Case Study: Velosio streamlines strategy execution with ClearPoint Strategy

Velosio rolls out ClearPoint in 3 days and integrates Dynamics ERP in under 5 months

Velosio, a growing enterprise software reseller and IT consultant, faced challenges with its strategic planning and execution as it outgrew the use of spreadsheets. The company needed a system to manage its complex, multi-tiered business model, integrate with its existing Dynamics ERP, and link initiatives directly to individual employee scorecards. They turned to ClearPoint Strategy for a solution.

ClearPoint provided the flexible execution system Velosio needed, allowing them to quickly migrate from Excel and integrate with their ERP. The implementation led to their most successful strategic planning retreat ever and enabled all four business units to track performance within weeks. ClearPoint gave leaders new insights into initiative prioritization and employee workload, fundamentally changing their approach to strategy execution.

Velosio