--- title: ClearPoint Strategy Reviews meta_title: 'ClearPoint Strategy Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 177 reviews by the users' company size, role or industry to find out how ClearPoint Strategy works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 177 scale: '5' date_modified: '2026-06-17' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # ClearPoint Strategy Reviews **Vendor:** ClearPoint Strategy **Category:** [Strategic Planning and Execution Software](https://www.g2.com/categories/strategic-planning-and-execution) **Average Rating:** 4.6/5.0 **Total Reviews:** 177 ## About ClearPoint Strategy Turn your strategic plans into action with ClearPoint, an AI-powered strategy management platform designed to help organizations streamline and automate their strategy reporting processes. No more confusing spreadsheets or PowerPoints — just a straightforward, data-driven planning tool that makes strategy execution clear and simple. ClearPoint allows you to focus on the activities and metrics that are essential for achieving your organizational goals. Chart your course linking by linking goals, KPIs, and projects. Stay on top of performance by tracking key metrics in real time. Optimize your strategy with AI analysis of performance data, trends, underperforming areas, and recommended next steps. Finally, share progress with custom dashboards accessible to both internal and external stakeholders, and automatically-generated reports. (ClearPoint can reduce the time it takes to prepare and generate reports by as much as 80%!) Teams that use ClearPoint are more aligned in their activities, more aware of their performance, and more focused on key tasks, boosting your organization's chances of achieving its objectives. ClearPoint caters to a diverse range of organizations, including state agencies, local governments, healthcare networks, credit unions, regional banks, colleges and universities, utilities, and more. When you become a ClearPoint customer, you gain access to a vibrant network of peers, experts, and resources in the ClearPoint Community. This community fosters collaboration and knowledge sharing, allowing members to learn from each other’s experiences and collectively tackle challenges. The ClearPoint team actively supports this networking through regional gatherings and an annual Strategy and Performance Management Summit. For more information visit www.clearpointstrategy.com. ## ClearPoint Strategy Pros & Cons **What users like:** - Users commend the **exceptional customer support** from ClearPoint, enhancing understanding and effective software implementation. (31 reviews) - Users find ClearPoint Strategy to have an **intuitive interface** , simplifying reporting and enhancing team collaboration effectively. (19 reviews) - Users appreciate the **excellent customer service** and comprehensive resources provided by ClearPoint Strategy, enhancing their overall experience. (11 reviews) - Users appreciate the **intuitive interface** of ClearPoint Strategy, allowing effortless use across all organizational levels. (11 reviews) - Users value the **reporting efficiency** of ClearPoint Strategy, making strategic planning and performance management seamless and streamlined. (11 reviews) - Users appreciate the **streamlined strategic planning process** of ClearPoint Strategy, enhancing data visualization and reporting efficiency. (10 reviews) - Users value the **customizable dashboards** of ClearPoint Strategy, enhancing strategic planning with tailored insights and flexibility. (8 reviews) - Team Collaboration (8 reviews) - Tracking (8 reviews) - Dashboard Usability (7 reviews) **What users dislike:** - Users face a significant **learning curve** with ClearPoint, making initial navigation and feature utilization challenging. (16 reviews) - Users find **learning ClearPoint Strategy challenging** , particularly due to inadequate tutorials and issues with navigating the interface. (7 reviews) - Users note that the **limited customization options** in ClearPoint can hinder their ability to tailor reports effectively. (7 reviews) - Users find the interface **not intuitive** , requiring a learning curve for effective navigation and task management. (7 reviews) - Users find the **difficult setup** of ClearPoint Strategy to be complex, requiring considerable effort to navigate and customize. (5 reviews) - Users face **inefficiency** challenges with ClearPoint Strategy, needing more resources to navigate its complex features effectively. (5 reviews) - Users note a **difficult learning curve** with ClearPoint Strategy, requiring significant time and effort for effective use. (4 reviews) - Limited Reporting (4 reviews) - Poor Navigation (4 reviews) - Poor Reporting (4 reviews) ## ClearPoint Strategy Reviews ### 1. ClearPoint is an extremely useful and intuitive tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny H. **Reviewed Date:** September 17, 2025 **What do you like best about ClearPoint Strategy?** It is intuitive. The reporting and AI features are great. **What do you dislike about ClearPoint Strategy?** Have not been using it long enough to say. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Tracking and Reporting **Official Response from Tricia Jessee:** > Jenny, thank you so much for your 5-star review! It’s been such a pleasure working with you, and we’re thrilled to hear that you’ve found ClearPoint intuitive and are already seeing value from the reporting and AI features. We’re glad ClearPoint is helping with your tracking and reporting, and we’re excited to continue supporting you as you dive deeper into the platform. Please don’t hesitate to reach out if there’s ever anything we can do to help — we’re here every step of the way! ### 2. Review 01.15.2025 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Museums and Institutions | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about ClearPoint Strategy?** There is a lot of flexibility in how you can set up your strategic plan, and they help you along the way. **What do you dislike about ClearPoint Strategy?** There's a learning curve, but that is mostly due to the crazy amount of things it can do. Unless it's your full-time job, you can't learn everything. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We are about to build our next strategic plan. We've talked several times over the past 6 months in preparation before the plan is ready to be set up in Clearpoint **Official Response from Ted Jackson:** > Thank you for sharing your feedback! We're thrilled to hear that you appreciate our customer service and the support from your account manager. We now have scheduled training each month that you and your team can take advantage of (included in your subscription). It's great to hear that ClearPoint Strategy is helping you communicate clearly with your board and stakeholders. If you have any further suggestions or need assistance, please don't hesitate to reach out. We're here to help! ### 3. ClearPoint Strategy has been helpful to organize our performance metrics/strategic initiatives. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** December 20, 2024 **What do you like best about ClearPoint Strategy?** The application allows us to capture, monitor, and report the department's performance metrics and strategic initiatives. We are still learning all of the features, but I see potential for us to use these features more efficiently to improve our work processes. The application is customizable to include logos, color palettes and layout of the various elements. The tutorials are great and seem to work for some training purposes. Andrew Middleton has been great to work with. He is patient, kind and supportive. He responds quickly and is willing to meet me where I am at with the application to teach me more about its utilization. **What do you dislike about ClearPoint Strategy?** The learning curve for our staff when using the application has been difficult. As different people learn and comprehend in different ways, the tutorials may only provide assistance for some, but not all. There are so many components of the application to learn, it is difficult for a lead person to work with many other responsibilities to perform the work and share with others. This may be an internal issue with our organization. It seems that I need to focus on managing this work 100% of my time rather than the 10-15% of my time that I have to devote to PMs/Scorecards. