ESM Suite Pricing, Features, Reviews & Comparison of Alternatives

ESM Suite

Strategic Planning and Balanced Scorecard Software

4.7/5 (30 reviews)

ESM Suite overview

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.


Starting from
Pricing options
Value for money
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Business size



United States, Asia, Europe, Middle-East and Africa

Supported languages

ESM Suite screenshot: Easily review organizational goals and track progress against key measures and initiatives.ESM OverviewESM Suite screenshot: Create and visualize organizational goals with best-practice Kaplan-Norton strategy maps.ESM Suite screenshot: Track progress across multiple business units with cascading strategies and Balanced Scorecards.ESM Suite screenshot: If you're just starting your strategic planning, leverage ESM tools such as Porter's 5 Forces, SWOT Analysis, and Change Agendas.ESM Suite screenshot: ESM supports all device sizes and browsers, so if you need your information on-the-go, you've got it.ESM Suite screenshot: Connect employee performance to strategy with our integrated review platform, ESM+Perform.

ESM Suite reviews

Value for money
Ease of use
Customer support
Joshua Scianna

Leveraging ESM + Strategy for SMS Development

Used daily for 1-2 years
Reviewed 2018-08-10
Review Source: Capterra

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. 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.

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Juan Jose Vilchis

Strategy Review Tool

Used daily for 2+ years
Reviewed 2018-08-10
Review Source: Capterra

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.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.

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David McMillan

Accessible Solution for Organizing Management by Objective

Used other for 2+ years
Reviewed 2018-08-10
Review Source: Capterra

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

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Michael Lenihan

ESM + Strategy software Ties it All Together Seamlessly

Used monthly for 1-2 years
Reviewed 2018-08-10
Review Source: Capterra

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! 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!

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David Wiraeus


Used daily for 2+ years
Reviewed 2018-11-22
Review Source: Capterra

Its a excellent tool all-in-all. I dont understand how companies can do without this types of data and be able to run their strategy.Its easy for everyone to instantly work with! It drives you execution!

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ESM Suite pricing

Starting from
Pricing options
Free trial
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If you want to more effectively design, track, adapt, and share your strategy, you need a tool that the whole team can use. Then, when you're ready to share your plan, anyone in the organization can access ESM directly with our unlimited user model.

ESM licenses per scorecard. For more information on what that means, check out our pricing page:

ESM Suite features

Activity Dashboard
Data Import/Export
Third Party Integration

Access Control (174 other apps)
Activity Tracking (210 other apps)
Audit Trail (178 other apps)
Auditing (262 other apps)
Automatic Notifications (341 other apps)
Compliance Management (205 other apps)
Custom Fields (195 other apps)
Customizable Reporting (262 other apps)
Document Storage (191 other apps)
Inventory Management (204 other apps)
Inventory Tracking (204 other apps)
Invoice Management (192 other apps)
Monitoring (194 other apps)
Real Time Data (231 other apps)
Reporting & Statistics (253 other apps)
Workflow Management (222 other apps)

Additional information for ESM Suite

Key features of ESM Suite

  • Visualize strategy with real time Strategy Maps
  • Real-time dashboard creation
  • Create real-time score-cards
  • Define top-level organizational goals
  • Real-time reporting
  • Personal dashboards
  • Export data in PDF, PowerPoint, Excel reports
  • Review performance
  • Plan and assign specific tasks for improvement
  • Integration with Oracle, SAP or Excel
  • HR Analytics
  • Collaborate with a variety of workshop activities
  • Change agenda
  • ESM coaching support
  • Ad hoc analysis
  • Ad Hoc reports
  • Budgeting & forecasting
  • Strategic planning
  • Create custom dashboards
  • Key Performance Indicators
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● 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.