ClearPoint Strategy

ClearPoint Strategy

Strategy planning, management, & reporting software

4.9/5 (33 Bewertungen)

ClearPoint Strategy Übersicht

Was ist ClearPoint Strategy?

ClearPoint Strategy is a strategy planning, management, and reporting solution for managers of SMBs, large enterprises, and local governments. ClearPoint’s core features include strategic planning, project management, and automated reporting. With ClearPoint, users can build custom charts, scorecards, reports, and more. ClearPoint’s strategic performance management tools, such as interactive balanced scorecards, enable businesses to manage their objectives, projects, and action items from a comprehensive dashboard. Managers can set goals for individual team members, assign task owners, and measure project completion. ClearPoint allows users to compare quantitative and qualitative data and facilitates progress tracking with color-coded status indicators. With ClearPoint’s project management features, managers can increase team collaboration with interactive dashboards, Gantt charts, and team objectives. Users can view a comprehensive summary of high-level project portfolios as well as examine specific project details and milestones. ClearPoint streamlines the process of creating reports with custom templates and an interactive drag-and-drop interface. Users can personalize their reports with custom color palettes, tables, and charts from the ClearPoint library. Users can schedule automated reports and configure data calculations that are uploaded with the Data Loader. Managers can distribute these reports through automatic emails, thereby ensuring everyone on the team is up to date.

ClearPoint Strategy Übersicht

Preis

Beginnt ab
250,00 $/Monat

Preisoptionen

Gratis Testen
Abonnement
Preis-Leistungs-Verhältnis

Basic Plan: $250/month + $1,000 onboarding fee.

Professional Plan: $800/month.

Enterprise Plan: Contact ClearPoint Strategy for pricing details.


ClearPoint Strategy Funktionen

Geräte
Unternehmensgröße
K M G
Märkte
Kanada, Vereinigte Staaten von Amerika
Unterstützte Sprachen
Englisch

Screenshots

ClearPoint Strategy Screenshot: ClearPoint customized detail pages
ClearPoint Strategy Screenshot: ClearPoint customized detail pages ClearPoint Strategy Screenshot: ClearPoint personalized homepages ClearPoint Strategy Screenshot: ClearPoint strategy maps ClearPoint Strategy Screenshot: ClearPoint high-level summary report ClearPoint Strategy Screenshot: ClearPoint user survey ClearPoint Strategy Screenshot: ClearPoint performance tracking ClearPoint Strategy Screenshot: ClearPoint personalized dashboard ClearPoint Strategy Screenshot: ClearPoint dashboard creation

ClearPoint Strategy Bewertungen

ClearPoint Strategy Bewertungen

Gesamtbewertung
4.9
/
5 33 Nutzerbewertungen
Ausgezeichnet
31

Sehr gut
2

Durchschnitt
0

Gering
0

Schlecht
0

Preis-Leistungs-Verhältnis
4.7
Funktionen
4.6
Bedienkomfort
4.7
Kundenbetreuung
5
100% haben diese Anwendung empfohlen
John T.

What a refreshing pleasure it is working with their staff!

ClearPoint's support team is one of the main things that really sets them apart. They are always very reachable and quick to respond to any question, whether they are asked by an account administrator or a basic user. They listen to everyone, even the little guy. Another thing that sets them apart is that when you find a glitch with a new version they work to fix it quickly and you don't have to wait a couple years until the next version comes out. In my 17 years, I have dealt with a lot of different performance management software companies and they have provided me the best customer service by far and it isn't even close. Not to mention they are all pleasant to work with and seem more like friends than business associates.


Mit Google übersetzen
Patty B.

Excellent performance management tool and user experience


Mit Google übersetzen
Anthony G.

Easy to use, customize, and well supported

Overall our experience has been exceptional. We feel that ClearPoint is a partner for our success. They have helped us problem solve and develop new measures in the system. Their customer support service is truly outstanding. They really listen to customer feedback and incorporate it into making new features!


Mit Google übersetzen
Luz A.

Accountability and accessibility

We have been using Clearpoint for years for strategy accountability, and being able to go back 5 years and see the progress of our strategic endeavors helps the organization staff with trusting new projects. Our investors and partners always ask us how do we track our strategic plans, we always have it so accesible that you get to show them as they ask. The impression it causes has definitely increased our capacity for impact. Clearpoint helps us with the level of transparency we want to demonstrate.