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint provides an application to store data, monitor metrics, compilation of reports and project management. **Official Response from Ted Jackson:** > Thank you for your kind and honest review. We would love to get you into our early access program for ClearPoint Next as we have implemented many time saving techniques in our new efficient interface. Great to hear you are leveraging our customization features and working closely with our CS Team. ### 4. ClearPoint can be a great tool with enough time and energy dedicated to it. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2024 **What do you like best about ClearPoint Strategy?** The appeal of ClearPoint is it's potential. **What do you dislike about ClearPoint Strategy?** My reservations about the product are that there can be a big learning curve for account admins, and you need to be able to dedicate a lot of time to it in the beginning. We also did not have enough of our performance management system established to make the best use of our onboarding team because we weren't sure what we wanted, which isn't the fault of CP, but a word of caution to others that it would be wise to have a good structure in place before making the jump to a system like this. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Our health department lacked alignment between our Strategic Plan, Community Health Improvement Plan, Workforce Development Plan, and Quality Improvement/Performance Management Plan. ClearPoint is helping us to create more alignment between all of those, and to formalize our performance management efforts, which has been long overdue. **Official Response from Ted Jackson:** > Thank you for the review. We are rolling out a new user interface to dramatically shrink the learning curve in Q1-25. We have shared it with many clients and have received great feedback. Please reach out so we can share these features with your team. ### 5. Excellent enterprise product, onboarding services and on-demand support! **Rating:** 5.0/5.0 stars **Reviewed by:** Ms. Julie J. | Director of Operational Excellence, Enterprise (> 1000 emp.) **Reviewed Date:** September 10, 2024 **What do you like best about ClearPoint Strategy?** The ClearPoint Strategy technology solution is an excellent product with superior support. Implementation of this user-friendly product has been intuitive throughout our onboarding experience. As new users, our employees have been very pleased with the funcitionality and features, including the personalized workspaces for KPIs and initiatives for which they are responsible. The interconnectivity of the chat function within the application and our email system is convenient and easy to use. Of particular interest has been the built-in flexibility to build the Level 1 enterprise scorecard with the options to build out departmental scorecards, as needed (levels 2, 3, etc.). The ability to roll data up, push data down, or extract it from our data integration processes depending on the KPI is extremely convenient. One of the reasons for selecting ClearPoint Strategies solution was their strategy success framework for launching implementation, which has enabled us to to evaluate our own existing corporate strategy and where we are as a company in the strategy maturity process. It has been an excellent tool to use! **What do you dislike about ClearPoint Strategy?** Everyone at ClearPoint we have encountered has been extremely helpful and responsive. I haven't encountered any downsides of this product or their services and support. **What problems is ClearPoint Strategy solving and how is that benefiting you?** This solution is helping us resolve our issues with inconsistent data and internal assumptions, data integrity, and duplicative reporting across multiple departments and the excessive use of spreadsheets... it will not only consolidate the data, standardize the reporting, and minimize reporting timelines, it will also be available for all employees to view, keeping our corporate strategy, KPIs and initiatives alligned and visible for all employees and management. **Official Response from Ted Jackson:** > Julie, we greatly appreciate this review, and we look forward to seeing you cascade your strategy from level 1 to level 3 and beyond in ClearPoint. The rollout and training has been smooth and we look forward to many quarterly review cycles. ### 6. ClearPoint helped us get our ducks in a row! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2024 **What do you like best about ClearPoint Strategy?** ClearPoint streamlined our stagetic planning process! The onboarding team (specifically Marissa) made understanding how to utilize the software simple. I love the ability to see all of our data at a glance with easy-to-understand visual repesentations. Our reporting structure for meetings is now SO much easier as well! **What do you dislike about ClearPoint Strategy?** The only thing I dislike about the software is the milestone evaluation process. I'd prefer for the completion percentage to be evaluated based on # of milestones completed as opposed to basing completion on milestone deadline dates. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint makes our strategic plan easy to understand. It also provides a central hub of data that makes running department, executive team, or board meetings much easier. It's nice to have all of our data in one spot with visual graphs to understand how we are tracking on our strategic plan and goals. **Official Response from Ted Jackson:** > Thank you so much for the kind review. It is wonderful to hear from our clients that are seeing value quickly and easily with ClearPoint. I know an easy way to capture initiative completion based on milestones the way you described. I'll have Marisa reach out about it. - Thanks again. ### 7. ClearPoint Strategy **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Games | Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2025 **What do you like best about ClearPoint Strategy?** ClearPoint Strategy makes strategic planning and performance management incredibly efficient. The automated reporting saves time by eliminating manual data collection, and the customizable dashboards provide clear, real-time insights into key initiatives. I also appreciate the seamless collaboration features, which help keep teams aligned and accountable. Its ability to integrate with various data sources ensures that all performance metrics are in one place, making decision-making much easier. **What do you dislike about ClearPoint Strategy?** While ClearPoint Strategy is great for tracking goals and performance, the user interface feels a bit outdated and could be more intuitive. Some features require a learning curve, especially for new users, and customizing reports can sometimes be tricky without additional support. Additionally, integration with third-party tools could be smoother to improve workflow automation. Despite these minor drawbacks, it remains a powerful tool for strategic planning. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy helps streamline Strategic Portfolio Management by providing real-time visibility into multiple projects and aligning them with company goals. It eliminates inefficiencies in performance tracking through automated reporting, reducing manual effort and speeding up decision-making. The platform enhances team collaboration by breaking down silos and ensuring alignment through centralized scorecards and dashboards. Additionally, it simplifies measuring the ROI of strategic initiatives by offering data-driven insights and KPI tracking, allowing for better resource allocation and optimization. Overall, it improves execution, accountability, and strategic impact. **Official Response from Ted Jackson:** > Thank you for leaving this review. We appreciate all feedback. Please contact your dedicated CSM in order to get access to our ClearPoint NEXT program as we have completely overhauled the interface and clients are in it now. You could be NEXT .😉 ### 8. ClearPoint was a great tool for collecting and displaying data. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Government Administration **Reviewed Date:** September 08, 2025 **What do you like best about ClearPoint Strategy?** The ease of entering data into charts and the way it displayed the information. **What do you dislike about ClearPoint Strategy?** when we pulled final reports they were only data driven and we needed to convert to tell a story and visually describe the data. **What problems is ClearPoint Strategy solving and how is that benefiting you?