ClearPoint Strategy Features

Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Create budgets based on historical data and future projections

Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Scours data for actionable insights.

Allows users to customize their own reports according to business needs.

Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Receive data and information in real time

Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Displays and shares company performance data to increase transparency across the board.

Manage the process of evaluating documents or requests submitted for approval

Create and manage maps for multiple strategies at the department or company level.

Provide pre-defined strategy models that can be customized and combined by users

Define rules to assign employees and resources to various strategic plans

Support multiple strategy frameworks such as Balanced scorecard and OKR

Pre-designed layouts that can be customized to match preferences and requirements

Adds values, mission and vision statements to strategy plans

Assigns goals to strategic plans and define owners and milestones for each goal.

Allow users from multiple teams to collaborate on strategic planning and implementation.

Ensures that various teams, departments, and business entities are aligned with the strategy of the company.

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Organize and schedule projects

Develop potential scenarios to identify risks and opportunities

Monitor the progress of all activities related to strategy and identify opportunities for improvement.

Include KPIs to track the status and success of strategic operations.

Define and monitor objectives, and key results (OKR).

Track the status over time for a request, process, asset, or transaction

Track the status and progress of tasks

Track and document all activities across devices, networks, and other systems

Monitor task progress and planned accomplishments to better manage project status

Establish measurable goals and objectives and track their progress over a specific period of time

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Allows users to rate their confidence level concerning goal completion.

Integrates with outside business instant messaging tools.

Provides built-in onboarding tools for new user adoption.

Allows users to make team-wide OKRs.

Allows users to make OKRs for individual team members.

Allows users to arrange tasks and goals in a mind map.

Allows users to create goals and takss based on action items decided in in-person meetings.

Provides a channel for team members to share media files, communicate, and work together

Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Reports on departmental KPI metrics measured against targets.

Consolidates planning processes across an organization into a single solution.

Allow users to create their own reports and financial statements

Track the performance of strategy execution tasks and identity opportunities for improvement

Clearly communicate how strategy plans should be implemented accross all departments of the company

Align all staheholders involved to improve collaboration, visibility, and performance

Track the performance of strategy execution tasks and identity opportunities for improvement

Define strategic objectives related to project and portfolio management

Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements

Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives.

Assist with dynamic portfolio-level resource planning and what-if scenario modeling

Create plans to implement activities to achieve strategic objectives

Simulate the outcomes of various business case scenarios and mix of projects

Assign priorities to projects and portfolios based on strategic objectives

Align project and portfolios with the strategic objectives of the company

Provide a 360 view of all projects and portfolios and their corresponding strategies

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Mitigate risks related to projects and portfolios that may impact strategic objectives

Deploy strategic planning to project and portfolio management activities

Facilitate the process of managing changes within the portfolio, including scope changes, resource adjustments, and schedule updates

Help with continuous improvement and to adapt to strategy updates and market changes

Provide pre-defined strategy models that can be customized and combined by users

Support multiple strategy frameworks such as Balanced scorecard and OKR

Track environmental, social, and governance (ESG) metrics related to portfolios, such as gas emissions or diversity and inclusion

Track the financial performance of portfolios in terms of cost savings, productivity improvements and increasd revenues

Enable forecasting future performance, resource requirements, and potential risks and opportunities

Optimize workflows and processes using machine learning and natural language processing (NLP)

Use artificial intelligence to provide intelligent strategy modelling and proactive risk assessment

Provide an intelligent chatbot or virtual assistant that can answer questions, provide support, and automate tasks related to portfolio management

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Predict future data based on historical data sets

Manage and support multiple languages

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Plan and coordinate all the resources, costs and time needed to execute assignments

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Analyze and gain insights into data in real-time

A record of all activities within the system, including user access, changes made, etc.

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Manage and handle financial assets as well as other investments.

