ESM+Strategy

Strategic Planning and Balanced Scorecard Software

4,8 /5 (29 reviews) Write a Review!

ESM+Strategy Overview

What is 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.

ESM+Strategy Overview

Pricing

Starting from
US$880,00/month

Pricing options

Free Trial
Free
Subscription
Value for money

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


ESM+Strategy Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

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.
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.

ESM+Strategy Reviews

ESM+Strategy Reviews

Overall rating
4,8
/
5
Excellent
24

Very good
3

Average
2

Poor
0

Terrible
0

Value for Money
5
Features
5
Ease of Use
4,8
Customer Support
4,9
93% recommended this app
Juan jose V.

Strategy Review Tool

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.


Joshua S.

Leveraging ESM + Strategy for SMS Development

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.


Al T.

New customer ESM 5.5 review

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


David M.

Accessible Solution for Organizing Management by Objective

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


Michael L.

ESM + Strategy software Ties it All Together Seamlessly

Going from just having a strategic plan binder with our 3-5 year plan in writing sitting on my desk to having an actual "living management tool" to use in moving our business forward with realistic ongoing business insight was ground breaking!! I had no idea how much more effective we all could be across our management team and through every level of employee touching our business processes. It was quickly obvious how powerful this software could be!


Juan jose V.
Industry: Management Consulting
Company size: 11-50 Employees

Strategy Review Tool

Used Daily for 2+ years
Reviewed on 2018/08/10
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Joshua S.
Industry: Insurance
Company size: 10 000+ Employees

Leveraging ESM + Strategy for SMS Development

Used Daily for 1+ year
Reviewed on 2018/08/10
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Al T.

New customer ESM 5.5 review

Reviewed on 2012/11/14
Review Source: Capterra

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

Rating breakdown

Ease of Use
Customer Support

David M.
Industry: International Trade & Development
Company size: 1 001-5 000 Employees

Accessible Solution for Organizing Management by Objective

Used Other for 2+ years
Reviewed on 2018/08/10
Review Source: Capterra

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.

Rating breakdown

Ease of Use

Likelihood to recommend: 10.0/10

Michael L.
Industry: Management Consulting
Company size: 2-10 Employees

ESM + Strategy software Ties it All Together Seamlessly

Used Monthly for 1+ year
Reviewed on 2018/08/10
Review Source: Capterra

Going from just having a strategic plan binder with our 3-5 year plan in writing sitting on my desk to having an actual "living management tool" to use in moving our business forward with realistic ongoing business insight was ground breaking!! I had no idea how much more effective we all could be across our management team and through every level of employee touching our business processes. It was quickly obvious how powerful this software could be!

Pros

The software is designed to bring all aspects of strategic plan execution, whether it is from the financial perspective, the customer perspective, the process perspective or the staff resources perspective. It ties them all together with an ongoing view of progress across initiatives that helps all management levels on our scheduled quarterly revivews. I am actually expecting this to be powerful enough to change company culture to one of tight accountability and high productivity!

Cons

It forced us to really hone in on developing realistic goals that tie to key performance indicators that we can actually measure although we do have some manual data capture that we have to enter but that is because we need to automate some data mining in our shop. But the software allows for this manual input!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,8/10
Based on 29 user ratings
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ESM+Strategy Pricing

ESM+Strategy Pricing

Starting from
US$880,00/month
Free Trial
Free
Subscription
Value for money

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

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

Value for Money
5/5
Based on 29 user ratings
Compare value for money rating with alternatives
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ESM+Strategy Features

ESM+Strategy Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
5/5
Based on 29 user ratings
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Categories

Additional information for ESM+Strategy

Additional information for ESM+Strategy

Key features of ESM+Strategy

  • Ad Hoc reports
  • Ad hoc analysis
  • Budgeting & forecasting
  • Change agenda
  • Collaborate with a variety of workshop activities
  • Create custom dashboards
  • Create real-time score-cards
  • Define top-level organizational goals
  • ESM coaching support
  • Export data in PDF, PowerPoint, Excel reports
  • HR Analytics
  • Integration with Oracle, SAP or Excel
  • Key Performance Indicators
  • Personal dashboards
  • Plan and assign specific tasks for improvement
  • Real-time dashboard creation
  • Real-time reporting
  • Review performance
  • Strategic planning
  • Visualize strategy with real time Strategy Maps

Benefits

● 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.

ESM+Strategy FAQs

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, Subscription

Free Trial: Available

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

Q. What are the main features of ESM+Strategy?

ESM+Strategy offers the following features:

  • Ad Hoc reports
  • Ad hoc analysis
  • Budgeting & forecasting
  • Change agenda
  • Collaborate with a variety of workshop activities
  • Create custom dashboards
  • Create real-time score-cards
  • Define top-level organizational goals
  • ESM coaching support
  • Export data in PDF, PowerPoint, Excel reports
  • HR Analytics
  • Integration with Oracle, SAP or Excel
  • Key Performance Indicators
  • Personal dashboards
  • Plan and assign specific tasks for improvement
  • Real-time dashboard creation
  • Real-time reporting
  • Review performance
  • Strategic planning
  • Visualize strategy with real time Strategy Maps

Q. Who are the typical users of ESM+Strategy?

ESM+Strategy has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

Q. What languages does ESM+Strategy support?

ESM+Strategy supports the following languages:

English

Q. What type of pricing plans does ESM+Strategy offer?

ESM+Strategy has the following pricing plans:

Free, Subscription

Q. Does ESM+Strategy support mobile devices?

We do not have any information about what devices ESM+Strategy supports

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:

Phone Support, Online Support, Knowledge Base