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! 🌟

Hey there,

We're excited to introduce ClearPoint Strategy's latest enhancement—Bulk User Management! With the release of version 16.5.8, managing multiple users is now more efficient and user-friendly than ever. These enhancements streamline the process of bulk editing, deleting, and onboarding users, ensuring that admins can handle large groups of users with ease.

👥 Streamlined Bulk User Management: ClearPoint's Latest Enhancements

At ClearPoint Strategy, we're committed to providing a seamless and efficient experience for our users. The new bulk user management features reflect our dedication to continuous improvement and responsiveness to user feedback.

Updated Manage Users Page

The Manage Users page has been revamped to match the formatting of other 'Manage Pages' in ClearPoint Strategy, such as the Manage Scorecards page.

• Consistent Formatting: The Manage Users page now mirrors the format of other list pages in the application, ensuring a familiar and intuitive user experience. Since users cannot be undeleted, there is no 'Show Deleted' option.
• User Information Display: Users are listed in a table format, displaying details such as First Name/Last Name (Department) - Email, User Type, Department, and last login timestamp.
• Multi-Select Checkboxes: Each user row includes a checkbox for multi-selection, allowing for efficient bulk actions.
• Dynamic Search: Users can search by First/Last name, Email, or Department, with the list dynamically filtering based on the search criteria.

Adding Multiple Users with Welcome Email Option

When adding multiple users, admins can enable the "Send Welcome Email" checkbox, ensuring new users receive onboarding emails upon being added.

Bulk Editing Users

Admins can now edit multiple users simultaneously, streamlining the management of user profiles and permissions.

• Admins can modify Manager, Department, and time zone for selected users in one action. However, bulk-editing restrictions include First/Last Name, Email, Phone Number, and Notification Settings.
• Selected users will not be listed in the Managers dropdown to prevent self-assignment.

Bulk Editing User Access Permissions

Admins can update scorecard permissions for multiple users at once, with options to edit or replace permissions, ensuring there are enough seats before saving changes.

• Edit Permissions: Admins can add or edit permissions while keeping existing ones where no conflicts arise.
• Replace Permissions: Admins can remove all current permissions and replace them with new ones. The option to "Remove Access to All Scorecards" is also available under Replace Permissions.

Bulk Deleting Users

Admins can now delete multiple users at once, facilitating efficient user management. A bulk delete option is available on the Manage Users page, allowing admins to delete multiple users in one action, with a confirmation prompt to ensure the correct users are removed.

Enhanced User Management for a Streamlined Experience

These enhancements significantly improve the efficiency of user management in ClearPoint Strategy, making it easier for admins to handle large numbers of users with streamlined processes and intuitive interfaces.

ClearPoint Strategy remains committed to prioritizing user experience and performance optimization with these enhancements. The new bulk user management features empower admins with greater control and efficiency in managing user profiles, permissions, and onboarding processes.

For any questions or assistance regarding these updates, feel free to reach out to [email protected]. Dive deeper into these powerful features by exploring the ClearPoint Strategy Support Center.

Stay tuned for more updates and improvements as we continue to evolve ClearPoint Strategy to meet your strategic management needs. Embrace the power of enhanced bulk user management and unlock new efficiencies in your user administration process. 🌟

Hey there,

ClearPoint Strategy is excited to announce the release of version 16.5.8, 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 Bulk User Management - Efficient user administration: The Manage User page has been revamped to align with other 'Manage' pages, offering bulk edit/delete functionality. Additionally, you can now send welcome emails in bulk when adding multiple users, ensuring a smooth onboarding process.

📑 Comprehensive Usage Reports - Improved account management: Administrators now have access to detailed usage reports, including 'Last Updated' reports for scorecards and elements, 'Last Generated' reports for briefing books and HTML reports, and 'Last Updated' reports for custom fields, providing better insights and control over account activities.

🧠 Advanced AI Capabilities - Upgrade to GPT-4o: Experience the power of advanced AI with the integration of GPT-4o, enhancing the AI Goals Assistant and other AI-driven features for smarter and more efficient strategic planning.