** data collection **Official Response from Tricia Jessee:** > Thank you for your feedback! We’re glad to hear that ClearPoint makes it easy to collect and display data with strong charting and visualization options. For more descriptive, narrative-style reporting, our new AI capabilities can quickly generate context and insights to help tell the story behind the numbers. Your Customer Success Manager would be happy to walk you through how to use these features to enhance your reports. ### 9. Great Strategy Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Dawn F. | Strategic Business Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2025 **What do you like best about ClearPoint Strategy?** I like that ClearPoint can show alignment between plans and performance measures. The client support is always exceptional. **What do you dislike about ClearPoint Strategy?** Some pieces don't feel very intuitive for non-technically minded people but once you work through the process, it's great. Help is always available. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Allows all of our plans to be in one place and links between plans can be made. Reporting is easy, especially with almost 100 users. **Official Response from Ted Jackson:** > Hi Dawn. Thank you for taking the time to leave a review. Hopefully you are in our CPS Next early access to see how we're making navigation even more intuitive. I'm glad to hear about your success in linking plans together and making reports for 100 users. ### 10. ClearPoint Strategy Helps Keep Nonprofit Work Accountable **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2024 **What do you like best about ClearPoint Strategy?** As a new user of ClearPoint, Andrew Middleton has been extremely helpful as our main point of contact in navigating the many functions of the platform. He has helped us maximize our utilization to best serve our organization and make it as user-friendly as possible for our colleagues who are reporting data. We have been able to accurately and easily track progress towards annual measures we set at the beginning of each fiscal year. One of my favorite functions of ClearPoint is the ability to rewatch meeting recordings which are saved in the “Success Portal”. This has allowed me to reference pathways and functions that Andrew guided me through without the need to take extensive notes during meetings. **What do you dislike about ClearPoint Strategy?** As with many platforms, ClearPoint does have many functions that are not well-known unless you actively seek them out specifically. Once you learn all of the things it can do, it is quite user friendly. However, it is a continuous learning process as someone who doesn’t have advanced technical skills. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Prior to using ClearPoint Strategy, our organization didn't have a great way of tracking measures of progress towards our strategic goals. Now, we have a very organized system that tracks for us with very little effort on the user side. Team leads input data on measures once a quarter, and ClearPoint does the rest. This has allowed us to accurately measure our productivity, efficiency, and impact as an organization. **Official Response from Ted Jackson:** > Thank you for the great review. It is always wonderful to hear about the value that our software is bringing to organizations like yours. In our new user interface, we're making it even easier to find all of the robust features of ClearPoint. ### 11. ClearPoint Administrator for Local Government **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** February 16, 2021 **What do you like best about ClearPoint Strategy?** ClearPoint is incredibly user friendly which makes it easy to have people from all levels of the organization, from the City Manager to data input staff, use the system in the way that works for them. **What do you dislike about ClearPoint Strategy?** This isn't so much as a dislike but my own time management issue. ClearPoint is always improving and it can be a bit much to keep up to date with all the new improvements. **Recommendations to others considering ClearPoint Strategy:** After the demo, reach out to other organizations to hear about how they are using the software. **What problems is ClearPoint Strategy solving and how is that benefiting you?** The biggest problem solved is the housing of performance measures owned by 22 different departments with over a 100 users. We used to hold our data in multiple spreadsheets with multiple tabs which made the management of the data nearly impossible. We also house our Citywide Strategic Plan as well as department business plans in ClearPoint, which makes it available for all staff to view and track. ### 12. A very easy to use application with great support and very knowledgeable staff. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.) **Reviewed Date:** September 18, 2024 **What do you like best about ClearPoint Strategy?** The best thing I liked was the sense of building a relationship with us and not just saying "here is the application, best of luck." Another thing was that when we encountered issues, they were addressed quickly and in a cooperative manner. There was no finger-pointing. Lastly, the biggest "like" is simply the ease of use, as the application is very intuitive after a little exploration. **What do you dislike about ClearPoint Strategy?** Honestly, there are no downsides at this moment. However, as a suggestion from a project management standpoint, I would say this: I think sticking to or reinforcing the onboarding process with the "Success Portal" could have been emphasized a little more. While we worked directly with Ted, who was amazing, I feel the Success Portal could have been leveraged a little more to help maintain a structured approach to things. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint is helping us transition from manually reporting KPI information using spreadsheets to a more efficient and automated workflow. This will enable us to report more promptly and present the same information to all levels of the organization in various formats. It is about promoting transparency within the company and understanding our objectives. **Official Response from Ted Jackson:** > Thank you for your kind words about ClearPoint, and I'm glad you are finding the application easy to use. Good luck in your upcoming reporting cycle. ### 13. Excellent balanced scorecard solution with superb customer support and product knowledge **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Gambling & Casinos **Reviewed Date:** August 05, 2025 **What do you like best about ClearPoint Strategy?** Representation of balanced scorecards and automation **What do you dislike about ClearPoint Strategy?** A few admin features requiring more efficiency investment **What problems is ClearPoint Strategy solving and how is that benefiting you?** Cross functional understanding and linking of corporate strategy to business units and corporate functions **Official Response from Dylan Miyake:** > Thank you for your positive feedback! We're thrilled to hear that you are enjoying our balanced scorecard solution and customer support. We appreciate your feedback on the admin features and are working hard on making that part of the application even more useful and user-friendly in ClearPoint Next. If you would like a preview of ClearPoint Next, please do not hesitate to reach out to your Customer Success Manager. It's great to hear that ClearPoint Strategy is helping you with cross-functional understanding and linking corporate strategy to business units and functions. If you have any specific suggestions or further feedback, please feel free to reach out to us. We're here to help and ensure you have the best experience with our product. ### 14. Feedback on ClearPoint Strategy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about ClearPoint Strategy?** As a first-time user, ClearPoint Strategy has been super useful for our organization to streamline our strategy reporting and management. It is easy to track, generate and share reports with stakeholders. Every time I needed help, the support team was incredibly patient and thorough in assisting me through everything. Their guidance made the whole process much smoother. **What do you dislike about ClearPoint Strategy?** The user interface isn't always super intuitive, which sometimes made navigation a bit challenging and the need to reach out to customer support. **What problems is ClearPoint Strategy solving and how is that benefiting you?