ESM+Strategy

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.
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.
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Reviews
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- Industry: Insurance
- Company size: 10,000+ Employees
- Used Daily for 1+ year
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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.

- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Daily for 2+ years
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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.
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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

- Industry: Biotechnology
- Company size: 51–200 Employees
- Used Monthly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great software to support strategy execution and tracking
Reviewed on 2021/10/05
It was great to work w/ the ESM team during the initial implementation where they were very...
It was great to work w/ the ESM team during the initial implementation where they were very effective at working with the executive leadership to capture and formulate specific details to build out the scorecard. Several workshops were held to get the team aligned and comfortable using ESM as the backdrop and means to review the progress on a monthly basis. I was also part of the admin training sessions and those were very informative and covered the necessary features to support the tool in-house.
Pros
The software has an intuitive interface and helps ease the process of setting up the initial scorecard and strategy map as well as maintaining the information going forward. There is considerable flexibility to adapt it to your organization's vocabulary and planning model.
Cons
The hardest part of using the software was bringing new executive leaders up to speed on it after we had our initial workshops to get it in place. Not really a software issue, but more of a training and adoption issue. The ESM team was great about helping Ultivue bridge that gap.

- Industry: Banking
- Company size: 10,000+ Employees
- Used for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
software to increase the productivity of your team
Reviewed on 2021/06/27
We used it as a test to try if an incentive strategy worked with our collaborators, however we...
We used it as a test to try if an incentive strategy worked with our collaborators, however we decided to use other free software that offer us the same.
Pros
The best thing about this software is that it allows you to create your KPIs from the same database that can enhance decision-making in your business.
It can even be filled in real time to be able to make adjustments with your team of the strategy they are carrying out.
additionally they can also see their progress so it becomes challenging and inventive
Cons
Having a systems team that can do the filling work in real time can make your job easier.
in case you cannot have this, the tool becomes little useful because the information. shown will not be found on live
ESM+Strategy FAQs
Below are some frequently asked questions for ESM+Strategy.Q. What type of pricing plans does ESM+Strategy offer?
ESM+Strategy offers the following pricing plans:
- Starting from: US$880.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Basic: free Pro: $880/month Enterprise: call for a custom quote.
Q. Who are the typical users of ESM+Strategy?
ESM+Strategy has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does ESM+Strategy support?
ESM+Strategy supports the following languages:
English
Q. Does ESM+Strategy support mobile devices?
ESM+Strategy supports the following devices:
Q. What other apps does ESM+Strategy integrate with?
ESM+Strategy integrates with the following applications:
Microsoft Excel, Zapier
Q. What level of support does ESM+Strategy offer?
ESM+Strategy offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
Related categories
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