Hey there,

ClearPoint Strategy is excited to introduce the latest version 16.5.4, packed with enhancements aimed at optimizing your experience and boosting productivity. These updates reflect our ongoing commitment to innovation and customer satisfaction, ensuring that ClearPoint Strategy remains your trusted strategic management solution.

Here are the key highlights of the enhancements included in 16.5.4:

🌐 Navigation Panel Optimization - Enhanced navigation with improved panel functionality: Experience smoother navigation with an improved Left-Hand Navigation Panel, ensuring intuitive access to all platform features.

📊 Scorecard Management Update - Streamlined scorecard management with optimized page layout: The Manage Scorecards Page has been updated to provide a more user-friendly and efficient management experience.

🌳 Tree Explorer Integration - Seamless navigation with integrated tree explorers: Enjoy a more cohesive user experience with enhanced Scorecard and Element Tree Explorers, providing intuitive access to hierarchical data.

🗂️ Report Management Simplification - Streamlined workflow with removed Report Tree Explorer: The Report Tree Explorer feature has been removed, simplifying the report management process and reducing clutter.

🛠️ Formatting Consistency - Seamless content creation with improved formatting: Say goodbye to formatting inconsistencies when pasting into HTML text fields, ensuring a smoother and more polished editing experience.

🔍 Enhanced Element Management - Streamlined access with accurate display counts: Navigate through your elements effortlessly, ensuring precise visibility even when selecting 'Show No Access.'

📊 Dashboard Navigation Optimization - Effortless navigation with improved settings: Experience smoother navigation in Dashboards after adding Dashboard Subdomain Name into Organization Settings, ensuring seamless transitions between settings and content.

🔄 Dashboard Field Updating - Real-time data updates for enhanced dashboard accuracy: Enjoy updated measure fields on dashboards published outside reporting periods, ensuring that your dashboards always reflect the latest data.

📑 Briefing Book Functionality - Enhanced document management with improved filtering: Easily manage your Briefing Books with the proper functioning of "Show All" tab under documents, ensuring efficient organization and access to your documents.

🔄 Workflow Task Assignment - Efficient task management with accurately identified tasks: Duplicated elements are now correctly identified as workflow tasks and assigned to users, facilitating smoother workflow management.

👤 User Interface Optimization - Improved user experience with enhanced interface elements: Enjoy better display readability with adjusted username label size in mentions, ensuring a more user-friendly interface.

📊 Dashboard Updates Reflection - Consistent reporting with accurate field name updates: Updates to analysis or recommendations field names now reflect in the dashboard, ensuring consistency across your reports.

🤖 AI Assistant Messaging - Enhanced user guidance with improved messaging: AI Assistant messaging issues in the Copy-Edit modal have been fine-tuned, ensuring clearer and more actionable guidance.

🖥️ Report Export Enhancement - Reliable report exports with accurate code language display: Reports exported to PPT display code language correctly, ensuring accurate representation of your content.

⚙️ User Management Control - Enhanced security with restricted access: Users can no longer edit "no access" scorecards from Manage Elements, providing tighter control over user permissions.

These updates represent ClearPoint Strategy's dedication to providing you with a seamless and efficient platform experience. For any questions or assistance with navigating these enhancements, please reach out to our support team at [email protected].

Unlock new efficiencies and optimize your strategic management journey with ClearPoint's enhanced navigation. Stay tuned for more updates as we continue to evolve ClearPoint Strategy to meet your strategic management needs. 🌟

Hey there,

We're thrilled to introduce ClearPoint Strategy version 16.5.3, packed with a myriad of enhancements aimed at elevating your experience and empowering your productivity. At ClearPoint Strategy, we're committed to continually improving our platform to ensure it meets and exceeds your expectations.

Here are the key highlights of the enhancements included in 16.5.3:

🛠️ Seamless Data Visibility - Ensure effortless navigation and data insight: Enjoy a smoother experience with series headers in a Data Grid custom field. Now, navigating through your data is more intuitive, allowing you to gain deeper insights effortlessly.

🖋️ Enhanced Text Editing Experience - Empower customization with precise font application: Have more control over your text customization, allowing you to create documents that reflect your brand's identity seamlessly.

📊 Consistent Data Representation - Ensure uniformity in visual storytelling: Your data visualization remains consistent across the platform, enhancing the clarity and impact of your presentations.

🔍 Improved Data Accuracy - Ensure precise data representation: Measure display accuracy has been enhanced, ensuring that your data is always represented accurately. Now, you can make informed decisions confidently, knowing that your data is reliable.

