Project & Portfolio Management Software | Link Projects & Strategy | ClearPoint Strategy (original) (raw)
Make Project Management Finally Align With Your Strategic Goals!
We used to run dozens of disconnected projects. Now, every task aligns with our strategy — with full visibility into budgets, milestones, and outcomes.”
3-Week Setup
Migrate your projects from spreadsheets, fully operational in 3 weeks.
Custom Frameworks
Match your strategy, reporting, and organization structure with flexible templates.
SOC2 Certified Security
Granular permissions, full compliance, and enterprise-grade safeguards.
AI ASSISTANTS
AI That Feels Like A Project Ops Manager
From building timelines to spotting blockers,
ClearPoint AI helps you stay on track, on budget, and aligned.
Build Project Plans
Scope ‘Expand self-service’ with owners and deadlines
- Week 1: Assess Current Process,
- Week 2-3: Define Success Metrics
- Week 4-5: Outline 30/60/90 Day Plan
What is the proposed budget?
Proposed budget: $12,000
- $4,000 for FAQ content
- $5,000 for chatbot build and setup
- $3,000 for portal updates and testing
Auto-Generate Milestones
Create timeline to launch client portal
Design: July 5
Build: July 20
Test: Aug 15
Launch: Sept 1
Can you identify any potential risks?
- Risk 1: Development team is at capacity with another project until July 18.
- Risk 2: Testing window is tight—only 2 weeks to resolve issues before launch
Spot Bottlenecks
Can you find our off-track projects?
Project Alpha is 3 weeks behind—delayed vendor input.
Customer Survey rollout is at risk—no assigned owner.
What’s causing the delay in Project Alpha?
- Vendor’s API access was promised June 1 but is still pending.
- Escalation recommended.
plans built in real time
Software That Adapts To Your Unique Needs
The ClearPoint Strategy team pushed us. They’re setting dates and goals for you, just like you are with your team, and that’s what brought it together.”
Steve Sones
Chief Administration Officer
Turn Goals into Projects in Minutes – Summarizes trends and bottlenecks instantly.
Create Alignment – Align every initiative into strategic KPIs.
Automate the Process – AI plans timelines and business cases automatically.
Guided Setup and Support
Seems Like Too Much Work?
We'll Handle It
Whether you’re starting from scratch or bringing in an existing plan, ClearPoint gets you up and running without the busywork.
Cascade Strategy to Departments?
Push project plans and tasks to every team.
Already in Excel? We’ll import and clean it.
Need a New Plan? AI walks you through it step by step.
Don’t Want to Start from Zero?
We’ll set everything up for you.
No Need for Project Ops Managers: ClearPoint sets everything up for you, even if you don’t have a clear plan.
Want to see how it works?
Book a Free Demo
Workflows
Workflows That Catch What
You’d Never Spot Manually
ClearPoint automates the parts of execution that slip through the cracks,
so your team stays aligned without micromanagement.
Milestone Change Alert
Notify project owners when a milestone deadline changes or slips.
Over-Budget Warning
Alert team leads when costs exceed planned allocations—before too late.
Auto Dashboard Update
Dashboards refresh with the latest progress, budget status, and risks.
Next Phase Rollover
Lock completed phases and prep the next sprint or timeline segment.
One-Click Project Summary
Generate client or exec-ready updates (tasks, spend, timeline, and alignment).
Quarter-End Risk Review
Identify risks, blockers, and stalled initiatives—and resolve them faster.
Features
Track Progress By Department, Team,
Or Individual In Real Time
(without opening spreadsheets ever again!)
From executive dashboards to frontline tasks. ClearPoint gives you full visibility into how your strategy is performing across every level, every department.
Portfolio Dashboards
Monitor KPI health across teams with real-time, high-level views.
Gantt Charts
Track timelines, task dependencies and overall project flow on autopilot.
Kanban Boards
Visualize task progress and spot bottlenecks at a glance.
Project Scorecards
See project health, budget, and milestone completion side by side.
Custom Views
Build reports filtered by team, region or any custom dimension.
Monitor KPI health across teams with real-time, high-level views.
Track timelines, task dependencies and overall project flow on autopilot.
Visualize task progress and spot bottlenecks at a glance.
See project health, budget, and milestone completion side by side.
Build reports filtered by team, region or any custom dimension.
Monitor KPI health across teams with real-time, high-level views.
Track timelines, task dependencies and overall project flow on autopilot.
Visualize task progress and spot bottlenecks at a glance.
See project health, budget, and milestone completion side by side.
Build reports filtered by team, region or any custom dimension.
Monitor KPI health across teams with real-time, high-level views.
Track timelines, task dependencies and overall project flow on autopilot.
Visualize task progress and spot bottlenecks at a glance.
See project health, budget, and milestone completion side by side.
Build reports filtered by team, region or any custom dimension.
Track timelines, task dependencies and overall project flow on autopilot.
Track timelines, task dependencies and overall project flow on autopilot.
Visualize task progress and spot bottlenecks at a glance.
See project health, budget, and milestone completion side by side.
Build reports filtered by team, region or any custom dimension.
Monitor KPI health across teams with real-time, high-level views.
Track timelines, task dependencies and overall project flow on autopilot.
Visualize task progress and spot bottlenecks at a glance.
See project health, budget, and milestone completion side by side.
Build reports filtered by team, region or any custom dimension.
I used to email 10 teams for updates, now I get everything in a single dashboard, instantly.”
Octavius Murphy
Assistant to the City Manager
CUSTOMIZATIONS
Custom Views You’d Never Build Manually In A Spreadsheet
From org-wide frameworks to personal dashboards, ClearPoint lets every stakeholder focus on what matters, without developers or clunky tools.
company level
Use the Framework You Already Have
OKRs? Balanced Scorecard? Your own? ClearPoint bends to your structure, no rebuild required.
Tailor views by business unit, region, or strategic pillar.
Know you’re always on budget, on time, and on strategy.
Maintain your reporting cadence, just with less friction.
TEAM / INDIVIDUALS
Only See What Matters To You
Each team or user gets a dashboard showing just their goals, metrics, and deadlines, nothing else.
Personalized dashboards by team, role, or priority.
Filtered views of the projects you own, without noise or overload.
Everyone knows exactly what they own, and how it ladders up.
collaboration
Still Chasing Updates? Here’s How ClearPoint Replaces Meeting Prep & Check-Ins
Assign tasks, leave comments, set permissions, and trigger alerts. So teams stay aligned without weekly meetings, messy email threads, or status-chasing on Slack.
Inline Comments Discuss updates and blockers directly, no more email threads.
Smart Permissions
Control who sees and edits what, down to the project, task, or funding line.
Custom Alerts Get notified when milestones slip, budgets change, or updates go missing.
Approvals Built In
Route updates for sign-off with audit trails and approval workflows.
Live Reports Generate reports that always reflect the latest plan, automatically.
Email + MS Teams Integration Send updates to your team’s tools, without switching platforms.
Finally, keep everyone aligned and accountable
(without needing a single status meeting!)
book a free demo
In Just 30 Min, We’ll Show You
How to Run Projects That Actually Deliver
(without opening spreadsheets ever again!)
Instantly align every one of your projects with strategic goals.
See timelines, spend, and blockers in a live dashboard.
Ask anything about frameworks, workflows, or custom views, we’ll show you LIVE on your objectives!
We showed them 4 dashboards and none of them told the full story. In the demo, they helped us build one that finally did. We didn’t expect to get that far in 30 minutes."
Monica C.
Strategic Planning & Performance Manager
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