** It's useful in automating a lot of manual processes and better streamline reporting from other stakeholders and business lines. ### 15. Cool program with a few hiccups **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2024 **What do you like best about ClearPoint Strategy?** The graphs & reports that ClearPoint produces are very helpful visual tools that keep us on track with goals, & the team (specifically Andrew Middleton) have been very helpful in addressing questions. **What do you dislike about ClearPoint Strategy?** It can be a little difficult to get everything to appear as I'd like, but the team has helped me resolve some of that. I also don't love how when you open a Measure tab from the Default scorecard page or search for a specific owner, the Default list will reset every time instead of keeping its place. It can be annoying to have to scroll over & over when there are so many goals. **What problems is ClearPoint Strategy solving and how is that benefiting you?** It is helping us keep consistent track of goals and targets in a uniform way across multiple departments & programs. **Official Response from Ted Jackson:** > Thank you for the review. I think you are going to really like the new user interface that replaces tabs and has a more intuitive search. We have an active early-access user base and would love to add you to it. ### 16. Clear and consistent support for an amazing platform! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** August 16, 2024 **What do you like best about ClearPoint Strategy?** Our strategy team has been very impressed with not only the customizable platform for our County's unique setup, but also with the consistent and reliable support from the setup team, and the clear communication from start to finish. **What do you dislike about ClearPoint Strategy?** I have no complaints about the platform or any of the people we have worked with along the way. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Our organization has been lacking a comprehensive system to manage department programs and efforts, and being able to display how these efforts tie into the overarching initiatives and outcomes. ClearPoint provides this solution. We can show the high-level progress towards acheiving the desired outcomes, we can show where to dedicate more effort toward specific initiatives, and we can dig in to the nitty-gritty of day-to-day operations to see how these all feed into the organization's success. **Official Response from Ted Jackson:** > We're thrilled to hear that you have found ClearPoint Strategy to be a valuable and consistent platform for your organization's needs. Our team takes pride in providing reliable support to our clients. ### 17. Experience with ClearPoint Strategy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** October 03, 2024 **What do you like best about ClearPoint Strategy?** The staff were the best part of ClearPoint. The technical and account support was invaluable while getting to know a new system. The system itself is straightforward and user-friendly, and the Success Portal trainings filled in any gaps. **What do you dislike about ClearPoint Strategy?** Because it is a new system, it took some getting used to. As the team uses it more, it is easier, but it can be a challenge to juggle multiple tools for project management. **What problems is ClearPoint Strategy solving and how is that benefiting you?** The benefit of ClearPoint is to streamline the process of completing long-term objectives. It assists us with storing and managing documents, as well as facilitating approval by all stakeholders and tracking progress toward accreditation. ### 18. Clearpoint is an application that will take our strategy and goal reporting to the next level. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.) **Reviewed Date:** September 17, 2024 **What do you like best about ClearPoint Strategy?** Clearpoint is super user friendly. It doesn't take long to learn how to navigate the application. I am most excited about my personal workspace that will serve as a one stop shop for me. I am excited to the use the AI function for data analysis to help make the best decisions possible. Clearpoint has quickly responded to any requests that we have requested and trained us how to make changes in the future. They individualized training plans for our administrators as well as end users. The training has been beneficial and has our end users using the application within 2 months of launching application. Clearpoint has given us a framework for developing our corporate strategy as well as establishing a current state. The onboarding manager has been exceptional and led us through implementation seamlessly. **What do you dislike about ClearPoint Strategy?** I haven't found anything I don't like yet. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We currently do not have a one stop shop for reporting corporate goals and aligning goals corporately. **Official Response from Ted Jackson:** > Workspaces are a gamechanger and you are really going to enjoy using them as you start to leverage the Mentions and discussion areas of ClearPoint. Thank you for such a nice review. ### 19. Maximum Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2025 **What do you like best about ClearPoint Strategy?** The recent support by Marisa Sailus has been top notch. **What do you dislike about ClearPoint Strategy?** I wish our organization could utilize it more fully. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Tracking our institutional effectiveness plans. ### 20. compressive experience **Rating:** 4.5/5.0 stars **Reviewed by:** Adel S. | Senior Corporate Strategy Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** December 16, 2024 **What do you like best about ClearPoint Strategy?** easy to use, continuous support, easy to generate report **What do you dislike about ClearPoint Strategy?** sometimes the server is down for a short time **What problems is ClearPoint Strategy solving and how is that benefiting you?** gathring all data in one place, access from anywhere, friendly interface **Official Response from Ted Jackson:** > Hi Adel, Thank you for the review. I wonder if it was our server or an internet service issue. Our server monitoring software https://stats.clearpointstrategy.com/ shows no downtime in recent history. We're happy to help troubleshoot any issues. We're glad you are enjoying the easy interface and reports. ### 21. ClearPoint Transforms **Rating:** 5.0/5.0 stars **Reviewed by:** Octavius M. | Assistant to the City Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2021 **What do you like best about ClearPoint Strategy?** My experience with ClearPoint has been extraordinary from the beginning. Two years before becoming a member of ClearPoint's team, the staff continued to invite me to events and treated me as an equal. Then after joining the team, the communication and technical support continued. The City's strategic planning team is now trained and functional within a two-month timeframe. **What do you dislike about ClearPoint Strategy?** The downside is always the learning curve. ClearPoint is always available when help is needed. **What problems is ClearPoint Strategy solving and how is that benefiting you?** In our old environment, making changes and updates to our strategic plan was time-consuming. What took four to six hours now takes 45 minutes. Automation makes it easier for our leaders to incorporate as a business tool. **Official Response from Megan Roloff:** > We are thrilled to hear about your extraordinary experience with ClearPoint and how our team has provided continuous support and training. We understand that the learning curve can be a challenge, but we are always available to provide assistance when needed. Glad to hear that our platform has significantly reduced the time spent on strategic planning tasks. Thank you for your support, Octavius! ### 22. Phenomenal software, world-class support, and incredible results all delivered by ClearPoint! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Relations | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about ClearPoint Strategy?** The support system and employees are top-level, always responding very quickly with in-depth answers to issues. If there isn't a solution already available they will do their best to craft one! They have designed the system layout to be nimble and easily re-programmable by Admins. It does what it claims to do and much more! **What do you dislike about ClearPoint Strategy?