🔒 Reinforced Security Measures - Protect your data with enhanced security: We’ve reinforced the platform's security measures, ensuring you can always trust that your data is safe and secure, and providing you with peace of mind as you work.

🔑 Enhanced Login Experience - Streamlined access to ClearPoint Teams features: Accessing and logging into ClearPoint Teams is smoother than ever, allowing you to collaborate seamlessly with your team.

🎯 Accurate Performance Insights - Ensure precise performance evaluation: Accurately assess your performance and progress towards your objectives with precise calculation of OKRs % totals on Manage OKRs pages, including archived/deleted goals.

🔧 Streamlined Dashboard Management - Simplify Dashboard customization with improved field management: Experience more flexibility in selecting custom fields and customizing your Dashboards, allowing you to tailor them to your unique needs effortlessly.

📝 Enhanced Report Customization - Tailor your reports to perfection: Have more control over your report column customization, ensuring that your reports are structured exactly as you need them to be.

🗺️ Improved Navigation - Enhance user experience with smoother navigation: Seamless navigation across tabs and through your Dashboards allows you to find the information you need quickly and easily.

📚 Effortless Briefing Book Generation - Simplify report sharing with improved briefing book generation: Generating and sharing Briefing Books is more streamlined, ensuring that your stakeholders receive the information they need promptly.

ClearPoint Strategy is dedicated to providing you with a seamless and reliable platform that empowers you to achieve your strategic objectives efficiently. We invite you to explore these enhancements and improvements, and as always, if you have any questions or need assistance, please reach out to our support team at [email protected]. Your continued feedback and support are invaluable to us.

Don't miss out on these transformative enhancements in ClearPoint 16.5.3! 🌟

Hey there,

We are excited to announce the release of ClearPoint Strategy version 16.5.2, packed with numerous enhancements and fixes aimed at improving functionality, user experience, and performance. Our dedication to innovation and customer satisfaction drives these updates, ensuring that ClearPoint Strategy continues to meet and exceed your expectations.

Here are the key highlights of the enhancements included in 16.5.2:

📊 Enhanced Dashboard Experience - Elevate data visualization, reliability, and insights: Enjoy improved clarity and visualization on your dashboards. With accurate measure fields displaying intended content and charts persisting correctly, customizing dashboards is now more stable and reliable, ensuring consistent updates and a smoother editing experience.

🖥️ Workspace Display Enhancements - Elevate user experience with a range of workspace improvements: Experience an enhanced workspace environment featuring various display enhancements alongside performance optimizations.

🤖 AI Assistant User Experience Enhancements - Elevate user experience with intelligent AI support: Whether AI is enabled or disabled, benefit from improved modal behavior for streamlined scorecard addition and guided prompts, ensuring a smoother and more intuitive user journey with AI assistance.

♻️ Duplicated Elements - Ensure seamless workflows and accurate data representation: Duplicated elements now populate seamlessly, ensuring smoother workflows and accurate data representation from the get-go.

🛠️ Data Grid Editing - Enhance reporting flexibility and data management: Users can now effortlessly edit fields in a summary report pulled out in a data grid, providing greater flexibility and control over your data.

🔐 Security Enhancement - Safeguard your data with enhanced measures: We've reinforced our security protocols, reaffirming our commitment to keeping your information secure.

🌳 Enhanced Tree Explorer Data Display - Elevate data representation and hierarchy insights: Enjoy improved symbol display for clearer data representation and enhanced drill-down functionality from objectives, ensuring more effective exploration of data hierarchy in the Tree Explorer.

📢 Enhanced Notification Experience - Simplify setup and stay updated seamlessly: Enjoy improved notification criteria population for accurate setup and real-time updates with dynamic refresh in the My Notifications tab.

🌐 Global Population of Scorecard Content - Elevate control over scorecard content: Custom Fields tailored for scorecards now offer refined functionality, enabling you to wield greater precision in managing your scorecard content.

📝 Report Naming Enhancement - Streamline report management by implementing improved naming conventions: Enjoy increased flexibility in naming your reports, now supporting special characters such as "&" without encountering formatting issues.

⚙️ Bulk User Addition Enhancement - Enhance user management efficiency with streamlined data entry: Adding users in Manage Users is now more seamless and efficient, ensuring a smoother experience without any tab-related data entry challenges.

🔍 Enhanced Element Management - Elevate precision and consistency in element management: Navigate seamlessly with improved dropdown visibility in both Manage Elements and Manage Reports, while experiencing elevated precision and consistency in element management. Benefit from accurate scorecard counts, preserved sorting, and enhanced navigation, ensuring dependable data management and a consistently organized browsing experience.

