AC Austin C. Head of Strategy and Planning Enterprise (\> 1000 emp.) 3/26/2026 "Building our Strategic Workspace with ClearPoint Strategy" 4/5 What do you like best about ClearPoint Strategy? We are in the process of introducing the Kaplan–Norton Balanced Scorecard framework and what I really like about ClearPoint is how naturally it supports this. It provides a single, integrated platform that connects strategy maps, objectives, measures, initiatives, and reporting creating a clear line of sight from intent to action. The initiative module is particularly strong and gives us confidence we can effectively manage our strategic initiatives in one true single source of truth. This will help already reduced manual reporting and helped our leadership focus on insights and decisions, not chasing data. The built‑in Briefing Book, reporting capabilities, and emerging AI features will be especially valuable. We see ClearPoint Strategy as our strategic workspace. Review collected by and hosted on G2.com. What do you dislike about ClearPoint Strategy? We are currently in the “messy middle” of finalising our prototype, where strategy planning and system configuration are happening in parallel. As a result, there has been a steep learning curve for our leadership teams and some iteration as we clarify objectives, measures, and ownership which is to be expected when introducing the Balanced Scorecard for the first time. That said, Marisa and Katie have been extremely supportive throughout the process and have helped us navigate this transition with confidence. ClearPoint does require discipline and a thoughtful rollout to realise its full value and we are taking the time to onboard our leaders effectively through this change journey. We see this discipline as a strength rather than a weakness, as it reinforces strong strategy and execution practices Review collected by and hosted on G2.com. What problems is ClearPoint Strategy solving and how is that benefiting you? ClearPoint Strategy is helping us address the classic gap between strategy and execution. It is improving alignment across objectives, measures, and initiatives at both Group and Divisional levels, while providing a clear structure to manage our portfolio of strategic initiatives. This helps reduce initiative overload by ensuring work is clearly linked to strategic intent and focused on what matters most. Review collected by and hosted on G2.com. Show More Response from Tricia Jessee of ClearPoint Strategy [Editedit](https://www.g2.com/survey_responses/clearpoint-strategy-review-12551444/official_response/edit) Thank you for the thoughtful review, Austin. We’re thrilled to hear ClearPoint is supporting your Balanced Scorecard rollout and helping create a clear connection between strategy and execution. It’s especially great to see the impact around initiatives, reporting, and enabling leadership to focus on insights over manual work. Your perspective on the “messy middle” is spot on—this phase takes iteration, discipline, and a strong foundation in best practices. We believe that a thoughtful rollout is key to long-term success, and it’s great to hear that approach is resonating with your team. We’ll be sure to share your kind words with Marisa and Katie, and we look forward to continuing to support your journey ahead! Current UserValidated ReviewerIncentivizedSource: Seller invite See what 177 reviewers think of ClearPoint Strategy 4.6 out of 5 · Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/clearpoint-strategy/reviews)