** Some nagivation issues that add in extra steps unnecesarilly. Updating information sometimes can be cumbersome. There does seem to be some instability issues as sometimes data/reports displayed incorrectly for a period of time and then suddenly resolving itself usually within a few hours. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Strategic planning and visibility - huge benefit, very organizational **Official Response from Megan Roloff:** > We appreciate your feedback and your partnership! We are glad to hear our team gets top praise and the software can do everything you need it to do and much more! We recently made updates to our navigation in ClearPoint and several other enhancements around date reporting to make it simpler to use and more robust based on feedback, and those updates have been well-received! ### 23. Excellent structure for evaluating the project success from both a formative and summative stance **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren R. | Health Education and Evaluation Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2024 **What do you like best about ClearPoint Strategy?** It's customizations of elements/performance metrics **What do you dislike about ClearPoint Strategy?** There is somewhat of a lag from time to time **What problems is ClearPoint Strategy solving and how is that benefiting you?** Transparency; information-sharing and synthesizing across all departments and reporting periods. Our organization is gaining greater insight to trends, and patterns that steer program implementation and community engagement. **Official Response from Megan Roloff:** > It's great to hear that ClearPoint Strategy is helping your organization with community engagement, information-sharing, and gaining insight into trends that aid in decision-making. Thanks for sharing, Lauren! ### 24. Quick and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Carie K. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2023 **What do you like best about ClearPoint Strategy?** ClearPoint has a fantastic onboarding process that allowed us to quickly import our strategic plan and begin managing it in the most efficient way possible. Our Bank used to do all strategic plan updates manually and through several spreadsheets, and the switchover to a flexible, easy-to-use and automated platform has transformed how we manage our process. **What do you dislike about ClearPoint Strategy?** Nothing yet! Our experience has been extremely favorable to date. We've been using the system for 6+ months and have not had any glitches or issues that we were unable to resolve. **What problems is ClearPoint Strategy solving and how is that benefiting you?** For the first time, we have our strategic plan located in one location with appropriate levels of access given to all contributors. Our ability to manage and pull reporting on a regular basis, as well as fascillitate ongoing updates, has advanced our control over the plan. **Official Response from Ted Jackson:** > Thank you for sharing your positive experience with ClearPoint Strategy! We're thrilled to hear that our onboarding process made it easy for you to transition from manual updates to a more efficient and automated platform. ### 25. Impressive customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan E. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2023 **What do you like best about ClearPoint Strategy?** Clearpoint helps me to communicate the stratgic plan to our internal team. The best part is the customer service. My rep took additional time to set up our account, much longer and more intensive than most of his clients. **What do you dislike about ClearPoint Strategy?** The product has a steep learning curve, at least for a user like me who has to navigate a complex strategic plan for my organization. They offer trainings, tools, and personal support, which has been a lifesaver. I look forward to working in it independently and fully self-serving. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Clearpoint actually helped me to improve our strategic plan, not just communicate the plan that we had. It is saving time with reporting, tracking, and making meetings more efficient. ### 26. Amazing Platform for Organizational Strategy, KPIs, and Initiatives. **Rating:** 5.0/5.0 stars **Reviewed by:** David R. | Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about ClearPoint Strategy?** I was looking for a way to move my organization out of excel and into a visualization platform for dashboards and data. What I found in ClearPoint was much more. ClearPoint will allow us to house all our data in one location, automate data population, and link our improvement projects to elements such as departments, strategic values, and key measures. It was a solution for a lot of manual, fragmented processes. **What do you dislike about ClearPoint Strategy?** There is a learning curve, and setup has been challenging. But with our ClearPoint Associate Consultant, DeAndre Thompkins, we were able to navigate these hurdles and thoroughly customize the platform to meet our needs. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint is giving our organization a single source of truth by housing all our data in one location using modern visualizations and automation that saves us time. It also incorporates organizational strategy and improvement projects, tieing everything together in one package. Previously, this was fragmented, and demonstrating our Quality Plan to regulatory bodies was a challenge. ### 27. ClearPoint Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2024 **What do you like best about ClearPoint Strategy?** It's an intuitive platform that allows our organization to track and make meaning of our progess. The customer support is also solid. **What do you dislike about ClearPoint Strategy?** It took a while for us to build out our plan in the system and ensure it worked the way we need it to. **What problems is ClearPoint Strategy solving and how is that benefiting you?** It helped us consolidate our strategic plan in one place and track progress quarterly in a systematized way. Our organization had previously struggled to stay accountable with progress reporting. **Official Response from Megan Roloff:** > We're glad to hear that you find ClearPoint Strategy intuitive and that it has helped your organization track progress effectively. We appreciate your feedback about our customer support! ### 28. Great experience **Rating:** 4.5/5.0 stars **Reviewed by:** Jorge S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2023 **What do you like best about ClearPoint Strategy?** Clearpoint has enabled our organization to deploy the County's first Strategic Plan dashboard, allowing our residents to review and evaluate our performance regarding the goals and objectives that our Board of County Commissioners established for the community. Marisa Sailus provided Flagler County excellent customer service and was a great implementation consultant! **What do you dislike about ClearPoint Strategy?** Some of the public training sessions were hard to see and follow, according to some of the feedback received by our users. However, later we were able to follow up and obtain clarification. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint has provided our organization a tool that will help us meet one of the County's transparency objectives, share regular updates with our residents and tell our story. ### 29. ClearPoint has provided an user friendly easy, flexible and efficient way to track our strategy. **Rating:** 4.5/5.0 stars **Reviewed by:** Allison T. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2023 **What do you like best about ClearPoint Strategy?** The ClearPoint sync allows users to enter data without completely learning a new software. We are able to have one Admin who is an "expert" in the software, and all other strategy owners provide their data through excel sync files. Also, the excellent customer service allows the 'expert' to get help whenever needed. **What do you dislike about ClearPoint Strategy?** Anyone using the software will need to spend ample time learning the in's and out's of a new software. The features are robust and take some time to understand. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy provides and easy and flexible way for strategy owners to submit their data. It also allows flexibility. Our strategic plan is constantly evolving, and the software allows me to quickly and efficiently make changes to measures and initatives. ### 30. Powerful tool and great customer service! **Rating:** 4.5/5.0 stars **Reviewed by:** Patricia C. | Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about ClearPoint Strategy?