ClearPoint Strategy

NOVEMBER 2, 2021

Strategic planning tools, or models, are designed to help organizations’ develop their action plan to achieve their goals. There are a lot of strategic planning models out there. Measures , which help you understand if you’re accomplishing your objective strategically. Strategy Map.

Stakeholders 145

Stakeholders Software Software Organization 145

ClearPoint Strategy

DECEMBER 10, 2021

Most organizations begin their reporting process in Microsoft Excel and PowerPoint—and typically don’t consider alternatives until their reporting becomes too robust or complex. Companies looking for reporting software need a solution that can handle five major components: Structure. Data integration. Customization.

Software 98

Software Software Artificial Intelligence Organization 98

ClearPoint Strategy

DECEMBER 9, 2021

Strategic planning and operational planning are both vital to an organization’s success. To help answer them, first we’ll walk through the definitions of strategic planning vs. operational planning. What is a strategic plan? What is an operational plan? Are they the same?

Organization 98

Organization Software Software Leadership 98

ClearPoint Strategy

FEBRUARY 1, 2023

Turn your business plans into a well-formed strategic plan with ClearPoint. Is your organization currently guided by a patchwork of short-term departmental business plans rather than an overall strategic plan? You can change all that with the help of ClearPoint Strategy software.

Business Planning 52

Business Planning Software Software Decision-making 52

Mike Kunkle

NOVEMBER 23, 2023

If you don’t gain alignment on what you’ll measure, how you’ll analyze those results, and how you’ll report it, you are setting yourself up for failure. If those to whom you’re reporting the results can pick apart your analysis, you will lose all credibility. The same thing applies with any ROI analysis.

Sales 258

Sales Finance Decision-making Profitability 258

OnStrategyHQ

APRIL 24, 2023

As your organization begins to sketch out what your strategic plan might look like, it’s likely to come to your attention that you’ll need to gain consensus around what your key performance indicators will be and how they will impact your organization. Third thing, we actually run a report on this data. Happy strategizing.

Profitability 105

Profitability Publishing CRM Insurance 105

ClearPoint Strategy

FEBRUARY 8, 2023

ClearPoint is the only management reporting software that automates more than 70% of the reporting process for you—so you can focus on strategy. If you hope to have any chance of accomplishing your organization’s ambitious goals, you need to spend more time executing plans and less time on managing the reporting process.

Software 52

Software Software Management Decision-making 52

Red Star Kim

JUNE 7, 2023

I was delighted to return to Dublin to lead an in person training workshop for PM Forum Ireland on “ Being more strategic” with delegates from law, accountancy and consultancy firms. We considered strategic thinking, business strategy and marketing and business development strategy. Strategic change takes time and energy.

Artificial Intelligence 130

Artificial Intelligence Transportation Digital Transformation Innovation 130

ClearPoint Strategy

MAY 13, 2021

The end result is often a full strategic alignment between teams, departments, and the entire organization. Project management is the application of skills, knowledge, and tools to plan, launch, execute, manage, and close the work of a team to achieve specific goals within specific timeframes. Plan for contingencies.

Management 95

Management Software Software Construction 95

ClearPoint Strategy

MARCH 2, 2023

When it comes to strategy planning and execution, executing is the hardest part. ClearPoint strategy execution software was created to change all that. So you’ll always know what elements of your plan are working and which are not—and you’ll have the insights you need to make course adjustments if necessary.

Software 52

Software Software Government Organization 52

AchieveIt

JULY 10, 2023

You’ve invested significant time and resources in developing a strategic plan, and now you’re eager to track its progress and evaluate its impact. However, as the strategy leader, you quickly realize that manually managing the reporting process is taking up a considerable portion of your valuable time.

Decision-making 52

Decision-making Stakeholders Meetings Facilitation 52

Envisio

DECEMBER 19, 2023

But identifying your strategic priorities, and aligning your leadership and key stakeholders behind them, is just the beginning. When you know exactly what you’re working toward, and have a feasible action plan in place to reach your goal, it instills confidence and a sense of purpose in your teammates and the stakeholders.

