Latest News From ClearPoint Strategy
New feature

πŸŽ‰ Introducing Public-Facing Dashboards

Angel avatar
Shared by Angel β€’ January 17, 2024

Hey there,

ClearPoint Strategy is excited to unveil its newest feature, Public-Facing Dashboards! This groundbreaking addition empowers users to effortlessly create, publish, and share visually captivating dashboards with a few simple clicks. Transform your strategic data into impactful visualizations tailored to your unique preferences, elevating your ClearPoint experience.

πŸš€ Transforming Data into Impactful Insights: Public-Facing Dashboards in Action

ClearPoint Public-Facing Dashboards seamlessly integrate with your ClearPoint Strategy account, extending the power of your strategic management tools. With the ability to publish and share scorecards and measures effortlessly, users can create dynamic dashboards that offer a visual representation of their strategic data. This feature streamlines the process of transforming complex data into clear, visually appealing insights, enhancing both the accessibility and impact of your strategic information.

Simplified Dashboard Setup and Design

Crafting engaging dashboards is now a breeze with our enhanced creation and configuration features. An intuitive onboarding wizard guides users through setup, with real-time previews for immediate feedback. Design options offer customization options for logos, text, typefaces, icons, and color palettes, empowering users to personalize dashboards effortlessly.

Hassle-Free Dashboard Publishing and Automation

Customize your public presence effortlessly by setting a Dashboard Subdomain Name in System Settings before hitting publish and elevate the visibility of your dashboards by publishing them at a unique link defined in the template. Furthermore, efficiently automate publishing with our streamlined scheduling options. Define recurrence settings for daily, weekly, or monthly updates to keep your information current. For additional flexibility, users can manually publish or republish their dashboard templates after making changes or updates, providing a hassle-free and personalized publishing experience aligned with your organization's identity.

Comprehensive Management Tools

Take control of your dashboard templates with an array of powerful management tools: access to dashboard publishing history, view direct links to published dashboards, and efficiently duplicate templates. These tools provide comprehensive management options, simplifying the process and ensuring a seamless dashboard management experience.

Getting Started with Public-Facing Dashboards

To get started with ClearPoint Public-Facing Dashboards, ensure you have an active ClearPoint account and reach out to your Customer Success Manager for access. If you have any questions or need assistance, please don't hesitate to reach out to [email protected]. To learn more about ClearPoint strategy reporting and execution software, please visit the ClearPoint Strategy Support Center. We're here to help you make the most of this powerful collaboration tool.

Don't miss out on this transformative opportunity. Start creating your impactful Public-Facing Dashboards today! 🌟

Product update

πŸš€ ClearPoint Strategy 16.4 Release Highlights!

Angel avatar
Shared by Angel β€’ October 13, 2023

Hey there,

We are excited to announce a series of significant enhancements to our digital platform, designed to provide an elevated user experience for our users and team. As part of our ongoing commitment to innovation and improvement, we have focused extensively on Artificial Intelligence (AI) capabilities in this latest update.

Here are some key highlights of the enhancements included in 16.4:

πŸ“Š AI-Driven Features - Simplify tasks with easy message copying from AI tools & expanded AI Assistants: We have introduced new AI-driven features, including 'Copy Message to Clipboard', to simplify your tasks and streamline your workflow. This feature simplifies AI interactions by enabling you to copy messages from AI tools to your clipboard. It's a handy tool for saving and reusing AI-generated content, enhancing the usability of AI-driven conversations.

Our AI Assistants have also been expanded to seamlessly support various strategic plans, including 'Energy,' 'University,' the renowned 'V2MOM Framework,' and 'My OKRs.’ By offering these well-established strategic frameworks, we provide users with proven templates and methodologies for strategy development. This simplifies the planning process, ensuring that strategies are based on industry best practices and align with specific organizational goals.

πŸ› οΈ Real-time Key Results Updates - Seamless saving: For all users, updating Key Results under Goals using sliders now saves in real-time without manual intervention, streamlining the Key Results update process and enhancing the user experience by eliminating unnecessary interruptions.

