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Simple, Powerful Strategy Management Software
Ted Jackson
Co-Founder & Alabama Native

Co-Founder and Managing Partner of ClearPoint. Former VP at Kaplan and Norton's Balanced Scorecard Collaborative.

Ted Jackson is the co-founder of ClearPoint Strategy, a B2B SaaS platform that empowers organizations to execute strategic plans with precision. Before ClearPoint, he was Vice President at the Balanced Scorecard Collaborative — later the Palladium Group — the firm Drs. Robert Kaplan and David Norton founded to put their framework into practice, where he led global sales and support for its strategy management software and wrote three articles for the Balanced Scorecard Report. A Duke and Harvard Business School alumnus, he brings over 30 years' experience in strategy execution, including 15 years implementing the Balanced Scorecard in the field. Ted works closely with customers to ensure the software meets unique challenges, continually refining the platform with his global expertise.

Find out what sets ClearPoint apart from the strategy management software crowd.

Table of Contents

Key Takeaways

Strategy management software is a system that holds an organisation's objectives, measures and projects in one place, assigns each of them an accountable owner, and produces the reporting that leadership reviews on a fixed cadence. Its job is not storing goals — spreadsheets already do that. Its job is making the qualitative context and the ownership visible enough that the plan changes decisions.

  • The hardest problem in strategy software is accountability, not storage. In ClearPoint's June 2026 ownership analysis, 77% of strategic objectives had no owner and 64.6% had never been formally assessed.
  • Ownership is the lever: an objective with an active owner is 2.2× more likely to be on track (23.6% vs. 10.6%), which is why ClearPoint builds in update reminders and automated RAG status rules rather than leaving them optional.
  • Reference scale: 604 organizations run their strategy in ClearPoint, tracking 74,667 objectives, 378,086 measures and 132,438 projects as of September 2026.
  • Good strategy management software holds the written context that explains why the numbers moved — not just the numbers. That narrative layer is what a BI tool structurally cannot carry.
  • ClearPoint's edge is being simple and powerful at once: strategy maps, scheduled data loading and drag-and-drop customisation keep it usable without an IT team, while Excel-style calculations, Gantt project tracking, one-click briefing books and community dashboards cover the full reporting workflow.
  • Part of ClearPoint's Performance Management hub.

Most strategy management software is judged on its feature list. The data says the feature list isn’t the problem. In ClearPoint’s ownership analysis (June 2026), 77% of strategic objectives have no owner and 64.6% have never been formally assessed — and an objective with a named owner is 2.2× more likely to be on track (23.6% vs 10.6%). The right tool isn’t the one with the longest feature grid; it’s the one that makes the qualitative context visible and puts a name against every number. That is the lens we use below to explain what makes ClearPoint simple and powerful.

Good strategy management software is incredibly important for organizational leaders who want to ensure more strategic decision-making and implement simpler, more effective reporting. Not only does it provide a place to manage all your strategic elements (including your high-level goals, measure data, and projects), but it also gives you a way to provide the qualitative context supporting this data.

We’re often asked what sets ClearPoint apart as a strategy management software application, so we decided to outline 10 things that make ClearPoint so “simple and powerful.” Take a look!

10 Elements That Make ClearPoint A Simple & Powerful Strategy Management Software Tool

1. Strategy Mapping

ClearPoint allows you to easily create strategy maps in any visual format you choose (including your own map background). Additionally, you can see the status of your objectives and strategic elements, and link elements so that visitors clicking around can drill down into each objective for more details.

Strategy maps

2. Data Loader

The ClearPoint Data Loader helps you easily gather data from a variety of sources (including Excel, CSV, and SQL databases) and automatically upload it to ClearPoint. Your uploads can be scheduled so that data is automatically entered into ClearPoint at a set time period—like the beginning of each month, for example.

3. Customization

Whether you want to change the colors of your report, select new status indicators, or rename certain elements, you can easily customize your ClearPoint account to match your company’s style. Further, we’ve made customization simple with our drag-and-drop functionality, so you don’t need to have a technical background just to make an edit.

4. Accountability

ClearPoint helps administrators identify data that needs to be updated, and email reminders to those responsible for the updates. End users get a complete list of items that need updating, along with links to make the changes. That matters because ownership, not tooling, is where most plans stall: ClearPoint’s ownership analysis (June 2026) found that 77% of strategic objectives had no owner and 76.5% of tracked measures had no active owner, while objectives and measures with a named owner were 2.2× more likely to be on track (23.6% vs 10.6%).

Reminders

5. PDF Reports

You can easily generate a PDF of any summary report page in ClearPoint to bring to meetings and keep everyone in attendance on the same page. Additionally, you can create briefing books in landscape or portrait mode that display multiple reports in one PDF, along with a customized cover page, password, watermark, and more.

