Strategy Execution Platform Features | ClearPoint Strategy (original) (raw)

Every Feature You Need To Execute Strategy Plans, Updates & Reports

ClearPoint gives you one place to build the plan, track what’s off, and export ready-to-share reports in under 60 seconds.

STRATEGIC PLANNING & PERFORMANCE MANAGEMENT

Build, Track, And Optimize Your Strategy With Intelligent Automation

EXPLORER VIEW 

Visualize how KPIs, projects, and objectives connect, across departments and scorecards. Use drag-and-drop to build relationships, surface gaps, and quickly realign work to goals.

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Scorecards

Create and manage strategic plans with customizable categories and elements.

Measures & KPIs

Track performance indicators with flexible charting and automated evaluations.

Risk Management 🪄

Identify, assess, and monitor strategic risks with evaluation criteria.

Objectives & Key Results (OKRs)

Manage strategic projects with dependencies, milestones, and resource allocation.

Complex Analytics

Advanced custom calculations, rollups, and performance modeling.

Initiatives & Projects

Manage strategic projects with dependencies, milestones, and resource allocation.

AI STRATEGY ASSISTANT

Turn a Single Prompt Into a Working Plan

Auto-build complete scorecards from simple prompts. Our AI understand your strategy framework and creates comprehensive goals, with KPIs and projects, saving weeks of planning and setup time.

INTELLIGENT REPORTING & DASHBOARDS

Turn Data Into Strategic Narratives With AI Insights

Build dashboards, export board reports, and let AI explain what’s behind the numbers.

BRIEFING BOOKS 

Briefing Books, Done In a Single Click

Bundle up dashboards, summaries, and charts into one clean, branded PDF. Add branding, watermarks, and password protection. ClearPoint updates it all automatically, so your reports are always ready when leadership asks.

AI STRATEGY ASSISTANT

Instantly Summarize The Story Behind The Numbers

ClearPoint AI writes an executive summary for each report, highlighting wins, red flags, and what leadership should focus on next.

Build Once, Reuse Every Cycle

Summary reports

Matrix / grid reports

Dashboard-style reports

Briefing book builder

Send It, Schedule It, Share It

PDF, PowerPoint, Excel, HTML

Schedule report delivery

View-only report links

Formats for different audiences

Turn Numbers Into Narratives

Interactive charts with trendlines

Year-over-year comparisons

Custom number formats

Embeddable widgets

COLLABORATION & COMMUNICATION

Keep Teams Aligned With AI Workflow Management

Make updates part of the process, not something you chase down at the last minute (or forget entirely).

AI Turns Recommendations Into Real, Trackable Action Items

Tasks pre-filled with context, owners, and due dates

Assigned automatically to the right person

Triggered alerts to follow up (no need to check manually)

REPORTING WORKFLOWS ✨

Prepare Your QBR Without the Follow-Up Hassle

Guide teams through every step of your QBR process: updates, reviews, approvals, and reminders. ClearPoint keeps the cycle moving on schedule so nothing slips and no one has to chase updates the night before.

Comments & Mentions Real-time collaboration with threaded discussions and instant notifications.

Reporting Workflows Multi-step workflows with automated reminders and scheduling.

Email/Teams Integration Send pages, reports, and reminders directly from the platform.

My Updates Dashboard Consolidated view for users to manage all their responsibilities.

Personal Workspaces Customizable dashboards with drag-and-drop widgets.

Revision History Complete audit trail of who changed what and when.

AUTOMATION & INTEGRATIONS

Connect ClearPoint to Your Stack And Let the Data Flow in Automatically

DATA SYNC & IMPORTS ✨

Sync Data Across Systems Or Import It On Demand

Pull data directly from tools your team already uses. No more downloading spreadsheets or chasing numbers. ClearPoint keeps everything synced and ready to report.

Data Loader

Automated data imports from Excel and external systems with scheduled updates.

Zapier Connectivity 🪄

Connect with 3,000+ applications for unlimited workflow possibilities.

MCP Integration

Plug in your LLM and bring AI-driven analysis directly into your ClearPoint workflows.

API & Webhooks

Full REST API access for custom integrations and real-time data synchronization.

Scheduled Reports

Automate report generation and distribution on custom schedules.

Bulk Operations

Mass updates and changes across multiple elements simultaneously.