Stakeholders 98

Stakeholders Construction Government Organization 98

Brooks Group

DECEMBER 1, 2023

Put simply, strategic account management is all about responsiveness, problem-solving, customer satisfaction, and building long-term relationships that lead to additional revenue. Strategic Emails – Number of emails sent to offer best practices, strategic advice, consulting, etc. Watch the video below to learn more.

Account Management 93

Account Management Management Account Planning Sales Training 93

AchieveIt

DECEMBER 4, 2023

For those leading strategy, keeping up-to-date with the most recent trends and data related to strategic planning and implementation is not merely beneficial; it's essential. According to research by McKinsey, 91% of strategy leaders reported being assigned other functions beyond core strategic management.

Digital Transformation 52

Digital Transformation Decision-making Organization Prioritization 52

ProlifIQ

FEBRUARY 23, 2024

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. To better understand how teams are adapting to this new environment, we surveyed over 250 professionals across sales, customer success, account management, and more about their account planning processes, challenges, and priorities for 2024.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

Planview

FEBRUARY 29, 2024

These challenges underscore the complexities inherent in managing and evolving the technological framework of automotive software. An aging codebase adds further complexity, introducing potential quality issues as well as hurdles in upgrading and optimizing software.

Prioritization 59

Prioritization Innovation Suppliers Manufacturing 59

Red Star Kim

DECEMBER 5, 2023

CRM and Marketing Automation Software for SMBs | Act! Microsoft Dynamics 365 CRM Software | Infor CRM SLX (In 2014, Infor acquired Saleslogix from Sage) What is Intapp CRM? Ideas on how to spend any “free” time ranged from competitor and analytics analysis to business plans for teams although some mentioned getting up to date on admin.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

AchieveIt

JULY 24, 2023

The sheer disparity in reporting styles and information makes it difficult for the strategy leader to compile a cohesive picture of the organization’s progress, which hinders their ability to make informed decisions. By implementing a standardized approach to reporting, organizations can reap several important benefits.

Decision-making 52

Decision-making Facilitation Government Stakeholders 52

ClearPoint Strategy

MARCH 7, 2023

See how ClearPoint’s award-winning software informs strategies and inspires communities in the sunny state of Florida. Fortunately, ClearPoint strives to provide local governments with the tools they need to manage their strategic plans and improve their performance. ClearPoint State Spotlight: Florida.

Government 52

Government Construction Software Software 52

Red Star Kim

JUNE 27, 2023

Forward planning with scoping helps you anticipate where issues and delays might occur – it looks at the interdependencies and the critical path. You can then build risk management, mitigation and acceptance into the plan. Contingency plans will be ready from the outset. What Is Project Risk Management?

Leadership 130

Leadership Management Stakeholders Communication 130

OnStrategyHQ

DECEMBER 21, 2023

Keep reading as we break down the various elements of a gap analysis report and outline how this tool is used in different sectors of business. Your strategic plan is like a flight of stairs. The steps in between that lead from where you are to where you want to be are your action plan or strategy. Market segmentation.

Software 52

Software Software Construction Organization 52

OnStrategyHQ

NOVEMBER 29, 2022

An entirely new planning workflow. It’s never been easier to build a plan and measure if it’s delivering results. We can’t wait for you to see the completely redefined OnStrategy Strategic Planning software. Update #1: Planning and Annual Refreshes Reinvented. More automation. What’s New.

Software 52

Software Software Organization Meetings 52

AchieveIt

MARCH 22, 2023

Corporate strategic planning is essential to businesses and one of the basics of a business plan. However, setting strategic goals is more complex than writing them down during a board meeting. In This Article What Is Corporate Strategic Planning?

Software 52

Software Software Communication Organization 52

ClearPoint Strategy

JULY 28, 2021

During your strategic planning process, there are a lot of puzzle pieces to fit together. It’s an incredibly effective and useful tool to put in play during both the strategic planning and execution processes. Norton as part of their Balanced Scorecard framework for strategic planning and management.

