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ClearPoint Strategy Review

ClearPoint Strategy
Our score: 8.5 User satisfaction: N/A

What is ClearPoint Strategy?

ClearPoint Strategy is a balanced scorecard and strategy software for strategy and finance managers, healthcare administrators, city management professionals, and more. The software minimizes the challenges related with reporting and allows users to quickly build dashboards and scorecards that update automatically.

The customizable solution adjusts according to reporting processes and allows viewing and sharing reports in a variety of formats. Availability of the API saves users from manually inputting the data as it can pull information from a variety of sources. The software aims to make reporting easier for users and provides businesses of various sizes with the tools they need to enhance performance and manage their scorecards more efficiently. It supports Norton and Kaplan and variations of the methodology, allowing businesses to manage their scorecards accurately.

Overview of ClearPoint Strategy Benefits

ClearPoint Strategy comes with tools and features users need to build scorecards and dashboards that auto-update, allowing users to manage objectives, initiatives, measures and actions from a single platform. This saves them from the hassle related to managing scorecards using different systems. The customizable reports fit to unique reporting processes and allow customizing fields, style, layouts and more. Reports can easily be shared in different formats, which ensure professional presentation of data. The software brings all the performance management data into a single place, making it easier for users to analyze and present information.

Customized PDF reports help users brief the management in a better way and ensure better navigation through briefing book hyperlinks. The software helps avoid version-control issues and allows multiple people to make updates simultaneously. Users can cut-paste data directly from Microsoft Excel into data tables and use the Data Loader to link to on-premise information sources.  Seamless integration with other cloud sources using the API or Zapier helps extend functionality and makes data import easier.

The linked strategy maps help visually track status of the strategy, while Balanced Scorecards allow managing perspectives, themes and other elements. The software generates RAG statuses automatically after entry of new data and saves time and valuable human resources. Notifications include email reminders, status change alerts and update notifications, which ensure that users update data accurately and timely. Account admins can take advantage of rule-based permissions to ensure every user only has access to information related to them.

Overview of ClearPoint Strategy Features

  • Norton and Kaplan Balanced Scorecard
  • Scorecard management
  • Strategy Maps
  • Goals and measures
  • Project management
  • Automatic calculations
  • Internal linking
  • Element evaluation
  • Qualitative analysis
  • Risk monitoring
  • Measure ownership
  • Custom fields and layouts
  • Custom reports
  • Top navigation customization
  • In-line editing
  • Custom styling
  • Customizable status indicators
  • Responsive reports
  • Chart engine
  • Community dashboards publishing
  • Email reminders and notifications
  • User permissions
  • Password management

ClearPoint Strategy Position In Our Categories

Knowing that businesses have distinct business requirements, it is prudent they abstain from getting an all-in-one, ”best” business program. Just the same, it is hard to come across such a software solution even among well-known software systems. The right thing to do should be to take note of the several essential functions which demand inspection like essential features, packages, skill aptitude of staff members, organizational size, etc. After which, you should perform the product research systematically. Browse over some of these ClearPoint Strategy evaluations and check out each of the software products in your list more closely. Such well-rounded product research guarantees you drop poorly fit software solutions and pay for the system which delivers all the features you require business requires in sustaining growth.

Position of ClearPoint Strategy in our main categories:

TOP 100

ClearPoint Strategy is one of the top 100 Business Intelligence Software products

If you are interested in ClearPoint Strategy it may also be a good idea to analyze other subcategories of Business Intelligence Software listed in our base of B2B software reviews.

It is essential to realize that virtually no software in the Business Intelligence Software category will be a perfect solution that can fulfill all the requirements of various business types, sizes and industries. It may be a good idea to read a few ClearPoint Strategy Business Intelligence Software reviews first as certain software might dominate exclusively in a very small set of applications or be created with a really specific type of industry in mind. Others might work with a goal of being simple and intuitive and therefore lack complicated functions needed by more experienced users. You can also find services that cater to a broad group of users and give you a rich feature toolbox, but this frequently comes at a more significant price of such a service. Make sure you're aware of your requirements so that you buy a software that offers specifically the functionalities you search for.

How Much Does ClearPoint Strategy Cost?

ClearPoint Strategy Pricing Plans:

Free Trial

Basic

$250/month

Professional

$800/month

Enterprise

By quote

ClearPoint Strategy offers three SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business:

Basic – $250/month

  • Unlimited scorecards
  • 5 full-access users
  • Premium support and training

Professional – $800/month

  • Unlimited scorecards
  • 10 full-access and 25 view-only users
  • Setup concierge service
  • One premium support contact
  • Data loader
  • HTML publishing

Enterprise – By quote

  • Unlimited score cards
  • Min. 25 full-access and unlimited view-only users
  • Update-only users at a discounted price
  • Setup concierge service
  • Two premium support contacts
  • Data loader
  • HTML publishing
  • API access
  • Single Sign-On

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy Business Intelligence Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and ClearPoint Strategy reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with ClearPoint Strategy. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

  • Monthly payment
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are ClearPoint Strategy pricing details?

ClearPoint Strategy Pricing Plans:

Free Trial

Basic

$250/month

Professional

$800/month

Enterprise

By quote

ClearPoint Strategy offers three SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business:

Basic – $250/month

  • Unlimited scorecards
  • 5 full-access users
  • Premium support and training

Professional – $800/month

  • Unlimited scorecards
  • 10 full-access and 25 view-only users
  • Setup concierge service
  • One premium support contact
  • Data loader
  • HTML publishing

Enterprise – By quote

  • Unlimited score cards
  • Min. 25 full-access and unlimited view-only users
  • Update-only users at a discounted price
  • Setup concierge service
  • Two premium support contacts
  • Data loader
  • HTML publishing
  • API access
  • Single Sign-On

What integrations are available for ClearPoint Strategy?

ClearPoint Strategy is an open API system which offers a large number of Zapier-powered integrations with third-party systems.

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Reviewed By Nestor Gilbert
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