Average rating 
Major web update in 2020 | A service management CRM, renowned for service management, scheduling and sales. Delivers exceptional iOS + Android apps... read more
Who is this service for?
Strategy management professionals, executive leadership, business process managers, "Do it yourself" users in the Healthcare, Insurance, Government, Utility, and Financial Service Industries.
About ESM+Strategy
ESM+STRATEGY empowers teams to formulate, track, and communicate their strategic plan. ESM+OKR leverages Objectives and Key Results to help organizations tactically get work done. ESM+CYBER enables organizations to manage risk, compliance, and cyber security. ESM+PERFORM empowers employees to link goals to the organizational strategy. With automated Balanced Scorecards, strategy maps, dashboards, and instant reports, ESM brings strategy to life.
Product details
Starting price: |
1usd / per month more about prices |
Free version: |
Yes |
Free trial: |
Yes, get demo |
Desktop & Mobile Platforms: |
Cloud, SaaS, Internet |
Training: |
Documentation Online |
Support: |
Working hours Online |
Software Developer
| ESM Software Group |
| http://www.esmgrp.com |
| Set up in 1999 |
| United States |
Features
Ad hoc Analysis
Ad hoc Reporting
Agile Methodologies
AI/Machine Learning
Alerts/Notifications
Approval Workflow
Audit Management
Audit Trail
Behavioral Analytics
Benchmarking
Budget Management
Budgeting/Forecasting
Business Plan Templates
Business Process Control
Change Planning
Change Tracking
Client Portal
Collaboration Tools
Compliance Management
Consolidation/Roll-Up
Content Management
Corrective and Preventive Actions (CAPA)
Cost-to-Completion Tracking
Customer Database
Customizable Dashboard
Customizable Templates
Dashboard
Data Analysis Tools
Data Capture and Transfer
Data Connectors
Data Discovery
Data Import/Export
Data Integration
Data Migration
Data Quality Control
Data Security
Data Visualization
Drag & Drop
Endpoint Management
Exceptions Management
Financial Modeling
Financial Reporting
Financial Templates
Forecasting
Functions/Calculations
Fundraising Management
Gantt/Timeline View
Goal Management
Goal Setting / Tracking
Idea Management
Incident Management
Information Governance
Internal Controls Management
Investor Management
IOC Verification
IT Risk Management
Kanban Board
Key Performance Indicators
KPI Monitoring
Legal Risk Management
Marketing Reports
Master Data Management
Match & Merge
Milestone Tracking
Mobile Access
Modeling & Simulation
Natural Language Search
Negative Feedback Management
OLAP
Operational Risk Management
Performance Metrics
Pitch Presentation
Portfolio Management
Predictive Analytics
Prioritization
Private Dashboards
Profitability Analysis
Progress Tracking
Public Dashboards
Publishing / Sharing
Qualitative Analysis
Quantitative Analysis
Query Builder
Relational Display
Release Management
Reporting/Analytics
Reputational Risk Management
Resource Management
Response Management
Risk Assessment
Roadmapping
Sales Reports
Scenario Planning
Scheduled / Automated Reports
Scorecards
Search/Filter
Self Service Data Preparation
Self-service Analytics
Simulation
Social Sharing
Step-by-Step Wizard
Storytelling
Strategic Planning
Task Management
Time & Expense Tracking
Tokenization
Traditional Methodologies
Training Management
Trend / Problem Indicators
Visual Analytics
Visual Discovery
Vulnerability Scanning
Whitelisting/Blacklisting
Widgets
Other categories uses in
Business Performance Management Software
|
Business Plan Software
|
Cybersecurity Software
|
Data Analysis Software
|
Business Intelligence Software
|
Change Management Software
|
Data Visualization Software
|
Project Management Software
|
Data Management Software
|
Risk Management Software
|
Dashboard Software
|
OKR Software
|
Reporting Software
|
Strategic Planning Software
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ESM+Strategy Reviews
33 opinions 4.9/5
«Accessible Solution for Organizing Management by Objective»
Usability
Support
Features
Overall rating
Benefits:
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.)
