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

SBS Group - Customer Case Study

SBS Group, a fast‑growing New Jersey–based value‑added reseller and Microsoft Master VAR, outgrew spreadsheets as its unique three‑tier business model and four business units expanded. The company needed a system to build strategic plans, manage initiatives and measures, cascade work to the field, link employee scorecards to compensation, and integrate with its accounting/ERP system—so SBS Group selected ClearPoint Strategy (ClearPoint) to replace Excel-based performance tracking.

ClearPoint Strategy provided a flexible scorecard and initiative management platform that SBS configured to its needs; the team migrated Excel scorecards into ClearPoint in three days, rolled it out at their strategic planning retreat, and—within five months—integrated ClearPoint with their Dynamics ERP using the ClearPoint Data Loader. The result: all four divisions adopted quarterly scorecards and individual initiative tracking, faster parallel planning, real‑time data (no manual digging), clearer visibility into employee workloads for prioritization, and immediate improvements in measure discipline and execution.

SBS Group

Jim Bowman

Chief Executive Officer