ESM Software Group

ESM+Strategy

4.5 / 5 13 reviews

Who Uses This Software?

Strategy management professionals, executive leadership, business process managers, "Do it yourself" users.


Average Ratings

13 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.7 / 5
    Customer Service

Product Details

  • Starting Price
    $880.00/month
  • Pricing Details
    ESM offers an unlimited user model with licensing per scorecard.
  • Free Version
    Yes
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • ESM Software Group
  • www.esmgrp.com
  • Founded 1999
  • United States

About This Software

ESM+Strategy helps organizations design, track, and adapt their strategic plan. With automated Balanced Scorecards, strategy maps, dashboards, and instant reports, ESM brings strategy to life. When starting out, 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 on progress, eliminating the need for exhausting spreadsheets and slide decks.


Features Checklist

  • Ad hoc Analysis
  • Ad hoc Query
  • Ad Hoc Reports
  • Benchmarking
  • Budgeting & Forecasting
  • Dashboard
  • Data Analysis
  • Data Visualization
  • Key Performance Indicators
  • OLAP
  • Performance Metrics
  • Predictive Analytics
  • Profitability Analysis
  • Strategic Planning
  • Trend / Problem Indicators

Product Reviews

Our Auditors gave the system a big tick!

Dec 05, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Easy to use, scalable

Overall: We've just had our new auditors do their work for the year and ESM and our planning framework came in for very favorable comment which is great! 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.

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

Sep 21, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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

Robust product, too sophisticated for our company.

Sep 10, 2015
3/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: It helped sensibly to establish our ESM.

Great tool to manage our strategy!!!

Sep 10, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros
-easy to use
-one license, multiple users
-Low cost
-Dr. Norton and Kaplan endorsement

Cons
-price a little bit high

Eight years of Using the ESM

Sep 10, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

Cons: The upgrade to 6.0 provided some improvements, but seemed to be more difficult to execute the charts/reports we were accustomed to producing. Needed to devise some workarounds to get the look and feel we wanted.

The experience of working with the Palladium staff was excellent. Even at odd hours of the night or a weekend they usually got back to you right away if there was a question or something wasn't working correctly.

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

Sep 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I am one of two the Balanced Scorecard (BSC) representative at the University of Arkansas for Medical Science (UAMS) in which I manage 24 BSCs. When I say I manage 24 BSC, I mean that I am the administrator of 24 BSCs, I taught 24 managers the philosophy and application of the BSC, and I assisted Danny, one of your consultants, in training the usage of ESM. 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. I have actual had more than 15 training session over the usage of ESM, and I have plenty more to come. Today, we have more than 30 users of EMS at UAMS whom I have taught how to use the program. Although our BSC will not be operational till October 2015, we have already experienced the transformational impact of the tool.

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

Aug 07, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The Executive Strategy Manager tool afforded us an opportunity to design our BSC and align all stakeholders. It truly redefined the meaning of collaboration.

For us, the ESM advanced presentation capabilities allowed us to rapidly respond to executive requests for updates and information. Also, the ESM account managers provided extraordinary service support, generously sharing their time and expertise.

Great solution built by strategy experts

Aug 07, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: Eliminates PPT as source of presentation. This tool has saved a ton of paper and headaches caused from version control issues. Allows for easy linking/displaying of elements. Agency solution for cascading throughout the organization. Customizable fields is a plus. Robust charting and data grid is easy to learn since it functions just like Excel.

Cons: The amount of time it takes to refresh a screen is inefficient, but part of this issue is due to our internal environment.

Vendor Response

by ESM Software Group on August 07, 2015

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

Executive Strategy Manager

Sep 15, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The tool is very easy to use and supports practical implementation of the Balanced Scorecard methodology. I looked at many tools and found ESM to be the only one that linked the strategy map, measures, and initiatives together in a way that helped all leaders in the organization understand the process. It also made available to the entire organization real-time performance to our strategic plan.

ESM Version 6 Early Adopter

Sep 04, 2014
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I work for an organization that has been using the scorecard for over a year and we were one of the first adopters of the latest version of Executive Strategy Manager. I've implemented the Balanced Scorecard at several companies and each leadership team has slight variations on their scorecard approach. ESM 6 is flexible enough to enable these unique approaches while staying true to the core concepts of Kaplan and Norton's Balanced Scorecard methodology.

ESM's alignment with the strategy map/scorecard approach, paired with dynamic reporting tools and meeting management functionality make strategy execution much easier for our company.

I'd really like to see a governance calendar integrated into the application, which would go a long way toward automating some of the preparation and reporting administration.

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

I've tried to manage the scorecard offline or through shared project pages and it multiplies the effort involved enormously. I use ESM every day and I'd recommend it to any Balanced Scorecard organization looking for a web-based application to manage their strategy execution effort.

Vendor Response

by ESM Software Group on August 10, 2015

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

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

Oct 07, 2013
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: The ESM is a very useful tool for managing our organization's key performance indicator data, so that we can easily monitor how we are progressing towards our strategic goals. The ESM is a "cloud" solution, so there is no IT support required to manage the software. 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. The system does require a dedicated administrator, particularly during the initial setup and training phases, and if "structural" changes need to be made to your scorecards, KPIs and metrics. Overall, the system is easy to use and the customer service that Palladium provides is excellent. The ESM is utilized in our operations and strategy meetings on a routine basis.

New customer ESM 5.5 review

Nov 14, 2012
3/5
Overall
4 / 5
Ease of Use
3 / 5
Customer Support

Pros: Easy to use, functionally represent the balanced scorecard methodology well. No learning required if you understand the BSC framework.
Its affordable, scalable.

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

Overall: Recommend ESM to those who are resourced contrained but need and will use a web-based software to better their organizational performance effort.

Vendor Response

by ESM Software Group on August 10, 2015

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

Amazing Strategy Execution Enabler

Nov 13, 2012
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

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.

Overall: Awesome product for strategy execution & monitoring and control