📚 Enhanced Gantt Charts Integration in Briefing Books - Elevate reporting reliability: Augment the accuracy of briefing book reports through seamless generation, ensuring a smooth experience without interruptions.

⚡️ Enhanced Performance and Stability - Elevate efficiency, speed, and reliability: Experience faster loading times for Master Periods, optimized performance throughout ClearPoint Strategy, and enhanced stability with tabs, ensuring a smoother and more reliable user experience.

ClearPoint Strategy is committed to providing you with a seamless and reliable platform that meets your needs and exceeds your expectations. 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 groundbreaking enhancements in ClearPoint 16.5.2! 🌟

Hey there,

We are thrilled to announce the latest release of ClearPoint Strategy, version 16.5.1. 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 16.5.1:

🔔 Custom Field Enhancements - Smoother and more intuitive customization options: We've enhanced the customization experience for users with our custom field enhancements. Now, saving custom fields in summary reports is smoother and more intuitive, providing greater flexibility and customization options for your reporting needs. Enjoy a seamless process as you tailor your reports to suit your specific requirements.nd align with specific organizational goals.

📊 Comprehensive User Activity Insights - Gain deeper insights into user engagement: With the enhanced User Activity report in ClearPoint Strategy, users can now gain deeper insights into user engagement across their entire account. This comprehensive view provides a complete snapshot of activities, allowing you to understand how users interact with the platform throughout its lifespan. Stay informed and make data-driven decisions with this valuable insight into user behavior.

🖼️ Advanced Export Options - Seamless export of charts to PDF or PNG formats: Exporting charts to PDF or PNG formats is now easier than ever. Enjoy a seamless export experience as you share and present your data with stakeholders. Whether you're preparing reports or presentations, our advanced export options ensure that your charts look crisp and professional every time.

🎯 Objective Evaluation Clarity - Enhanced visibility of weights in Automatic Evaluations: Enhanced visibility of weights in Objective Automatic Evaluations facilitates easier assessment and understanding of objective impact, empowering more informed decision-making. With improved clarity, users can confidently evaluate progress and make strategic adjustments as needed.

📊 Report Customization - Simplified process for adding new columns to reports: We've simplified the process for adding new columns to reports, allowing for more personalized and detailed reporting tailored to your specific requirements. Enjoy greater flexibility as you customize your reports to suit your unique needs, ensuring that you have the insights you need to drive your strategic initiatives forward.

🚀 Workspaces Beta - Explore and contribute to the evolution of our new Workspaces feature: The Workspaces Beta feature is now clearly marked with a 'Beta' tag in the left-hand control panel. Explore this exciting new feature and contribute to its evolution as we continue to enhance your strategic management experience. With Workspaces Beta, you can create personalized and integrated workspaces tailored to your preferences and roles.

🔔 Custom Field Warnings - Stay informed when making changes to custom fields: With the new warning system, you'll stay informed when making changes to custom fields, helping to prevent unintended consequences. Enjoy peace of mind knowing that you'll be alerted to any potential issues before they arise, ensuring that your data remains accurate and reliable.

✨ Quality of Life Improvements - Experience a more polished and user-friendly interface: From corrected display nuances to fortified security measures, we're committed to providing you with a seamless and reliable platform that meets your needs and exceeds your expectations. Enjoy a more polished and user-friendly interface as you navigate ClearPoint Strategy.

⚡️ Stability and Performance Enhancements - Enjoy a smoother and more reliable experience: We've made significant strides in enhancing the stability and performance of ClearPoint Strategy. Enjoy a smoother and more reliable experience as you access workspaces, manage dashboards, and interact with your data. With improved stability and performance, you can focus on driving your strategic initiatives forward with confidence.

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 16.5.1! 🌟

Hey there,

ClearPoint Strategy is thrilled to announce the launch of our upgraded feature—Workspaces! This innovative addition is designed to empower users with a flexible, interactive, and comprehensive view for optimizing strategic data management. ClearPoint Workspaces seamlessly integrate into your workflow, providing a customizable and intuitive solution to manage, monitor, and act on all your strategic data effortlessly.

🌐 Navigate Strategy Effortlessly: Enhancing Data Management with Workspaces

Workspaces serve as a central hub to optimize how you interact with ClearPoint Strategy. Tailor your Workspace to your unique needs, ensuring a clear overview without compromising efficiency. With customizable layouts and intuitive organization, Workspaces offer a personalized and integrated experience, enhancing your overall workflow.

