Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.17! This release brings a series of improvements aimed at enhancing your dashboard management, data accuracy, and overall user experience.

Here’s what’s new in this release:

📊 Refined Dashboard Display - Enhanced chart formatting: Custom Y-Axis formats, including decimals, currency, and percentage symbols, now display correctly, ensuring your data is both accurate and visually clear.

📈 Streamlined Dashboard Customization - Cleaner layout: You can now easily remove placeholder messages from dashboards without visual clutter, helping you maintain a clean, professional look in your reports.

🎨 Dashboard Styling Enhancements - Improved visual clarity: Dashboard subtext and body text colors are now aligned, offering a more cohesive visual experience, while series names on pie/donut charts display correctly for better interpretation of your data.

📝 Improved Milestone Management - Accurate custom dates: Custom milestone completion dates are now correctly saved when using in-line editing or marking them complete from the edit page, ensuring reliable project tracking.

🔗 Consistent Data Across Pages - Synchronized periods: Dashboard periods now match those on Detail Pages, ensuring consistency in data presentation across different views.

🚀 Performance Enhancements - Faster recalculations: HTML custom pods with data fields now automatically recalculate, providing quicker updates for more dynamic insights.

These updates underscore our commitment to improving your ClearPoint experience, delivering more reliable tools for your strategy management. If you have any questions or need assistance with these updates, don’t hesitate to reach out to us at [email protected].

Stay tuned for more exciting updates and enjoy these enhancements today! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.16! This release introduces several key improvements designed to enhance your experience, improve performance, and give you greater flexibility in managing your data and reports.

Here’s what’s new in this release:

📊 Improved Dashboard Display - Enhanced chart readability: Special characters on the Y-Axis of charts are now displayed correctly, ensuring your data is presented without formatting issues.

💬 Persistent Support Icon - Always available help: The support icon remains accessible across all tabs, ensuring uninterrupted access to help whenever you need it.

🔗 Seamless Support Center Access - Effortless navigation: The Support Center link in Workspaces now functions correctly, providing easy access to help resources when required.

🚀 Optimized Performance - Faster scorecard navigation: Users navigating through multiple scorecards will now experience smoother performance, reducing lag and improving workflow efficiency.

📄 Accessible Revision History Reports - Streamlined tracking: Revision history reports are now fully downloadable and can be emailed, making it easier to track and share changes within ClearPoint.

These updates reflect our ongoing commitment to delivering a platform that empowers you to manage your strategy effectively and efficiently. If you have any questions or need assistance with these updates, reach out to us at [email protected].

We look forward to bringing you more exciting updates soon! 🌟

Hey there,

We’re excited to announce ClearPoint Strategy version 16.5.15! This release brings significant enhancements and feature improvements designed to streamline your workflows, boost performance, and ensure greater flexibility in managing your strategy.

Here’s what’s new in this release:

⚙️ Bulk Workspace Management - Simplified homepage setup: Users can now bulk set Workspaces as their homepage, enabling more efficient customization and quicker access to key information.

📊 Enhanced Chart Management - Smarter control: You now have better safeguards against deleting custom charts in use while retaining the ability to remove unused ones, offering better control over your reports and visualizations.

🗂️ Refined Data Loader Experience - Reliable processing: Files scheduled to run consecutively through the Data Loader now execute more reliably, enhancing the consistency of data integration workflows.

📅 Accurate Milestone Tracking - Seamless updates: Marking milestones as complete now reflects the correct custom date, providing more reliable tracking of project timelines and milestones.

🔄 Optimized Bulk Changes - Streamlined updates: Bulk changes to linked measures have been refined to prevent duplications, ensuring more efficient updates across your account.

🔧 Improved Role Management - Streamlined user roles: Bulk-adding roles to users ensures that both newly added and previously assigned roles are preserved, enhancing the efficiency of role management for smoother user administration across scorecards.

📈 Dashboard Generation Reliability - Enhanced consistency: Dashboards now generate and load charts and data more reliably, providing a smoother experience and uninterrupted access to your insights.

🔒 Refined Workflow Management - Enhanced visibility: Disabled workflows now have clearer icon displays, improving the user interface for workflow management.

