ESM Software Group

ESM+Strategy


4.5 / 5
29 reviews

Who Uses This Software?

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


Average Ratings

29 Reviews

  • 4.5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 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 Trial
    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 ESM+Strategy

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.


ESM+Strategy Features

  • Business Plan Templates
  • Collaboration
  • Dashboard
  • Financial Projections
  • Financial Templates
  • Fundraising Management
  • Investor Management
  • Pitch Presentation
  • Social Sharing
  • Step-by-Step Wizard
  • Ad hoc Analysis
  • Ad Hoc Reports
  • Budgeting & Forecasting
  • Consolidation / Roll-Up
  • Dashboard
  • Key Performance Indicators
  • Predictive Analytics
  • Qualitative Analysis
  • Quantitative Analysis
  • Scorecarding
  • Strategic Planning

Vendor has not completed this information.

Vendor has not completed this information.

  • Customizable Dashboard
  • Data Source Connectors
  • Drag & Drop
  • Drill Down
  • Financial Reports
  • Forecasting
  • Marketing Reports
  • OLAP
  • Report Export
  • Sales Reports
  • Scheduled / Automated Reports

ESM+Strategy Reviews Recently Reviewed!


Capterra loader

Leveraging ESM + Strategy for SMS Development

Aug 10, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

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.

Capterra loader

Strategy Review Tool

Aug 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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.

Accessible Solution for Organizing Management by Objective

Aug 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
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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.

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.

ESM + Strategy software Ties it All Together Seamlessly

Aug 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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!

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!

ESM

Nov 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Its easy for everyone to instantly work with! It drives you execution!

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.

Overall: Its a excellent tool all-in-all. I dont understand how companies can do without this types of data and be able to run their strategy.

ESM Version 6 Early Adopter

Sep 04, 2014
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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

ESM Review

Aug 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is robust and user friendly.

Cons: There are no cons. It is a complete system.

Overall: I am a strategic consultant and I bring ESM software to all of my clients. I do not recommend any other BSC software.

Managing Director

Aug 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1. Ease of use

2. Features that relate clearly to strategic planning and execution

3. Flexibility to adjust to external client data bases

4. Ability to edit terms/data fields names to correspond with client terminolgy

Cons: All features were used and found to be useful and easy to understand and use.

Overall: Allowed multi user interface for data collection and communication components allows participation and transparency of strategy performance

ESM+Strategy a great investment

Aug 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is so easy to use and supports an amazingly wide range of strategy needs

Cons: No complaints about either the software or the service.

Overall: As a smaller company, we didn't want to invest in a more complex application. However, we have found that ESM+Strategy covers more needs than we at first thought. It is a very smart investment.

Effective tool, simple to use

Nov 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: ESM provides one stop shopping for our balanced scorecard needs for both enterprise strategic plans and cascaded plans. 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. ESM staff has been very helpful in training our team in the system.

Integrated Solution

Nov 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The interface is sufficiently user friendly and is therefore easily learned. 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.

Overall: The software lives up to its claim of bringing strategy to life by making it accessible throughout the organisation.

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.

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.

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

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.

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

Great software to help organizations focus on strategy execution

Nov 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: easy to navigate from big picture (strategy map) to specific work (project).

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

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: 10.0/10 Not
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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.

Capterra loader

Balanced Scorecard

Dec 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: It allowed us to turn our five year business strategy into sustainable actions!

ESM Review

Nov 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software is very easy to use and has everything needed for strategic planning and execution

Cons: There have been no cons thus far while using this software

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 TOOL FOR STRATEGY REVIEW MEETINGS

Aug 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The boldness of XPP methodology, Ease of use.

Overall: Is a perfect to tool to execute strategy review meetings

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.

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

ESM+Strategy Review

Nov 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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

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.

ESM Strategy

Dec 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software looks extensive and would will help us achieve our company's goals.

Cons: The price is a little high for our situation.

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.