** The platform can take data and information and turn it into a nice dashboards; It also enables effective monitoring of strategic plan implementation progress. **What do you dislike about ClearPoint Strategy?** The base element of time for tracking is monthly--so tracking items on a weekly basis in a scorecard isn't possible. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Having one central system that houses our Strategic Plan strategies, metrics, actions, etc. enables us to track progress districtwide. ### 31. City of Bartlett **Rating:** 4.0/5.0 stars **Reviewed by:** Steve S. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2023 **What do you like best about ClearPoint Strategy?** The engagement process has been especially helpful in getting the ball rolling. **What do you dislike about ClearPoint Strategy?** With any new technology, there are always hurdles. Therefore, navigating the site would be the most difficult or disliked portion so far. However, that will improve with time. **What problems is ClearPoint Strategy solving and how is that benefiting you?** They are helping us incorporate our long-term strategy for improvement into a workable database that our employees can access, update, and use to enhance performance. **Official Response from Ted Jackson:** > Thank you for your review, and sharing your testimonial in a webinar about how easily you were able to get a new strategic plan up and running (along with a public facing dashboard) within the first year. What a great success! ### 32. Great data charting capabilities **Rating:** 4.5/5.0 stars **Reviewed by:** Kristall B. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2023 **What do you like best about ClearPoint Strategy?** The ability to include charts with my date and to add multiple charts in one mayrix. It makes everything look so professional. I have not used any other software but i love the functionality and ease of use with clear point. **What do you dislike about ClearPoint Strategy?** Some of the color bubbles don't always carry over from one charting period to the next. I understand why i just think that it would be good if you had the option to bypass this function. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Keeping our date in one spot and keeping it separate from other departments within our organization. This makes it more readable i think. It also makes it easier to update. ### 33. It's a great tool to help you track execution of your strategy **Rating:** 4.0/5.0 stars **Reviewed by:** John A. | Enterprise (> 1000 emp.) **Reviewed Date:** August 11, 2023 **What do you like best about ClearPoint Strategy?** It's simplicity in reporting workflows structure of the scorecard **What do you dislike about ClearPoint Strategy?** API or automated upload is not that user friendly Connection to other apps is not great **What problems is ClearPoint Strategy solving and how is that benefiting you?** Tracking of the executuion of strategy and giving visibility to key startegy or business owners **Official Response from Ted Jackson:** > Thank you for sharing your feedback! We're glad to hear you find ClearPoint Strategy helpful in tracking strategy execution, especially our workflows. We appreciate your comments about the API and connection to other apps. We're constantly working to improve user experience and integrations. Your input is valuable in helping us enhance our platform. We're here to assist you with any concerns and ensure you have a seamless experience. Thank you for choosing ClearPoint Strategy to track and provide visibility to key stakeholders. ### 34. Great customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about ClearPoint Strategy?** ClearPoint is upgrading our data to the 21st century. DeAndre has been very responsive and worked hard to understand our needs. It is easy to use and intuitive. **What do you dislike about ClearPoint Strategy?** ClearPoint does have a bit of a lag when opening our scorecards. I do wish it was a little faster when opening for users. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Our current dashboards are dated with Microsoft office. It is a very manual process inputting data and creating presentations and graphs. ClearPoint is improving our ability to create, data load, and share. ### 35. Excited to finally be able to organize all of the city's initiatives **Rating:** 4.5/5.0 stars **Reviewed by:** Abismael A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2023 **What do you like best about ClearPoint Strategy?** I found the software to be easy to use. Even individuals with limited training were able to update their initiatives. **What do you dislike about ClearPoint Strategy?** The software seems a bit old-fashioned and has some limitations with automation. I expected the scheduling of reports, initiatives updates, and reminders to be a bit more streamlined. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We can organize our strategic plan and link our initiatives to it. The solution has made it possible for us to centralize our operations, identify inefficiencies, and report promptly. ### 36. Grateful for ClearPoint! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about ClearPoint Strategy?** ClearPoint is a great project management software. It allows you to store all the information for multiple large projects in one place. I like that you can add measures so that you can track progress as you go along. It also allows you to assign different types of roles to a large number of individuals within the organization. I also really love the ClearPoint community. The support we receive from ClearPoint is spectacular. They have even set up a regional ClearPoint conversation since so many organizations in my area are using the software. It's a great opportunity to share what's going well and areas for growth. The team is always open to receiving feedback and working with us on different types of customization needs. **What do you dislike about ClearPoint Strategy?** It seems that the people in my organization who do not use ClearPoint on a regular basis find it cumbersome. Many do not like having another system to log in and find it difficult to navigate once in the system. Even after multiple trainings and recorded videos, my team spends a lot of time trying to help people with ClearPoint when we ask for bi-annual updates. Another area is that while there are customization features, such as using your brand colors, the options are limited. We regularly run reports through ClearPoint, but have received feedback that the format is difficult on the eyes. The ClearPoint team has worked with us on making improvements, but I think there could be more opportunities for enhancing the briefing book/reporting options. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint helps us centralize all of our City-wide projects in one location. This used to be very segmented, but with ClearPoint it is easy to find information and track progress. It is also helping us create a culture around good measures. It's so nice that you can link measures to multiple areas to show alignment across the City. ### 37. Powerful software with outstanding customer support **Rating:** 5.0/5.0 stars **Reviewed by:** Megan M. | Program Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2022 **What do you like best about ClearPoint Strategy?** ClearPoint Strategy provides flexible, customizable software that adapts itself to your organization's projects and priorities, with customer support that helps you actually do that. Not only does ClearPoint help us track progress across divisions on branch-wide initiatives, but it also supports us in connecting employees to these projects in meaningful ways. But none of this would be possible without the amazing support ClearPoint provides to its admin users! ClearPoint really goes above and beyond in this respect. It is easy to book appointments with your designated support contact, who will help you learn how to create the system that meets your needs. Ours even checks in with us periodically to see how our major projects are going! This ongoing support truly makes the investment worthwhile for our organization. **What do you dislike about ClearPoint Strategy?