# ClearPoint Strategy vs WorkBoard Comparison --- ## AI Generated Summary - **G2 reviewers report** that WorkBoard excels in aligning strategy with execution, with users highlighting its ability to define, track, and support business objectives effectively. This real-time tracking feature has been praised for enhancing productivity and ensuring team alignment. - **Users say** ClearPoint Strategy stands out for its exceptional customer service, with many noting the team's patience and knowledge during dashboard overhauls. This level of support has made the implementation process smoother for users, contributing to a positive experience. - **Reviewers mention** that WorkBoard's ease of setup is a significant advantage, with many users appreciating the intuitive onboarding process that allows teams to get started quickly. This contrasts with ClearPoint Strategy, where some users found the setup to be less straightforward. - **According to verified reviews** , ClearPoint Strategy is recognized for its user-friendly interface, which seamlessly integrates with existing planning and execution processes. Users have noted that this ease of use helps in tracking data trends effectively over time. - **G2 reviewers highlight** that WorkBoard has a higher overall satisfaction score, reflecting its strong performance in key areas like collaboration and progress tracking. Users have specifically mentioned how the platform helps in matching employees to tasks based on their strengths, enhancing team efficiency. - **Users report** that while ClearPoint Strategy has a solid performance in customer support, it slightly lags behind WorkBoard in terms of overall user satisfaction and product direction. This indicates that while ClearPoint is reliable, WorkBoard may offer a more comprehensive solution for strategic planning needs. | | ClearPoint Strategy | WorkBoard | |---|---|---| | **Star Rating** | 4.6 out of 5 | 4.7 out of 5 | | **Total Reviews** | 177 | 103 | | **Largest Market Segment** | Mid-Market (45.9% of reviews) | Mid-Market (42.2% of reviews) | | **Entry Level Price** | Contact Us Per Year | Contact Us 1 user Per Month | --- ## Top Pros & Cons ### ClearPoint Strategy Pros: - Customer Support (31 reviews) - Ease of Use (19 reviews) Cons: - Learning Curve (16 reviews) - Learning Difficulty (7 reviews) ### WorkBoard Pros: - Ease of Use (6 reviews) - Goal Management (5 reviews) Cons: - Complexity (2 reviews) - Limited Features (2 reviews) --- ## Ratings Comparison | Rating | ClearPoint Strategy | WorkBoard | |---|---|---| | **Meets Requirements** | 8.9 (130 reviews) | 8.8 (84 reviews) | | **Ease of Use** | 8.5 (146 reviews) | 8.6 (85 reviews) | | **Ease of Setup** | 7.9 (113 reviews) | 8.5 (49 reviews) | | **Ease of Admin** | 8.3 (109 reviews) | 8.7 (50 reviews) | | **Quality of Support** | 9.7 (130 reviews) | 9.8 (82 reviews) | | **Has the product been a good partner in doing business?** | 9.4 (106 reviews) | 9.8 (52 reviews) | | **Product Direction (% positive)** | 9.7 (120 reviews) | 9.4 (84 reviews) | --- ## Pricing ### ClearPoint Strategy #### Entry-Level Pricing Plan: Customized Solutions Built for You Price: Contact Us Per Year Description: We’d love to prepare a customized proposal for you! ClearPoint’s pricing model depends on a few factors specific to your team, so we’ll need to get in touch to give you accurate pricing info. Key Features: - Automated Data Collection - Customizable Reporting - Integrations [Learn more about ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews) #### Free Trial No ### WorkBoard #### Entry-Level Pricing Plan: 2024 Pricing Edition Price: Contact Us 1 user Per Month Key Features: - TEST Feature [Learn more about WorkBoard](https://www.g2.com/products/workboard/reviews) #### Free Trial No --- ## Features Comparison By Category ### Strategic Planning and Execution | Product | Score | Reviews | |---|---|---| | **ClearPoint Strategy** | 8.5/10 | 76 | | **WorkBoard** | 8.5/10 | 13 | #### Prepare | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Strategy