Value Proposition 98

Value Proposition Software Software Government 98

Planview

OCTOBER 19, 2023

Many systems are employed for software development, deployment, and operational needs. Within the realm of digital transformation, harnessing internal data for real-time insights across the software delivery process stands as a pivotal tactic. These established tools play a vital role in their business operations.

Digital Transformation 64

Digital Transformation Digitalization Government Software 64

Envisio

SEPTEMBER 29, 2023

When it comes to local governments and strategic planning, we often think of big cities with vast resources and complex challenges. However, the art of strategic planning takes on a unique and subtly intricate character when applied to small towns. Strategic Plans for Small Towns: What Makes It Different?

Energy and Utilities 52

Energy and Utilities Government Prioritization Decision-making 52

ClearPoint Strategy

DECEMBER 21, 2021

Some hospitals and healthcare organizations believe that’s a reason to avoid strategic planning—because the change lurking just around the bend is sure to derail even the best-laid plans. Looking for some examples of healthcare strategic plans? Strategic Management In Healthcare: What is it?

Healthcare 52

Healthcare Management Decision-making Software 52

Strategic Communications

FEBRUARY 21, 2024

Productivity and Efficiency Streamlining Content Creation GenAI has been reported to decrease the workload for content creators by up to 60%, mainly by automating repetitive tasks such as data analysis, content drafting, and design work. In 2023, Politico reports, 3087 digital, broadcast and print news jobs were lost.

Publishing 52

Publishing B2B Digitalization Communication 52

Revegy

AUGUST 10, 2023

In today’s business world, strategic account management and account planning are key to using your marketing and sales resources wisely to increase sales.

Account Management 52

Account Management Management Account Planning Sales 52

OnStrategyHQ

JUNE 18, 2021

How do you adopt an agile planning process? A StrategySprint TM is is a 90-day strategic performance cycle used to connect your long-term vision to weekly activities. In each 90-day sequence, you set quarterly focus, review results monthly, then review and refresh your plan at the end of each cycle. Caution—Don‘t “Over-Plan”.

Publishing 98

Publishing Meetings Performance Review Organization 98

ProlifIQ

MARCH 30, 2023

Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning?

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success. While both functions are instrumental in driving organizational growth, distinguishing their unique contributions is fundamental.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

PandaDoc

MARCH 4, 2024

Raising capital VDRs provide a secure and organized platform for presenting financial documents, business plans, and other sensitive information to potential investors. Audit logs and reporting Ensure your virtual data room offers detailed activity logs and audit trails.

Banking 52

Banking Investors Acquisition Stakeholders 52

AchieveIt

SEPTEMBER 25, 2023

In the world of strategic planning and execution, success depends on a lot more than just vision and ambition. KPIs and metrics are used to obtain a clear picture of an organization’s performance and its progress toward its strategic goals. On one end lies plans that are devoid of metrics.

Banking 52

Banking Decision-making Organization Software 52

AchieveIt

NOVEMBER 1, 2023

The secret often lies in strategic planning. And while, yes, strategic plans contain tasks, without goals, objectives and strategies to provide context, the tasks are meaningless. A strategic plan without measurable objectives is no strategic plan at all.

Energy and Utilities 52

Energy and Utilities Decision-making Innovation Business Planning 52

OnStrategyHQ

JULY 13, 2023

Book Your Demo Call At OnStrategy, we are serious about being your partners to help identify strategic moves and set your vision into action with an actionable strategic plan to consistently achieve 80% of your goals. We’ve spent the last 20 years building plans and a methodology to make it happen.

Decision-making 40

Decision-making Leadership Software Software 40

Insightly

DECEMBER 13, 2023

The importance of Customer Relationship Management (CRM) software across different industries and business environments is hard to ignore. CRM software is pivotal in managing and optimizing customer interactions throughout the entire lifecycle. On the other hand, comprehension of what the organization needs is equally important.

CRM 52

CRM Decision-making Software Software 52