🔄 Updated Copy Forward Feature - Enhanced flexibility: The Copy Forward feature supports copying data from locked periods into unlocked ones, offering greater control and usability across elements and scorecards.

These updates highlight our ongoing commitment to delivering a platform that empowers you to manage your strategy effectively and efficiently. ClearPoint Strategy’s continued improvements are designed to help you achieve your strategic goals with greater ease. If you have any questions or need assistance with these updates, don’t hesitate to reach out to [email protected].

Stay tuned for more exciting updates and start enjoying these latest enhancements today! 🌟

Hey there,

ClearPoint Strategy is excited to introduce version 16.5.14, featuring a collection of valuable enhancements and improvements designed to optimize your user experience. This update focuses on strengthening performance, streamlining workflows, and delivering new features to empower your strategic management.

Here’s a look at what’s new in this release:

🤖 Hoshin Kanri AI Assistant - Enhanced guidance: The Hoshin Kanri AI Assistant is now live, providing intuitive recommendations and insights to assist with your strategic planning and execution.

⚙️ Resilient Performance - Improved stability: Enhancements in report generation and load balancing deliver greater resilience and reliability, ensuring a smoother experience even under heavy load.

📋 Efficient Notification Management - Better organization: Notifications now display correctly in the edit modal, enabling easier updates and management of your notifications.

🗂️ Enhanced Scorecard Management - Refined usability: The archiving of multiple scorecards is now readily available, simplifying the organization and storage of your scorecards.

📅 Detailed Gantt Charts - Accurate formatting: Gantt charts in HTML exports are now displayed in a continuous format without being split into multiple pods, providing clear and concise reporting.

📈 AI Assistant Refinements - Smarter insights: The AI Assistant now accurately recognizes and displays linked elements, ensuring that you receive more comprehensive and actionable insights.

🛠️ Strengthened System Monitoring - Proactive support: New monitoring systems have been implemented for our scheduler, enabling more precise tracking and faster resolution of any system issues.

These updates reflect ClearPoint Strategy’s commitment to delivering a superior experience that empowers your strategic goals. We continue to focus on enhancing performance, security, and the usability of our platform to better support your strategic management needs. For any questions or further assistance, feel free to reach out to [email protected].

Stay tuned for more exciting updates as we continue refining ClearPoint Strategy to help you achieve your objectives. Experience the latest features and improvements today! 🌟

Hey there,

ClearPoint Strategy is excited to announce the release of version 16.5.13, featuring a variety of enhancements aimed at improving your user experience. This update introduces valuable improvements to streamline functionality and enhance overall performance.

Here’s a look at what’s new in this release:

📈 Enhanced Dashboard Reports - Improved usability: The Favorite and Discussion buttons are now perfectly placed, ensuring a more organized and accessible dashboard experience.

📋 Optimized Bulk Changes - Reliable updates: The bulk changes feature now handles milestone measure series without creating duplicates, ensuring accurate data management.

🔄 Improved Synchronization - Seamless integration: Synchronization between ClearPoint Strategy and Planhat is now fully functional, providing consistent access to the Success Portal.

📥 Effortless Exporting - Smooth processing: Exporting reports to Excel or PDF now processes without delays, ensuring quick and efficient access to your data.

🔍 Reliable Data Loader - Efficient mapping: Picklist mappings in the Data Loader now load without issues, streamlining your data import process.

🔧 Stable Page Exports - Accurate display: Page exports now display all elements correctly, ensuring comprehensive and accurate document exports.

🔒 Enhanced Security - Seamless portal access: Upon clicking on a link to open the EverAfter portal, a token request is now automatically triggered, enhancing security and user experience.

📊 Consistent Gantt Charts - Accurate indicators: Gantt charts display status indicators based on your settings, providing a clear and accurate project overview.

📄 Improved User Home Page - Reliable performance: The user home page now loads consistently without crashing, ensuring a stable and reliable user experience.

🌐 Optimized Login Experience - Smooth access: Accessing a link before logging in no longer results in a blank screen, providing a seamless transition into the app.

These enhancements reflect ClearPoint Strategy’s dedication to continuously improving your strategic management experience. Our goal is to enhance your productivity and support your strategic goals more effectively. For any questions or assistance with these updates, please reach out to [email protected].

