Ascendant Strategy Management

ClearPoint Strategy

5 / 5 21 reviews

Who Uses This Software?

ClearPoint is used effectively in nonprofits, healthcare organizations, municipalities and for profit organizations, within the strategy office, finance office, and others responsible for reporting.


Average Ratings

21 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $50.00/month/user
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Ascendant Strategy Management
  • www.clearpointstrategy.com
  • Founded 2008
  • United States

About ClearPoint Strategy

MANAGE AND TRACK YOUR BALANCED SCORECARD: Use ClearPoint to quickly and easily combine text and graphical information to make dynamic and compelling management, strategy, or Balanced Scorecard reports. ClearPoint Strategy is a web-based Balanced Scorecard, dashboard, and performance management solution. Enter and track your Objectives, Measures, Initiatives and Action Items, and customize the language and colors of the account to match your organizations needs and reporting processes.


ClearPoint Strategy Features

  • Ad hoc Analysis
  • Ad Hoc Reports
  • Budgeting & Forecasting
  • Consolidation / Roll-Up
  • Dashboard
  • Key Performance Indicators
  • Predictive Analytics
  • Qualitative Analysis
  • Quantitative Analysis
  • Scorecarding
  • Strategic Planning
  • Ad Hoc Reports
  • Collaboration
  • Dashboard Creation
  • Data Source Connectors
  • Data Visualization
  • Drag & Drop
  • Drill Down
  • Financial Reports
  • Marketing Reports
  • OLAP
  • Projections
  • Sales Reports
  • Scheduled / Automated Reports
  • Budgeting & Forecasting
  • Dashboard
  • Goal Setting / Tracking
  • Idea Management
  • KPIs
  • Modeling & Simulation
  • Roadmapping
  • Scenario Planning
  • Scorecards

ClearPoint Strategy Reviews Recently Reviewed!


What a refreshing pleasure it is working with their staff!

Dec 08, 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: Each 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.

Cons: I 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.

Overall: 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.

Vendor Response

by Ascendant Strategy Management on December 08, 2016

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

ClearPoint provides significant, user-friendly functionality for performance measurement

Apr 09, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: After releasing our Community Dashboard in 2013 we realized that Excel was not the best solution for storing and reporting on hundreds of metrics. We started working with ClearPoint at the end of that year which began with them loading over 400 metrics into their software for us. Our goal was to be able to publish these measures to the web so they could be linked to the budget requests in our biennial budgeting process. ClearPoint was able to incorporate some of our business needs in their semi-annual software upgrade which allowed us to successfully achieve our goal. Their level of customer service and responsiveness is amazing; this applies to everyone we have worked with at ClearPoint.

We contracted with ClearPoint primarily to use the software as a performance measurement data repository. However, we are now using other functionality in the system to load strategic objectives and link measures to them. This will allow us to create Strategy Maps that will provide Red/Yellow/Green performance of our strategic objectives to our citizenry. We will also start using their Initiative and Action Item tracking functionality, which can be linked to measures and strategic objectives. There is a lot of functionality offered by ClearPoint which can add to the learning curve of the system, but you will find it is very user friendly software that is easy to navigate.

Our partners at ClearPoint are very committed to continuous improvement and are open to suggestions from their clients on how to improve the software. These suggestions are evaluated across their entire customer base and those that are approved are worked into their software upgrade road map. These future changes make the product even better and will take its reporting functionality to the next level.

I cannot say enough about how pleased we are with our decision to partner with ClearPoint. We look forward to working with them in the future as we continue to improve our systematic, enterprise-wide approach to performance measurement and strategic planning; and making it transparent to the citizens of Fort Collins.

ClearPoint allows us to create a strategic plan that drives collaboration and high-level strategy.

Jan 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The capabilities and output of the software. There is nothing we have asked for that ClearPoint Strategy wasn't able to provide. The custom report capabilities was the solution to one of our biggest challenges with our Strategic Plan.

Cons: Although the online help library is a tremendous source of information, as a new user of the software, most of the tutorials are written for someone that is already familiar with the software. When I first started mapping our strategic plan into the software, I needed resources with basic information on getting it set up. I found most of the tutorials were written with the assumption that the user already knew when and why to use an option, and the cause and effect of using it. Now that I have a much better understanding of how options work together, the tutorials are much more useful.

Overall: ClearPoint Strategy provided the platform we needed to take our strategic plan from a departmental, tactical driven to-do list to an idea-mapped, living document that drives collaboration, high-level strategy, and accountability.