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Import and export data to and from software applications

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Access software remotely via mobile devices

Monitor or audit historical and current transactions to analyze customer account activities

Application programming interface that allows for integration with other systems/databases

Measure time to completion or hours worked for projects

Estimate or forecast of a future scenario based on the study of present trends

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Centralized accounting record which tracks all financial transactions

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Active monitoring of systems, applications, or networks

Configure existing workflows to meet your organization's needs

Creation and customization of dashboards

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Electronically collect payments for goods or services

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Create, design and manage workflows for repetitive tasks

Manage and handle various international currencies

Interact with data visualization elements, such as charts and graphs, to drill down into data

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alter the layout and content of reports

Compare and match accounting/financial records with corresponding bank statements

Creation, processing, verification, and execution of invoices till the payment is made

Manage the accounting and financial aspects of multiple locations or companies in a single location

Used by retail investors and active traders/day traders

Monitor and record expenses such as purchases or charges incurred

Create, send, and track purchase orders and their statuses

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

View and track pertinent metrics to find patterns and gain insights from data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Upload, track, and submit receipts in a central database

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Review data from past periods to reveal recurring tendencies and predict future performance

Tracking the status of previously identified performance measurements

Interact with data visualization elements, such as charts and graphs, to drill down into data

Plan, manage, and track the financial activities of an individual or organization

Create budgets based on historical data and future projections

Create, design and manage workflows for repetitive tasks

Graphical representation of data

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Generate one-off reports that meet information requirements

Ability to handle large datasets

Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions

Securely stores data to prevent data loss or breaches

Visually identify direction of development and areas that require attention

View and track pertinent metrics to find patterns and gain insights from data

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Access, combine, transform, and store data without the help of an IT department

Use AI to generate content in the form of text, images, videos, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Import and export data to and from software applications

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Compare key metrics for the business against prominent players in the industry

Set up connections to third-party platforms to improve business processes

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Combining data from different sources and providing a unified view

Predict future data based on historical data sets

Assemble applications and processes by dragging over and arranging pre-built components

Arrange tasks based on the level of priority or urgency

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Estimate or forecast of a future scenario based on the study of present trends

Creation and customization of dashboards

Store, manage, and track all electronic documents in a centralized location

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Document and report the progress of ongoing projects

Alter the layout and content of reports

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Active reporting of data and metrics

Leave comments and notes on documents for others to view

Create, save, and re-purpose templates for emails, forms, etc.

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Organize and manage the accomplishments and development of employees or performance of applications or systems

Form predictions based on past and present data/trends

Create, manage and track all task activities and progression

Manage and track financials on a project-to-project basis

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Allow users to access multiple services after entering their login credentials once

Application programming interface that allows for integration with other systems/databases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Receive data and information in real time

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Identify, track, and respond to negative feedback

Manage and track all internal and external communication conducted via calls, email, text, or chat

Timed notification for any upcoming task, deadline, appointment, or activity

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized storage for employee data, records, and performance metrics

Organize and manage the accomplishments and development of employees or performance of applications or systems

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Track the status and progress of tasks

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Arrange tasks based on the level of priority or urgency

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

Assemble applications and processes by dragging over and arranging pre-built components

Reporting on how each user, task or process has advanced since its initiation

Organize and schedule projects

Graphical representation of data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Application programming interface that allows for integration with other systems/databases

Establish measurable goals and objectives and track their progress over a specific period of time

Create, manage and track all task activities and progression

Receive system updates as soon as any changes are made

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Document and report the progress of ongoing projects

Allow users to access multiple services after entering their login credentials once

Allows employees to set and manage work or career related goals

Plan and coordinate all the resources, costs and time needed to execute assignments

Alter the layout and content of dashboards

Receive data and information in real time

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Use AI to generate content in the form of text, images, videos, etc.

Create, design and manage workflows for repetitive tasks

Configure existing workflows to meet your organization's needs

Store and organize documents in a centralized system

Create, save, and re-purpose templates for emails, forms, etc.

Leave comments and notes on documents for others to view

Tracking the status of previously identified performance measurements

Track employee schedules, availability, and performance across projects and tasks

Pre-designed layouts that can be customized to match preferences and requirements