ClearPoint Strategy

ClearPoint Strategy offers a cloud-based software-as-a-service (SaaS) platform designed for strategy execution and performance management. The company was founded in 2008 by Ted Jackson and Dylan Miyake. The business emerged from the founders' observation that organizations were struggling to execute strategic plans, often relying on a disjointed combination of spreadsheets, emails, and presentations which resulted in inefficient meetings and decisions based on outdated data. Concurrently with the software's development, the founders established Ascendant Strategy Management Group, a consulting firm focused on helping public sector and nonprofit organizations implement the Balanced Scorecard framework. This dual-front approach provided a real-world feedback loop for the software's development.

The founders' backgrounds are deeply rooted in strategy management. Both Jackson and Miyake were vice presidents at the Balanced Scorecard Collaborative, with Miyake having worked closely with the framework's creators, Drs. Robert Kaplan and David Norton, since 1997. Jackson's experience includes global sales for strategy management software and consulting, holding a Public Policy degree from Duke and an MBA from Harvard. Miyake, an alumnus of Bowdoin College with an MBA from MIT's Sloan School, focused on helping organizations build internal capabilities for managing strategy. This extensive experience directly shaped ClearPoint's objective to be a single, integrated tool for planning, measurement, and reporting.

The business operates on a subscription-based model, providing its platform to a diverse client base that includes local governments, healthcare networks, financial institutions, higher education, and other public and private sector organizations. The platform is designed to help executives and managers bridge the gap between planning and execution by automating data collection and reporting. It allows users to track key performance indicators (KPIs), manage projects, and align daily activities with high-level strategic goals. The software supports multiple strategic frameworks, including Balanced Scorecard and Objectives and Key Results (OKRs). Key features include customizable dashboards, automated reporting, strategy mapping, and data integration with sources like Excel and SQL databases. More recent additions include AI-driven assistants to help formulate objectives, analyze trends, and identify risks. The company generates revenue through tiered monthly pricing based on the number of users and specific feature sets.

Keywords: strategy execution, performance management, Balanced Scorecard software, OKR tracking, strategic planning platform, KPI dashboard, government performance, nonprofit strategy, automated reporting, management reporting, performance measurement, project alignment, data integration, strategy mapping, organizational alignment, goal management, data visualization, business intelligence reporting, public sector transparency, healthcare performance