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ESM+Strategy Logo

ESM+Strategy

Strategic Planning and Balanced Scorecard Software

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ESM+Strategy Pricing, Features, Reviews and Alternatives

ESM+Strategy product overview

Price starts from

0

Per Feature

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.

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.

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 pricing information

Value for money

5.0

/5

34

Starting from

0

Per Feature

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

ESM+Strategy features

Functionality

4.9

/5

34

Total features

81

14 categories

Most valued features by users

Alerts/Notifications
Activity Dashboard
Reporting/Analytics
Third Party Integrations
API
Data Import/Export
Mobile Access
Real Time Reporting

Functionality contenders

ESM+Strategy users reviews

Overall Rating

4.7

/5

34

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.68/10
Rating distribution

5

4

3

2

1

26

6

2

0

0

Pros
The ESM Team is fantastic to work with and the software continues to support our focused strategic planning and performance excellence culture.
Deep permission capabilities around user access, rapid scorecard design, great communication tool, rooted in Kaplan Norton best practices, great customer service team.
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.
Cons
It is sometimes hard to go back to power points ones you tried to work with ESM you are stuck.
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.
Cons: The upgrade to 6.0 provided some improvements, but seemed to be more difficult to execute the charts/reports we were accustomed to producing.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Strategy Review Tool

Reviewed 4 years ago

The ESM + Strategy is helping us to deliver positive results to our clients in their strategy management efforts. The ESM functionalities make all the strategy design process to be dynamic and proactive.

Pros

The ESM is pefectly aligned with the XPP methdology and makes the Strategy Review Process intuitive and easy to use for clients. Throughout all the ESM you have a very friendly environment that allows the users to get used to it easily.

Cons

At the moment there is no dislikes with the ESM. It may improve some risk and process management features.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Leveraging ESM + Strategy for SMS Development

Reviewed 4 years ago

The value proposition of the tool consists of three things: 1. Transparency - Provides a holistic view of SMS work from which all stakeholders can glean insight and make decisions from. 2. Accountability - Instills discipline around the ownership and reporting of strategic objectives and initiatives. 3. Root-cause analysis - Gives leaders a lens into what forces drive the status of strategic objectives and corresponding metrics.

Pros

1. Excellent support during setup and responsiveness regarding inquiries 2. Flexible enough to accommodate the nuances of our SMS. 3. Ease of navigation and intuitive layout makes software easy to learn.

Cons

1. The Gantt chart view is not currently exportable, but I am aware that this is a function they are exploring.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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New customer ESM 5.5 review

Reviewed 10 years ago

Recommend ESM to those who are resourced contrained but need and will use a web-based software to better their organizational performance effort.

Pros

Easy to use, functionally represent the balanced scorecard methodology well. No learning required if you understand the BSC framework. Its affordable, scalable.

Cons

Lacks a robust initiatives prioritization; and initiatives resource allocation, comparison and refinement process.

Vendor response

Dear Al, Thanks for your review. We listened to your feedback and launched an initiative management module where you can capture criteria, weight the criteria, then rank your initiatives against each criteria, arriving at a weighted score. Initiatives can then be prioritized with resources allocated as appropriate. Thanks, ESM Team

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Accessible Solution for Organizing Management by Objective

Reviewed 4 years ago

Typically I use ESM to keep strategy execution efforts organized particularly when there is more than one Balanced Scorecard being used within the organization.

Pros

ESM provides a easy-to-deploy software solution structured to support enterprise-wide Balanced Scorecard use (but could be used to support any management-by-objective framework). I like the fact that I can use the software to get a client supported with their strategy management journey quickly. (I also really appreciate that their pricing model is by scorecard and not by user, which supports organizations that understand the criticality of driving employee engagement with strategy.)

Cons

I wish the more complex reporting features rendered perfectly-formatted exported reports.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ESM + Strategy software Ties it All Together Seamlessly

Reviewed 4 years ago

Going from just having a strategic plan binder with our 3-5 year plan in writing sitting on my desk to having an actual "living management tool" to use in moving our business forward with realistic ongoing business insight was ground breaking!! I had no idea how much more effective we all could be across our management team and through every level of employee touching our business processes. It was quickly obvious how powerful this software could be!

Pros

The software is designed to bring all aspects of strategic plan execution, whether it is from the financial perspective, the customer perspective, the process perspective or the staff resources perspective. It ties them all together with an ongoing view of progress across initiatives that helps all management levels on our scheduled quarterly revivews. I am actually expecting this to be powerful enough to change company culture to one of tight accountability and high productivity!

Cons

It forced us to really hone in on developing realistic goals that tie to key performance indicators that we can actually measure although we do have some manual data capture that we have to enter but that is because we need to automate some data mining in our shop. But the software allows for this manual input!

ESM+Strategy FAQs and common questions

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

ESM+Strategy has the following pricing plans:
Starting from: $0.00
Pricing model: Free
Free Trial: Available


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)

Common ESM+Strategy comparisons

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