🗑️ Efficient Report Management - Delete default reports: Enjoy greater flexibility in report management with the ability to delete default reports, allowing you to maintain a cleaner and more relevant reporting environment.

📊 Custom Chart Transparency - Enhanced custom chart management: A new 'Elements' tab in custom charts displays all elements using the custom chart type, offering greater transparency and ease in managing custom charts across your account.

🌐 Enhanced Workspace Navigation - Streamlined updates in Workspaces: Easily manage your updates with the new functionality were clicking on an element name in the My Updates pod opens the update workflow modal, streamlining your workspace interactions.

📈 Enhanced Chart Visibility - Improved chart display in page layouts: Charts now display correctly in page layout options without the need for a page reload, providing a smoother user experience.

📧 Streamlined Email Alerts - Improved email alert functionality: Disabling email alerts no longer affects emails for exports, briefing books, and HTML reports, ensuring you receive all necessary notifications.

📃 Enhanced Report Navigation - Smooth report page transitions: Switching between report pages now maintains your scroll position, enhancing the navigation experience.

⭐ Enhanced Favorites Management - Smooth access to favorites: Accessing favorite goals and OKRs now works seamlessly, providing a smooth user experience.

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 16.5.7, featuring a range of enhancements designed to elevate your user experience and boost productivity. Our ongoing commitment to innovation ensures that ClearPoint Strategy continues to meet your strategic management needs effectively.

Here are the key highlights of the enhancements included in 16.5.7:

🔒 Enhanced Access Control - Increased control over locked scorecards: Enjoy greater flexibility with locked scorecards, now allowing access to Manage Scorecards, Manage Reports, & Manage Elements within locked scorecards, ensuring better data management and security.

🗂️ ️Streamlined Tabs Experience - Smoother navigation with improved tab management: Seamlessly navigate with refined UI updates including dynamic tab sizing, pinned tab repositioning, and hover functionality for quick actions, ensuring easy identification of active tabs.

🎨 Updated Brand Color - Fresh look with the app's default background color: Immerse yourself in a refreshed interface with the app's default background color updated to match our updated brand color, providing a cohesive and modern aesthetic. The "Save Email Address" function on the login screen also works seamlessly.

🏷️ Improved Briefing Book Tag - Improved clarity for queued reports: Introducing a new "Queued" tag for briefing books and HTML exports set to run, ensuring clear indication of their processing status.

📊 Optimized OKR Management - Enhanced functionality for OKRs: Seamlessly create and manage goals with multilingual support and optimized functionality, including improved linking of OKRs, automatic goal appearance on the Goals Page, and the ability to set Key Results with decimal places.

🔔 Efficient Workflow and Notifications - Improved task and notification management: Checking off completion boxes in the "My Updates" page reflects updates immediately, enhancing workflow efficiency.

⚙️ Improved Gantt Chart Visuals - Status-based coloring for Gantt Chart reports: Enjoy accurate visual representation of your Gantt Charts, enhancing clarity and understanding.

💬 Improved Support Integration - Better access to support resources: Intercom help articles now load reliably, and Support Center links open accurately, providing you with the information you need without any blank pages or undefined searches.

🔄 Streamlined Data Loader - Improved data loading process: The Data Loader now correctly recognizes owner names and provides efficient login without delays.

📋 Consistent HTML Report Exports - Reliable HTML report functionality: HTML report exports now function smoothly, delivering consistent and dependable reports every time.

📜 Enhanced Initiative and Risk Management - Improved tracking and management of initiatives and risks: Initiatives and risks now appear correctly with their series in templates, enhancing overall management and tracking.

These enhancements underscore ClearPoint Strategy's dedication to providing a user-centric, efficient, and intuitive platform. By refining functionality and improving user experience, we aim to empower users with a more robust and reliable tool for their strategic management needs. 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 meet your strategic management needs. Experience the transformative power of ClearPoint's enhanced functionality and simplify your strategic management journey. 🌟