** At first, some aspects of the software were challenging to understand, but as I said in my review above, once we connected with customer support, we resolved issues quickly. It was also challenging to ascertain the organizational training needs before working with the software, but I believe those issues have since been resolved. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint Strategy doesn't simply create a place for our organization to track initiatives-- it also allows us to dynamically link measures, projects and objectives in ways that show the interrelated connections of activities across divisions. We can use our measure pages to create rich reports containing qualitative and quantitative updates, which is essential for our organization. Creating a system where employees can update the measures they are involved in and access information about how/what other programs are doing has created greater awareness of the links between programs and the various ways our organization is working towards our mission together. ### 38. ClearPoint is the best Strategic Planning and Performance Management software on the market. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2023 **What do you like best about ClearPoint Strategy?** CleaPoint's flexibility is what separates it from other softwares. **What do you dislike about ClearPoint Strategy?** It would be nice to drag some of the elements on the reports. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint enables me to link multiple elements in the Strategic Plan with department elements. ### 39. Great and adaptable to our organizational needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Luz A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2023 **What do you like best about ClearPoint Strategy?** Reliable and user-friendly for reporters. Content access to past reports is great for learning and knowledge management within our organization. Report Design is easy and connects different projects. Great resources and customer service when you're stuck. **What do you dislike about ClearPoint Strategy?** It doesn't have an app for mobile access. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Monitoring Strategy performance and alignment across different units. ### 40. Great Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan Y. | Enterprise (> 1000 emp.) **Reviewed Date:** February 17, 2023 **What do you like best about ClearPoint Strategy?** The customer service is incredible. The system itself has a very clear interface. **What do you dislike about ClearPoint Strategy?** The system takes a while to understand. I wouldn't call it "intuitive" **What problems is ClearPoint Strategy solving and how is that benefiting you?** We use ClearPoint to track county performance measures. ### 41. Outstanding service and knowledgeable support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2022 **What do you like best about ClearPoint Strategy?** We considered several other possibilities of software providers for our Strategic Planning process. Clearpoint was the most helpful and knowledgable up front...and that first impression has been consistent ever since. **What do you dislike about ClearPoint Strategy?** I can't think of anything that isn't working very well. The product has a lot of built-in flexibility, but it is also a turnkey setup. And Clearpoint is there to help whenever you need it. **What problems is ClearPoint Strategy solving and how is that benefiting you?** The ability to easily update and create presentations/reports for our Board of Directors and Senior Management is the best benefit of using Clearpoint. Built-in graphs of the trends in our metrics are very helpful in managing and reporting on the progress throughout our strategic planning process. ### 42. ClearPoint Strategy is a valued partner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** November 21, 2022 **What do you like best about ClearPoint Strategy?** The customer support at ClearPoint is what sets the platform apart. We often receive responses same-day and have a positive relationship with our account team at ClearPoint. **What do you dislike about ClearPoint Strategy?** There are no clear negatives about the platform to share at this time. **What problems is ClearPoint Strategy solving and how is that benefiting you?** ClearPoint provides a platform that we are not able to host internally. Cuyahoga Performance aims to increase transparency, show the impact of county programs, and engage the community in conversations. The ClearPoint platform helps us achieve these goals. ### 43. Amazing Team and Amazing Product **Rating:** 5.0/5.0 stars **Reviewed by:** Darcy B. | Senior Crime Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2022 **What do you like best about ClearPoint Strategy?** Clearpoint is very easy to use and understand. The analytics that are produced are great. The dashboards are easy to make. We love working with the Clearpoint Team, they are amazing to work with, very knowledgable and helpful. They are attentive to our needs and know how to answer the questions we ask. We love being able to see data sliced and diced in several different ways, quickly. We love that we can put shared links into Clearpoint and everyone can access them quickly and easily. I am the administrator for Clearpoint and it is easy to give and take away access to the people who need it. I can't say enough good things about this product and the Clearpoint team. Our finished product looked amazing. **What do you dislike about ClearPoint Strategy?** I dislike that if you hit the scroll on your mouse it changes the numbers you have input, I feel like this is something that could easily be fixed in a revised edition of the product. If you use Excel, it is different because you can't just click enter and get to the next box to put your data in. You actually have to double click in each box you want to enter data into. These are all minor things to the use of the Clearpoint product. **Recommendations to others considering ClearPoint Strategy:** This is an amazing company that has great customer service. We are a not-for-profit group and they have gone above and beyond for us. **What problems is ClearPoint Strategy solving and how is that benefiting you?** A benefit of Clearpoint is that we are able to save so much time with this product. Our group was using excel and PowerPoint, now more than one person is able to make changes, so it isn't a burden. The finished product looks amazing. We are able to link a Google sheet into Clearpoint, so it doesn't get lost in the shuffle. ### 44. Right choice from the start **Rating:** 5.0/5.0 stars **Reviewed by:** Nikolas G. | Strategy Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2022 **What do you like best about ClearPoint Strategy?** From the get go, ClearPoint set themselves apart by treating the pitch process like we were already a client. The client success process is key to getting people ready to maximize the utility of the system and their 'on the fly' brainstorming of solutions helps keep progress happening. **What do you dislike about ClearPoint Strategy?** There's a little too much of an expectation for our teams to do the data tailoring and loading. Were we a larger organization with a data 'team' who could manage it, it would be infinitely less of a concern. Being a smaller organization (<100), we don't have those resources to rely on so the initial process can be a bit daunting when not working directly with CPS staff. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Getting staff on board with strategic planning is a trial in the most successful organizations. It's just a different way of thinking and processing information about your job that can cause more confusion that it solves. The CPS dashboard makes it easy to measure anything we need measured while keeping it simple and accessible for my staff frontline to c-suite. ### 45. Flexible product and great support **Rating:** 5.0/5.0 stars **Reviewed by:** Ajay H. | Chair of Audit Committee, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2022 **What do you like best about ClearPoint Strategy?** The product is highly flexible and could accommodate my various structural reporting and workflow requirements **What do you dislike about ClearPoint Strategy?** Not much; functionality was all there - maybe the look and feel of the product could be brought up to date as some aspects still look a bit dated **What problems is ClearPoint Strategy solving and how is that benefiting you?