Wherever you are in the management process, we’re here to help.

We understand that every organization manages differently. That’s why we’re here to ensure that ClearPoint meets your needs, saving you time so that you can focus on big picture problem solving. Whether you need help aligning your goals, KPIs and projects, integrating your data sources, or automating your process, our award winning customer success team has your back.

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Save time with ClearPoint, right from the start.

Your Account Manager will create a custom implementation plan based on your organization’s goals and challenges.


  • Included with Pro and Enterprise plans
  • Kickoff call and account configuration
  • Concierge setup and training
  • Integration and automation setup

I can’t wait to brag to our leadership team what a good choice we made in choosing ClearPoint for our needs.

Tracey Birosak

Business Strategy Specialist, American Association of Critical Care Nurses


Custom built training sessions for your team.

Whether you’re brand new to ClearPoint or looking to expand your expertise, our team is here to help.

A ClearPoint expert will work with you to develop an agenda crafted specifically for your needs. Refresh your team on ClearPoint basics or deepen your knowledge of advanced features. Cover capabilities system-wide, or hone your skills in one area of ClearPoint, like project management or creating reports.


  • On-premise training scheduled in daily increments
  • Remote training scheduled in hourly increments
  • Users complete hands-on exercises led by the ClearPoint team
  • Training agendas and study guides customized for your team

I’d like to share with you what a great team you have built at ClearPoint. Their intelligence, responsiveness, ability to teach and explain without making me feel like I’ve asked a stupid question, and overall poise is not found everywhere and I’m glad to work with them.

Shannon Bommelje

Globe Union

Premium Support

Strategy experts on call for you.

With Premium Support, you have a dedicated Account Manager who will go above and beyond to understand the management reporting challenges you’re facing. Our goal is to make your reporting process easy — so that you can spend your time executing strategy instead of building reports.

With an median response time of three minutes and a 100% satisfaction rating, the Customer Success team at ClearPoint has been recently awarded the Bronze Stevie Award for Customer Support Department of the Year.  With Premium Support, you’ll get answers right away, via in-app chat, phone, or priority email.

With ClearPoint’s premium support package, you get access to all the exceptional features and support resources that come standard with ClearPoint, plus:

  • A dedicated Account Manager.
  • Priority email support within four hours.
  • Award winning US-based telephone support.
  • In-app messaging live with a support expert.
  • Web-based training sessions.
  • Help with custom chart configuration.
  • Support building custom reports and dashboards.
  • Advice and guidance on data integration.
  • Proactive calls and an annual account check-up.

ClearPoint’s support team is one of the main things that really sets them apart. They are always very reachable and quick to respond to any question.

John Tytla

Senior Management Analyst, City of Olathe, Kansas


Approach your reporting challenges from all angles.

Your management reporting processes and technologies must work seamlessly together. Fortunately, ClearPoint is expert in both. We can help you develop an efficient management process that aligns your data and goals. And, we can help automate your process, setting you up for success with ClearPoint’s integration, notification and reporting tools.

Custom consulting solutions to meet your unique needs.

Our founders worked for over a decade with leading management thinkers and Balanced Scorecard creators, Drs. Norton and Kaplan.

We have helped organizations like the World Bank, United Nations, Marriott, ACCION and others create and implement strategic plans.

Because we understand the business challenges you are facing, we can ensure that you are leveraging all of ClearPoint’s features to drive the results that you need.

Whether you’re new to ClearPoint and are looking to configure all of your processes, or you’re already a ClearPoint expert but are changing or expanding processes, our consulting team is here to help.