Map** | 8.4 (53 reviews) | 7.5 (8 reviews) | | **Strategy Model** | 8.3 (49 reviews) | 6.4 (6 reviews) | | **Rules** | 8.1 (49 reviews) | 6.4 (6 reviews) | | **Frameworks** | 8.1 (48 reviews) | 8.1 (9 reviews) | #### Plan | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Vision Statement** | 8.7 (56 reviews) | 8.1 (8 reviews) | | **Goals** | 9.1 (60 reviews) | 9.2 (10 reviews) | | **Collaboration** | 8.8 (61 reviews) | 9.2 (11 reviews) | | **Cascade Planning** | 8.6 (55 reviews) | 9.2 (11 reviews) | #### Optimize | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Progress Tracking** | 9.0 (69 reviews) | 9.4 (11 reviews) | | **KPIs** | 8.7 (67 reviews) | 9.2 (8 reviews) | | **OKR** | 7.9 (51 reviews) | 9.6 (13 reviews) | #### Execute | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Performance** | 8.7 (42 reviews) | 9.0 (5 reviews) | | **Communication** | 8.4 (39 reviews) | 8.3 (5 reviews) | | **Alignment** | 8.5 (41 reviews) | 8.3 (5 reviews) | | **Performance** | 8.7 (38 reviews) | 9.0 (5 reviews) | ### Objectives and Key Results (OKR) | Product | Score | Reviews | |---|---|---| | **ClearPoint Strategy** | N/A | N/A | | **WorkBoard** | 8.1/10 | 23 | #### Communication | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Feedback** | Not enough data | 8.6 (19 reviews) | | **Confidence Levels** | Not enough data | 8.3 (18 reviews) | | **Messaging Integrations** | Not enough data | 7.8 (13 reviews) | | **Onboarding** | Not enough data | 8.1 (12 reviews) | #### Goal Creation | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Team OKR** | Not enough data | 8.9 (18 reviews) | | **Individual OKR** | Not enough data | 8.2 (18 reviews) | | **Mind Mapping** | Not enough data | 6.8 (13 reviews) | | **Action Item Creation** | Not enough data | 8.3 (17 reviews) | #### Agentic AI - Objectives and Key Results (OKR) | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **ClearPoint Strategy** | 8.6/10 | 33 | | **WorkBoard** | N/A | N/A | #### Financial Planning | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Extended Planning** | 7.9 (25 reviews) ✓ Verified | Not enough data | | **Reporting** | 9.3 (27 reviews) ✓ Verified | Not enough data | | **Integration** | 8.3 (25 reviews) ✓ Verified | Not enough data | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | #### Financial Insight | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Budgeting** | 7.2 (19 reviews) ✓ Verified | Not enough data | | **Forecasting** | 7.6 (18 reviews) ✓ Verified | Not enough data | | **Planning** | 8.9 (25 reviews) ✓ Verified | Not enough data | #### Data | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Data Visualization** | 8.9 (31 reviews) ✓ Verified | Not enough data | | **Data Analysis** | 8.7 (28 reviews) ✓ Verified | Not enough data | | **Custom Reporting** | 9.1 (29 reviews) ✓ Verified | Not enough data | | **Reporting Templates** | 9.0 (28 reviews) ✓ Verified | Not enough data | #### Status Communication | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Collaboration** | 9.0 (27 reviews) ✓ Verified | Not enough data | | **Version Control** | 8.6 (23 reviews) ✓ Verified | Not enough data | | **Real-Time Data Updates** | 9.1 (30 reviews) ✓ Verified | Not enough data | | **Scorecards** | 9.4 (31 reviews) ✓ Verified | Not enough data | ### Performance Management | Product | Score | Reviews | |---|---|---| | **ClearPoint Strategy** | N/A | N/A | | **WorkBoard** | N/A | N/A | #### Performance reviews | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **360 Reviews** | Not enough data | Not enough data | | **Customizable Forms** | Not enough data | Not enough data | | **Review Status Tracking** | Not enough data | Not enough data | #### Goals | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Goal-Setting** | Not enough data | Not enough data | | **Company Goals And OKRs** | Not enough data | Not enough data | #### Feedback | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Continuous Feedback** | Not enough data | Not enough data | | **Requesting Feedback** | Not