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What Is 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.

Who Uses ESM+Strategy?

Strategy management professionals, executive leadership, business process managers, "Do it yourself" users in the Healthcare, Insurance, Government, Utility, and Financial Service Industries.

ESM+Strategy Software - Objectives and Measures
ESM+Strategy Software - Strategy Maps
ESM+Strategy Software - 3
ESM+Strategy Software - Alignment Views
ESM+Strategy Software - Strategy Design

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Reviews of ESM+Strategy

Average score

Overall
4.7
Ease of Use
4.8
Customer Service
4.8
Features
4.9
Value for Money
5.0

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
77%
4
17%
3
6%
Juan Jose
Juan Jose
Managing Director in Mexico
Verified LinkedIn User
Management Consulting, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Strategy Review Tool

5.0 6 years ago

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.

Joshua
Joshua
Process Consultant - Planning and Strategy in US
Verified LinkedIn User
Insurance, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

Leveraging ESM + Strategy for SMS Development

4.0 6 years ago

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.

Al
Senior Strategist
Used the Software for: Not provided
Reviewer Source

New customer ESM 5.5 review

3.0 12 years ago

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.

ESM Software Group Response

9 years ago

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
Director, Office of Strategy Management in US
International Trade & Development, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Accessible Solution for Organizing Management by Objective

5.0 6 years ago

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.

Michael
President in US
Management Consulting, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

ESM + Strategy software Ties it All Together Seamlessly

5.0 6 years ago

Comments: 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!