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ESM+Strategy

by ESM Software Group · Since 1999
No reviews yet
ActiveAvailable globallyCloudFree tier
Quick facts
VendorESM Software Group
Year launched1999
StatusActive
Location179 Great Road #593 Stow, MA 01775
Countries servedGlobal
Languages9
Integrations2+
Free tierYES
Free trialYES
Contact sales

About ESM+Strategy

ESM+Strategy is a business strategy software from ESM Software Group that improves strategic planning processes. It combines strategy development, employee performance tracking, and risk/cybersecurity management so organizations can effectively plan and execute their strategies. ESM+Strategy offers templates to help users get started easily and supports a comprehensive overview of the ESM platform, ensuring a well-rounded approach to strategic execution. The software facilitates implementation, allowing teams to align their goals and performance metrics with organizational objectives. Key capabilities: strategy development employee performance tracking risk/cybersecurity management platform overview implementation support Best for: organizations that need structured strategic planning and execution processes.

ESM+Strategy is an advanced business strategy software designed to streamline the strategic planning, execution, and performance tracking processes within organizations. Developed by the creators of the Balanced Scorecard methodology, Dr. Robert S. Kaplan and Dr. David P. Norton, the platform provides a centralized space for organizations to manage and align their strategy. Key features include Balanced Scorecards, strategy maps, KPI tracking, and automated governance processes, all designed to ensure seamless integration, efficient performance monitoring, and alignment with long-term objectives. The user interface of ESM+Strategy is intuitive and accessible, allowing both novice and expert users to navigate the platform with ease. Its dashboard offers powerful analytics, and the system’s flexibility makes it adaptable to various strategic planning needs. The software is compatible with multiple devices and web browsers, ensuring accessibility across different platforms. ESM+Strategy integrates smoothly with other systems through open Web Services and API capabilities, allowing for efficient data exchange and reporting, while ensuring that information from external sources can be incorporated into strategy execution.

Pros & Cons

What users like
  • +Excellent team and customer service.
  • +Strong support for strategic planning and performance excellence.
  • +Deep user access control and quick scorecard design.
  • +Communication tools based on Kaplan Norton best practices.
  • +Easy-to-use system that helps keep projects on track.
  • +Positive feedback from auditors.
  • +New interface is appreciated.
What users flag
  • Hard to go back to PowerPoint after using ESM.
  • Some areas could benefit from improved risk and process management.
  • Upgrade to version 6.0 made chart/report generation more difficult

Features

Key features

Balanced Scorecards
Create, track, and adapt Balanced Scorecards with objectives, measures, and initiatives to align your organization's goals and track performance.
Strategy Maps
Design visually appealing strategy maps that display ownership, objectives, and current performance with customizable status colors for easy communication.
KPI Tracking
Track key performance indicators (KPIs) and visual progress using customizable charting tools and datasheets.
Governance Calendar
Automate governance processes by setting up email reminders, data imports from other systems, and mail app integrations for timely updates.
Employee Reviews
Link individual performance goals to broader organizational objectives, allowing for regular reviews and alignment discussions.
Exports
Generate meeting-ready reports in PDF, PPT, and Excel formats, fully customizable to deliver relevant data to the intended audience.
Integrations
Link ESM+Strategy to other systems using Web Services, allowing for smooth data synchronization and real-time performance monitoring.

Additional features

Balanced Scorecards
Build, track, and adjust Balanced Scorecards aligned with organizational objectives, including defined metrics and initiatives.
Strategy Maps
Use dynamic strategy maps to visualize the entire strategy, incorporating ownership, definitions, and real-time performance with color-coded status indicators.
Strategy Formulation
Utilize analysis tools like SWOT, PESTEL, Porter's 5 Forces, and Change Agendas to formulate and define strategies.
KPI Tracking
Effortlessly track performance with data-driven visualizations and customizable charts for KPIs.
Employee Reviews
Regularly connect personal performance reviews with company-wide goals to ensure alignment with strategic objectives.
Exports
Customizable report generation in various formats like PDF, PPT, and Excel to suit different organizational needs.
Email Notifications
Automate email reminders for performance updates, ensuring timely tracking and communication.
Integrations
Integrate ESM+Strategy with existing systems, including data warehouses and other business tools, for seamless data exchange.
Template Library
Access pre-built templates for Balanced Scorecards and strategic reports to save time during setup.
Custom Reporting
Generate customized reports that highlight specific strategic goals and performance metrics.
Strategy Execution Library
Access thousands of best practice articles and white papers on strategy execution.
Governance Automation
Automate your governance process, including reminders, data imports, and integrations with email apps.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Pro

USD 1,000

Countries & Languages

Global
Countries served
9
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchRussianJapanese

Billing currencies

🇺🇸USD

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