Briefing books

6. Calculations

You can do numerous calculations in ClearPoint the way you would in Excel. From year-to-date calculations to sums to aggregations, you can manipulate, analyze, and evaluate your data in a number of different ways without ever leaving the software. Then, you can chart your data and create dashboards to display it. The calculation engine is built for that volume: ClearPoint platform data (September 2026) shows 378,086 measures tracked across the platform, with a median of 378 measures per government organization and 43 organizations tracking more than 1,000 measures.

Charting

7. Project Management

You can use ClearPoint strategy management software to track both projects and subprojects. You can also link projects with the rest of your strategy (like your objectives and measures), display the status and timeline of projects in a Gantt chart, and track and evaluate your projects based on spending, percent complete, or whatever measures you like.

Projects

8. Automated Status Indicators

Automation makes it easy to standardize the evaluation of your goals, measures, and projects. Instead of having to guess or manually input whether a status is red, yellow, or green, you can set up business rules that will automatically evaluate each element and assign the correct RAG status.

9. Measure Library

Our measure library is specifically for municipalities that want to share measure information with other municipalities. Sharing helps facilitate discussions about whether you’re measuring the right key performance indicators or pinpoint areas for improvement. The measure library also has built-in discussion forums, and when new content is posted, you’ll receive an email.

Measure library

10. Community Dashboard

A well-designed online community dashboard lets you share your municipality’s results with stakeholders. And if you’re not a municipality, it’s not a problem. Several of our for-profit clients create dashboards for their intranet sites. ClearPoint makes creating your community dashboard a cinch (and ensures your public-facing data is always automatically updated). Scale matters here too: ClearPoint platform data (September 2026) shows 604 organizations running their strategy in the platform, 200 of them in government and the public sector — the segment that pushes the most performance data into public view.

Frequently asked questions

What is ClearPoint Strategy?

ClearPoint Strategy is a B2B SaaS scorecard and dashboard platform that helps organizations manage their strategic elements, including high-level goals, measure data, and projects, while holding the qualitative context that explains the numbers. ClearPoint platform data (September 2026) shows 604 organizations running their strategy in the platform, covering 74,667 objectives, 378,086 measures, and 132,438 initiatives.

What sets ClearPoint apart as a strategy management software?

ClearPoint is built to be simple and powerful at the same time: strategy mapping, scheduled data loading, drag-and-drop customization, accountability reminders, PDF briefing books, Excel-style calculations, project and Gantt tracking, automated RAG status indicators, a shared measure library, and public community dashboards.

Does strategy management software actually improve execution?

It does when it drives accountability. ClearPoint’s ownership analysis (June 2026) found that 77% of strategic objectives had no owner and 64.6% had never been formally assessed, yet an objective or measure with a named owner was 2.2× more likely to be on track (23.6% vs 10.6%). Features like update reminders and automated RAG status rules exist to close exactly that gap.

Where do these strategy execution statistics come from?

They come from ClearPoint’s own platform data. The scale figures are drawn from ClearPoint platform data (September 2026), covering 604 organizations, 74,667 strategic objectives, 378,086 tracked measures, and 132,438 initiatives. The ownership figures, 77% of objectives with no owner and 76.5% of measures with no active owner, come from ClearPoint’s ownership analysis, June 2026.

How does ClearPoint ensure accountability?

ClearPoint helps administrators identify data that needs updating and emails reminders to the people responsible for it. End users receive a list of the items awaiting their update, with direct links to make the change. This matters because ClearPoint’s ownership analysis (June 2026) found that 76.5% of tracked measures had no active owner.

What is the ClearPoint Data Loader?

The ClearPoint Data Loader gathers data from sources such as Excel, CSV, and SQL databases and uploads it into ClearPoint automatically. Uploads can be scheduled, for example at the beginning of each month, so data entry happens without manual work.

Can I generate PDF reports with ClearPoint?

Yes. You can generate a PDF of any summary report page, and build briefing books in landscape or portrait mode that combine multiple reports into one document, with a customized cover page, password protection, and watermarks.

Does ClearPoint support project management?

Yes. ClearPoint tracks projects and subprojects, links them to objectives and measures, displays status and timelines in Gantt charts, and evaluates projects on spending, percent complete, or any measure you choose. ClearPoint platform data (September 2026) shows 132,438 initiatives and projects tracked across the platform.

Want to learn more about how ClearPoint works? Take the tour!

You’ll learn more about how ClearPoint strategy management software helps with scorecarding, dashboarding, customization, reporting, data integration, and more—all on one click-through web page. Or, if you want to evaluate these capabilities for yourself, you can try ClearPoint right now for free.