⏰ Scheduling Flexibility - Schedule 'Copy Forwards' and Custom Scripts for automation: We've broadened our scheduling capabilities, now allowing you to schedule 'copy forwards' and custom scripts.

You can automate the process of copying data forward from a previous reporting period, simplifying your strategy management. This automation streamlines the updating of data for specific elements, and you control which data is copied and to which reporting period.

Furthermore, the option to schedule custom scripts enhances your automation capabilities, making tasks related to data processing and reporting more efficient and convenient. These enhancements provide you with greater control, automate data updates, and significantly improve your workflow efficiency.

πŸ”„ Data Loader Updates - Clear identification for data imports: The Data Loader page now showcases version numbers, giving you an added layer of information for your data imports. When using the Data Loader, you will now see the version number displayed on the download button, providing clarity and helping you easily identify the version you are using. This ensures transparency and clarity in data loader management, with prompt updates to reflect the latest version for your convenience.

πŸ”’ Enhanced System Reliability - Maintain data integrity with smarter handling: We have refined how the platform handles simultaneous changes, ensuring only the first modifications to the same element are saved, preventing potential data discrepancies. This enhances system reliability and consistency, reducing the risk of errors and ensuring data integrity.

πŸ—£οΈ Intuitive AI Interaction - Chat with ClearPoint Teams in human-like language: You can now communicate with ClearPoint Teams using a natural language format, like the way you interact with ChatGPT. This creates an experience akin to engaging with a human-like assistant, allowing you to effortlessly perform tasks and retrieve information using the language you prefer.

πŸ† EverAfter Success Portal - Easy access for training, docs, and support materials: We are excited to introduce the EverAfter Success portal, offering administrators seamless access via the 'My Profile' drop-down list. This enhancement replaces the previous link to the Planhat portal, streamlining access to valuable resources, providing a user-friendly interface for training, documentation, and support materials. It ensures consistency, efficiency, and continuous learning, enhancing the overall user experience within ClearPoint and reflecting our commitment to empowering users with support for success.

These enhancements reflect ClearPoint Strategy's dedication to staying at the forefront of technological advancements, all with the goal of making your work more efficient and effective. We encourage you to explore these new features and improvements, and if you have any questions or need assistance, please don't hesitate to reach out to our support team at [email protected].

Experience the future of ClearPoint Strategy with version 16.4! 🌟

Product update

πŸš€ ClearPoint Strategy 16.3 Release Highlights!

Angel avatar
Shared by Angel β€’ September 19, 2023

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.

πŸ“† 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.

πŸ“Š 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.

πŸš€ 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.

πŸ“ 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.

πŸ—¨οΈ 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.

πŸ€– 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.

πŸ“… 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! 🌟

New feature

πŸŽ‰ Introducing ClearPoint Teams

Angel avatar
Shared by Angel β€’ September 12, 2023

Hey there,

ClearPoint Strategy is proud to introduce ClearPoint Teams! It's your key to enhancing teamwork, boosting productivity, and achieving even greater success together.

ClearPoint Teams is a revolutionary collaboration tool that fuses the power of ClearPoint Strategy reporting software with the familiar environment of Microsoft Teams. In today's fast-paced business world, aligning your organization's activities and metrics with your strategic objectives is paramount, and ClearPoint Teams is here to ensure that your teams stay on track, informed, and empowered to make the right decisions.

🌐 Unlock the Power of Seamless Integration: Elevating Strategy Reporting and Execution with ClearPoint Teams

At its core, ClearPoint is designed to elevate your strategy reporting and execution efforts to new heights. It streamlines the process of managing objectives, measures, initiatives, and action items by integrating data from all sources into a single, comprehensive platform. Gone are the days of navigating multiple tools and spreadsheets; ClearPoint provides a centralized hub for strategic management, ensuring consistency, accuracy, and efficiency in your endeavors.

