4 Time-Saving Tools Every Strategy & Reporting Team Needs

Angel Oh

Product Manager II & Former Synchronized Swimmer

Angel works alongside the product team to help build new features and improve customer experience.

A closer look at the four life-changing principles — and the tools behind them — that eliminate busywork and give teams back their time.

Table of Contents

If there’s one thing I’ve learned as a SaaS Product Manager, it’s that time is your most valuable resource. Here at ClearPoint, we know strategy execution isn’t just about setting goals—it’s about keeping up with reporting, tracking progress, and making data-driven decisions... and doing these things fast. But let’s be honest—too often, teams spend more time chasing updates and managing spreadsheets than the actual uncovering of insights and executing of their strategic plans.

I’m going to dive into a few of the dare I say life-changing rules we live by (and the associated tools) to cut the busywork and give teams back their time. Whether it’s using AI-powered suggestions, automated workflows, smarter data management, or bulk updating, these features are designed to make strategy execution faster, easier, and more impactful. Let’s dive in.

Rule #1 Let AI Do the Heavy Lifting

Imagine having a strategy assistant that not only organizes your data but also provides you with these instant insights, intelligent recommendations, and beautifully written reports. With Artificial Intelligence, that’s no longer a dream—it’s reality. From AI-powered milestones to comprehensive executive summaries, AII transforms how teams are able to track progress and report insights.

ClearPoint Artificial Intelligence

ClearPoint’s AI-powered tools take the guesswork out of reporting every step of the way, from using AI to create a strategic plan within your preferred framework, to driving the plan forward with milestones, action items, analysis, and recommendations.  

No more sifting through endless spreadsheets or spending hours crafting updates—AI does the heavy lifting, so your team can focus on carrying out the strategy, not just reporting on it.

💡 The takeaway? Your team shouldn’t waste time manually analyzing data when AI can do it in seconds.

Rule #2 Chasing Down Updates Isn’t Worth Your Time (or Energy)

We’ve all been there—you send out update requests, only to follow up again and again because someone forgot to submit their numbers. Then, when updates finally roll in, you spend hours reviewing, formatting, and cleaning up inconsistencies.

Reporting Workflows

With ClearPoint’s Reporting Workflows, teams always know what’s due, who’s responsible, and what’s next—without the chaos of last-minute scrambles. Automated reminders ensure updates happen on time without constant follow-ups. Responsibilities are clearly assigned, and teams can collaborate in real time using @mentions, comments, and discussions. Admins can even set custom instructions, ensuring each step of the reporting process is clear and structured.

Instead of scrambling to pull reports together at the last minute, your team can focus on analyzing results and making informed decisions.

💡 The takeaway? Let workflows do the nagging so you can focus on the strategy.

Rule #3 Keep What You Need, Store What You Don’t

If your reporting system feels like it’s bursting at the seams, you’re not alone. Over time, teams accumulate countless scorecards, reporting periods, and custom fields, which can clutter dashboards and slow down performance.

That’s where archiving comes in. Now, you can store historical data without the clutter, keeping your system organized, efficient, and lightning-fast.  

Data Archiving

In ClearPoint, it’s easier than ever to keep your data organized and your systems running smoothly. Need to reference an old scorecard? It’s still there—just neatly archived in the background, out of your way until you need it.

With a clean, streamlined workspace, your team can spend less time searching for data and more time using it.

💡 The takeaway? Data overload slows everything down. Keep your dashboards focused on today while still having access to the past.

Rule #4 Bulk Edit! Manual, One-by-One Updates Belong in the History Books

Let’s face it—manually updating large data sets is the worst. It’s tedious, time-consuming, and prone to errors. But what if you could make all your changes in bulk for one easy update? Now you can!

Bulk Updates

With ClearPoint’s new Import/Export on Manage Pages, you can export large data sets, edit them in Excel using formulas and filters, and import the changes back instantly. Whether you’re updating projects, scorecards, or KPIs, bulk edits have never been this fast or this easy.

No more clicking into each field one by one—just update, upload, and get back to focusing on strategy.

💡 The takeaway? Work smarter, not harder—especially when it comes to data management.

Less Time on Busywork, More Time on Strategy

At the end of the day, strategy execution shouldn’t be a time sink. The right tools don’t just make life easier—they transform the way teams work. AI-driven insights, automated workflows, seamless archiving, and bulk updates aren’t just nice to have—they’re essential for faster, smarter decision-making.