ClearPoint is great for showing alignment & how our business is connected throughout organization.

Apr 16, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The ease of creating & generating various types of reports that are needed. The customer support is the best I have ever experienced. I also appreciate that they are consistently evolving the product and features to reflect the feedback and needs of users.

Cons: Some features are not very intuitive and it takes some digging to understand how to use them fully. However, the support available negates this.

Excellent decision support tool

May 01, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Clearpoint has been an excellent addition for our organization. A lot of the talk in the business world today revolves around data. For a many years, we assumed that the answer to all our questions was to collect greater and greater volumes of information. The key, however, is not infinite data, it¿s using the data that you have well and Clearpoint is an excellent tool to do that. It¿s strength lies not it its complexity, but in its simplicity. It provides a structure that requires our organization to make some basic decisions about the information we have. What is good? What is bad? How are these things connected? Are our initiatives having the impact that we want. Answering these questions has been crucial to providing sound strategic direction.
Our organization also found that the pricing structure for the product also fits well with our budget and need. Having cost structured around administrators allowed us to begin our use with a low-cost pilot program before deciding to make a large investment. Once satisfied that this was the product for us, it was easy to scale up and begin to use Clearpoint across our entire organization. Even now, with minimal to no cost for browsers, it¿s easy to get information in the hands of people who will perform analysis and people who will make decisions.
In addition to a great product, the Ascendant team is great to work with. They are incredibly responsive to questions and requests, working with us until we get the answer that we need. And they are constantly updating a large library of FAQs, job aids and instructional videos that are very useful for administrators and average users alike.

Great tool to support Our Strategy

Nov 03, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: The functionality, ease of use and support provided.

Cons: The cost.

Overall: ClearPoint has so much potential. We are utilizing it for reporting and tracking our performance measures and key activities. The support staff is amazing. There are many learning opportunities available. We stay up to date through informative webinars and ongoing conversations. I'm am always excited to learn What else can ClearPoint do?

An extremely simple to use and yet powerful scorecard tool that allows you to easily visualize data

Apr 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Quick and easy setup and implementation. Outstanding support and a product that continues to evolve based on feedback from user community. Multiple ways to get your data in the system including great automation features. A very cost-effective and powerful solution for us.

Cons: I cannot really think of any, it simply does very well what it is designed to do. It has met or exceeded the expectations we had of the software.

Overall: Ability to quickly and easily share our scorecard with all staff and administration in an easy to understand format. Minimal ongoing effort required to keep the scorecard up to date.

Use the software daily

Jan 19, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: Cloud based, ability to see other municipality measures, project management tools.

Cons: Cost for licensing of large number of employees. Need updates on a more frequent basis to keep up with the times

ClearPoint has given us a clear edge in tracking our progress on our strategic plan objectives

Jun 05, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: What I like best about ClearPoint is the ease of use of the software and the amazing product support. We have been able to really move forward on tracking our strategic objectives and performance measures for our organization, all in one place.

Cons: The challenge we had with ClearPoint was the formatting of some reports. Working with their suppot team we were able to work through that and generate our required reports in a format that works for us.

Overall: Ease of tracking strategic objectives and performance measures.

We have been very happy with ClearPoint and have always received the best customer service.

Jan 16, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: This software meets us where we are in skill level and functionality. It's easy to use and easy to provide training internally.

Cons: Overall, we are very happy with ClearPoint. The one thing that I wish for is that the pricing had a 100 + user rate verses per user rate.

ClearPoint for Performance Management Scorecards

Jun 03, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: There's an evolving science to performance measurement that we're continually learning. By science, I mean there are right ways and wrong ways to structure performance information. If we¿d set up the new performance information system without the guidance of ClearPoint, we could have ended up with something that looks a lot like our old binder, which was overwhelming. The ClearPoint team acted as our architect, just as we were the data architects for our executive team. When we were setting up the system, nine out of 10 times, they'd agree with our objectives and tell us how to accomplish them, but they were also clear when they didn't agree. ClearPoint would say, `This is nuts. You'd be kicking yourself if you did it this way.They helped us avoid pitfalls. When it came to our design, we needed a way to organize and visualize data quickly at multiple levels. ClearPoint was engineered to ensure key data would show up on one page and was easy to read. We even made sure the RAG status colors were calibrated to show up clearly on boardroom projectors. Now that the system is set up, we have more time to do deeper analysis¿not just what happens month to month, but over, say, a two-year time period. Now that the data is more trusted, more people are asking for it.

