ESM+Strategy Features

ESM+Strategy

Strategic Planning and Balanced Scorecard Software

4.7/5 (33 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Analysis
Ad hoc Reporting
Agile Methodologies
Alerts/Notifications
Benchmarking
Billing & Invoicing
Budget Management
Budgeting/Forecasting
Business Process Control
Calendar Management
Change Planning
Client Portal
Collaboration Tools
Commenting/Notes
Communication Management
Compliance Management
Consolidation/Roll-Up
Corrective and Preventive Actions (CAPA)
Cost-to-Completion Tracking
Customizable Dashboard
Customizable Templates
Customization
Dashboard
Dashboard Creation
Data Analysis Tools
Data Capture and Transfer
Data Connectors
Data Import/Export
Data Integration
Data Management
Data Quality Control
Data Visualization
Document Management
Document Storage
Drag & Drop
Exceptions Management
File Sharing
Financial Reporting
Forecasting
Gantt/Timeline View
Goal Management
Goal Setting / Tracking
Idea Management
Incident Management
Individual Development Plans
Information Governance
Internal Controls Management
Issue Management
KPI Monitoring
Kanban Board
Key Performance Indicators
Learning Management
Legal Risk Management
Master Data Management
Metadata Management
Milestone Tracking
Mind Maps
Mobile Access
Mobile Dashboards
Multiple Projects
Negative Feedback Management
Operational Risk Management
Percent-Complete Tracking
Performance Appraisal
Performance Metrics
Performance Review Management
Portfolio Management
Predictive Analytics
Prioritization
Progress Tracking
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Qualitative Analysis
Quantitative Analysis
Real Time Analytics
Real Time Reporting
Real-time Updates
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Reputational Risk Management
Resource Management
Response Management
Review Cycle Tracking
Risk Assessment
Risk Management
Risk Reporting
Risk Scoring
Roadmapping
Scheduled / Automated Reports
Scorecards
Search/Filter
Self Assessment
Self Service Portal
Single Page View
Skills Assessment
Status Tracking
Step-by-Step Wizard
Strategic Planning
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Traditional Methodologies
Trend / Problem Indicators
Visual Analytics
Weighted Performance Measures
Workflow Management
Learn moreCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Analysis
Ad hoc Reporting
Agile Methodologies
Alerts/Notifications
Benchmarking
Billing & Invoicing
Budget Management
Budgeting/Forecasting
Business Process Control
Calendar Management
Change Planning
Client Portal
Collaboration Tools
Commenting/Notes
Communication Management
Compliance Management
Consolidation/Roll-Up
Corrective and Preventive Actions (CAPA)
Cost-to-Completion Tracking
Customizable Dashboard
Customizable Templates
Customization
Dashboard
Dashboard Creation
Data Analysis Tools
Data Capture and Transfer
Data Connectors
Data Import/Export
Data Integration
Data Management
Data Quality Control
Data Visualization
Document Management
Document Storage
Drag & Drop
Exceptions Management
File Sharing
Financial Reporting
Forecasting
Gantt/Timeline View
Goal Management
Goal Setting / Tracking
Idea Management
Incident Management
Individual Development Plans
Information Governance
Internal Controls Management
Issue Management
KPI Monitoring
Kanban Board
Key Performance Indicators
Learning Management
Legal Risk Management
Master Data Management
Metadata Management
Milestone Tracking
Mind Maps
Mobile Access
Mobile Dashboards
Multiple Projects
Negative Feedback Management
Operational Risk Management
Percent-Complete Tracking
Performance Appraisal
Performance Metrics
Performance Review Management
Portfolio Management
Predictive Analytics
Prioritization
Progress Tracking
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Qualitative Analysis
Quantitative Analysis
Real Time Analytics
Real Time Reporting
Real-time Updates
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Reputational Risk Management
Resource Management
Response Management
Review Cycle Tracking
Risk Assessment
Risk Management
Risk Reporting
Risk Scoring
Roadmapping
Scheduled / Automated Reports
Scorecards
Search/Filter
Self Assessment
Self Service Portal
Single Page View
Skills Assessment
Status Tracking
Step-by-Step Wizard
Strategic Planning
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Traditional Methodologies
Trend / Problem Indicators
Visual Analytics
Weighted Performance Measures
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Analysis
Ad hoc Reporting
Agile Methodologies
Alerts/Notifications
Benchmarking
Billing & Invoicing
Budget Management
Budgeting/Forecasting
Business Process Control
Calendar Management
Change Planning
Client Portal
Collaboration Tools
Commenting/Notes
Communication Management
Compliance Management
Consolidation/Roll-Up
Corrective and Preventive Actions (CAPA)
Cost-to-Completion Tracking
Customizable Dashboard
Customizable Templates
Customization
Dashboard
Dashboard Creation
Data Analysis Tools
Data Capture and Transfer
Data Connectors
Data Import/Export
Data Integration
Data Management
Data Quality Control
Data Visualization
Document Management
Document Storage
Drag & Drop
Exceptions Management
File Sharing
Financial Reporting
Forecasting
Gantt/Timeline View
Goal Management
Goal Setting / Tracking
Idea Management
Incident Management
Individual Development Plans
Information Governance
Internal Controls Management
Issue Management
KPI Monitoring
Kanban Board
Key Performance Indicators
Learning Management
Legal Risk Management
Master Data Management
Metadata Management
Milestone Tracking
Mind Maps
Mobile Access
Mobile Dashboards
Multiple Projects
Negative Feedback Management
Operational Risk Management
Percent-Complete Tracking
Performance Appraisal
Performance Metrics
Performance Review Management
Portfolio Management
Predictive Analytics
Prioritization
Progress Tracking
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Qualitative Analysis
Quantitative Analysis
Real Time Analytics
Real Time Reporting
Real-time Updates
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Reputational Risk Management
Resource Management
Response Management
Review Cycle Tracking
Risk Assessment
Risk Management
Risk Reporting
Risk Scoring
Roadmapping
Scheduled / Automated Reports
Scorecards
Search/Filter
Self Assessment
Self Service Portal
Single Page View
Skills Assessment
Status Tracking
Step-by-Step Wizard
Strategic Planning
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Traditional Methodologies
Trend / Problem Indicators
Visual Analytics
Weighted Performance Measures
Workflow Management
Visit WebsiteCompare App

