ClearPoint Strategy
Review of ClearPoint Strategy Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
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Customer Reviews
See why people love ClearPoint Strategy
Carrie C.
Verified UserHigher Education · 501-1000 employees
Outstanding product and service
From our first sales call to my use of the product yesterday, I have had an outstanding experience. I would highly recommend this product to anyone who is engaged in strategic planning.
This software is easy to use and provides us with exactly the right tool to record and track our strategic plan
It can take some time to get used to the nuances of the system, but the support hotline is amazing to answer any questions
Laurie H.
Verified UserEducation Management · 5001-10000 employees
Customized yet streamlined
Overall, our experience has been positive. We were able to design a streamlined interface with our rep's support, and the feedback has been that it is intuitive and easy to use. It is tailored to our strategic framework and will provide insight into our strategy work, which was missing when we were dependent on communal Google docs. We are looking forward to building out the metrics and reporting in our second phase of the implementation.
- We like the flexibility and ability to adapt the tool closely to our strategy framework
- The customer support has been great
- Our representative also provided several hours of training sessions to our administrative team here in the District to get them up to speed quickly
- We also got high scores for the reference tutorials our ClearPoint rep generated for us; the responses confirmed that they are extremely helpful
- I started learning the back-end configuration to support the tool on my own at my manager's request before I was told that ClearPoint would continue to provide support to us indefinitely
- The back-end configuration is challenging and has a steep learning curve
- Happily, I don't have to support it on my own
Why they chose it
"Parsec was also highly customizable but extremely expensive. ClearGov did not have the product maturity that ClearPoint has. Asana has a goal tracking feature but is geared more towards project and portfolio management; the strategy tracking features are very constrained and not customizable to map to our framework. Also, many users don't like Asana, and we are considering switching."
Delinda P.
Verified UserHospital & Health Care · 1001-5000 employees
One Year and Counting - Great Application & Great Technical Support!
The staff who are available on-line for support are great! It's so refreshing to get immediate feedback when I'm working in the software. There has never been a time that I have to wait more than a few minutes. The staff are very knowledgeable, as well. Very positive experience each time!
- I appreciate the software's flexibility, adaptability, and ease of use
- I have no dislikes at this point about the software
Brandie H.
Verified UserGovernment Administration · 10000+ employees
Game Changing Strategy Management
Clearpoint support teams have been amazing to work with and the company genuinely cares about your success using the software. I appreciate their commitment to quality!
- Clearpoint Strategy has thought of everything
- This system has provided our organization with a solution for managing our strategic plan in an organization that touches dozens of different industries
- The setup and customization options are key for flexibility in building exactly what works for the organization
- I would like to have better summary report functionality and export options that retain sorts and also condense spacing to reduce the number of pages in a briefing book or summary report
- I would also like to have better workload and capacity management options for owners and their assigned initiatives
- It’s currently a manual count line by line as needed to ensure we have appropriate workload management
Switched From
We worked through multiple RFPs and even custom built power bi reporting before we found clearpoint.
Why they chose it
"We had demos with multiple product solutions in our RFP Process."
Patrick D.
Verified UserHospital & Health Care · 10000+ employees
ClearPoint Review
Strategic planning, strategy execution and monitoring. We use ClearPoint to display and track key performance indicators across our enterprise. More and more users are accessing the site and we continue to migrate more info to the site, which has improved transparency and easy of data sharing.
- Top benefits include ease of use as well as report customization
- Additionally, customer support is exceptional
- Highly responsive and solution oriented
Although almost any type of report can be generated, the visual design of these reports is mostly unchangeable
Switched From
Customization of reports was lacking Not as user friendly
Laura B.
Verified UserGovernment Administration · 501-1000 employees
Great overall!
Verified reviewer
- The software is pretty user-friendly and offers a number of custom layouts and fields that are really helpful for my organization
- The customer support has been fantastic
- It does take a while to set up, so there may be something to having support for setup
- There are a handful of small features that are missing that would have made the software more useful to my organization--more flexible reports, more granular permission-granting, ability to add run charts
Why they chose it
"Clearpoint offered more automation, including automated reports, data collection, and evaluation of objectives."
Erin H.
Verified UserGovernment Administration · 51-200 employees
Highly Recommend ClearPoint
Verified reviewer
Ease of use, ease of setup, flexibility, strategic plan tracking (we previously housed our plan in a word document)
There are a couple of features that are only available within the highest level package and there are fewer user licenses available in the package that we have, but it's what suits our organization best at this time
Why they chose it
"ClearPoint offered the greatest number of features that we were seeking (project tracking capabilities, reporting, outward facing dashboard, strategic plan management), and the peer recommendations and customer service references were top notch. We have not been disappointed."
Rahul K.
Verified UserHospital & Health Care · 501-1000 employees
ClearPoint Strategy Benefit to Organizations
Verified reviewer
- ClearPoint Strategy's customer service is unmatched
- They are highly responsive and solutions-driven
- They work hard to provide answers to users
- From customizable reports to various custom layouts, organizations can benefit depending on their unique needs
- ClearPoint Strategy can be very time consuming in terms of the setup process
- The customer service team is there for guidance and they may be needed in the picture regularly
Julie W.
Verified UserGovernment Administration · 1001-5000 employees
Excellent structure and support
I have found the built-in help and support to be excellent. The Clearpoint team hosts education sessions on both how to use the software and what other organizations are using it for, which helps me understand best practices. I was able to get from 'never saw this before' to 'downloading metrics files and turning them into Uploader templates' in about a week, using the Clearpoint videos and tutorials. I do come from a technical background, so your experience may vary, but it seemed very straightforward.
Provides structure and a common language that makes it easy to explain to stakeholders
- Switching between Departments isn't easy
- That won't matter for most users
Octavius M.
Verified UserGovernment Administration · 201-500 employees
Service at a high level!
Our experience working with ClearPoint has been exceptional. Each time we've reach out to the company for support, they've responded in a timely manner.
- The support from the representatives when I need help
- Although, shorter than expected
- It's always the initial learning curve
Why they chose it
"Cost, external dashboard and ease of use (short onboarding process)"
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