** Managing the workflow of multi programmes and projects within the organisation. ClearPoint enabled us to create the framework (although we did customise to fit our requirements) ### 46. Great product, great support! **Rating:** 5.0/5.0 stars **Reviewed by:** Eric B. | Performance Management and Data Analytics Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2022 **What do you like best about ClearPoint Strategy?** ClearPoint allows us to share information with all levels of our organization. We can keep high-level data in front of leadership while also going deeper to help teams track individual metrics. **What do you dislike about ClearPoint Strategy?** So far we haven't encountered any downsides. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Keeping our focus on our overall strategy and goals--allows us to keep agreed-upon KPI's in the front of everyon's mind. ### 47. ClearPoint Strategy software provides flexibility and structure that is still customizable. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Executive Office | Enterprise (> 1000 emp.) **Reviewed Date:** December 23, 2020 **What do you like best about ClearPoint Strategy?** ClearPoint Strategy can provide a framework to organize a massive amount of diverse information. The features that ClearPoint provides are very versatile and can be applied in different manners, according to how the company needs to organize it. For us, we are using the elements a little bit different than what they were intended for, but it still allows for full use of the ClearPoint **What do you dislike about ClearPoint Strategy?** I think there are some areas for improvement in reporting, and everyday use for companies who prefer to do more work inside the system. Also, it would be helpful to have more element flexibility between features. For example: I may want to be able to use some of the project management features at a higher element level in clearpoint. **Recommendations to others considering ClearPoint Strategy:** The customer support services alone are worth making the switch to ClearPoint Strategy. The level of knowledge and the willingness to help is unmatched by other teams. **What problems is ClearPoint Strategy solving and how is that benefiting you?** We are now able to see our entire enterprise strategic plan in one place, and still manage it. We have a much more robust organization than an average company, and after using multiple systems, ClearPoint has been the solution for us to have it all in one place. The next step for us with ClearPoint is to develop view-only users to access information digitally and to have instant transparency across the organization. ### 48. Great Strategy Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Robyn B. | Strategy & Performance Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2021 **What do you like best about ClearPoint Strategy?** The site is welcoming, easy to find things, its user friendly, and intuitive. As an administrator, you can easily modify reports and pages. I love the undo feature and how you can make many updates or changes on one screen. If you forget to save your work, the system won't let you move off the current screen. **What do you dislike about ClearPoint Strategy?** The prepopulated reporting period in the scorecard is the previous month, and to fix this, you need to remember to override it. **What problems is ClearPoint Strategy solving and how is that benefiting you?** You can filter and see who is responsible for what in every department. All projects and initiatives are located in the same site, and everyone can view each other's work. We have the ability to create various reports for different reasons. ### 49. How ClearPoint Strategy Can Help Your Business Succeed in Strategic Planning. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2021 **What do you like best about ClearPoint Strategy?** The ClearPoint Strategy Team is outstanding in supporting your business needs, assisting you with various reports, walking you through processes to implement your business's strategies, goals, initiatives, and outcomes. ClearPoint Strategy also provides webinars on specific topics that are simple and brief. The customer service is outstanding and they continuously check in on their clients to ensure your success. **What do you dislike about ClearPoint Strategy?** I have no dislikes at this time. I am still learning the software. However, the support that I receive from the ClearPoint team is outstanding. **What problems is ClearPoint Strategy solving and how is that benefiting you?** Once we implement our new Strategic Plan, ClearPoint will help us identify our strengths and weaknesses and help us identify where we can implement quality improvement efforts to reach our strategic goals. The benefits that we realize is if we use this ClearPoint as intended, we can stay on track with our strategic direction in making improvements in the health of our community and environment. ### 50. Commitment to customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan L. | Business Practice Leader - Strategy, Performance, & Innovation **Reviewed Date:** August 21, 2021 ## ClearPoint Strategy Discussions - [How can I automate my strategic planning with ClearPoint?](https://www.g2.com/discussions/automation-353571cc-c38e-40f3-873c-417ff43f41d2) - 1 comment, 1 upvote - [How can I do project management in ClearPoint?](https://www.g2.com/discussions/project-management-f2cae2e3-a351-4383-abbb-404311f5d865) - 1 comment, 1 upvote - [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 - [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 - [View ClearPoint Strategy pricing details and edition comparison](https://www.g2.com/products/clearpoint-strategy/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-06-23+00%3A42%3A32+-0500&secure%5Bsession_id%5D=87fc6baf-3726-407a-b6cf-cac1e084d924&secure%5Btoken%5D=a211a2266bc45237c673a7fc04d3954c8df3079fc5cee23b9873a93f908e9b8e&format=llm_user) ## ClearPoint Strategy Integrations - [Airia](https://www.g2.com/products/airia/reviews) - [Analytics](https://www.g2.com/products/analytics/reviews) - [ArcGIS CityEngine](https://www.g2.com/products/arcgis-cityengine/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [Diligent Boards](https://www.g2.com/products/diligent-boards/reviews) - [Dynamics](https://www.g2.com/products/dynamics/reviews) - [Google](https://www.g2.com/products/google-google/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [MySQL](https://www.g2.com/products/mysql/reviews) - [Oracle Cloud](https://www.g2.com/products/oracle-cloud/reviews) - [REST](https://www.g2.com/products/rest/reviews) - [Salesforce Marketing Cloud Suite](https://www.g2.com/products/salesforce-marketing-cloud-suite/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [SQL Server 2019](https://www.g2.com/products/sql-server-2019/reviews) - [Tableau](https://www.g2.com/products/tableau/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [WordPress.com](https://www.g2.com/products/wordpress-com/reviews) ## ClearPoint Strategy Features **Prepare** - Strategy Map - Strategy Model - Rules - Frameworks **Communication** - Feedback - Confidence Levels - Messaging Integrations - Onboarding **Financial Planning** - Extended Planning - Reporting - Integration **Strategic Planning - Strategic Portfolio Management** - Objectives - Roadmaps - Demand management - Resource Planning - Planning - Simulation - Prioritization - Alignment **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Plan ** - Vision Statement - Goals - Collaboration - Cascade Planning **Goal Creation** - Team OKR - Individual OKR - Mind Mapping - Action Item Creation **Strategic Management - Strategic Portfolio Management** - Visiblity - Tracking - Risk Management - Implementation - Change Management - Optimization - Strategy Model - Frameworks **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Optimize** - Progress Tracking - KPIs - OKR **Data Analysis - Strategic Portfolio Management** - ESG Impact - Financial Performance - Forecasting **Agentic AI - Objectives and Key Results (OKR)** - Natural Language Interaction - Proactive Assistance **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Execute** - Performance - Communication - Alignment - Performance **Artificial Intelligence - Strategic Portfolio Management** - Process Intelligence - Predictive Insights - Virtual Agents ## Top ClearPoint Strategy Alternatives - [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) - 4.7/5.0 (240 reviews) - [AchieveIt](https://www.g2.com/products/achieveit/reviews) - 4.4/5.0 (199 reviews) - [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) - 4.4/5.0 (411 reviews)