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About ESM Suite

The ESM Suite helps organizations spend less time managing the process of strategic planning, and more time making better strategic decisions. ESM helps organizations design, track, and adapt their strategic plan over time through automated Balanced Scorecards, KPI monitoring, and strategic initiative management.

Organizations can track their strategy from the organizational level and cascade plans to business units and individuals.


  • A/B Testing
  • Analytics
  • API
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Forecasting
  • Inventory Tracking
  • Keyword Tracking
  • Link Tracking
  • Multi-User
  • Notifications
  • Project Management
  • SEO
  • Supplier Management


  • Balanced Scorecard automation software

  • Quickly lay out your strategic plan in one powerful tool

  • Track and visualize key performance indicators with charts and online reporting

  • Monitor your project portfolio, track milestones and tasks, and align initiatives to strategy

  • Align business units to a central vision with cascading Balanced Scorecards

  • Eliminate slideware hassle with instantly generated strategic reports and documents in PDF, PPT, and Excel.

  • Visualize your plan with dynamic strategy maps

  • Align employees to the organizational plan with Personal Balanced Scorecards and employee reviews.



per month
Included in plan:
  • Everything in free
  • Custom Balanced Scorecard Templates
  • Design Dynamic Strategy Maps
  • Configuration Training
  • Dedicated Account Manager
  • Balanced Scorecard Automation
  • and more...


Included in plan:
  • Design your Balanced Scorecard or strategic plan
  • Excel Exports
  • Create Objectives, Measures, and Initiatives all in one tool
  • SWOT Analysis
  • PESTEL Analysis
  • Porter's 5 Forces
  • Change Agendas


    Does this service offer an API?
  • Yes. ESM uses it's web services API to integrate with a wide variety of business intelligence system.

  • What platforms does this service support?
  • ESM supports all modern browsers and mobile devices browsers.

  • Does this service offer guides, tutorials and or customer support?
  • Video tutorials, guides, and customer support are all offered right in ESM. In addition, we host over 1,000 Balanced Scorecard articles, research, and best practice examples.

  • Who are the main user groups of this service?
  • Small-to-enterprise size organizations interested in making the strategic planning and Balanced Scorecard management process faster and easier.

  • Does this service offer multi-user capability (e.g. teams)?
  • Because we believe that your strategy should engage your entire company, ESM has an unlimited user licensing model. Permissions and security are controlled with a robust role-based system per team.

  • What is this service generally used for?
  • Organizations can quickly design their strategic plan, share their Balanced Scorecard, and track progress over time. ESM helps clients:

    save time by instantly generating strategy meeting reports and documents
    communicate the strategic plan with online views
    create a single version of the truth that eliminates the need for compiling hundreds of presentation slides

Vendor Information

Based in:


Who uses ESM Suite
  • Enterprises
Desktop Platforms:
  • Web App
English, French, Chinese, Arabic, Spanish
Regional Restrictions:
No restrictions.
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