ClearPoint for Performance Management

Aug 26, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We use ClearPoint for our performance measurement scorecards. To make transition to the new software as smooth as possible, ClearPoint worked with us to build the system so that it mirrors the system of inter-linked, color-coded Excel scorecards that our staff was familiar and comfortable with. Over the year that we¿ve used this software, ClearPoint staff has been responsive and helpful answering our questions and working with us to resolve any issues we¿ve encountered. Overall, the system is fairly easy to use and administer, even though there is a little bit of a learning curve when transitioning from Excel. The system allowed for additional features that our previous Excel scorecards did not have. For example, some of our departments created custom reports allowing them easily compare performance data. Also, we can drill down to look into the underlying performance indicators. Finally, ClearPoint allows publishing performance reports on the web - a helpful feature for public organizations committed to transparency.

Top notch customer service and en easy to use platform to manage your Balanced Scorecards

Apr 20, 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's a very easy to use software which means training is easy when you have many users. It does exactly what we need it to do and meets our needs in terms of reporting for all of our Balanced Scorecards. The staff is amazing - very responsive and helpful. We are very pleased with the dashboard that was created for our internal reporting.

Cons: I really have nothing negative to say. ClearPoint meets our needs and again the staff is super helpful and very responsive.

Overall: The software helps to ensure all of our Balanced Scorecards are properly managed, tracked, and updated.

Great Performance Management Project and great customer service!

Apr 18, 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: 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.

Cons: There 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.

ClearPoint as a Critical Tool for Strategic Planning/Performance Measurement Initiatives

Apr 03, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: ClearPoint provides a solid balance of functionality and flexibility. The staff at ClearPoint are wonderful to work with and were critical in configuring the system to meet our strategic planning and performance measurement needs. Judging success with the implementation of any system has a lot to do with acceptance by the staff who will be using it. Our department staff have embraced ClearPoint and are developing creative ways to utilize its power and functionality. The ability to import data into ClearPoint with little or no manual effort has been a critical element in the acceptance of the system by our staff. Time wasted by duplicate entry of performance data has been all but eliminated with the data loading feature. The true test of any performance measurement system is to effectively facilitate the process of using data for decision making. ClearPoint is passing this test with flying colors.

Our organization has been impressed with the software and customer service

Apr 18, 2018
5/5
Overall
4 / 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: The intuitive nature.I always tell our internal users "just click". Allows our organization to see what other departments are working on

Cons: Zero complaints

ClearPoint recommended without reservation!

Apr 03, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: One of the key tenants at the City of Olathe is we are a metric driven organization. In order to take our performance measurement efforts to the next level we needed a system that could adapt and support our ever evolving needs. ClearPoint has taken all we could to throw at it and performed beautifully. It has allowed us to fully engage departments in a way we were not able to do before. Also, the ability to automatically load data through DataLoader packages has been a huge benefit to us. Departments were always concerned with the inefficiencies of having to do duplicate entries and with DataLoader that issue is a thing of the past. Finally, the customer support we have received from Joseph and all the ClearPoint team has been outstanding. I recommend ClearPoint without reservation.

ClearPoint: A Significant Step Up from the Rest

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

Comments: Beyond serving as a university professor of strategy, I have also done a lot of strategic planning and balanced scorecard consulting with dozens of organizations over the years. I started off with some other solutions and software platforms but migrated to ClearPoint over a year ago. The value that CP brings to my clients is remarkable. It is intuitive, robust, and very easy to customize for the needs of an organization. When I have a question or problem, their support response time is very fast. Every client I work with now goes with ClearPoint. It is so much less cumbersome when compared with Excel and the feature/price point mix is unmatched in the industry.

Great tool that promotes accountability

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

Comments: This has been a great tool for us to provide regular accountability. I just did a review yesterday with 2 different groups of people where we use this tool as a guide. It helps keep the conversation focused on actual measures and facilitates us asking the question, "What if anything needs to change in our plans"
The software is pretty simple to use, even for new people. Anytime we have a question or an issue, support is super helpful. And to top it off, they are still actively improving the software and listen to ideas. I wish more software companies were this good.

Great Product and Company

Apr 01, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We've been using ClearPoint for many years now, and the developers have always been very receptive to our particular needs and wishes. I've always received prompt, friendly service and beneficial tips on how to more effectively use this tool. The possibilities with ClearPoint are significant, and the staff there are always willing to help.

Great tool!

Nov 03, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I had the privilege of using ClearPoint on my job. It is a great program and I strongly recommend it to others that may be considering it. I also feel that the ClearPoint Support Team is awesome.