enough data | Not enough data | | **1-On-1 Meetings** | Not enough data | Not enough data | | **Public Praise** | Not enough data | Not enough data | #### Data | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Dashboards And Reports** | Not enough data | Not enough data | | **Historical Data** | Not enough data | Not enough data | #### Agentic AI - Performance Management | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Multi-step Planning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | ### Talent Management | Product | Score | Reviews | |---|---|---| | **ClearPoint Strategy** | N/A | N/A | | **WorkBoard** | N/A | N/A | #### Generative AI | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | | **AI Text Summarization** | Not enough data | Not enough data | ### Strategic Portfolio Management | Product | Score | Reviews | |---|---|---| | **ClearPoint Strategy** | 6.3/10 | 10 | | **WorkBoard** | N/A | N/A | #### Strategic Planning - Strategic Portfolio Management | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Objectives** | 8.0 (10 reviews) | Not enough data | | **Roadmaps** | 6.3 (8 reviews) | Not enough data | | **Demand management** | 6.7 (8 reviews) | Not enough data | | **Resource Planning** | 5.8 (8 reviews) | Not enough data | | **Planning** | 6.7 (8 reviews) | Not enough data | | **Simulation** | 5.7 (7 reviews) | Not enough data | | **Prioritization** | 6.7 (8 reviews) | Not enough data | | **Alignment** | 6.7 (8 reviews) | Not enough data | #### Strategic Management - Strategic Portfolio Management | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Visiblity** | 6.7 (8 reviews) | Not enough data | | **Tracking** | 6.5 (8 reviews) | Not enough data | | **Risk Management** | 6.0 (7 reviews) | Not enough data | | **Implementation** | 6.5 (8 reviews) | Not enough data | | **Change Management** | 6.3 (8 reviews) | Not enough data | | **Optimization** | 6.5 (8 reviews) | Not enough data | | **Strategy Model** | 6.7 (8 reviews) | Not enough data | | **Frameworks** | 6.0 (8 reviews) | Not enough data | #### Data Analysis - Strategic Portfolio Management | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **ESG Impact** | 5.7 (7 reviews) | Not enough data | | **Financial Performance** | 6.0 (8 reviews) | Not enough data | | **Forecasting** | 6.5 (8 reviews) | Not enough data | #### Artificial Intelligence - Strategic Portfolio Management | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Process Intelligence** | 5.3 (6 reviews) | Not enough data | | **Predictive Insights** | 5.3 (6 reviews) | Not enough data | | **Virtual Agents** | 5.6 (6 reviews) | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **ClearPoint Strategy** | N/A | N/A | | **WorkBoard** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | ClearPoint Strategy | WorkBoard | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (2):** [Strategic Planning and Execution Software](https://www.g2.com/categories/strategic-planning-and-execution), [Objectives and Key Results (OKR) Software](https://www.g2.com/categories/objectives-and-key-results-okr) **Unique to ClearPoint Strategy (2):** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis), [Strategic Portfolio Management Software](https://www.g2.com/categories/strategic-portfolio-management) **Unique to WorkBoard (1):** [Performance Management Software](https://www.g2.com/categories/performance-management) --- ## Reviewer Demographics ### By Company Size | Segment | ClearPoint Strategy | WorkBoard | |---|---|---| | **Small-Business** | 17.0% | 24.5% | | **Mid-Market** | 45.9% | 42.2% | | **Enterprise** | 37.1% | 33.3% | ### By Industry #### ClearPoint Strategy - **Government Administration:** 41.8% - **Non-Profit Organization Management:** 8.8% - **Hospital & Health Care:** 7.6% - **Utilities:** 3.5% - **Banking:** 3.5% - **Financial Services:** 3.5% - **Higher Education:** 3.5% - **Education Management:** 2.4% - **Law Enforcement:** 2.4% - **Health, Wellness and Fitness:** 1.8% - **Other:** 21.2% #### WorkBoard - **Computer