ClearPoint Teams takes this convenience a step further by seamlessly embedding itself within Microsoft Teams, the collaboration platform that millions of organizations already rely on. Imagine having your strategic insights and progress updates right at your fingertips, without needing to switch between applications. The integration brings ClearPoint's robust capabilities directly into Teams, ensuring that your organization's strategic information remains readily accessible, up to date, and in sync with your ongoing conversations and tasks.

Effortless Access to Strategic Insights

One of the standout features of ClearPoint Teams is its user-friendly interface. With simple text commands, any team member can retrieve real-time information from their strategic plan. Whether you need the latest performance metrics, progress on key initiatives, or updates on specific measures, ClearPoint Teams delivers prompt and accurate responses, enhancing decision-making by providing actionable insights.

Streamlined Data Collection and Editing

Moreover, ClearPoint Teams isn't just about accessing informationβ€”it also facilitates data collection and editing. Need to update a measure's status or edit an initiative's details? The integration offers intuitive commands such as "Edit the..." that allow you to make changes directly from your Teams conversation. This level of interactivity ensures that your strategic plan remains accurate and current, all within the context of your ongoing discussions.

Stay Informed and Collaborative

If a coworker mentions you in a ClearPoint discussion, you get the notification in Teams. You can also respond directly from Teams to the message. Further, any alerts or notifications that take place in ClearPoint also appear in ClearPoint Teams. You will be the first to know when a measure goes off track or an action item needs your attention. When your automated reports are generated in ClearPoint, you will get a link directly in Teams, so that you can download the report immediately.

Getting Started with ClearPoint Teams

To use ClearPoint Teams, you'll need an active ClearPoint account. If you have any questions or need assistance with ClearPoint Teams, please don't hesitate to reach out to [email protected]. To learn more about ClearPoint strategy reporting and execution software (including the ClearPoint Teams Integration), please visit the ClearPoint Strategy Support Center. We're here to help you make the most of this powerful collaboration tool.

Don't miss out on this game-changing opportunity. Get started with ClearPoint Teams in the Partner Center today! 🌟

Product update

πŸš€ ClearPoint Strategy 16.2 Release Highlights!

Angel avatar
Shared by Angel β€’ August 31, 2023

Hey there,

We are thrilled to introduce ClearPoint Strategy version 16.2, packed with innovative features and enhancements aimed at simplifying your strategic planning and collaboration. As part of our commitment to providing you with the best tools to achieve your goals, we've focused on making your experience even more efficient and user-friendly.

Here are the key highlights of the enhancements included in 16.2:

πŸ—£οΈ Discussions - Express yourself with emoji reactions and threaded discussions:

Communication and collaboration are at the core of ClearPoint Strategy. In this release, we bring you emoji reactions and threaded discussions, which enhance your ability to express agreement or disagreement and engage in organized conversations. You can now react to discussions with emojis and participate in threaded discussions. This feature allows you to provide quick feedback, share opinions, and engage in detailed discussions within ClearPoint, improving communication and issue resolution.

πŸ“š Tutorial Integration - Master ClearPoint with ease:

Knowledge is power, and in 16.2, we make it easier for you to master ClearPoint. We've integrated dedicated tutorials accessible from your profile icon, providing you with easy access to essential ClearPoint learning resources. With seven key tutorials available, you can quickly learn about ClearPoint's features and functionalities, enhancing your proficiency and user experience. Learning has never been more accessible.

πŸŽ™οΈ Updated Support Widget - Connect with us seamlessly:

We understand that sometimes you need assistance, and we're here to make it as seamless as possible. The updated Intercom support widget ensures you can access support resources with ease. Find the support center and customer portal under your profile icon, allowing you to conveniently connect with ClearPoint support and access support resources directly from the widget.

πŸ—‚οΈ Manage Scorecards & Categories - Navigation simplified for efficiency:

Efficiency is a priority, and in 16.2, we've integrated scorecard and category management alongside other elements, simplifying navigation and improving efficiency. You can now efficiently manage scorecards, categories, objectives, and more in a single view. This streamlined workflow enables you to navigate and manage various elements within ClearPoint with ease, reducing clicks and optimizing your strategic planning process.

