ClearPoint Strategy Reviews

The software is very intuitive and extremely flexible, as it caters to our needs as the customer. We appreciate the many resources that are available to support us in getting used to the product so that it is not intimidating or overwhelming. We don't feel limited in any way regarding how we will use the product as we make plans to move from our initial use (strategic management) to other possibilities (i.e., project management). We are also pleased with the layout and format options we have for our reports.

At this point, I don't have any cons, other than wishing I had the product sooner.

Delinda, We are so happy to hear you are pleased with your use of ClearPoint so far! It is great to hear the onboarding process has been made easy due to the onsite training, conference calls, and the overall ease of use of the tool. We are glad we can support you in managing your strategic plan through our support resources and the layout and format options we can provide with reports. We are looking forward to our continued partnership as you grow in ClearPoint and begin to conquer new areas, like project management! Tricia Jessee, Customer Success

Top benefits include ease of use as well as report customization. Additionally, customer support is exceptional! Highly responsive and solution oriented.

Although almost any type of report can be generated, the visual design of these reports is mostly unchangeable.

What I have found most beneficial about the ClearPoint software is the ability to customize reports and layouts. It allows for conveying the "big picture" in an easy and understandable format. Being able to produce a report that contains graphics and verbiage appeals to different types of learning styles.

My least favorite feature about the ClearPoint software is the inability to edit the header, cell and table styles within the report. If you are unfamiliar with where to find the feature in the admin options settings, it becomes very frustrating.

The software is pretty user-friendly and offers a number of custom layouts and fields that are really helpful for my organization. The customer support has been fantastic.

It does take a while to set up, so there may be something to having support for setup. There are a handful of small features that are missing that would have made the software more useful to my organization--more flexible reports, more granular permission-granting, ability to add run charts.

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.

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.

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

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...

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

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.

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.

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.

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.

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Clearpoint allows you to easily build your balanced scorecard and align your measures to appropriate goals and initiatives. Set appropriate threshholds for your measures and automatically set a visual status of progress which can be rolled up to track overall progress toward goals. All this can be easily done by automatically loading your data from a variety of sources whether excel files or a SQL compliant ODBC data source. Informative dashboards and reports that can illustrate the alignment of Intitiatives, measures and goals while giving a clear visual indication of progress in charts and graphs. The support team is one of the best with which I have ever dealt, very knowledgeable and responsive.

None, I've used Clearpoint for a number of years and it does exactly what it is supposed to and they continually improve the product.

ClearPoint is easy to use - my role within my organization requires me to train new employees on the use of ClearPoint. It is always easily picked up by new users.

Occasionally the software does not allow us to customize the way we want - however, ClearPoint can always find us a work-around that meets our needs.

The capabilities and output of the software. There is nothing we have asked for that ClearPoint Strategy wasn't able to provide. The custom report capabilities was the solution to one of our biggest challenges with our Strategic Plan.

Although the online help library is a tremendous source of information, as a new user of the software, most of the tutorials are written for someone that is already familiar with the software. When I first started mapping our strategic plan into the software, I needed resources with basic information on getting it set up. I found most of the tutorials were written with the assumption that the user already knew when and why to use an option, and the cause and effect of using it. Now that I have a much better understanding of how options work together, the tutorials are much more useful.

The ease of creating & generating various types of reports that are needed. The customer support is the best I have ever experienced. I also appreciate that they are consistently evolving the product and features to reflect the feedback and needs of users.

Some features are not very intuitive and it takes some digging to understand how to use them fully. However, the support available negates this.

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The functionality, ease of use and support provided.

The cost.

I like that everything is in one place. I can keep all of the company's goals and metrics for multiple office locations in one convenient area

it is a little difficult to learn when you want to code and create features by yourself, but thankfully the support team makes this easier

Cloud based, ability to see other municipality measures, project management tools.

Cost for licensing of large number of employees. Need updates on a more frequent basis to keep up with the times

What I like best about ClearPoint is the ease of use of the software and the amazing product support. We have been able to really move forward on tracking our strategic objectives and performance measures for our organization, all in one place.

The challenge we had with ClearPoint was the formatting of some reports. Working with their suppot team we were able to work through that and generate our required reports in a format that works for us.

Ease of use, ease of setup, flexibility, strategic plan tracking (we previously housed our plan in a word document)

There are a couple of features that are only available within the highest level package and there are fewer user licenses available in the package that we have, but it's what suits our organization best at this time.

This software meets us where we are in skill level and functionality. It's easy to use and easy to provide training internally.

Overall, we are very happy with ClearPoint. The one thing that I wish for is that the pricing had a 100 + user rate verses per user rate.

Ease of use and how easy it was to organize goals and create reports.

Since we have a lot of projects in our organization, it would be helpful if the software had more project management capabilities. Also, when displaying Gantt Charts, the ability to only display the projects at the highest level would be helpful.

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I appreciate the software's flexibility, adaptability, and ease of use

I have no dislikes at this point about the software.

It's a very easy to use software which means training is easy when you have many users. It does exactly what we need it to do and meets our needs in terms of reporting for all of our Balanced Scorecards. The staff is amazing - very responsive and helpful. We are very pleased with the dashboard that was created for our internal reporting.

I really have nothing negative to say. ClearPoint meets our needs and again the staff is super helpful and very responsive.