Software:** 17.6% - **Information Technology and Services:** 8.8% - **Marketing and Advertising:** 7.8% - **Hospital & Health Care:** 4.9% - **Utilities:** 2.9% - **Automotive:** 2.9% - **Medical Devices:** 2.9% - **Internet:** 2.9% - **Computer & Network Security:** 2.9% - **Law Practice:** 2.0% - **Other:** 44.1% --- ## Alternatives ### Alternatives to ClearPoint Strategy - [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) — 4.7/5 stars (251 reviews) - [AchieveIt](https://www.g2.com/products/achieveit/reviews) — 4.4/5 stars (199 reviews) - [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) — 4.4/5 stars (410 reviews) - [Perdoo](https://www.g2.com/products/perdoo/reviews) — 4.4/5 stars (541 reviews) - [Profit.co](https://www.g2.com/products/profit-co/reviews) — 4.7/5 stars (491 reviews) - [Envisio](https://www.g2.com/products/envisio/reviews) — 4.7/5 stars (14 reviews) - [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13698 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [Lattice](https://www.g2.com/products/lattice-lattice/reviews) — 4.7/5 stars (4099 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (461 reviews) ### Alternatives to WorkBoard - [15Five](https://www.g2.com/products/15five/reviews) — 4.6/5 stars (1905 reviews) - [Lattice](https://www.g2.com/products/lattice-lattice/reviews) — 4.7/5 stars (4099 reviews) - [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) — 4.7/5 stars (251 reviews) - [Betterworks](https://www.g2.com/products/betterworks/reviews) — 4.3/5 stars (231 reviews) - [Profit.co](https://www.g2.com/products/profit-co/reviews) — 4.7/5 stars (491 reviews) - [Perdoo](https://www.g2.com/products/perdoo/reviews) — 4.4/5 stars (541 reviews) - [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13698 reviews) - [Wrike](https://www.g2.com/products/wrike/reviews) — 4.2/5 stars (4532 reviews) - [ActivTrak](https://www.g2.com/products/activtrak/reviews) — 4.3/5 stars (333 reviews) - [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) — 4.4/5 stars (410 reviews) --- ## Top Discussions ### ClearPoint Strategy - Title: [How can I automate my strategic planning with ClearPoint?](https://www.g2.com/discussions/automation-353571cc-c38e-40f3-873c-417ff43f41d2) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "You can save time by leveraging ClearPoint's scheduling and notification features to automate the management of your reporting process and strategic..." - Title: [How can I do project management in ClearPoint?](https://www.g2.com/discussions/project-management-f2cae2e3-a351-4383-abbb-404311f5d865) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "ClearPoint has many robust project management features that allow users to track projects, milestones, budgets, percent complete, priority and custom project..." - Title: [Can I customize the language in ClearPoint to match my strategic plan?](https://www.g2.com/discussions/customization-6ec3a7dc-1ef8-4c92-9adc-a5fd9ea78020) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Yes! You can customize the language throughout your ClearPoint account so that it matches the way that you manage. The default language in ClearPoint follows..." - Title: [What types of strategic reports can I create with ClearPoint?](https://www.g2.com/discussions/reporting-d1d1b7be-dca3-4093-b6bc-4515068759f5) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "With ClearPoint, users can create unlimited customized reports. Reports can contain information from one department or can pull together data and information..." ### WorkBoard - Title: [Can you track time spent against individual tasks or at a project level?](https://www.g2.com/discussions/2926-can-you-track-time-spent-against-individual-tasks-or-at-a-project-level) — 1 comment, 1 upvote > **Top comment:** "Workboard does not have a timesheet or project hours tracking functionality as it's primary purpose is to track against objectives, rather than projects. ..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/clearpoint-strategy-vs-workboard)