Mit Google übersetzen
Lawrence P.

ClearPoint provides significant, user-friendly functionality for performance measurement

After releasing our Community Dashboard in 2013 we realized that Excel was not the best solution for storing and reporting on hundreds of metrics. We started working with ClearPoint at the end of that year which began with them loading over 400 metrics into their software for us. Our goal was to be able to publish these measures to the web so they could be linked to the budget requests in our biennial budgeting process. ClearPoint was able to incorporate some of our business needs in their semi-annual software upgrade which allowed us to successfully achieve our goal. Their level of customer service and responsiveness is amazing; this applies to everyone we have worked with at ClearPoint.

We contracted with ClearPoint primarily to use the software as a performance measurement data repository. However, we are now using other functionality in the system to load strategic objectives and link measures to them. This will allow us to create Strategy Maps that will provide Red/Yellow/Green performance of our strategic objectives to our citizenry. We will also start using their Initiative and Action Item tracking functionality, which can be linked to measures and strategic objectives. There is a lot of functionality offered by ClearPoint which can add to the learning curve of the system, but you will find it is very user friendly software that is easy to navigate.

Our partners at ClearPoint are very committed to continuous improvement and are open to suggestions from their clients on how to improve the software. These suggestions are evaluated across their entire customer base and those that are approved are worked into their software upgrade road map. These future changes make the product even better and will take its reporting functionality to the next level.

I cannot say enough about how pleased we are with our decision to partner with ClearPoint. We look forward to working with them in the future as we continue to improve our systematic, enterprise-wide approach to performance measurement and strategic planning; and making it transparent to the citizens of Fort Collins.


Mit Google übersetzen
John T.
Branche: Staatsverwaltung
Untern. Größe: 501-1.000 Mitarbeiter
Mit Google übersetzen

What a refreshing pleasure it is working with their staff!

Täglich für 6-12 Monate genutzt
Bewertet am 8.12.2016
Quelle der Bewertung: Capterra

ClearPoint's support team is one of the main things that really sets them apart. They are always very reachable and quick to respond to any question, whether they are asked by an account administrator or a basic user. They listen to everyone, even the little guy. Another thing that sets them apart is that when you find a glitch with a new version they work to fix it quickly and you don't have to wait a couple years until the next version comes out. In my 17 years, I have dealt with a lot of different performance management software companies and they have provided me the best customer service by far and it isn't even close. Not to mention they are all pleasant to work with and seem more like friends than business associates.

Vorteile

Each version is becoming more user-friendly and it continually becomes more efficient with editing and graphing the measures. I like the way you can edit and add data to the measure from one screen. Also, the graphing software is versatile and meets your needs. I like that you can add hyperlinks into the different input categories. Like being able to input GIS maps into the analysis section of the measure.

Nachteile

I Do not like that you cannot expand the columns widths in the measure data tables. I would like to size each column differently based on the need and would like to have wrap text capability so the row height can accommodate different verbiage without cutting off the words.

Mit Google übersetzen

Antwort von Ascendant Strategy Management

John,
Thank you for such a kind review. We are motivated by the work you and others are doing at Olathe. It is great. Also, with regards to your suggestions for enhancements, we should have both items addressed shortly. The wrapping headers will be fixed on December 15, 2016, and the more flexible column widths should be improved in early 2017 (January hopefully).

We listen closely to our customers and continue to work to make the product easier to use with each release. Thank you again for the great review.

Ted Jackson, Managing Partner

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Patty B.
Branche: Krankenhausversorgung & Gesundheitswesen
Untern. Größe: 501-1.000 Mitarbeiter
Mit Google übersetzen

Excellent performance management tool and user experience

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 21.5.2019
Quelle der Bewertung: Capterra

Vorteile

The transition to ClearPoint from our previous excel-based scorecard, which included a significant amount of data to migrate and users to train, was simple and very well supported by the ClearPoint team. The ClearPoint team consistently provide responsive, helpful and knowledgeable support, which has enabled us to create scorecards at various levels within our organization. The alignment of the tool with the Balanced Scorecard methodology and structure, that includes elements like goals, objectives measures and initiatives, allowed us to implement a standardized framework for cascading scorecards.
The tool is very intuitive and easy to use with functionalities such as, drag and drop, customizing and linking elements. As an administrator, management of scorecards and users is very easy.
Also, the regular webinars, annual summit and periodic regional customer meetings are great ways in which ClearPoint enables and promotes the sharing of knowledge and learnings among its clients.

