ClearPoint Strategy B2B Case Studies & Customer Successes

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ClearPoint, the world’s first integrated strategy reporting system, makes it easy to keep teams throughout your organization focused on the activities and metrics that matter most in achieving overall organizational goals. ClearPoint Strategy is a SaaS strategy reporting tool used by leading organizations to automate and streamline their strategy reporting process, including elements such as Business Performance Management and OKR metrics. ClearPoint integrates and automates the collection of data from all sources, making it faster and easier to report on strategic plan execution. Healthcare networks, credit unions, regional banks, local governments, state agencies, and utilities are just a few examples of those improving their strategy reporting process with ClearPoint. With ClearPoint, organizations can automate their reporting process and eliminate the need for manual data collection and formatting reports. The easy-to-use interface makes creating dashboards, reports, scorecards and more, easy for any end user, regardless of their technical expertise. Organizations can leverage ClearPoint's integration features to automatically pull data from on-premise, SaaS, and other data sources. Once data is in ClearPoint, it can be used in calculations, charts and custom evaluations. ClearPoint also offers an integrated project management module which allows managers to report on their projects in context using OKRs/KPIs, Gantt Charts, and direct linkages to company goals or priorities. ClearPoint's automated data uploads, report generation, reminders and dashboard updates help you make your reporting process simple and efficient. You will ensure your team always has the data and information they need to make decisions. See it for yourself!

Case Studies

Showing 56 ClearPoint Strategy Customer Success Stories

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Aligning Arapahoe County achieves greater transparency and a data-driven performance culture with ClearPoint Strategy

Aligning Arapahoe County logo

American Association of Critical-Care Nurses achieves clearer impact visibility and cuts Board reporting from a week to 10 minutes with ClearPoint Strategy

American Association of Critical-Care Nurses logo

Austin Resource Recovery achieves trusted performance data and streamlined reporting with ClearPoint Strategy

Austin Resource Recovery logo

Banco de la Provincia de Cordoba - Customer Case Study

Banco de la Provincia de Córdoba logo

Boys & Girls Clubs of Puerto Rico achieves strategic turnaround and improved youth outcomes with ClearPoint Strategy

Boys & Girls Clubs of Puerto Rico logo

Carilion Clinic - Customer Case Study

Carilion Clinic logo

Carilion Clinic achieves departmental alignment and improved visibility into leadership decisions with ClearPoint Strategy

Carilion Clinic logo

CFA Institute achieves organization-wide strategy alignment and stakeholder engagement with ClearPoint Strategy

CFA Institute logo

City of Arvada achieves enhanced performance transparency and streamlined project tracking with ClearPoint Strategy

City of Arvada logo

How the city went from zero to public-facing dashboard in one year (or, 13 months)

City of Bartlett, Tennessee logo

City of Charlottesville achieves citywide performance management and stronger user adoption with ClearPoint Strategy

City of Charlottesville logo

City of Dublin - Customer Case Study

City of Dublin logo

City of Durham achieves data-driven, accountable performance management with ClearPoint Strategy

City of Durham logo

City of Fort Collins achieves streamlined, strategy-driven performance reviews with ClearPoint Strategy

City of Fort Collins logo

City of Fort Lauderdale achieves strategic alignment and disciplined performance management with ClearPoint Strategy

City of Fort Lauderdale logo

City of Germantown achieves streamlined strategic execution and transparent public reporting with ClearPoint Strategy

City of Germantown logo

City of Germantown achieves Malcolm Baldrige National Quality Award with ClearPoint Strategy

City of Germantown logo

City of Goldsboro - Customer Case Study

City of Goldsboro logo

City of Metropolis achieves unified strategic plan tracking and automated citizen reporting with ClearPoint Strategy

City of Metropolis logo

City of Olathe achieves data-driven neighborhood park insights with ClearPoint Strategy

City of Olathe logo

City of Raleigh achieves streamlined strategic planning and performance management with ClearPoint Strategy

City of Raleigh logo

How ClearPoint Strategy helps streamline the reporting and management process for both internal and external strategic plans

City of St. Albert logo

How the quickly growing city revamped its planning and reporting process after doubling in size

City of St. Cloud, Florida logo

City of Vaughan achieves measurable Service Excellence and aligned performance management with ClearPoint Strategy

City of Vaughan logo

City of Virginia Beach - Customer Case Study

City of Virginia Beach logo

City of West Palm Beach achieves data-driven strategic alignment and public transparency with ClearPoint Strategy

City of West Palm Beach logo

Cobb EMC achieves centralized strategic alignment and streamlined reporting with ClearPoint Strategy

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DC Thomson Media achieves 75% faster monthly reporting — saving 72 hours a month — with ClearPoint Strategy

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DC Thomson Media achieves centralised strategy visibility and automated KPI reporting with ClearPoint Strategy

DC Thomson Media logo

Edenor achieves 100% alignment between individual and strategic goals with ClearPoint Strategy

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How ELDOR keeps operations and strategy intricately intertwined

ELDOR Automotive Powertrain logo

Engaging Local Government Leaders achieves a 90% reduction in reporting time with ClearPoint Strategy

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How FNCB's automated reporting processes allow the bank to react to challenges in a dynamic, inflationary environment

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Folkhälsan (Finnish healthcare nonprofit) achieves strategic alignment and improved performance management with ClearPoint Strategy

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Fox Chase Cancer Center achieves organization-wide strategic alignment and continuous performance tracking with ClearPoint Strategy

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LSU College of Engineering achieves 41% enrollment growth and stronger strategic alignment with ClearPoint Strategy

LSU College of Engineering logo

Martin County School District - Customer Case Study

Martin County School District logo

Metropolitan Community College achieves 75% faster plan updates with ClearPoint Strategy

Metropolitan Community College logo

How the platform helps MCC with reporting and alignment

Metropolitan Community College logo

Nest Wealth - Customer Case Study

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Origin Bank achieves strategic clarity and accountability with ClearPoint Strategy

Origin Bank logo

Pacific Gas & Electric - Customer Case Study

Pacific Gas & Electric logo

Pampa Energía achieves 100% alignment between teams and company goals with ClearPoint Strategy

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Raphah Institute achieves 4 improved board reports in 1 week and boosts board transparency with ClearPoint Strategy

Raphah Institute logo

Rare achieves measurable conservation impact, transparency, and organizational growth with ClearPoint Strategy

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How the foundation leverages ClearPoint for a summative level of real-world impact

Riverside Community Health Foundation logo

San Juan Regional Medical Center achieves an 89% reduction in management reporting time with ClearPoint Strategy

San Juan Regional Medical Center logo

SBS Group achieves rapid, scalable strategy execution and integrated performance reporting with ClearPoint Strategy

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How the nonprofit demonstrates the power of effective data management tools in transforming healthcare operations

‍Southern Ohio Medical Center logo

The Choctaw Nation of Oklahoma - Customer Case Study

The Choctaw Nation of Oklahoma logo

How the strategic partnership enables the city to offer everything under the sun

The City of Coral Springs logo

United Nations Federal Credit Union achieves organization-wide strategic alignment and continuous strategy execution with ClearPoint Strategy

United Nations Federal Credit Union logo

Upward Airlines achieves streamlined, automated reporting with ClearPoint Strategy

Upward Airlines logo

Velosio - Customer Case Study

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Washington State Department of Licensing achieves person-centered performance management and improved customer equity with ClearPoint Strategy

Washington State Department of Licensing logo

How the health department leverages ClearPoint's performance management system to drive better results

Winnebago County Health Department logo

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