ESM+Strategy Feature Reviews

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

David M.

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 V.

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
Edwin P.

Amazing Strategy Execution Enabler

2012-11-13

Awesome product for strategy execution & monitoring and control

Pros

Increases the organization's chances of achieving all the benefits of Kaplan & Norton's methodology - Alignment, Communication, Accountability, Realtime strategy monitoring and control, Initiative management, Other benefits are its Ease of Use, Flexibility, Scalability, Ease of integrating to existing data sources and email systems such as outlook, BI functionality, amongst others.

Cons

Quite pricy for the emerging markets.

Rating breakdown

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

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

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.

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 S.

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
Joshua S.

Leveraging ESM + Strategy for SMS Development

2018-08-10

Root-cause analysis - Gives leaders a lens into what forces drive the status of strategic objectives and corresponding metrics.

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
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
Ian B.

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 S.

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
Cecilia L.

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
Gemma T.

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
John A.

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
Mario B.

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
Javier G.

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
Omar D.

software to increase the productivity of your team

2021-06-27

We used it as a test to try if an incentive strategy worked with our collaborators, however we decided to use other free software that offer us the same.

Pros

It can even be filled in real time to be able to make adjustments with your team of the strategy they are carrying out.

Cons

Having a systems team that can do the filling work in real time can make your job easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Barbara P.

Executive Strategy Manager

2014-09-15

It also made available to the entire organization real-time performance to our strategic plan.

Rating breakdown

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

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
Fina N.

Executive Strategy Manager - an easy way to track KPIs and monitor strategic goals

2013-10-07

Once the scorecards, KPIs, and dashboards are setup, the system is very intuitive and easy to use for the individuals that enter the data and the analyses.

Rating breakdown

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

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
Matthews P.

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 O.

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
Sean C.

Aligned my Board of Directors and Employees

2020-01-23

Aligned the Board of Directors, brought the strategic plan to life, and engaged employees with how they support the strategy.

Pros

User friendly, shows employees how they impact the strategy, helps set the agenda for Board Meetings, staff planning sessions and facilitates decision making and budget choices.

Cons

Challenged the status quo and forced us to rethink how we run the business.

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 G.

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
Ricardo R.

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 L.

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