Case Study: Velosio accelerates strategy execution with ClearPoint Strategy

Velosio - Customer Case Study

Velosio, a fast-growing enterprise software VAR and Microsoft Master VAR, needed a better way to manage strategy planning and execution as it expanded from a single business unit into a complex, multi-division organization. Its spreadsheet-based Balanced Scorecard process could no longer keep up with four business units, multiple users, and quarterly performance management, especially with initiatives tied to individual employee work plans and compensation.

Velosio chose ClearPoint Strategy to build and cascade its strategic plans, manage measures and initiatives, and integrate scorecards with its Dynamics ERP system through the ClearPoint Data Loader. ClearPoint let Velosio construct its 2015 Balanced Scorecard in weeks, roll it out at its annual retreat, and get all four divisions using it quickly; it also improved collaboration, transparency, and workload visibility across teams. Since implementation, Velosio has expanded ClearPoint use beyond strategy execution into reporting, department scorecards, and project management, with data now feeding directly from ERP into scorecards.

Velosio

Jim Bowman

Velosio