Services

ClearPoint is more than just software.

Our team understands that every organization is different. That’s why we’re here to ensure that ClearPoint meets your organization’s unique needs, big and small.

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Onboarding

Make the most out of ClearPoint, right from the start.

Your ClearPoint Concierge will help you set goals, discuss organizational challenges, and configure your account.

You’ll have a dedicated expert to introduce you to ClearPoint, learn more about the unique challenges your organization is facing, and guide you through an implementation plan.

OVERVIEW

  • Included in Pro and Enterprise plans
  • Kickoff support
  • Proactive check ins
  • Concierge setup and training

Getting Started with ClearPoint is as easy as…

1. GET STARTED

Schedule a kick-off call with your ClearPoint Concierge to discuss your goals, reporting frequency, organizational structure, and more.

2. ACCOUNT SETUP

Track your implementation goals in ClearPoint and make sure you hit your deadlines by customizing the key milestones for success.

3. ONGOING SUPPORT

Take advantage of concierge set up. The ClearPoint team will help you customize your language, reporting frequency and custom fields to set up your plan in ClearPoint.

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

Training

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 organization’s 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.

OVERVIEW

  • 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

Build the ClearPoint skills you need, onsite or online.

BASIC USER TRAINING

Covers navigation, adding and using objectives, measures, charts, initiatives, and an introduction to reports and exports.

ADMINISTRATOR TRAINING

Covers system-wide configuration options, reporting frequency, automation, and tips for managing and communicating your reporting process.

REFRESHER TRAINING

We’ll work with you to create a focused training plan for your organization, to brush up on particular skills or expand your process in ClearPoint.

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 project manager who will go above and beyond to understand the management reporting challenges you’re facing. Our goal is to help solve any challenges you have to help you get the most out of ClearPoint.

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 support representative.
  • Priority email support within four hours.
  • Telephone support.
  • In-app messaging live with a support expert.
  • Web-based training sessions.
  • Help configuring custom charts.
  • Help creating calculated fields.
  • Data sourcing support.
  • 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

Consulting

Approach your reporting challenges from all angles.

We understand that your management reporting processes and technologies must work seamlessly together. ClearPoint’s management and technical experts can bring the expertise in-house to help you develop your management reporting plan. Then, once it’s in place, we can help make sure you’re set up for success in the ClearPoint platform.

Custom consulting solutions to meet your unique needs.

MANAGEMENT CONSULTING

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

We have a global network of strategic planning experts, and we’re happy to make introductions to meet your needs.

TECHNICAL CONSULTING

Our technical consulting team is not only passionate about configuring software for long-term success but is familiar with your business goals and strategic planning, too.

We have seen it all when it comes to configuring ClearPoint.  We can create custom charts, fields and reports that meet your specific needs.

We can work with you on creating the right calculations, evaluations, and aggregations that map to your leadership team goals.