✨ ClearPoint Next: A Glimpse into the Future of Strategy Management

Hey there,

We’re excited to give you an exclusive preview of ClearPoint Next, our cutting-edge platform designed to transform the way you manage and track your strategy.

As a next-generation experience, ClearPoint Next redefines strategy management, making it more intuitive, powerful, and flexible than ever before. While we will continue to support our current platform throughout 2025 and beyond, ClearPoint Next offers an early look at the future of strategic planning and performance management.

⚡ What is ClearPoint Next?

ClearPoint Next is a modern, optimized version of ClearPoint, developed alongside our current platform to ensure we continue to meet your needs today while building an even better solution for tomorrow. Think of it as a sneak peek into the future of ClearPoint—a completely revamped experience designed to enhance your workflow, streamline your strategy, and provide deeper insights. With a streamlined interface, enhanced customization, and powerful new views, ClearPoint Next revolutionizes the way teams collaborate and track performance—all while maintaining the reliability and usability you’ve come to expect.

What's New in ClearPoint Next?

ClearPoint Next is packed with powerful new features designed to streamline your strategy management. Here’s a glimpse of the exciting enhancements we’ve recently introduced:

Visualize and Manage Elements Like Never Before

• Explorer View with Drag-and-Drop – Easily see and manage linked elements in a structured, interactive view. Drag and drop linkages to build relationships intuitively.

• Kanban Board View – Manage your workflows effortlessly with a drag-and-drop board, perfect for tracking progress and optimizing processes.
• Dashboard View – See all charts for a specific element type in a scorecard for better strategic oversight.

Customize and Optimize Your Workspaces

• Custom Pods for Workspaces – Personalize your workspace with drag-and-drop pods that display charts, reports, and key metrics.
• Custom User Picklists for My Scorecard – Tailor what’s displayed in your scorecard for a truly personalized experience.

Seamless Editing and Bulk Management

• Edit Elements in a Drawer – Make quick updates without leaving your workspace or detail pages.
• Bulk Edit, Filter, and Export – Manage large data sets more efficiently than ever.
• Save-All Button for Layouts – Apply multiple changes at once for streamlined customization.

Smarter Data Management

• Copy Forward Functionality – Easily carry forward values across different reporting periods.
• Version History for Updated Fields – Track changes and historical data with ease.
• Manage Milestones and Series Data – Gain more flexibility and control over key project tracking metrics.

What’s on the Horizon for ClearPoint Next?

ClearPoint Next is an ongoing journey, and we’re excited to have you along for the ride. As we continue refining and expanding the platform, we’ll introduce even more powerful features—like enhanced exporting and printing options, deeper AI-powered insights, and improvements to summary report management—giving you even more control over your strategy execution.

Join the ClearPoint Next Early Access Program

We’re committed to making ClearPoint Next a game-changer for strategy management. That’s why we’re launching the ClearPoint Next Early Access Program—giving you a first look at the latest features and an opportunity to help shape the future of the platform. By joining, you’ll gain exclusive access to upcoming updates before anyone else.

To get started, sign up for a personalized onboarding session with me, and we’ll explore everything ClearPoint Next has to offer. We’re eager to help you leverage this next-generation platform and support you every step of the way.

Don’t miss out—sign up for Early Access today or reach out if you have any questions! 🌟