ESM+Strategy

ESM+Strategy

by ESM Software Group

Who Uses This Software?

Strategy management professionals, executive leadership, business process managers, "Do it yourself" users.

Average Ratings

32 reviews
  • Overall 4.7/5
  • Ease of Use 4.8/5
  • Customer Service 4.9/5
  • Features 5/5
  • Value for Money 5/5

Product Details

  • Starting Price USD 880.00/month
  • Pricing Details ESM offers an unlimited user model with licensing per scorecard.
  • Free Version Yes
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support 24/7 (Live Rep)
    Business Hours
    Online

Vendor Details

  • ESM Software Group
  • http://www.esmgrp.com
  • Founded 1999

About ESM+Strategy

ESM+Strategy helps organizations design, track, and adapt their strategic plan. With automated Balanced Scorecards, strategy maps, dashboards, and instant reports, ESM brings strategy to life. When starting out, 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 on progress, eliminating the need for exhausting spreadsheets and slide decks.

ESM+Strategy Features

  • Ad Hoc Reports
  • Benchmarking
  • Dashboard
  • Key Performance Indicators
  • Performance Metrics
  • Predictive Analytics
  • Profitability Analysis
  • Publishing / Sharing
  • Scorecards
  • Strategic Planning
  • Trend / Problem Indicators
  • Visual Analytics
  • Ad Hoc Reports
  • Ad hoc Analysis
  • Budgeting & Forecasting
  • Consolidation / Roll-Up
  • Dashboard
  • Key Performance Indicators
  • Predictive Analytics
  • Qualitative Analysis
  • Quantitative Analysis
  • Scorecarding
  • Strategic Planning
  • Business Plan Templates
  • Collaboration
  • Dashboard
  • Financial Projections
  • Financial Templates
  • Fundraising Management
  • Investor Management
  • Pitch Presentation
  • Social Sharing
  • Step-by-Step Wizard
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  • Data Source Integrations
  • Data Visualization
  • Functions/Calculations
  • KPI Monitoring
  • Private Dashboards
  • Public Dashboards
  • Scorecards
  • Widgets
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  • Customisable Dashboard
  • Feedback Management
  • Goal Management
  • KPI Monitoring
  • Progress Tracking
  • Strategic Planning
Vendor has not completed this information.
  • Customisable Dashboard
  • Data Source Connectors
  • Drag & Drop
  • Drill Down
  • Financial Reports
  • Forecasting
  • Marketing Reports
  • OLAP
  • Report Export
  • Sales Reports
  • Scheduled / Automated Reports
Vendor has not completed this information.
  • Budgeting & Forecasting
  • Dashboard
  • Goal Setting / Tracking
  • Idea Management
  • KPIs
  • Modeling & Simulation
  • Roadmapping
  • Scenario Planning
  • Scorecards

ESM+Strategy Most Helpful Reviews

Strategy Review Tool

Reviewed on 10/08/2018
Juan jose V.
Managing Director
Management Consulting, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Leveraging ESM + Strategy for SMS Development

Reviewed on 10/08/2018
Joshua S.
Process Consultant - Planning and Strategy
Insurance, 10,001+ Employees
Used the Software for: 1+ year
Reviewer Source 
4/5
Overall
5/5
Ease of Use
4/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Used software for over 10 years

Reviewed on 19/12/2019
Matthews P.
Head of Strategy
Human Resources, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

New customer ESM 5.5 review

Reviewed on 14/11/2012
Al T.
Senior Strategist
Reviewer Source 
3/5
Overall
4/5
Ease of Use
Features & Functionality
3/5
Customer Support
Value for Money

Comments: 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.

Vendor Response

by ESM Software Group on 10/08/2015

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

Accessible Solution for Organizing Management by Objective

Reviewed on 10/08/2018
David M.
Director, Office of Strategy Management
International Trade & Development, 1,001-5,000 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

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