ESM+Strategy Features

ESM+Strategy

Strategic Planning and Balanced Scorecard Software

4.76/5 (29 reviews)

ESM+Strategy Feature Summary

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

Competitor Feature Comparison

@mentions
API
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Budgeting
Collaboration Tools
Collaborative Workspace
Commenting
Dashboard Creation
Data Import/Export
Drag & Drop Interface
Goal Setting / Tracking
Learning Management
Mind Maps
Performance Appraisal
Performance Metrics
Prioritizing
Progress Tracking
Projections
Real Time Analytics
Real Time Reporting
Single Sign On
Status Reporting
Status Tracking
Strategic Planning
Task Management
Task Planning
Task Tracking
Third Party Integration
Learn moreCompare App
@mentions
API
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Budgeting
Collaboration Tools
Collaborative Workspace
Commenting
Dashboard Creation
Data Import/Export
Drag & Drop Interface
Goal Setting / Tracking
Learning Management
Mind Maps
Performance Appraisal
Performance Metrics
Prioritizing
Progress Tracking
Projections
Real Time Analytics
Real Time Reporting
Single Sign On
Status Reporting
Status Tracking
Strategic Planning
Task Management
Task Planning
Task Tracking
Third Party Integration
Visit WebsiteCompare App
@mentions
API
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Budgeting
Collaboration Tools
Collaborative Workspace
Commenting
Dashboard Creation
Data Import/Export
Drag & Drop Interface
Goal Setting / Tracking
Learning Management
Mind Maps
Performance Appraisal
Performance Metrics
Prioritizing
Progress Tracking
Projections
Real Time Analytics
Real Time Reporting
Single Sign On
Status Reporting
Status Tracking
Strategic Planning
Task Management
Task Planning
Task Tracking
Third Party Integration
Visit WebsiteCompare App

ESM+Strategy Feature Reviews

24 reviewers had the following to say about ESM+Strategy's features:

David McMillan

Accessible Solution for Organizing Management by Objective

2018-08-10

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).

Cons

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

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Juan Jose Vilchis

Strategy Review Tool

2018-08-10

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.

Cons

It may improve some risk and process management features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Lenihan

ESM + Strategy software Ties it All Together Seamlessly

2018-08-10

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!!

Pros

It ties them all together with an ongoing view of progress across initiatives that helps all management levels on our scheduled quarterly revivews.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Afzul Soobedaar

Integrated Solution

2018-11-22

The software lives up to its claim of bringing strategy to life by making it accessible throughout the organisation.

Pros

The reports are comprehensive and enable effective analysis of the data which makes for more meaningful strategy and performance review.

Cons

Really nothing to dislike. Enhanced functionality is being explored.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mario Bognanno

Managing Director

2018-08-09

Allowed multi user interface for data collection and communication components allows participation and transparency of strategy performance

Pros

Flexibility to adjust to external client data bases 4.

Cons

All features were used and found to be useful and easy to understand and use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cecilia Laube

Great software to help organizations focus on strategy execution

2018-11-21

Pros

compatibility with microsoft software- creates efficiencies in reporting strategic results off the shelf connectivity - allows you to get up and running in a very short period of time

Cons

navigating menu could seem overwhelming at first given large amount of options

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ian Boyd

ESM Version 6 Early Adopter

2014-09-04

The action item section could also be expanded to better support recording minutes and activities identified during strategy review meetings.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ESM Software Group


Ian,

Thanks for your review. Great news, we listened to your request for a governance calendar and now have a fully integrated calendar that tracks all meetings, due dates for key activities, actions, milestones and tasks. We appreciate the feedback.

Regards, ESM Team

Read more
Leo Sanchez

ESM+Strategy Review

2018-11-23

Pros

Its ease of user and reporting capabilities are what make it a great software.

Cons

BSC methodology knowledge is sometimes needed as a precursor to using the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joshua Scianna

Leveraging ESM + Strategy for SMS Development

2018-08-10

Accountability - Instills discipline around the ownership and reporting of strategic objectives and initiatives. 3.