For any questions or assistance with these updates, please reach out to [email protected].

Stay tuned for more exciting updates as we continue to refine ClearPoint Strategy to better serve your needs. Experience the benefits of our latest features and enhancements today! 🌟

Hey there,

ClearPoint Strategy is thrilled to announce the release of version 16.5.12, featuring a host of enhancements designed to elevate your user experience. This update focuses on improving functionality, reliability, and overall performance.

Here’s a look at what’s new in this release:

📧 Revitalized Email Page Feature - Efficient emailing: The "Email page" feature is now fully operational, making it easier to share pages with your team effortlessly.

📊 Refined Scorecard Homepage - Enhanced access: Scorecard homepage reports are now fully functional across all accounts, ensuring consistent and accurate access to your scorecards.

📈 Stable Chart View Functionality - Reliable performance: The View Chart Type button now provides a smooth and uninterrupted chart viewing experience.

📅 Enhanced Fiscal Year Management - Streamlined selection: Adding fiscal years via the dropdown menu now prevents duplicate entries, simplifying your financial planning and reporting.

🗂️ Streamlined My Scorecard Page - Efficient display: Element pages in My Scorecard now display correctly once per user, whether they are an owner or collaborator, simplifying scorecard management.

📄 Enhanced Report Duplication - Seamless experience: Enjoy an improved report duplication process with clear and consistent labeling, ensuring accurate identification of duplicated reports.

🔍 Optimized Data Table Interaction - Smooth operation: Right-click options in data tables now function seamlessly, allowing you to access calculation maps without interruptions.

📋 Improved Milestone Management - Reliable updates: Milestone completion statuses are now consistently saved, ensuring that your project reports reflect the most accurate information.

🔒 Strengthened Security - Updated protection: Our HTML text editor has been upgraded to the latest version, enhancing data security and protecting against vulnerabilities.

These enhancements underscore ClearPoint Strategy’s commitment to delivering a top-tier strategic management platform. Our goal is to improve your productivity and support your strategic goals more effectively.

For any questions or assistance with these updates, please reach out to [email protected].

Stay tuned for more exciting updates as we continue to refine ClearPoint Strategy to better meet your needs. Experience the benefits of our latest features and enhancements today! 🌟

Hey there,

ClearPoint Strategy is excited to announce the release of version 16.5.11, bringing you a suite of enhancements designed to improve your strategic management experience. These updates focus on delivering greater functionality, efficiency, and ease of use.

Here's a breakdown of the key enhancements in this release:

📄 Consistent Report Duplication - Enhanced formatting: Enjoy improved consistency when duplicating reports, ensuring that names with special characters maintain their intended formatting.

📋 Streamlined Project Evaluation - Clear data presentation: Data tables are now optimized to ensure a clean presentation when project evaluations are disabled.

🛠️ Controlled Initiative Status - Accurate status updates: Automatically evaluated initiatives in Gantt chart reports now reflect accurate statuses, maintaining data integrity and control.

🔒 Robust Character Handling - Stable application: Special characters inputted under chart search options are now handled effectively, ensuring the app remains stable and responsive.

🔍 Enhanced Summary Reports - Accurate search results: Summary reports' chart search options now return accurate results, enhancing your ability to find relevant data efficiently.

📥 Improved Bulk Changes - Clear previews: Bulk change scripts reliably display valid error previews, helping you manage bulk updates with confidence.

🔔 Enhanced Approvals Process - Clear notifications: The approval review screens now show accurate text and percent complete changes, enhancing the transparency of the approvals process.

📊 Improved Alignment Matrix - Efficient element selection: Alignment Matrix reports now load efficiently, allowing you to select specific elements without delays.

🔄 Refined Measure Data Tables - Consistent calculations: Measure data tables now display calculated values consistently, ensuring accuracy across different views and exports.

These enhancements highlight ClearPoint Strategy's commitment to continuous improvement and delivering a platform that meets your strategic management needs. We strive to provide you with tools that enhance your productivity, streamline your workflows, and empower you to achieve your strategic goals more effectively.

For questions or assistance with navigating these enhancements, don't hesitate to reach out to [email protected].