Nachteile

None, any new requirements we have or new functionality we need (e.g. customized charts, etc.) is very willingly supported by the ClearPoint team.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Anthony G.
Branche: Staatsverwaltung
Untern. Größe: 1.001-5.000 Mitarbeiter
Mit Google übersetzen

Easy to use, customize, and well supported

Wöchentlich für Mehr als 2 Jahre genutzt
Bewertet am 30.10.2019
Quelle der Bewertung: Capterra

Overall our experience has been exceptional. We feel that ClearPoint is a partner for our success. They have helped us problem solve and develop new measures in the system. Their customer support service is truly outstanding. They really listen to customer feedback and incorporate it into making new features!

Vorteile

ClearPoint Strategy is super customizable and easy to use. You can tailor the software to match the look and needs of your organization. It's easy to collaborate on ideas with a group and make updates in real time. The look and feel of the software is very polished. You can customize your measures and data visualization and then reuse that work repeatedly which cuts down on rework or micromanaging the software. It allows for benchmarking with other ClearPoint users and you can use the measure library to spark your own ideas. The software is well supported with webinars, seamless updates, and excellent customer support.

Nachteile

There are so many options it can be a little daunting to get started. Luckily, ClearPoint was a great partner in helping us build out our system and providing advice from other customer's experiences.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Luz A.
Branche: Bürgerliche & soziale Einrichtungen
Untern. Größe: 201-500 Mitarbeiter
Mit Google übersetzen

Accountability and accessibility

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 15.10.2019
Quelle der Bewertung: Capterra

We have been using Clearpoint for years for strategy accountability, and being able to go back 5 years and see the progress of our strategic endeavors helps the organization staff with trusting new projects. Our investors and partners always ask us how do we track our strategic plans, we always have it so accesible that you get to show them as they ask. The impression it causes has definitely increased our capacity for impact. Clearpoint helps us with the level of transparency we want to demonstrate.

Vorteile

We find it very reliable and the capacity to go back years on previous strategies are a plus for documenting learnings. The navigation is very user friendly. All resources available are very good and help in providing workshops. The Customer service is great, we sometimes struggle with creating some formulas and the team responds quickly.

Nachteile

The biggest challenge for our organization in maximizing Clearpoint is our technology capacity in terms of programming. Some features Look great but we can’t use them properly.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Lawrence P.
Mit Google übersetzen

ClearPoint provides significant, user-friendly functionality for performance measurement

Bewertet am 9.4.2015
Quelle der Bewertung: Capterra

After releasing our Community Dashboard in 2013 we realized that Excel was not the best solution for storing and reporting on hundreds of metrics. We started working with ClearPoint at the end of that year which began with them loading over 400 metrics into their software for us. Our goal was to be able to publish these measures to the web so they could be linked to the budget requests in our biennial budgeting process. ClearPoint was able to incorporate some of our business needs in their semi-annual software upgrade which allowed us to successfully achieve our goal. Their level of customer service and responsiveness is amazing; this applies to everyone we have worked with at ClearPoint.

We contracted with ClearPoint primarily to use the software as a performance measurement data repository. However, we are now using other functionality in the system to load strategic objectives and link measures to them. This will allow us to create Strategy Maps that will provide Red/Yellow/Green performance of our strategic objectives to our citizenry. We will also start using their Initiative and Action Item tracking functionality, which can be linked to measures and strategic objectives. There is a lot of functionality offered by ClearPoint which can add to the learning curve of the system, but you will find it is very user friendly software that is easy to navigate.

Our partners at ClearPoint are very committed to continuous improvement and are open to suggestions from their clients on how to improve the software. These suggestions are evaluated across their entire customer base and those that are approved are worked into their software upgrade road map. These future changes make the product even better and will take its reporting functionality to the next level.

I cannot say enough about how pleased we are with our decision to partner with ClearPoint. We look forward to working with them in the future as we continue to improve our systematic, enterprise-wide approach to performance measurement and strategic planning; and making it transparent to the citizens of Fort Collins.