🌳 Combined Trees - Explore all your trees in one place, the Tree Explorer:

Simplification and accessibility are key in ClearPoint Strategy. The Tree Explorer consolidates access to trees, elements, and reports in one place, making navigation a breeze. Quick links allow you to explore trees, manage elements, and access reports with ease. This centralized location ensures that you can efficiently navigate ClearPoint, reducing confusion and simplifying tasks.

πŸ€– AI Assistants - Clear Instructions and Integration details to get you started with the right assistant:

Harnessing the power of AI is easier than ever with clear instructions and integration details for AI Assistants. We've provided comprehensive guidance to enable you to leverage AI-powered features effectively for strategic planning and decision-making. With specific instructions and context for utilizing AI Assistants, you can make the most of AI capabilities.

πŸ”„ Automation - Empower your Automation and Data Integrations:

Automation is the cornerstone of efficiency, and in 16.2, we've organized automation options for streamlined access with the ClearPoint Data Loader, ClearPoint API, and Zapier Integrations, Bulk Changes, and Scripting, all in one place. Configure alerts, notifications, schedules, and data integrations efficiently under "Notifications & Reminders," "Scheduling," and "Data & Integrations" headers. These enhancements allow you to set up automation tasks with ease, improving your workflow and reporting processes.

πŸ”— Link Elements - Simply drag and drop to link elements:

Streamline the process of establishing connections between elements while managing Categories with the new drag-and-drop feature. It simplifies account setup, provides a clear visualization of element linkages, and improves the overall user experience. You can now efficiently create linkages between elements, reducing the complexity of account setup and allowing for a comprehensive view of your strategy.

πŸ“ TinyMCE - Your new default HTML text editor:

Enhance your text editing experience with TinyMCE, the new default HTML text editor in ClearPoint. This advanced text editing tool offers improved features, making content creation and management more efficient and user-friendly. Content creation has never been this easy and intuitive.

ClearPoint Strategy is committed to providing you with the tools you need to excel in your strategic planning and collaboration efforts. We encourage you to explore these new features and improvements in 16.2. If you have any questions or require assistance, our dedicated support team is readily available to assist you. Feel free to reach out to us at [email protected].

Unlock the future of ClearPoint Strategy with these powerful updates today! 🌟

Product update

πŸš€ ClearPoint Strategy 16.1 Release Highlights!

Angel avatar
Shared by Angel β€’ August 31, 2023

Hey there,

We are thrilled to unveil the latest ClearPoint Strategy update, version 16.1, bringing you a suite of enhancements designed to streamline your workflow and enhance your user experience. As part of our ongoing commitment to innovation and improvement, we have focused on delivering features that make your strategic planning and collaboration more efficient and accessible.

Here are the key highlights of the enhancements included in 16.1:

✨ SSO for ClearPoint Teams - Streamlined login with SSO for ClearPoint Teams:

ClearPoint Strategy is all about simplifying your experience. In this release, we introduce Single Sign-On (SSO) support for ClearPoint Teams. If you're using ClearPoint with SSO, you can now log in to ClearPoint Teams with a single click. Whether you use O365 or Google Authenticator, this feature accelerates the login process, making it quicker and more convenient than ever before. Say goodbye to the hassle of multiple logins and hello to streamlined access to your strategic data.

πŸ“Š View and Update in ClearPoint Teams - Easily access info and make updates within Teams:

Efficiency is at the heart of ClearPoint Strategy, and in 16.1, we've made it even easier for you to access information and make updates. With this feature, you can use ClearPoint Teams to request information about elements in ClearPoint that you have access to. It provides a list of elements that match your search criteria, including scorecard and element type, and you can select the one to view or update. This capability, available to ClearPoint Teams users with appropriate permissions, ensures that you can access and manage your strategic data seamlessly.

πŸ“’ Contextual @-Mentions in ClearPoint Teams - @mention cards now display element info within Teams:

Collaboration just got smarter with contextual @-mentions in ClearPoint Teams. When you receive an @mention in ClearPoint Teams, you not only get notified but also receive a mention card that displays element information and provides links to the relevant element. It's all about enhancing collaboration by providing valuable context and making it easier for you to stay informed and take action.

