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ClearPoint Strategy

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  • Starting price Contact vendor
  • Free trial Not offered

What is ClearPoint Strategy?

ClearPoint Strategy turns strategic plans into monthly and quarterly objectives, measures and initiatives, replacing the spreadsheets organisations typically use to track execution. The company states the problem it exists to solve in blunt terms: no more juggling broken spreadsheets. More than 15,000 users at organisations worldwide use the platform.

The core artefacts are scorecards and dashboards intended to serve as a single source of truth and drive action, with project management aligned to strategic goals so that work in progress connects visibly to the objectives it serves. That alignment is the recurring failure point in strategy execution, where plans and day-to-day project work drift apart over a year.

ClearPoint backs its positioning with unusually substantial research. The company analysed 20,582 strategic plans for a published report, and separately examined data from 41,397 initiatives across 120 local governments to study how plans and budgets agree on adoption day and then drift through the year, along with the reconciliation practice that prevents it. It also publishes a free list of 56 strategic objectives with descriptions, organised into four categories in Excel format.

Integration connects to Power BI, Snowflake, SQL Server and other systems so strategy and reporting live in one place, and ClearPoint offers to migrate existing strategy and KPI data out of spreadsheets during onboarding. Enterprise-level security, strict access controls and full compliance cover the data. The platform serves local government, healthcare, utilities and energy, financial services, education, manufacturing and general enterprise. A 30-minute session shows a prospect their own strategy modelled in ClearPoint. Pricing is not published.

Key Features of ClearPoint Strategy

  • Scorecards and dashboards as a single source of truth
  • Monthly and quarterly objectives, measures and initiatives
  • Project management aligned to strategic goals
  • Integrations with Power BI, Snowflake and SQL Server
  • Migration of existing strategy and KPI data from spreadsheets
  • Enterprise-level security with strict access controls
  • Vertical coverage from local government to manufacturing
  • Research drawn from 20,582 analysed strategic plans
  • Published free library of 56 strategic objectives
  • 30-minute session modelling your own strategy in the product

ClearPoint Strategy Pricing

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ClearPoint Strategy Specifications

Public API
No
Free trial
No
Free plan
No
Runs in browser
No
Customisable
No

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ClearPoint Strategy FAQs

Tracking strategy in spreadsheets. ClearPoint turns strategic plans into monthly and quarterly objectives, measures and initiatives in one platform, and will migrate existing strategy and KPI data during onboarding.

Yes. ClearPoint integrates with Power BI, Snowflake, SQL Server and other systems so that strategy and reporting sit in one place rather than being reconciled by hand.

An analysis of 20,582 strategic plans, and a separate study of 41,397 initiatives across 120 local governments examining how plans and budgets drift apart during the year and how to reconcile them.

Local government, healthcare, utilities and energy, financial services, education, manufacturing and general enterprise, with strategic planning, business reporting, dashboards and project management across all of them.

Yes. ClearPoint offers a 30-minute session showing what your strategy would look like modelled inside the platform.