About ESM+Strategy

The ESM Suite is a cloud-based performance and strategy management solution that enables organizations to formulate strategies, design balanced scorecards, align strategy with organizational objectives, and review employee performance. ESM offers a customizable user interface and dashboards that enable users to visualize performance by creating dynamic strategy maps. We work with organizations of all sizes across sector, from small non-profits, to government agencies and international conglomerates.

When starting out in our Balanced Scorecard product, ESM+Strategy, you'll go through a tutorial to enter in key strategic objectives, measures, and initiatives. Once the strategic architecture is in place, organizations use ESM to centrally collect updates for each of these Balanced Scorecard components, then generate instant reports. ESM eliminates the need for slide decks and spreadsheets that require extensive version control and back-and-forth emails.

Organizations may optionally link personal performance targets to enterprise goals via our employee review platform, ESM+Perform. By establishing this clear connection between individual and corporate goals, organizations improve strategic communication and drive alignment from the top-down.

Pricing starting from:

US$880,00/month

  • Free Trial
  • Free Version
  • Subscription

Key benefits of ESM+Strategy

● Instantly generate reports of your strategic plan in PDF, PowerPoint, and Excel

● Create organizational or personal dashboards to track key goals, metrics, and projects in one place

● Collect qualitative and quantitative data to analyze strategic performance, which can then be visualized by using dynamic strategy maps

● ESM's open web service API allows for integration with almost any third-party software such as Oracle, SAP or Excel

● ESM offers a strategy execution library that harbors all education material, case studies, and best practice documents that an organization can use to educate its workforce.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$880,00/month

  • Free Trial
  • Free Version
  • Subscription

Images

Easily review organizational goals and track progress against key measures and initiatives.
Create and visualize organizational goals with best-practice Kaplan-Norton strategy maps.
Track progress across multiple business units with cascading strategies and Balanced Scorecards.
If you're just starting your strategic planning, leverage ESM tools such as Porter's 5 Forces, SWOT Analysis, and Change Agendas.
ESM supports all device sizes and browsers, so if you need your information on-the-go, you've got it.
View 6 more
ESM+Strategy video
ESM+Strategy screenshot: Easily review organizational goals and track progress against key measures and initiatives. ESM+Strategy screenshot: Create and visualize organizational goals with best-practice Kaplan-Norton strategy maps. ESM+Strategy screenshot: Track progress across multiple business units with cascading strategies and Balanced Scorecards. ESM+Strategy screenshot: If you're just starting your strategic planning, leverage ESM tools such as Porter's 5 Forces, SWOT Analysis, and Change Agendas. ESM+Strategy screenshot: ESM supports all device sizes and browsers, so if you need your information on-the-go, you've got it.

Features

Total features of ESM+Strategy: 93

  • API
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Agile Methodologies
  • Alerts/Notifications
  • Benchmarking
  • Budgeting/Forecasting
  • Business Process Control
  • Change Planning
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Corrective and Preventive Actions (CAPA)
  • Customizable Dashboard
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Analysis Tools
  • Data Capture and Transfer
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Quality Control
  • Data Visualization
  • Drag & Drop
  • Exceptions Management
  • File Sharing
  • Financial Reporting
  • Forecasting
  • Gantt/Timeline View
  • Goal Management
  • Goal Setting / Tracking
  • Idea Management
  • Incident Management
  • Individual Development Plans
  • Information Governance
  • Internal Controls Management
  • Issue Management
  • KPI Monitoring
  • Key Performance Indicators
  • Learning Management
  • Legal Risk Management
  • Master Data Management
  • Metadata Management
  • Milestone Tracking
  • Mind Maps
  • Mobile Access
  • Mobile Dashboards
  • Negative Feedback Management
  • Operational Risk Management
  • Percent-Complete Tracking
  • Performance Appraisal
  • Performance Metrics
  • Performance Review Management
  • Portfolio Management
  • Predictive Analytics
  • Prioritization
  • Progress Tracking
  • Project Planning/Scheduling
  • Projections
  • Qualitative Analysis
  • Quantitative Analysis
  • Real Time Analytics
  • Real Time Reporting
  • Reporting/Analytics
  • Reputational Risk Management
  • Response Management
  • Review Cycle Tracking
  • Risk Assessment
  • Risk Management
  • Risk Reporting
  • Risk Scoring
  • Roadmapping
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self Assessment
  • Self Service Portal
  • Single Page View
  • Skills Assessment
  • Step-by-Step Wizard
  • Strategic Planning
  • Task Management
  • Task Planning
  • Third Party Integrations
  • Traditional Methodologies
  • Trend / Problem Indicators
  • Visual Analytics
  • Weighted Performance Measures

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Reviews

Overall rating

4,7 /5
(32)
Value for Money
5/5
Features
5/5
Ease of Use
4,8/5
Customer Support
4,9/5

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Showing 5 reviews of 32
Juan jose V.
Overall rating
  • Industry: Management Consulting
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Strategy Review Tool

Reviewed on 2018/08/10

The ESM + Strategy is helping us to deliver positive results to our clients in their strategy...