Pros

Ease of navigation and intuitive layout makes software easy to learn.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
John Archbold

Effective tool, simple to use

2018-11-26

Pros

The software is easy to use for objective and measure owners to report results, and to share with leadership.

Cons

It takes a bit of time for system administrators to become fluent with the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Gemma Tansey

Eight years of Using the ESM

2015-09-10

Pros: a defined methodology that allowed consistent reporting across the Enterprise; Ability to track performance in multiple areas of the organization; provides a discipline for staff input to their performance.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Javier Gomez

Great solution built by strategy experts

2015-08-07

Agency solution for cascading throughout the organization. Customizable fields is a plus.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ESM Software Group


Dear Javier,

Thanks for the review. Since your environment has ESM locally installed, we can't control the infrastructure but we will continue to work with your internal IT team to speed up page loads.

ESM Team

Read more
Jackie Isenegger

Our Auditors gave the system a big tick!

2016-12-06

We love the new interface. The system is very easy to use and is doing a superb job of helping us to keep on track.

Pros

Easy to use, scalable

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Serapio Gomez

In order to folow, review and adjust the startegy, ESM is an excelent tool

2015-09-21

Aren´t free documents or brochure that gave us information about it.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
David Wiraeus

ESM

2018-11-22

I dont understand how companies can do without this types of data and be able to run their strategy.

Pros

Its easy for everyone to instantly work with!

Cons

It is sometimes hard to go back to power points ones you tried to work with ESM you are stuck. It is that good.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Real Estate company, 11-50 employees)

Top Tier Firm and Excellent Product

2019-01-24

Empowered our team to take hold of our strategy and get the job done. Offers us the insight to make smart decisions around our investments. We were able to use the tool and methodology to avoid unnecessary expenses for projects that weren't aligned to our strategy

Pros

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

Cons

Doesn't do P&L financial planning (but didn't really buy it for that purpose), Want to be able to display multiple strategy maps at the same time in the same scorecard (right now you have to select from a drop down list as to which gets displayed)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthews Phiri

Used software for over 10 years

2019-12-19

The ESM Team is fantastic to work with and the software continues to support our focused strategic planning and performance excellence culture.

Pros

It is very sophisticated but also easy for us to use.

Cons

We asked for better dashboards in 2018 and the ESM team launched new dashboard capabilities in 2019 and we love the new flexibility.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Bodene Orr

The Executive Strategy Manager tool afforded us an opportunity to design our BSC and align all stake

2015-08-07

The Executive Strategy Manager tool afforded us an opportunity to design our BSC and align all stakeholders.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ricardo Rodriguez

Great tool to manage our strategy!!!

2015-09-10

Pros -easy to use -one license, multiple users -Low cost -Dr.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Gerald Lisowski

Balanced Scorecard

2018-12-09

It allowed us to turn our five year business strategy into sustainable actions!

Pros

The software was easy to use and allowed us to turn strategy into actions.

Cons

Overall it was very intuitive - not much not to like.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ann Nevius

ESM+Strategy a great investment

2018-08-11

As a smaller company, we didn't want to invest in a more complex application. However, we have found that ESM+Strategy covers more needs than we at first thought. It is a very smart investment.

Pros

It is so easy to use and supports an amazingly wide range of strategy needs

Cons

No complaints about either the software or the service.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Irina Levitina

ESM Review

2018-11-21

Pros

This software is very easy to use and has everything needed for strategic planning and execution

Cons

There have been no cons thus far while using this software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Al Turgeon

New customer ESM 5.5 review

2012-11-14

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.

Cons

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

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ESM Software Group


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

Read more
Mario Wallace

EMS is the most intuitive and user-friendly managerial tool for the Balanced Scorecard.

2015-09-02

The navigation of EMS is so easy that I was able to learn the ins and outs of the tool within one week before having to train many managers at UAMS.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more