πŸ“ Reply Directly in ClearPoint Teams - Respond to @-mentions without leaving Teams:

Efficiency meets convenience in ClearPoint Teams. When you receive an @-mention card in ClearPoint Teams, it now includes an input field that allows you to reply to the comment directly from ClearPoint Teams, without needing to open a browser and visit ClearPoint. This feature ensures that you can streamline your responses and maintain the flow of collaboration.

πŸ”” Update Notifications in ClearPoint Teams - Real-time alerts for element updates in Teams:

Staying informed about updates is crucial, and ClearPoint Strategy is here to keep you in the loop. With version 16.1, you can receive real-time notifications in ClearPoint Teams for changes to update fields in ClearPoint, as long as you are set up to receive these notifications. It ensures that you're alerted immediately to changes, especially when you have Teams open, allowing you to respond promptly and make informed decisions.

❓ Help Menu in ClearPoint Teams - Get assistance and discover commands in Teams:

ClearPoint Teams is designed to be user-friendly and intuitive. In this release, we introduce a Help Menu feature that provides suggestions when typing and information on available commands when prompted with 'help.' It ensures that you can easily discover and understand the commands available for interacting with ClearPoint Teams, making your experience even more accessible.

βš™οΈ Notification Settings - Tailor notifications to your preferences between email and Teams:

Customization is key to a personalized experience, and in 16.1, we bring you notification settings that you can tailor to your preferences. You can now choose between receiving notifications via email or Teams, allowing you to adjust your settings to match your communication preferences. It's all about giving you control over how you stay informed.

ClearPoint Strategy is committed to enhancing your user experience and providing you with tools that make your work more efficient and effective. We invite you to explore these new features and improvements. If you have any questions or need assistance, please don't hesitate to reach out to our support team at [email protected]. Your dedication and contribution are at the heart of ClearPoint Strategy's success.

Explore the power of ClearPoint Strategy 16.1 today! 🌟

Product update

πŸš€ ClearPoint Strategy 16.0 Release Highlights!

Angel avatar
Shared by Angel β€’ August 31, 2023

Hey there,

We are thrilled to announce the latest release of ClearPoint Strategy, version 16.0. This update brings a host of exciting enhancements designed to elevate your user experience and streamline your collaboration processes. As always, our commitment to innovation and improvement drives these enhancements, ensuring that ClearPoint Strategy remains at the forefront of technological advancements.

Here are the key highlights of the enhancements included in 16.0:

πŸ”” Edit Notifications in ClearPoint Teams - Stay in the loop with real-time edit field alerts in Teams:

In version 16.0, we introduce a feature that's bound to keep you informed and in control. Real-time edit field alerts in ClearPoint now seamlessly integrate with Microsoft Teams through ClearPoint Teams. This means that users will receive instant notifications in Teams for any changes made to edit fields in ClearPoint, if they are set up to receive these notifications. It's a game-changer for ensuring you stay on top of the latest updates, especially when you have Teams open. With this feature, you'll be alerted to changes immediately, enhancing your ability to stay updated and make informed decisions in real-time.

πŸ“£ Mentions in ClearPoint Teams - Get notified instantly in Teams when mentioned in a Discussion:

Collaboration just got even more efficient with ClearPoint Teams. In 16.0, we've introduced a feature that enables users to receive instant notifications in ClearPoint Teams when they are mentioned in ClearPoint discussions. This feature ensures that you are notified immediately of important mentions, allowing you to stay connected with your ClearPoint activities while collaborating seamlessly through Microsoft Teams.