AI STRATEGY ASSISTANT

From Metrics to Exactly What To Do (Without Manual Analysis)

ClearPoint AI flags patterns, explains performance swings, and recommends actions. It doesn’t just show data. It interprets it.

ENTERPRISE ADMINISTRATION

Admin Tools That Keep Strategy Safe, Scalable, and On-Track

APPROVAL WORKFLOWS 

Keep Sensitive Updates From Going Live Without Review

Set custom approval rules for any page, update, or report. Assign reviewers, trigger notifications, and track who signed off, so nothing moves forward without proper oversight.

User Management Role-based permissions with group management and access control.

Single Sign-On (SSO) Enterprise authentication with SAML and Auth providers.

Two-Factor Authentication Enhanced security with multi-factor verification.

Security Controls IP whitelisting, password policies, and comprehensive audit trails.

Custom Fields Tailor the platform with organization-specific data fields and terminology.

Approval Workflows Structured oversight with configurable approval rules and notifications.

AI ANALYTICS ✨

Use AI Analytics That Show What’s Working (And What’s Stuck)

AI highlights drop-offs, low adoption zones, and inactive users, so admins can spot issues early.

AI-POWERED STRATEGIC ADVANTAGE

Enterprise AI That Builds, Explains, and Acts, Not Hallucinates

AI STRATEGY BUILDER ✨

From Blank Screen to Full Strategy In a Few Minutes (Not Months)

Just type what you’re trying to achieve and ClearPoint AI works with you to build the entire strategy using your framework. Scorecards, OKRs, KPIs, timelines, owners, and even the strategy map, can be auto-generated and ready to refine.

See what’s changing, why it’s happening, and what to focus on next.

Run root-cause analysis on live data

Assign tasks with due dates and owners

Generate predictive insights and future trend forecast

Auto-draft strategy maps with linked objectives

Pre-fill timelines, milestones, and team assignments

Trigger follow-up reminders and nudges

Build balanced scorecards automatically

Create cascading goals across departments

Highlight key areas needing attention

Create initiative roadmaps with milestones

Analyze year-over-year performance changes

Propose resource reallocation options with ownership

Detect performance trends and anomalies

Create tailored scorecards with ownership built in

Get KPI and OKR suggestions based on your strategic goals

Flag exceptions instantly (what’s off–and why)

Compare performance with benchmarks and peers

Generate action items from performance gaps

Calculate performance scores automatically

Generate SWOT analysis templates

Generate predictive insights and future trend forecast

Create cascading goals across departments

See what’s changing, why it’s happening, and what to focus on next.

Run root-cause analysis on live data

Assign tasks with due dates and owners

Generate predictive insights and future trend forecast

Auto-draft strategy maps with linked objectives

Pre-fill timelines, milestones, and team assignments

Trigger follow-up reminders and nudges

Build balanced scorecards automatically

Create cascading goals across departments

Highlight key areas needing attention

Create initiative roadmaps with milestones

Analyze year-over-year performance changes

Propose resource reallocation options with ownership

Detect performance trends and anomalies

Create tailored scorecards with ownership built in

Get KPI and OKR suggestions based on your strategic goals

Flag exceptions instantly (what’s off–and why)

Compare performance with benchmarks and peers

Generate action items from performance gaps

Calculate performance scores automatically

Generate SWOT analysis templates

Generate predictive insights and future trend forecast

Recommend initiative adjustments

See what’s changing, why it’s happening, and what to focus on next.

Run root-cause analysis on live data

Assign tasks with due dates and owners

Generate predictive insights and future trend forecast

Auto-draft strategy maps with linked objectives

Pre-fill timelines, milestones, and team assignments

Trigger follow-up reminders and nudges

Build balanced scorecards automatically

Create cascading goals across departments

Highlight key areas needing attention

Create initiative roadmaps with milestones

Analyze year-over-year performance changes

Propose resource reallocation options with ownership

Detect performance trends and anomalies

Create tailored scorecards with ownership built in

Get KPI and OKR suggestions based on your strategic goals

Flag exceptions instantly (what’s off–and why)

Compare performance with benchmarks and peers

Generate action items from performance gaps

Calculate performance scores automatically

Generate SWOT analysis templates

Generate predictive insights and future trend forecast

Recommend initiative adjustments