🚀 ClearPoint Strategy 16.3 Release Highlights!

Hey there,

We are thrilled to announce the release of ClearPoint Strategy version 16.3, packed with an array of exciting features aimed at enhancing collaboration, customization, and automation for our users. In this latest update, we've focused on empowering you with powerful AI-driven capabilities and seamless functionalities to make your strategic management more efficient and effective.

Here's a glimpse of what's in store with ClearPoint Strategy 16.3:

✨ Multi-User Picklist Custom Fields - Enhance collaboration and notifications: Create multi-user picklist custom fields to efficiently manage scenarios like RACI Models, where multiple users contribute to specific elements and receive notifications based on their associations. With the new "Multi-User Picklist" field type, you can create, configure, and update these fields, associate users with elements, and streamline collaboration and communication within the platform.

📆 Milestone Drag and Drop - Customize milestone sorting with ease: You can now drag and drop milestones within the add/edit initiative modal, providing greater flexibility in project configuration with more control over milestone sorting within initiatives. Override default sorting rules, reset to the default sort if needed, and maintain parent-child milestone associations during the sorting process. This feature ensures your project requirements are met efficiently.

📊 Scorecard Analysis & Recommendations Fields - Streamline tracking and execution: Ensure a consistent and streamlined approach to tracking and executing strategy across all elements with default analysis and recommendations update fields for scorecards. These fields can be selected and used in summary reports, improving your strategy management process.

🧠 AI Scorecard Analysis & Recommendations – Insight and expertise at your fingertips: Unlock data-driven insights and recommendations for Scorecards, generated at your fingertips. Generate AI-powered performance summaries for specific periods across all elements in a scorecard. Customize the summary and include AI-generated recommendations. Easily track and improve your strategy's performance with this powerful AI integration.

🚀 AI Milestone Creator - AI-powered milestone generation for optimized planning: Enable AI assistance to automatically generate and add milestones to your initiatives. Review, edit, and modify AI-generated milestone suggestions, and seamlessly integrate them into your initiative planning and execution process.

📝 AI Action Items - Effortlessly turn AI recommendations into actionable tasks: Leverage the Recommendations AI to generate and add Action Items to your account. Easily track and manage your tasks in alignment with AI-driven recommendations, enhancing your strategic goals' alignment.

🗨️ OKR Filtering & Discussions - Synced filtering on OKRs and discussions for seamless tracking: Enhance user experience with discussions automatically filtered based on your OKR selections, keeping discussions contextually aligned with your OKRs for efficient tracking.

🤖 Automation Enhancements - Efficient data management with Bulk Changes and Scripting: Explore the Bulk Changes and Custom Scripts features, designed to automate data collection and reporting processes, with Intercom pop-up messages providing clear explanations of their benefits and functionality.

📅 Export Calendar to iCal - Seamlessly integrate your schedule with Outlook and other major calendar platforms: Export your Calendar to iCal format, enhancing productivity and organization. This feature allows you to manage and view your schedules with ease.

🎯 OKR Reporting - Track and Measure Progress: View OKRs linked to other elements as a pod on an element detail page. Gain the ability to view OKRs as linked elements on other element detail pages, enhancing your strategic insights and decision-making.

We are committed to delivering innovative solutions that empower you to excel in your strategic management endeavors. Explore these new features, and as always, feel free to reach out to our support team at [email protected] if you have any questions or need assistance.

Unlock the future of ClearPoint Strategy with version 16.3! 🌟