ClearPoint Strategy FAQs

    • Who is ClearPoint Strategy best for - their role(s) within what kind of companies.

      ClearPoint is often brought into an organization by someone involved in strategy and planning or someone in a leadership role - - the head of a department or function or of an organization overall. ClearPoint is delivering benefits to mid-sized and even smaller organizations of all kinds, with clusters of enthusiastic users in areas such as local or state government, healthcare, credit unions/regional banks and utilities.

    • How does ClearPoint Strategy benefit them?

      ClearPoint's overall benefit is helping keep everyone in an organization focused on those things that matter most.

      Specific benefits include:

      - ClearPoint's automatic email reminders, data uploads, report generation, and notifications help managers save up to 70% of the time it takes to create things like monthly reports.

      - Dashboards and scorecards combine quantitative and qualitative data so that every team in your organization has the context they need to support decisions.

      - Workflows help ensure that the most difficult phase of report generation (getting updates from users) is supported with automation and easily managed.

      - Users at all levels can drill down from dashboards to detail pages to see specific charts, data, project plans, and more.

      - Everyone can see the alignment between objectives, measures and initiatives to make sure they are working on the right tasks and projects to achieve their goals.

      - ClearPoint can automatically upload data from existing data sources to simplify and expedite updating and serve as your organization's "single source of truth".

    • How technical do users need to be to use ClearPoint Strategy's software?

      Absolutely no technical expertise is required. Anyone who can browse the web can use ClearPoint effectively.

    • What makes ClearPoint Strategy a leader in this space?

      ClearPoint's founders have extraordinarily deep experience in strategic planning methodology and technology, including years of experience helping organizations utilize the Balanced Scorecard strategy performance management methodology. With educations that included Harvard Business School and MIT, Ted Jackson and Dylan Miyake begain imagining in early 2008 a world where strategy execution and performance management went hand-in-hand—where metrics were always aligned to strategy, decisions were fact-based, and meetings were productive.

      They saw that most dashboarding solutions had been built by accountants and engineers; well-meaning folks who really like numbers and enjoy tinkering with them, but what was needed was to solve a different problem. It’s one thing to know how many widgets you sold in Kazakhstan and an entirely different thing to know if you should be doing business in Kazakhstan.

      They asked themselves: “What if we created a way for organizations to capture the quantitative and qualitative information they need to make decisions, optimize the experience to drive decision-making, and ensure that projects were actually managed?"

      With that, ClearPoint Strategy was born and has been the leader in strategy execution and performance management software ever since.

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