Verteilung der Bewertung

Bedienkomfort
Kundenbetreuung

Nutzerempfehlung
9.6/10
Basierend auf 33 Benutzerbewertungen
Vergleiche Nutzerempfehlungen mit Alternativen
Mit Alternativen vergleichen

ClearPoint Strategy Preis

ClearPoint Strategy Preis

Beginnt ab
250,00 $/Monat
Gratis Testen
Abonnement
Preis-Leistungs-Verhältnis

Basic Plan: $250/month + $1,000 onboarding fee.

Professional Plan: $800/month.

Enterprise Plan: Contact ClearPoint Strategy for pricing details.

Basic Plan: $250/month + $1,000 onboarding fee.

Professional Plan: $800/month.

Enterprise Plan: Contact ClearPoint Strategy for pricing details.

Preis-Leistungs-Verhältnis
4.7/5
Basierend auf 33 Benutzerbewertungen
Vergleiche das Preis-Leistungs-Verhältnis mit Alternativen
Mit Alternativen vergleichen

ClearPoint Strategy Funktionen

ClearPoint Strategy Funktionen

API
Abrechnung & Rechnungsstellung
Aktivitäts-Dashboard
Aktivitäts-Verfolgung
Anpassbare Berichterstellung
Audit Trail
Automatische Benachrichtigungen
Berichterstattung und Statistik
Bestandsverfolgung
Compliance Management
Daten-Import / -Export
Dokumentenspeicher
Echtzeit-Berichterstattung
Echtzeit-Daten
Integration von Dritten
Inventarverwaltung
Rechnungsmanagement
Wirtschaftsprüfung
Workflow-Management
Überwachung
Funktionen
4.6/5
Basierend auf 33 Benutzerbewertungen
Vergleiche Funktionen mit Alternativen
Mit Alternativen vergleichen

Kategorien

Zusätzliche Informationen für ClearPoint Strategy

Zusätzliche Informationen für ClearPoint Strategy

Schlüssel-Features von ClearPoint Strategy

  • Alerts
  • Balanced Scorecards
  • Consolidation / Roll-Up
  • Dashboard
  • Data Visualization
  • Drill Down
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • HTML5 Technology
  • Key Performance Indicators
  • Multiple Views
  • Project Management
  • Qualitative Analysis
  • Quantitative Analysis
  • Scenario Planning
  • Scorecarding
  • Strategic Planning

ClearPoint Strategy Häufig gestellte Fragen

ClearPoint Strategy Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über ClearPoint Strategy.

F. Welche Preispläne bietet ClearPoint Strategy an?

ClearPoint Strategy bietet folgende Kostenpläne an:

Beginnt ab: 250,00 $/Monat

Preismodell: Abonnement

Gratis Testen: Verfügbar

Basic Plan: $250/month + $1,000 onboarding fee. Professional Plan: $800/month. Enterprise Plan: Contact ClearPoint Strategy for pricing details.

F. Was sind die Hauptfunktionen von ClearPoint Strategy?

ClearPoint Strategy bietet die folgenden Funktionen:

  • Alerts
  • Balanced Scorecards
  • Consolidation / Roll-Up
  • Dashboard
  • Data Visualization
  • Drill Down
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • HTML5 Technology
  • Key Performance Indicators
  • Multiple Views
  • Project Management
  • Qualitative Analysis
  • Quantitative Analysis
  • Scenario Planning
  • Scorecarding
  • Strategic Planning

F. Wer sind die typischen Nutzer von ClearPoint Strategy?

ClearPoint Strategy hat die folgenden typischen Kunden:

Großunternehmen, Mittlere Unternehmen, Öffentliche Verwaltung, Kleine Unternehmen

F: Welche Sprachen werden von ClearPoint Strategy unterstützt?

ClearPoint Strategy unterstützt die folgenden Sprachen:

Englisch

F. Welche Preispläne bietet ClearPoint Strategy an?

ClearPoint Strategy hat folgende Preismodelle:

Abonnement

F. Unterstützt ClearPoint Strategy mobile Geräte?

Wir haben keine Informationen darüber, welche Geräte ClearPoint Strategy unterstützt

F. Mit welchen anderen Applikationen integriert ClearPoint Strategy?

ClearPoint Strategy kann in folgende Anwendungen integriert werden:

Microsoft Excel, Zapier

F. Welche Varianten der Kundenbetreuung bietet ClearPoint Strategy an?

ClearPoint Strategy bietet folgende Optionen für Kundensupport:

Häufig gestellte Fragen, Wissensdatenbank, Online-Support, Telefon-Support, Video-Anleitungen