Pods for Enhanced Functionality

Within Workspaces, users encounter a diverse array of pods tailored to their needs. Pods include My Updates, My Goals, My Scorecard, My Notifications, My Mentions, My Exports, and My Favorites. Each pod delivers personalized functionalities, presenting users with content directly relevant to their roles and responsibilities. Whether tracking task completion progress, managing goals and key results, accessing scorecard elements, viewing notifications and mentions, managing exports, or accessing favorite elements and reports, users experience a Workspace uniquely crafted to showcase information pertinent to them.

Seamless User Experience

Users can set Workspaces as their homepage for quick access, ensuring effortless navigation to their preferred view. Clickable pod titles and element names within the Workspace enhance navigation, allowing for quick access to relevant information.

Effortless Configuration and Management

As a ClearPoint Strategy Administrator, effortlessly configure and manage Workspaces using shared or global templates. End users, including Scorecard Admins and Editors, also benefit from an enhanced workspace experience. Quickly start by duplicating existing or creating new workspaces, and efficiently manage them through the user-friendly features of the Manage Workspaces page. This page offers actions like editing, fine-tuning sharing settings, duplicating, and deleting Workspaces, ensuring an efficient and adaptable Workspace management experience for all users.

Customization and Control

Tailor your Workspace effortlessly by dragging and dropping pods, adjusting sizes for optimal use of screen real estate and content density. The Edit Pod Style feature adds another layer of customization, allowing users to modify a pod's style with custom styles, ensuring a visually pleasing and efficient workspace.

Getting Started with Workspaces

ClearPoint Workspaces not only enhance your user experience but also provide a comprehensive set of tools for designing, configuring, and managing your strategic data within ClearPoint Strategy. It's time to optimize your strategic data management and create a workspace that aligns seamlessly with your unique preferences and roles.

To get started with ClearPoint Workspaces, ensure you have an active ClearPoint account and reach out to your Customer Success Manager for access. For questions or assistance, reach out to [email protected]. Explore the ClearPoint Strategy Support Center to learn more about this powerful feature.

Don't miss out on this transformative opportunity. Start optimizing your strategic data management with ClearPoint Workspaces today! 🌟

Hey there,

ClearPoint Strategy is excited to announce major updates in the evolution of our platform. After careful consideration and with a focus on innovation, we are announcing the deprecation of the old user interface (UI) and ClearPoint Sync Excel plug-in.

✨ Exciting News: ClearPoint Strategy's Evolutionary Updates!

We're thrilled to introduce updates that will revolutionize your strategic management experience. Say goodbye to the old UI and ClearPoint Sync as we embrace modern integration solutions and enhance navigation with new features. Read on to discover how these changes will elevate your ClearPoint Strategy experience.

Streamlining the User Experience: Transitioning from Old UI to New Enhancements

In our commitment to providing users with cutting-edge tools, we are bidding farewell to the old UI, making room for a more intuitive, efficient, and feature-rich experience. The transition ensures that users benefit from the latest advancements and a user interface that aligns seamlessly with contemporary design standards.

Saying Goodbye to ClearPoint Sync: Embracing Modern Integration Solutions

ClearPoint Sync has played a significant role in supporting data synchronization, but as we embrace modern integration solutions, we have decided to deprecate ClearPoint Sync. This shift allows us to focus on more advanced and robust integration capabilities, ensuring a smoother, more connected user experience.

Enhancements in the Pipeline: What's Next for ClearPoint Users

Amid these changes, we are excited to share that ClearPoint Strategy continues to evolve with enhancements that will elevate your strategic management experience. Stay tuned for upcoming announcements about new features and improved functionalities.

Guidance and Support Throughout the Transition

As we navigate these changes together, our dedicated support team is ready to assist you every step of the way. We are committed to providing clear guidance and resources to ensure a seamless transition. If you have any questions or need assistance, please reach out to [email protected].

Preparing for the Future: Making the Most of ClearPoint Strategy

These changes reflect our commitment to continuous improvement and innovation. We invite you to explore the new features and enhancements that ClearPoint Strategy has to offer. For a detailed guide on these changes and more, visit the ClearPoint Strategy Support Center.

Thank you for being part of the ClearPoint community. We are confident that these updates will contribute to an even more robust and efficient strategic management experience. 🌟

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.

🚀 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! 🌟

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:

📊 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.

🛠️ 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.

🔄 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.

🔒 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.

🗣️ 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.

🏆 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! 🌟

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! 🌟

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 information—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! 🌟