All ClearPoint Strategy Reviews
1-25 of 25 Reviews
Sort by
Delinda
Verified reviewer
Hospital & Health Care, 1,001-5,000 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2019
More than satisfied with ClearPoint Strategy
In addition to the product, I am extremely satisfied with the training we received on site, as well as the sessions we have via conference call with our account representatives. No questions are too simple or too complicated. We are not limited in the number of times we reach out and appreciate the account rep keeping in touch with us and responding promptly to our inquiries. We have also appreciated the webinars that are offered and look forward to attending the annual conference for the first time this year.
PROSThe software is very intuitive and extremely flexible, as it caters to our needs as the customer. We appreciate the many resources that are available to support us in getting used to the product so that it is not intimidating or overwhelming. We don't feel limited in any way regarding how we will use the product as we make plans to move from our initial use (strategic management) to other possibilities (i.e., project management). We are also pleased with the layout and format options we have for our reports.
CONSAt this point, I don't have any cons, other than wishing I had the product sooner.
Vendor Response
Delinda, We are so happy to hear you are pleased with your use of ClearPoint so far! It is great to hear the onboarding process has been made easy due to the onsite training, conference calls, and the overall ease of use of the tool. We are glad we can support you in managing your strategic plan through our support resources and the layout and format options we can provide with reports. We are looking forward to our continued partnership as you grow in ClearPoint and begin to conquer new areas, like project management! Tricia Jessee, Customer Success
Replied January 2019
Brandie
Government Administration, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2023
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!
PROSClearpoint 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.
CONSI 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.
Reason for choosing ClearPoint Strategy
We had demos with multiple product solutions in our RFP Process.
Reasons for switching to ClearPoint Strategy
We worked through multiple RFPs and even custom built power bi reporting before we found clearpoint.
John
Government Administration, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
5
Reviewed March 2024
A Comprehensive Product
Ease of Use, centralized place to keep track of performance measures and initiatives, inexpensive. [sensitive content hidden] has been a great help and provide awesome after service support.
CONSLack of features on doing bulk admin work such as setting reporting frequencies, mass delete accounts etc.
Vendor Response
We are glad to hear that you find our software easy to use and well-priced. We appreciate your feedback and the praise for our support team!
Replied May 2024
Jared
Government Administration, 201-500 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed March 2024
City of Manhattan
[sensitive content hidden] are awesome to work with. They have been very helpful and go above and beyond.
PROSData all in one place. Can run reports with simple clicks and do calculations. It has saved time for admin staff.
CONSReports have limited customization. Have had to alter data approach a few times becuase this was new to us.
Kristen
Government Administration, 201-500 employees
Used monthly for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2024
Fantastic Implementation
ClearPoint has a great team behind them. I can't say enough good things about their implementation team and the process. Our Implementation Specialist, Marisa, made the process simple and easy. She was extremely knowledgeable and a pleasure to work with. Her dedication to a successful implementation was unmatched.
CONSThe software isn't the easiest to navigate. I'm sure it will get better with practice, but I had to keep my training guide handy in the beginning to help me along.
Vendor Response
We're thrilled to hear that you find our support system and employees to be top-level! We strive to provide quick and in-depth answers to any issues you may encounter.
Replied May 2024
Patrick
Hospital & Health Care, 10,000+ employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2020
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.
PROSTop benefits include ease of use as well as report customization. Additionally, customer support is exceptional! Highly responsive and solution oriented.
CONSAlthough almost any type of report can be generated, the visual design of these reports is mostly unchangeable.
Reasons for switching to ClearPoint Strategy
Customization of reports was lacking Not as user friendly
Laura
Government Administration, 501-1,000 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2019
Great overall!
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.
CONSIt 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.
Reason for choosing ClearPoint Strategy
Clearpoint offered more automation, including automated reports, data collection, and evaluation of objectives.
Abismael
Government Administration, 501-1,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
Changed our Organization
Ease of use and the ability to adapt to any plans
CONSStill working on some data features like time stamps that is not available for some of my KPIs
Vendor Response
We are happy to hear that ClearPoint has changed your organization and that you are likely to recommend. Your feedback allows us to continuously improve our offerings, thank you for sharing!
Replied May 2024
Octavius
Government Administration, 201-500 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
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.
PROSThe support from the representatives when I need help
CONSAlthough, shorter than expected. It's always the initial learning curve.
Reason for choosing ClearPoint Strategy
Cost, external dashboard and ease of use (short onboarding process)
Vendor Response
We're glad to hear that your experience with ClearPoint Strategy has been exceptional! We appreciate your support and look forward to continuing to serve your organizational needs.
Replied May 2024
Casey
Cosmetics, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
Put Your Strategy & Goals Somewhere Besides Your Head
I love it and think it's a powerful tool. I have not invested the time needed into getting everything out of it I can and need to.
