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ESM+Strategy

ESM+Strategy

4.7 (35)

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"Strategy Review Tool"

5.0

Juan Jose V. - Managing DirectorAugust 10, 2018

USER REVIEW
"Strategy Review Tool"
Avatar Image
Juan Jose V.
Managing Director
Management Consulting, 11-50 employees
Time Using the Software: 2+ years
Overall Rating
5.0 (35)
Overall: The ESM + Strategy is helping us to deliver positive results to our clients in their strategy management efforts. 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. Throughout all the ESM you have a very friendly environment that allows the users to get used to it easily.
Cons: At the moment there is no dislikes with the ESM. It may improve some risk and process management features.
Reviewer Source
Source: Capterra
August 10, 2018

STARTING PRICE

$880

per month
per feature

Free Trial
Available

EASE OF USE

4.9/5

Based on Capterra user reviews

What is ESM+Strategy?

ESM+STRATEGY empowers teams to formulate, track, and communicate their strategic plan. ESM+OKR leverages Objectives and Key Results to help organizations tactically get work done. ESM+CYBER enables organizations to manage risk, compliance, and cyber security. ESM+PERFORM empowers employees to link goals to the organizational strategy. With automated Balanced Scorecards, strategy maps, dashboards, and instant reports, ESM brings strategy to life.

ESM+Strategy Overview

Provider

ESM Software Group

Located In

UNITED STATES OF AMERICA

Foundation

1999

Deployment

Cloud, SaaS, Web-Based

Training

Webinars, In Person, Live Online, Documentation

Support

Phone Support, Email/Help Desk, Chat, Knowledge Base, 24/7 (Live rep)

Who uses ESM+Strategy?

Strategy management professionals, executive leadership, business process managers, "Do it yourself" users in the Healthcare, Insurance, Government, Utility, and Financial Service Industries.

Content Source: ESM+Strategy

Integration Ecosystem

Zapier logo
Zapier
Microsoft Excel logo
Microsoft Excel
Objectives and Measures
Strategy Maps
Alignment Views
Strategy Design

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How much is ESM+Strategy?

Starting From:
$880 Per Month
Pricing Model: Per Feature
  • Yes, has free trial
  • Yes, has free version
Pricing Details (Provided by Vendor):
Basic: free Pro: $880/month Enterprise: call for a custom quote.

ESM+Strategy Features

What solutions does ESM+Strategy provide?

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ESM+Strategy Reviews

Showing 5 of 35 reviews
Overall
4.7
Ease of Use
4.9
Customer Service
4.8

Pros

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

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

  • The system is very easy to use and is doing a superb job of helping us to keep on track.

  • 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.

Cons

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

  • At the moment there is no dislikes with the ESM. It may improve some risk and process management features.

  • 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.

  • 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.

Read All 35 Reviews

Most Helpful Reviews for ESM+Strategy

Avatar Image
Juan Jose V.
Managing Director
Management Consulting, 11-50 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
August 10, 2018
"Strategy Review Tool"
Overall: The ESM + Strategy is helping us to deliver positive results to our clients in their strategy management efforts. 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. Throughout all the ESM you have a very friendly environment that allows the users to get used to it easily.
Cons: At the moment there is no dislikes with the ESM. It may improve some risk and process management features.
Avatar Image
Joshua S.
Process Consultant - Planning and Strategy
Insurance, 10,001+ employees
Used the software for: 1-2 years
Overall Rating
4.0
Ease of Use
5.0
Customer Service
5.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
August 10, 2018
"Leveraging ESM + Strategy for SMS Development"
Overall: The value proposition of the tool consists of three things: 1. Transparency - Provides a holistic view of SMS work from which all stakeholders can glean insight and make decisions from. 2. Accountability - Instills discipline around the ownership and reporting of strategic objectives and initiatives. 3. Root-cause analysis - Gives leaders a lens into what forces drive the status of strategic objectives and corresponding metrics.
Pros: 1. Excellent support during setup and responsiveness regarding inquiries 2. Flexible enough to accommodate the nuances of our SMS. 3. Ease of navigation and intuitive layout makes software easy to learn.
Cons: 1. The Gantt chart view is not currently exportable, but I am aware that this is a function they are exploring.
Al T.
Senior Strategist
Used the software for:
Overall Rating
3.0
Ease of Use
4.0
Customer Service
3.0
Reviewer Source
Source: Capterra
November 14, 2012
"New customer ESM 5.5 review"
Overall: 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. 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.

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
David M.
Director, Office of Strategy Management
International Trade and Development, 1,001-5,000 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Features
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
August 10, 2018
"Accessible Solution for Organizing Management by Objective"
Overall: 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). I like the fact that I can use the software to get a client supported with their strategy management journey quickly. (I also really appreciate that their pricing model is by scorecard and not by user, which supports organizations that understand the criticality of driving employee engagement with strategy.)
Cons: I wish the more complex reporting features rendered perfectly-formatted exported reports.
Michael L.
President
Management Consulting, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
August 10, 2018
"ESM + Strategy software Ties it All Together Seamlessly"
Overall: 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!! I had no idea how much more effective we all could be across our management team and through every level of employee touching our business processes. It was quickly obvious how powerful this software could be!
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. It ties them all together with an ongoing view of progress across initiatives that helps all management levels on our scheduled quarterly revivews. I am actually expecting this to be powerful enough to change company culture to one of tight accountability and high productivity!
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. But the software allows for this manual input!
Read All 35 Reviews

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