The ESM + Strategy is helping us to deliver positive results to our clients in their strategy management efforts. The ESM functionalities make all the strategy design process to be dynamic and proactive.

Pros

The ESM is pefectly aligned with the XPP methdology and makes the Strategy Review Process intuitive and easy to use for clients. Throughout all the ESM you have a very friendly environment that allows the users to get used to it easily.

Cons

At the moment there is no dislikes with the ESM. It may improve some risk and process management features.

Joshua S.
Overall rating
  • Industry: Insurance
  • Company size: 10 000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Leveraging ESM + Strategy for SMS Development

Reviewed on 2018/08/10

The value proposition of the tool consists of three things:
1. Transparency - Provides a holistic...

The value proposition of the tool consists of three things:
1. Transparency - Provides a holistic view of SMS work from which all stakeholders can glean insight and make decisions from.
2. Accountability - Instills discipline around the ownership and reporting of strategic objectives and initiatives.
3. Root-cause analysis - Gives leaders a lens into what forces drive the status of strategic objectives and corresponding metrics.

Pros

1. Excellent support during setup and responsiveness regarding inquiries
2. Flexible enough to accommodate the nuances of our SMS.
3. Ease of navigation and intuitive layout makes software easy to learn.

Cons

1. The Gantt chart view is not currently exportable, but I am aware that this is a function they are exploring.

Al T.
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

New customer ESM 5.5 review

Reviewed on 2012/11/14

Recommend ESM to those who are resourced contrained but need and will use a web-based software to...

Recommend ESM to those who are resourced contrained but need and will use a web-based software to better their organizational performance effort.

Pros

Easy to use, functionally represent the balanced scorecard methodology well. No learning required if you understand the BSC framework.
Its affordable, scalable.

Cons

Lacks a robust initiatives prioritization; and initiatives resource allocation, comparison and refinement process.

Response from ESM Software Group

Dear Al,

Thanks for your review. We listened to your feedback and launched an initiative management module where you can capture criteria, weight the criteria, then rank your initiatives against each criteria, arriving at a weighted score. Initiatives can then be prioritized with resources allocated as appropriate.

Thanks, ESM Team

David M.
Overall rating
  • Industry: International Trade & Development
  • Company size: 1 001-5 000 Employees
  • Used Other for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Accessible Solution for Organizing Management by Objective

Reviewed on 2018/08/10

Typically I use ESM to keep strategy execution efforts organized particularly when there is more...

Typically I use ESM to keep strategy execution efforts organized particularly when there is more than one Balanced Scorecard being used within the organization.

Pros

ESM provides a easy-to-deploy software solution structured to support enterprise-wide Balanced Scorecard use (but could be used to support any management-by-objective framework). I like the fact that I can use the software to get a client supported with their strategy management journey quickly. (I also really appreciate that their pricing model is by scorecard and not by user, which supports organizations that understand the criticality of driving employee engagement with strategy.)

Cons

I wish the more complex reporting features rendered perfectly-formatted exported reports.

Matthews P.
Overall rating
  • Industry: Human Resources
  • Company size: 51-200 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Used software for over 10 years

Reviewed on 2019/12/19

The ESM Team is fantastic to work with and the software continues to support our focused strategic...

The ESM Team is fantastic to work with and the software continues to support our focused strategic planning and performance excellence culture.

Pros

ESM supports HRDC with our strategic planning and review. We have Balanced Scorecards that we manage with leadership through ESM. We are able to drive our goal for a high performance culture in the organization. It is very sophisticated but also easy for us to use.

Cons

We are very happy with the software so I'm thinking back about any issues we've have over the past 11 years of using ESM. We asked for better dashboards in 2018 and the ESM team launched new dashboard capabilities in 2019 and we love the new flexibility.

Showing 5 reviews of 32 Read all reviews

ESM+Strategy FAQs

Below are some frequently asked questions for ESM+Strategy.

ESM+Strategy offers the following pricing plans:

  • Starting from: US$880,00/month
  • Pricing model: Free, Subscription
  • Free Trial: Available

Basic: free Pro: $880/month Enterprise: call for a custom quote.

We do not have any information about ESM+Strategy features

ESM+Strategy has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

ESM+Strategy supports the following languages:

English

ESM+Strategy supports the following devices:

ESM+Strategy integrates with the following applications:

Microsoft Excel, Zapier

ESM+Strategy offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for ESM+Strategy.