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:

🗣️ 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.

📚 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.

🎙️ 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.

🗂️ 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.

🤖 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.

🔄 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.

🔗 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.

📝 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! 🌟

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.

📊 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.

📢 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.

📝 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.

🔔 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.

⚙️ 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! 🌟

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:

🔔 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.

📣 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.

🚀 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! 🌟

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:

🤖 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.

📈 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.

💬 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! 🌟