PROSI'm able to put all of our company goals and objectives in one place so I can work towards meeting them, instead of having piles of paper or ideas in my head that never get done.
CONSIt's a little clunky at the beginning but easy once you get the hang of it.
John
Government Administration, 501-1,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2016
What a refreshing pleasure it is working with their staff!
ClearPoint's support team is one of the main things that really sets them apart. They are always very reachable and quick to respond to any question, whether they are asked by an account administrator or a basic user. They listen to everyone, even the little guy. Another thing that sets them apart is that when you find a glitch with a new version they work to fix it quickly and you don't have to wait a couple years until the next version comes out. In my 17 years, I have dealt with a lot of different performance management software companies and they have provided me the best customer service by far and it isn't even close. Not to mention they are all pleasant to work with and seem more like friends than business associates.
PROSEach version is becoming more user-friendly and it continually becomes more efficient with editing and graphing the measures. I like the way you can edit and add data to the measure from one screen. Also, the graphing software is versatile and meets your needs. I like that you can add hyperlinks into the different input categories. Like being able to input GIS maps into the analysis section of the measure.
CONSI Do not like that you cannot expand the columns widths in the measure data tables. I would like to size each column differently based on the need and would like to have wrap text capability so the row height can accommodate different verbiage without cutting off the words.
Vendor Response
John, Thank you for such a kind review. We are motivated by the work you and others are doing at Olathe. It is great. Also, with regards to your suggestions for enhancements, we should have both items addressed shortly. The wrapping headers will be fixed on December 15, 2016, and the more flexible column widths should be improved in early 2017 (January hopefully). We listen closely to our customers and continue to work to make the product easier to use with each release. Thank you again for the great review. Ted Jackson, Managing Partner
Replied December 2016
Patty
Hospital & Health Care, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2019
Excellent performance management tool and user experience
The transition to ClearPoint from our previous excel-based scorecard, which included a significant amount of data to migrate and users to train, was simple and very well supported by the ClearPoint team. The ClearPoint team consistently provide responsive, helpful and knowledgeable support, which has enabled us to create scorecards at various levels within our organization. The alignment of the tool with the Balanced Scorecard methodology and structure, that includes elements like goals, objectives measures and initiatives, allowed us to implement a standardized framework for cascading scorecards. The tool is very intuitive and easy to use with functionalities such as, drag and drop, customizing and linking elements. As an administrator, management of scorecards and users is very easy. Also, the regular webinars, annual summit and periodic regional customer meetings are great ways in which ClearPoint enables and promotes the sharing of knowledge and learnings among its clients.
CONSNone, any new requirements we have or new functionality we need (e.g. customized charts, etc.) is very willingly supported by the ClearPoint team.
Anthony
Government Administration, 1,001-5,000 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
Easy to use, customize, and well supported
Overall our experience has been exceptional. We feel that ClearPoint is a partner for our success. They have helped us problem solve and develop new measures in the system. Their customer support service is truly outstanding. They really listen to customer feedback and incorporate it into making new features!
PROSClearPoint Strategy is super customizable and easy to use. You can tailor the software to match the look and needs of your organization. It's easy to collaborate on ideas with a group and make updates in real time. The look and feel of the software is very polished. You can customize your measures and data visualization and then reuse that work repeatedly which cuts down on rework or micromanaging the software. It allows for benchmarking with other ClearPoint users and you can use the measure library to spark your own ideas. The software is well supported with webinars, seamless updates, and excellent customer support.
CONSThere are so many options it can be a little daunting to get started. Luckily, ClearPoint was a great partner in helping us build out our system and providing advice from other customer's experiences.
Reason for choosing ClearPoint Strategy
ClearPoint provided both the best feature set and best price. During the bidding process they really listened to what our organization was trying to achieve and answered questions honestly and openly. They have not only delivered, but actually exceeded our expectations.
Jacob
Automotive, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2023
Eldor Corporation ClearPoint Review
Other than a few small customization issues, ClearPoint has helped myself and the company tremendously. Aside from what the software does for us, the help we receive from the employees is unmatched. They are always there to help with any questions and even provide welcomed feedback into how we can make the process even easier or more concise.
PROSThe impact it has made on time management for collecting and reporting KPIs has been a huge success for us. Once implemented to the other plants. It will be saving countless hours and will help in communicating key data from one plant to another.
CONSI wish there were more customization features in regards to graph creation and reporting.
Reason for choosing ClearPoint Strategy
I previously used ClearPoint Strategy at another company I worked for. Since I had a great experience working with it before and had already learned how to manage the software, it made for an easy implementation.
Luz
Civic & Social Organization, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2019
Accountability and accessibility
We have been using Clearpoint for years for strategy accountability, and being able to go back 5 years and see the progress of our strategic endeavors helps the organization staff with trusting new projects. Our investors and partners always ask us how do we track our strategic plans, we always have it so accesible that you get to show them as they ask. The impression it causes has definitely increased our capacity for impact. Clearpoint helps us with the level of transparency we want to demonstrate.
