ESM+Strategy Description
Streamline your strategic planning process by replacing cumbersome spreadsheets and slide presentations with ESM+Strategy. This comprehensive business strategy software equips organizations with tools such as balanced scorecards, integrated KPIs, customizable reports, and strategy maps to enhance their strategic planning efforts. With its user-friendly interface and intuitive navigation, the platform is designed to facilitate ease of use while offering robust analytical capabilities to drive informed decision-making. By leveraging ESM+Strategy, businesses can achieve a more cohesive and effective approach to their strategic initiatives.
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Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.
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ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.
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Empiraa
Empiraa is a strategy execution platform built specifically for professional services firms that help clients with business planning and growth. Whether you're a consultant, advisor, virtual CFO, or business service provider, Empiraa enables you to move beyond static spreadsheets and disconnected tools by delivering real-time, trackable strategy execution inside a centralized, client-facing platform.
With Empiraa, you can manage multiple client accounts from one dashboard—assigning responsibilities, tracking progress, and aligning strategy with execution. Each plan is built around structured objectives, actions, and KPIs, with live data updates through integrations with tools like Xero, Google Sheets, and HubSpot. The result? Less manual follow-up, more client accountability, and a scalable framework for delivering consistent outcomes across every engagement.
Empiraa’s full white-label functionality allows you to brand the platform as your own—from logos and colors to a custom domain—offering clients a seamless, professional experience that enhances your credibility and strengthens long-term retention. You can also create reusable templates, automate onboarding workflows, and streamline collaboration with internal and client teams.
By embedding your expertise into a live platform, Empiraa helps transform your advisory services into a repeatable, tech-enabled offering. It’s trusted by firms across Australia, North America, and the UK to grow revenue, reduce client churn, and scale without sacrificing quality. If you're ready to productize your services and deliver smarter, more sustainable client outcomes, Empiraa is built for you.
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Quantive
The 1st AI-powered strategy management platform that brings strategy, teams, and data together in one place helping organizations create strategic agility.
Quantive is a trusted partner for over 800 organizations and close to 100,000 users in more than 75 countries.
Red Hat, Adobe and Societe Generale are just a few of the clients.
We believe that organizations can only succeed if they are 100% committed to a cross-functional framework for sensing disruptions and adapting strategy.
Quantive is here to help you if you are dedicated to achieving your mission.
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Pricing
Pricing Starts At:
$880.00/month
Pricing Information:
Basic - $0
Pro - $880 monthly
Enterprise - price upon request
Pro - $880 monthly
Enterprise - price upon request
Free Version:
Yes
Free Trial:
Yes
Integrations
Company Details
Company:
ESM Software Group
Year Founded:
1999
Headquarters:
United States
Website:
www.esmgrp.com
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Customer Support
Online Support
Business Hours
Live Rep (24/7)
ESM+Strategy Features and Options
Business Performance Management Software
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Reporting Software
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Business Plan Software
Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard
ESM+Strategy User Reviews
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