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to support your strategic management journey. Experience the transformative power of ClearPoint's latest features and simplify your strategic management process today! 🌟

Hey there,

ClearPoint Strategy is excited to announce the release of version 16.5.10, bringing you a suite of enhancements designed to improve your strategic management experience. These updates focus on delivering greater functionality, efficiency, and ease of use.

Here's a breakdown of the key enhancements in this release:

✅ Streamlined Approvals Process - Efficient workflow management: The approvals process has been refined to ensure smoother management of added and edited elements, bulk actions, and notifications, enhancing your workflow efficiency.

🔔 Enhanced Notification Alerts - Stay informed: Enhanced notification alerts ensure you're always aware of critical changes and updates within ClearPoint.

📊 Seamless Excel Exports - Effortless data management: Exporting initiatives to Excel is now smoother and more reliable, making it easier to work with your data outside ClearPoint.

🔍 Advanced Filter Previews - Informed decision-making: Bulk Scripts now offer clearer filter previews, providing a better indication of matches, helping you to make more informed decisions.

📧 Accurate Recipient Tracking - Precise communication: Reminder notifications now accurately reflect the number of recipients, ensuring precise communication and follow-up.

🧮 Improved Measure Recalculations - Accurate data updates: Measures will now recalculate promptly after updates, ensuring that your data remains accurate and up to date.

🚀 Efficient Milestone Management - Streamlined project tracking: Save and update milestones seamlessly, even on large initiative detail pages, streamlining your project management process.

🔄 Automatic Project Evaluations - Consistent project tracking: Project evaluations will now automatically update after milestone changes in Gantt charts, ensuring consistency and accuracy in your project tracking.

🗂️ Consistent Styling - Unified report appearance: The 'ClearPoint Default Style' and 'Organizational Default Style' are now used correctly and consistently throughout your account, ensuring a unified and professional appearance across your reports.

These enhancements highlight ClearPoint Strategy's commitment to continuous improvement and delivering a platform that meets your strategic management needs. We strive to provide you with tools that enhance your productivity, streamline your workflows, and empower you to achieve your strategic goals more effectively.

For questions or assistance with navigating these enhancements, don't hesitate to reach out to [email protected].

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to support your strategic management journey. Experience the transformative power of ClearPoint's latest features and simplify your strategic management process today! 🌟

Hey there,

ClearPoint Strategy is proud to unveil a game-changing addition to our platform—Approval Workflows! This innovative feature is meticulously crafted to provide comprehensive oversight and meticulous control over edits, updates, additions, and deletions within your ClearPoint Strategy environment.

🛡️ Elevate Control and Oversight: Introducing Approval Workflows

Approval Workflows introduce a robust mechanism for managing changes within ClearPoint Strategy, offering administrators the ability to configure detailed approval processes at the scorecard level. This ensures that every modification undergoes rigorous scrutiny before being finalized, safeguarding data integrity and compliance with organizational standards.

Configurable Approval Process

• Scorecard-Level Configuration: Admins can define specific actions requiring approval—such as updates, edits, additions, and deletions—directly within the scorecard settings, enhancing flexibility and precision.

• Require Approvals Checkbox: By enabling this feature, administrators unlock granular control over which changes necessitate approval, ensuring only authorized modifications are implemented.

• Designate Scorecard Owner: Designate a singular Scorecard Owner responsible for overseeing and approving all changes, ensuring clarity and accountability in the approval process.

• Collaborator Permissions: Extend approval authority to multiple collaborators, granting them the ability to either approve changes or make edits without prior approval, fostering collaborative workflows.

Streamlined Workflow Management

Approval Workflows streamline the change management process with intuitive features that enhance user experience and efficiency:

• Real-time Alerts: Receive immediate notifications within edit modals and inline edits, prompting users to seek approval before changes are applied, minimizing errors and ensuring compliance.

• Pending Status: Modifications awaiting approval are clearly marked with a 'Pending' status on the Manage Elements page, preventing unauthorized alterations until approval is granted.

• Cancellation Options: Users retain flexibility with the ability to cancel pending changes directly from the Manage Elements page or the element's detail view, maintaining agility without compromising control.