PROSWe find it very reliable and the capacity to go back years on previous strategies are a plus for documenting learnings. The navigation is very user friendly. All resources available are very good and help in providing workshops. The Customer service is great, we sometimes struggle with creating some formulas and the team responds quickly.
CONSThe biggest challenge for our organization in maximizing Clearpoint is our technology capacity in terms of programming. Some features Look great but we can’t use them properly.
Sharrice
Government Administration, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2021
Review of ClearPoint Strategy Software
My overall experience with ClearPoint Strategy has been exceptional. I have never experienced such adept customer service. The willingness of the team to assist, the offered trainings, yearly conferences and follow-up is admirable.
PROSWhat I have found most beneficial about the ClearPoint software is the ability to customize reports and layouts. It allows for conveying the "big picture" in an easy and understandable format. Being able to produce a report that contains graphics and verbiage appeals to different types of learning styles.
CONSMy least favorite feature about the ClearPoint software is the inability to edit the header, cell and table styles within the report. If you are unfamiliar with where to find the feature in the admin options settings, it becomes very frustrating.
Anonymous
51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2018
Align and dashboard your results with this powerful easy to use tool
Clearpoint enables us to continually monitor our progress toward our strategies and goals, track progress on projects and ensure that we are applying our resources to achieve the right results.
PROSClearpoint allows you to easily build your balanced scorecard and align your measures to appropriate goals and initiatives. Set appropriate threshholds for your measures and automatically set a visual status of progress which can be rolled up to track overall progress toward goals. All this can be easily done by automatically loading your data from a variety of sources whether excel files or a SQL compliant ODBC data source. Informative dashboards and reports that can illustrate the alignment of Intitiatives, measures and goals while giving a clear visual indication of progress in charts and graphs. The support team is one of the best with which I have ever dealt, very knowledgeable and responsive.
CONSNone, I've used Clearpoint for a number of years and it does exactly what it is supposed to and they continually improve the product.
Laura
Government Administration, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2021
Easy to use performance reporting!
The customer service is out of this world! I cannot stress this enough. The account representatives go above and beyond to ensure ease of use and a positive experience with their software. To me, their customer service makes the difference.
PROSClearPoint is easy to use - my role within my organization requires me to train new employees on the use of ClearPoint. It is always easily picked up by new users.
CONSOccasionally the software does not allow us to customize the way we want - however, ClearPoint can always find us a work-around that meets our needs.
Briane
Utilities, 201-500 employees
Used weekly for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed April 2023
Review by B. Schwab
I like how simple it is to create reports, add charts and customize dashboards!
CONSSupport overall is good but the customer service chat option over the past few months has been slow to respond. Our account has experience several issues with our milestone evaluations over the past year. At this time things seem to be working okay.
Nikki
Hospital & Health Care, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2019
Clearpoint is an easy to use software that helps keep you organized and focused on your goals
I am very pleased with clearpoint ! I always learn something new about the software every time I use it
PROSI like that everything is in one place. I can keep all of the company's goals and metrics for multiple office locations in one convenient area
CONSit is a little difficult to learn when you want to code and create features by yourself, but thankfully the support team makes this easier
Reason for choosing ClearPoint Strategy
my boss was already using clearpoint when I was hired on, but I don't have the desire to look elsewhere
Erin
Government Administration, 51-200 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2019
Highly Recommend ClearPoint
Ease of use, ease of setup, flexibility, strategic plan tracking (we previously housed our plan in a word document)
CONSThere 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.
Reason for choosing ClearPoint Strategy
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.
Tim
Utilities, 201-500 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2019
Excel to Clearpoint Strategy
CPS is used for goal tracking, idea machine ideas review, and project tracking at a high level not as a project management tool.
PROSEase of use and how easy it was to organize goals and create reports.
CONSSince we have a lot of projects in our organization, it would be helpful if the software had more project management capabilities. Also, when displaying Gantt Charts, the ability to only display the projects at the highest level would be helpful.
Delinda
Hospital & Health Care, 1,001-5,000 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2019
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!
PROSI appreciate the software's flexibility, adaptability, and ease of use
CONSI have no dislikes at this point about the software.
Tony
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2018
Great Performance Management Project and great customer service!
ClearPoint is a software system with lots of customization and easy to use tools. We've found the software easy to use and when we've struggled the support has been quick to respond and help us problem solve. This product allows greater accessibility to our organization's performance management system.
CONSThere is a lot of flexibility and customization options. It can be a bit daunting to get started but once you know what you want to do it is quick and easy to implement.
Anthony
Management Consulting, 2-10 employees
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2023
Clearpoint Strategic
Clearpoint templates are detailed,informative and easy to use.
CONSThere are no cons based on my needs. Future use cases may yield something