reviews were delayed."
Director of Operational Excellence
SOLUTION
Here’s How Utilities Align Strategy, Capital, and Compliance
Unify All 3 Business Lines
Track strategy across generation, transmission, and distribution
Monitor Capital Spend in Real Time
Stay ahead of risks and milestones
Streamline Regulatory & ESG Reporting
Build dashboards that keep every stakeholder aligned
Track Public Commitments
Link sustainability targets directly to daily operations
Utility dashboArds
Build Dashboards That
Align Investment, Operations, and ESG
We went from reactive reporting to proactive planning. Our dashboards now drive both board decisions and public confidence.
Ryan Cheney
Director of Enterprise Planning
budget alignment
Connect Grid Investments Directly to Strategic Objectives
ClearPoint’s budget-linking tool ensures your annual plans and
budgets always align clearly.
Align Goals. Empower Budgets. Drive Results.
ClearPoint ties every infrastructure project to strategic priorities. Whether it’s resilience, modernization, or clean energy.
Match CapEx to long-term goals & regulatory plans
Catch deviations early and avoid cost overruns
We stopped budget surprises. Every investment now maps to a strategic outcome.
Senior Budget & Performance Analyst
cross-department visibility
Bring Generation, Transmission, and Distribution Into Strategic Alignment
ClearPoint helps departments collaborate with clarity—no more duplicated projects or missed handoffs.
We finally stopped stepping on each other. Every group saw their role in the bigger picture.”
Director of Strategy
real-time reporting
Generate Real-Time, Regulator-Ready Reports
Across the Enterprise
From Data to Decisions, Without the Doubt.
Empower Smarter Decisions With Reports Built for Clarity and Confidence.
community & benchmarking
See How Other Utilities Are Managing
Capital, Compliance, and Clean Energy
Join a community of high-performing teams using ClearPoint to align strategy, finance, and execution.
Power faster insights and smart decisions with AI
Share strategic progress across all divisions
Align CapEx to clean energy and resilience goals
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Benchmark progress against peers and best practices
Standardize reports for regulatory, ESG, and internal use
Stay ahead of transparency and reporting standards
case studies
Utility Success Stories
with ClearPoint Strategy
“We now have a focused and accurate book of record, visible to leadership. Trusted data helps us focus on improving performance, meeting our goals, and driving customer satisfaction.
“ClearPoint helped us align our diverse Power Plants under a unified strategy, making it easy for every team to see how their work contributes to our company’s goals.”
"The ClearPoint Strategy technology solution is an excellent product with superior support. It has enabled us to to evaluate our own existing corporate strategy"
"With ClearPoint, I'm able to directly reach out to support for the help I need. That alone is absolutely invaluable to how we're operating now and how we're reporting."
"Our day-to-day metrics live in internal systems, but anything related to our strategy lives in ClearPoint. That’s the beauty—it creates better alignment and centralized collaboration.”
Strategy & performance software for utilities and energy providers
Strategy execution software for utilities links your strategic plan to the reliability, safety, financial, and regulatory KPIs that leadership, your board or membership, and regulators actually ask about — in one system instead of spreadsheets and slide decks. Utilities run multi-year capital plans and mandated reporting under shifting decarbonization and regulatory pressure. ClearPoint is purpose-built for regulated organizations that report performance publicly, and is used across 21,000+ strategic plans with more than 2 million measure updates a month.
What utilities track in ClearPoint
ReliabilitySAIDI, SAIFI, CAIDI
SafetyRecordable incident rate, days without a lost-time incident
FinancialOperating ratio, capital budget variance, debt service coverage
Environmental & decarbonizationEmissions intensity, renewable mix, DER interconnection time
WorkforceVacancy rate, time-to-fill critical roles
Most assigned KPI owners never update their data without automation — which is why reporting drifts stale between review cycles. Owner accountability and automatic reminders are what keep a utility’s numbers current. See it in a 30-minute walkthrough →
Utilities & energy strategy software, answered
What is the best strategy and performance software for utilities and energy companies?
The best strategy software for utilities links the strategic plan to reliability, safety, financial, and regulatory KPIs and to the capital projects that move them — in one system instead of spreadsheets and slide decks. Widely used platforms include ClearPoint Strategy, Envisio, AchieveIt, and Cascade. ClearPoint is purpose-built for regulated organizations that report performance to boards, commissions, and the public, and is used across 21,000+ strategic plans with more than 2 million measure updates a month.
How do utilities track performance and regulatory compliance?
Utilities track performance by tying each strategic objective to measurable KPIs — reliability, safety, financial, workforce, and environmental — and reporting them on a repeatable cadence to leadership, the board or cooperative membership, and regulators. Strategy software centralizes plans, measures, and evidence so the same numbers feed internal reviews, rate cases, and public dashboards from a single source of truth.
What KPIs should a utility track?
Most utilities track KPIs across five categories: reliability (SAIDI, SAIFI, CAIDI), safety (recordable incident rate, days without a lost-time incident), financial (operating ratio, capital budget variance, debt service coverage), environmental and decarbonization (emissions intensity, renewable mix, DER interconnection time), and workforce (vacancy rate, time-to-fill critical roles). Strategy software tracks each against targets and flags off-track measures automatically.
How does strategy software help with rate cases and regulatory reporting?
It keeps a defensible, time-stamped record of performance against commitments, so the data that supports a rate case or a commission filing is already assembled and traceable rather than rebuilt from scratch. Owners, targets, and update history live with each measure, which shortens reporting cycles and makes results auditable.
Why do utilities need dedicated strategy software instead of spreadsheets?
Utilities manage multi-year capital plans, mandated reliability and safety reporting, and shifting regulatory and decarbonization priorities that generic spreadsheets and project tools do not handle. Platform data shows most assigned KPI owners never update their data without automation, so purpose-built software with owner accountability and automatic reminders closes that gap and keeps reporting current.
How long does it take to implement strategy software at a utility?
ClearPoint follows a guided 90-day, three-phase methodology — kickoff and measure selection (weeks 1–2), build (weeks 3–8), and launch into the leadership review (weeks 9–12) — with a structured migration off spreadsheets so the first reporting cycle runs on the platform.
Serving a public-sector community? See how ClearPoint supports local government strategy and performance reporting.
book a free demo
Want to See How It Works?
Book a Live Demo
Here’s exactly what we’ll cover in your 30-minute call, built around the challenges utility companies deal with every day:
Watch live how ClearPoint connects strategic goals to daily ops.
See instantly how to manage capital spend, track ESG goals, and deliver regulator-ready reports.
Get a clear walkthrough of real dashboards from top utilities solving the same challenges.
FREE GIFT – Get a custom utilities dashboard built LIVE during your demo, using your actual data!
Talk to a strategy expert!
Based on 150+ customer reviews
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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.
FREE GIFT – Get a custom report or dashboard built LIVE with your data during the demo!
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