Centralized Approval Management

Upon activation, Approval Workflows centralize approval-related activities through the dedicated 'My Approvals' page under the My ClearPoint tab, offering users a consolidated view of pending actions:

• My Approvals Section: Scorecard owners and designated collaborators access a comprehensive overview of pending changes, complete with detailed element information and approval status indicators.

• My Changes Section: Users initiating modifications requiring approval can effortlessly track their submissions, ensuring transparency and accountability throughout the approval lifecycle.

Benefits of Approval Workflows

ClearPoint Strategy's Approval Workflows empower organizations with:

• Enhanced Governance: Ensure every change is thoroughly vetted and authorized, maintaining data integrity and regulatory compliance.

• Efficient Processes: Streamline approval workflows to accelerate decision-making and minimize turnaround times for strategic updates.

• Collaborative Agility: Facilitate teamwork by empowering designated users to participate in the approval process, fostering collaboration and accountability across teams.

Getting Started with Approval Workflows

Approval Workflows in ClearPoint Strategy not only elevate your control over changes but also equip you with robust tools for managing approvals with precision. Empower your team to streamline processes and ensure all modifications align with your strategic objectives. It's time to enhance your oversight and optimize your approval workflows for greater efficiency and accountability.

Discover the transformative potential of Approval Workflows in optimizing your strategic data management with ClearPoint Strategy. Contact your Customer Success Manager today or visit the ClearPoint Strategy Support Center to learn more about integrating Approval Workflows into your workflow. For questions or assistance, reach out to [email protected].

Harness the power of meticulous oversight and controlled change management with ClearPoint Strategy's Approval Workflows. Start optimizing your strategic operations today! 🌟

Hey there,

ClearPoint Strategy is thrilled to announce the release of version 16.5.9, packed with enhancements designed to elevate your strategic management experience. These updates focus on delivering greater functionality, efficiency, and ease of use.

Here's a breakdown of the key enhancements in this release:

🛡️ Enhanced Approval Workflows - Streamlined approval processes (BETA): Introducing Approval Workflows, allowing for more structured and efficient approval processes within your projects.

📊 Enhanced Chart Status - Accurate chart representation: Status for charts now displays correctly, providing a more accurate visual representation of your data.

🌐 Improved Workspace Display - Streamlined workspace aesthetics: Pod borders in workspaces now hide as intended, offering a cleaner and more focused interface.

🔔 Refined Notifications - Enhanced alert functionality: Notifications trigger appropriately when edit fields are changed, ensuring you stay informed of all relevant updates.

🔕 Optimized Alert Management - Efficient alert silencing: Silencing alerts no longer prevents other alerts from being sent, giving you better control over your notifications.

📋 Intuitive Tab Navigation - Improved workspace tab functionality: The "My Workspace" tab now highlights correctly, enhancing your navigation experience.

🛠️ Smooth Update Management - Enhanced support integration: The support center button in the "My Updates" section now works seamlessly, providing quick access to help resources.

🏠 Accurate Home Page Display - Correct scorecard names: Setting the home page for Scorecard OKR Trees now displays the correct name, ensuring clarity and consistency.

🔄 Clear Report Duplication - Visible duplication confirmation: Duplicating reports now shows a notification, confirming the action and providing clear feedback.

💾 Efficient Report Saving - Smooth report updates: Reports save seamlessly without getting stuck in a saving loop, ensuring uninterrupted work progress.

📅 Accurate Milestone Display - Consistent initiative tracking: Milestones now appear correctly, providing accurate tracking of initiatives.

📧 Reliable Reminder Emails - Consistent communication: Reminder emails are sent reliably, keeping your team informed and on track.

📊 Consistent Table Styles - Enhanced table presentation: Column-specific table styles are maintained, ensuring your tables look exactly as intended.

These enhancements demonstrate ClearPoint Strategy's commitment to providing a robust platform that meets your strategic management needs. We aim to offer tools that boost your productivity, streamline workflows, and help you achieve your strategic goals more effectively. For questions or assistance with these enhancements, feel free to reach out to [email protected].

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to support your strategic management journey. Experience the transformative power of ClearPoint's latest features and simplify your strategic management process today! 🌟