Drawbacks:
I wish the more complex reporting features rendered perfectly-formatted exported reports.
In sum:
Typically I use ESM to keep strategy execution efforts organized particularly when there is more than one Balanced Scorecard being used within the organization.
«Great solution built by strategy experts»
Usability
Support
Features
Overall rating
In sum:
Pros: Eliminates PPT as source of presentation. This tool has saved a ton of paper and headaches caused from version control issues. Allows for easy linking/displaying of elements. Agency solution for cascading throughout the organization. Customizable fields is a plus. Robust charting and data grid is easy to learn since it functions just like Excel. Cons: The amount of time it takes to refresh a screen is inefficient, but part of this issue is due to our internal environment.
«Great software to help organizations focus on strategy execution »
Usability
Support
Features
Overall rating
Benefits:
easy to navigate from big picture (strategy map) to specific work (project). compatibility with microsoft software- creates efficiencies in reporting strategic results off the shelf connectivity - allows you to get up and running in a very short period of time
Drawbacks:
navigating menu could seem overwhelming at first given large amount of options
«Managing Director»
Usability
Support
Features
Overall rating
Benefits:
1. Ease of use 2. Features that relate clearly to strategic planning and execution 3. Flexibility to adjust to external client data bases 4. Ability to edit terms/data fields names to correspond with client terminolgy
Drawbacks:
All features were used and found to be useful and easy to understand and use.
In sum:
Allowed multi user interface for data collection and communication components allows participation and transparency of strategy performance
«Robust product, too sophisticated for our company.»
Usability
Support
Features
Overall rating
In sum:
It helped sensibly to establish our ESM.
«The Executive Strategy Manager tool afforded us an opportunity to design our BSC and align all stake»
Usability
Support
Features
Overall rating
In sum:
The Executive Strategy Manager tool afforded us an opportunity to design our BSC and align all stakeholders. It truly redefined the meaning of collaboration. For us, the ESM advanced presentation capabilities allowed us to rapidly respond to executive requests for updates and information. Also, the ESM account managers provided extraordinary service support, generously sharing their time and expertise.
«Aligned my Board of Directors and Employees»
Usability
Support
Features
Overall rating
Benefits:
User friendly, shows employees how they impact the strategy, helps set the agenda for Board Meetings, staff planning sessions and facilitates decision making and budget choices.
Drawbacks:
Challenged the status quo and forced us to rethink how we run the business. Very effective with exposing gaps in our strategy.
In sum:
Aligned the Board of Directors, brought the strategic plan to life, and engaged employees with how they support the strategy.
«ESM Review»
Usability
Support
Features
Overall rating
Benefits:
This software is very easy to use and has everything needed for strategic planning and execution
Drawbacks:
There have been no cons thus far while using this software
«Eight years of Using the ESM »
Usability
Support
Features
Overall rating
In sum:
Pros: a defined methodology that allowed consistent reporting across the Enterprise; Ability to track performance in multiple areas of the organization; provides a discipline for staff input to their performance. Cons: The upgrade to 6.0 provided some improvements, but seemed to be more difficult to execute the charts/reports we were accustomed to producing. Needed to devise some workarounds to get the look and feel we wanted. The experience of working with the Palladium staff was excellent. Even at odd hours of the night or a weekend they usually got back to you right away if there was a question or something wasn't working correctly.
«New customer ESM 5.5 review»
Usability
Support
Features
Overall rating
Benefits:
Easy to use, functionally represent the balanced scorecard methodology well. No learning required if you understand the BSC framework. Its affordable, scalable.
Drawbacks:
Lacks a robust initiatives prioritization; and initiatives resource allocation, comparison and refinement process.
In sum:
Recommend ESM to those who are resourced contrained but need and will use a web-based software to better their organizational performance effort.