πŸš€ Export Alerts in ClearPoint Teams - Receive export completion alerts directly in Teams for instant updates:

We understand the importance of staying informed about export completions, and with ClearPoint Teams, we've made it easier than ever. Version 16.0 brings you export completion alerts directly in ClearPoint Teams for various export types, including page exports, Excel exports, PowerPoint exports, Briefing Books, and HTML exports. This means that you'll receive instant updates in Teams when an export completes, ensuring that you are always in the know. ClearPoint Teams simplifies reporting and data access, allowing you to efficiently manage ClearPoint tasks directly from Microsoft Teams.

ClearPoint Strategy is committed to enhancing your user experience and providing you with tools that make your work more efficient and effective. We invite you to explore these new features and improvements, and if you have any questions or need assistance, please don't hesitate to reach out to our support team at [email protected]. Your dedication and contribution are at the heart of ClearPoint Strategy's success.

Don't miss out on these game-changing features in ClearPoint 16.0! 🌟

Product update

πŸš€ ClearPoint Strategy 15.9 Release Highlights!

Angel avatar
Shared by Angel β€’ August 31, 2023

Hey there,

We are thrilled to announce ClearPoint Strategy's latest release, version 15.9, packed with an array of groundbreaking features designed to elevate your strategic management experience. In this update, we are taking another giant leap towards empowering users with Artificial Intelligence (AI) capabilities that streamline strategy building, analysis, and decision-making.

Here are the key highlights of the enhancements included in 15.9:

πŸ€– AI Strategy Assistants - Your ally for smarter strategy building:

ClearPoint Strategy now introduces AI Strategy Assistants, your trusted allies for crafting intelligent and well-aligned strategies. These AI-powered assistants streamline the scorecard creation process, providing intelligent assistance to help users build strategies efficiently. By automating the initial strategy building process, AI Strategy Assistants empower users to focus on strategic decision-making and implementation, enhancing overall productivity and performance. This feature enables you to utilize listed scorecard frameworks and generate scorecards at the enterprise or department level with the assistance of AI, saving valuable time and effort.

πŸ“ˆ AI Analysis & Recommendations - Data-driven insights generated at your fingertips:

AI Analysis and Recommendations offer users the power of data-driven insights and actionable recommendations. This game-changing feature enhances strategic decision-making by providing valuable perspectives and freeing up users' time to focus on higher-value tasks that contribute to organizational success. With AI-powered text generation for Analysis and Recommendations fields in ClearPoint, you gain access to an "Ask Me Anything" (AMA) button for free-form chat with GPT-3.5. Additionally, AI provides a "Copy Edit" button for grammar editing, an "Analyze Data" button that summarizes chart data, and a "Recommend Engine" button that generates recommendations based on the analysis. These AI assistants are a valuable resource for improving performance and making informed decisions.

πŸ’¬ AI Chat Transcript - Keep a record of your AI Assistant interactions:

With AI Chat Transcripts, you have the flexibility to review and improve your interactions with AI Strategy Assistants. This feature promotes collaboration between AI and users, enabling iterative refinement of strategic plans and fostering continuous improvement in decision-making processes. AI Chat Transcripts provide you with the ability to review chat logs, make changes to previous conversations, and even restart the conversation from any previous chat. By clicking "Add to ClearPoint" at the end of a transcript, you can create a new scorecard, ensuring accurate and refined strategy development over time.

❄️ Data Loader Snowflake Integration - Seamlessly connect and load your data:

The Snowflake integration in Data Loader takes data importing processes to the next level, enabling data administrators to access real-time insights for data-driven decision-making. Data Loader now seamlessly integrates with Snowflake, allowing data administrators to connect and pull data into ClearPoint using SQL queries. This integration streamlines data importing processes, making it easier than ever to import data from Snowflake into ClearPoint for informed decision-making and performance analysis.

At ClearPoint Strategy, we remain committed to staying at the forefront of technological advancements, all with the goal of making your strategic work more efficient and effective. We encourage you to explore these new features and embrace the power of AI in your strategic endeavors.

As always, our support team is here to assist you, so please don't hesitate to reach out to [email protected] if you have any questions or need further assistance. Your dedication and contribution to ClearPoint Strategy's success continue to drive our innovation.

Unlock the future of ClearPoint Strategy with these powerful updates today! 🌟