ClearPoint Strategy | Strategy Execution Software
ClearPoint Strategy helps organizations manage the execution of their strategic plans. It is designed for teams with 25+ employees that need to move away from manual spreadsheet tracking.
At a glance
- Category
- Operations
- Best for
- Mid-market companies, Enterprise organizations, Organizations with 25+ employees, Government agencies, Healthcare networks
- Pricing
- Pricing was not clearly available from the provided evidence. Plans start at 10 users and are tailored to user count, support level, and integration needs. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Transitioning from Spreadsheets to Dashboards, Executing Quarterly Business Reviews (QBR), Aligning Departmental Goals, AI-Assisted Plan Building
- Integrations
- Power BI, Snowflake, SQL Server, Zapier, Microsoft Teams
- Official website
- clearpointstrategy.com
ClearPoint Strategy is a strategy execution platform designed to help organizations move from high-level planning to operational tasks. It allows users to build scorecards, track KPIs, and manage projects in a centralized system.
The tool is designed for organizations in local government, healthcare, financial services, and manufacturing. It supports the creation of monthly and quarterly objectives and provides visualization tools to monitor progress across different departments.
Key capabilities include automated reporting and an AI Strategy Assistant that helps build plans and analyze performance data. The platform is SOC2 Type II certified, which may support the requirements of buyers in regulated industries.
Prospective buyers should note that the software is designed for those who already have a strategy in place or are using onboarding tools to build one. Pricing is tailored to specific user count and support needs.
Key Features
Supports the creation of scorecards, OKRs, and strategy maps to break down high-level goals into objectives.
Generates business reports and Briefing Books in PDF, PowerPoint, and Excel formats.
Provides views of KPIs and project health via custom widgets, Gantt charts, and Kanban boards.
Helps users generate plan milestones, suggest KPIs, and summarize performance numbers.
Tracks initiatives, deadlines, and dependencies to connect actions to organizational outcomes.
Includes role-based permissions, approval workflows for updates, and SAML-based Single Sign-On (SSO).
Use Cases
Replacing manual KPI tracking in Excel with dashboards that update across departments.
Using reporting workflows and automated briefing books to prepare for executive strategy meetings.
Cascading organizational goals down to specific teams and individuals.
Using the AI assistant to generate initial milestones, KPIs, and project structures from a prompt.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Plans start at 10 users and are tailored to user count, support level, and integration needs. Buyers should confirm current pricing on the vendor website.
FAQ
It is designed for organizations with 25 or more people across multiple departments who need to align their teams around a central strategic plan.
ClearPoint provides custom quotes based on user count (starting at 10), the level of support required, and specific integrations.
Yes, it supports data migration from spreadsheets and offers integrations with tools like Power BI, Snowflake, and SQL Server, as well as a REST API.
The platform is SOC 2 Type II certified and supports SAML-based Single Sign-On (SSO) and two-factor authentication.
Source category: Operations
Source subcategory: Project Management
