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ESM+Strategy Logo

Strategic Planning and Balanced Scorecard Software

Table of Contents

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ESM+Strategy - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

ESM+Strategy overview

What is ESM+Strategy?

The ESM Suite is a cloud-based performance and strategy management solution that enables organizations to formulate strategies, design balanced scorecards, align strategy with organizational objectives, and review employee performance. ESM offers a customizable user interface and dashboards that enable users to visualize performance by creating dynamic strategy maps. We work with organizations of all sizes across sector, from small non-profits, to government agencies and international conglomerates.

When starting out in our Balanced Scorecard product, ESM+Strategy, you'll go through a tutorial to enter in key strategic objectives, measures, and initiatives. Once the strategic architecture is in place, organizations use ESM to centrally collect updates for each of these Balanced Scorecard components, then generate instant reports. ESM eliminates the need for slide decks and spreadsheets that require extensive version control and back-and-forth emails.

Organizations may optionally link personal performance targets to enterprise goals via our employee review platform, ESM+Perform. By establishing this clear connection between individual and corporate goals, organizations improve strategic communication and drive alignment from the top-down.

Key benefits of using ESM+Strategy

? Instantly generate reports of your strategic plan in PDF, PowerPoint, and Excel

? Create organizational or personal dashboards to track key goals, metrics, and projects in one place

? Collect qualitative and quantitative data to analyze strategic performance, which can then be visualized by using dynamic strategy maps

? ESM's open web service API allows for integration with almost any third-party software such as Oracle, SAP or Excel

? ESM offers a strategy execution library that harbors all education material, case studies, and best practice documents that an organization can use to educate its workforce.

Starting price

880per feature /
per month

Alternatives

with better value for money

ESM+Strategy’s user interface

Ease of use rating:

ESM+Strategy reviews

Overall rating

4.7

/5

35

Positive reviews

94

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.7/10
Rating distribution

5

4

3

2

1

27

6

2

0

0

Pros
“Deep permission capabilities around user access, rapid scorecard design, great communication tool, rooted in Kaplan Norton best practices, great customer service team.”

Verified reviewer

Anonymity request

“We've just had our new auditors do their work for the year and ESM and our planning framework came in for very favorable comment which is great. We love the new interface.”
JI

Jackie I.

Director of Development

“The system is very easy to use and is doing a superb job of helping us to keep on track.”
JI

Jackie I.

Director of Development

Cons
“It is sometimes hard to go back to power points ones you tried to work with ESM you are stuck.”
DW

David W.

Managing partner

“Even at odd hours of the night or a weekend they usually got back to you right away if there was a question or something wasn't working correctly.”
GT

Gemma T.

Director

“At the moment there is no dislikes with the ESM. It may improve some risk and process management features.”
Verified reviewer profile picture

Juan J.

Managing Director

Who uses ESM+Strategy?

Based on 35 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Management Consulting
Education Management
Financial Services
Accounting
Others

Use cases

Dashboard
Strategic Planning
Data Analysis
Performance Management System
Reporting

ESM+Strategy's key features

Most critical features, based on insights from ESM+Strategy users:

Data connectors
Single page view
Data visualization
Reporting/Analytics
Dashboard
KPI monitoring

All ESM+Strategy features

Features rating:

Activity dashboard
Ad hoc Analysis
Ad hoc reporting
Alerts/Notifications
API
Benchmarking
Budgeting/Forecasting
Change planning
Collaboration tools
Communication management
Compliance management
Customizable dashboard
Customizable templates
Dashboard creation
Data capture and transfer
Data import/export
Data integration
Data management
Drag & drop
Financial reporting
Forecasting
Gantt/Timeline view
Goal management
Goal setting/tracking
Idea management
Incident management
Individual development plans
Key performance indicators
Learning management
Metadata management
Milestone tracking
Mobile dashboards
Monitoring
Negative feedback management
Performance appraisal
Performance management
Performance metrics
Performance review management
Predictive analytics
Prioritization
Progress tracking
Projections
Real-Time analytics
Real-Time reporting
Review cycle tracking
Risk assessment
Roadmapping
Scheduled/Automated reports
Scorecards
Search/Filter
Self assessment
Self service portal
Skills assessment
Step-by-Step wizard
Strategic planning
Task management
Task Planning
Third-Party integrations
Trend/Problem indicators
Visual analytics
Weighted performance measures

ESM+Strategy alternatives

ESM+Strategy logo

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Per month

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ESM+Strategy pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Basic

0.00

Features included:

  • Balanced Scorecard Designer
  • Create Objectives
  • Excel Exports
  • Measure and Strategic Initiatives
  • PESTEL
  • Porter's 5 Forces
  • SWOT

Pro

880

Per month

Features included:

  • Balanced Scorecard Automation
  • Design Dynamic Strategy Maps
  • Initiative Prioritization
  • Strategic Initiative Project Management

Enterprise

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • API Integrations
  • Configuration Training
  • Dedicated Account Manager
  • Free Data Buildout Without Onboarding
  • Multiple Scorecards

User opinions about ESM+Strategy price and value

Value for money rating:

To see what individual users think of ESM+Strategy's price and value, check out the review snippets below.

“Deep permission capabilities around user access, rapid scorecard design, great communication tool, rooted in Kaplan Norton best practices, great customer service team.”

Verified reviewer

Anonymity request

“We've just had our new auditors do their work for the year and ESM and our planning framework came in for very favorable comment which is great. We love the new interface.”
JI

Jackie I.

Director of Development

ESM+Strategy integrations (2)

Top integrations

ESM+Strategy support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk
Chat
Knowledge Base
24/7 (Live rep)

Training options

Webinars
In Person
Live Online
Documentation

ESM+Strategy FAQs

Q. What type of pricing plans does ESM+Strategy offer?

ESM+Strategy has the following pricing plans:
Starting from: $880.00/month
Pricing model: Free, Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of ESM+Strategy?

ESM+Strategy has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does ESM+Strategy support?

ESM+Strategy supports the following languages:
English


Q. Does ESM+Strategy offer an API?

Yes, ESM+Strategy has an API available for use.


Q. What other apps does ESM+Strategy integrate with?

ESM+Strategy integrates with the following applications:
Zapier, Microsoft Excel


Q. What level of support does ESM+Strategy offer?

ESM+Strategy offers the following support options:
Phone Support, Email/Help Desk, Chat, Knowledge Base, 24/7 (Live rep)

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