ClearPoint Strategy Features

Financial Insight (3)

Budgeting: Based on 19 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Uses collected data to assist organizations in understanding what they can afford now, and in years to come.
Forecasting: Based on 18 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.
Planning: Based on 25 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Data Visualization: Based on 30 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
Data Analysis: Based on 28 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Scours data for actionable insights.
Custom Reporting: Based on 29 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs.
Reporting Templates: Based on 28 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Collaboration: Based on 27 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.
Version Control: Based on 23 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.
Real-Time Data Updates: Based on 30 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.
Scorecards: Based on 31 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board.

Strategy Map: Based on 52 ClearPoint Strategy reviews. Create and manage maps for multiple strategies at the department or company level.
Strategy Model: Provide pre-defined strategy models that can be customized and combined by users This feature was mentioned in 48 ClearPoint Strategy reviews.
Rules: Define rules to assign employees and resources to various strategic plans This feature was mentioned in 49 ClearPoint Strategy reviews.
Frameworks: As reported in 47 ClearPoint Strategy reviews. Support multiple strategy frameworks such as Balanced scorecard and OKR

Vision Statement: Based on 55 ClearPoint Strategy reviews. Adds values, mission and vision statements to strategy plans
Goals: Assigns goals to strategic plans and define owners and milestones for each goal. This feature was mentioned in 58 ClearPoint Strategy reviews.
Collaboration: Allow users from multiple teams to collaborate on strategic planning and implementation. 57 reviewers of ClearPoint Strategy have provided feedback on this feature.
Cascade Planning: As reported in 53 ClearPoint Strategy reviews. Ensures that various teams, departments, and business entities are aligned with the strategy of the company.

Extended Planning: Based on 25 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR.
Reporting: Based on 27 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets.
Integration: Based on 25 ClearPoint Strategy reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution.

Performance: Track the performance of strategy execution tasks and identity opportunities for improvement This feature was mentioned in 39 ClearPoint Strategy reviews.
Communication: Based on 37 ClearPoint Strategy reviews. Clearly communicate how strategy plans should be implemented accross all departments of the company
Alignment: As reported in 38 ClearPoint Strategy reviews. Align all staheholders involved to improve collaboration, visibility, and performance
Performance: Based on 38 ClearPoint Strategy reviews. Track the performance of strategy execution tasks and identity opportunities for improvement

Objectives: Define strategic objectives related to project and portfolio management
Roadmaps: Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements
Demand management: Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives.
Resource Planning: Assist with dynamic portfolio-level resource planning and what-if scenario modeling
Planning: Create plans to implement activities to achieve strategic objectives
Simulation: Simulate the outcomes of various business case scenarios and mix of projects
Prioritization: Assign priorities to projects and portfolios based on strategic objectives
Alignment: Align project and portfolios with the strategic objectives of the company

Visiblity: Provide a 360 view of all projects and portfolios and their corresponding strategies
Tracking: Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Risk Management: Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation: Deploy strategic planning to project and portfolio management activities
Change Management: Facilitate the process of managing changes within the portfolio, including scope changes, resource adjustments, and schedule updates
Optimization: Help with continuous improvement and to adapt to strategy updates and market changes
Strategy Model: Provide pre-defined strategy models that can be customized and combined by users
Frameworks: Support multiple strategy frameworks such as Balanced scorecard and OKR