business strategy software

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Say goodbye to complex spreadsheets and exhausting slide deck creation. With ESM, your strategic plan is tracked in one integrated solution.


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Simple navigation. Powerful analytics.

Whether your are new to strategic planning or you're a seasoned vet, ESM scales to your needs with flexible strategy maps, Balanced Scorecards, initiative prioritization, and custom reports.

Strategy Map

Dynamic strategy maps improve strategic communication

strategic alignment

Drive alignment across multiple business units/departments and Balanced Scorecards

track progress against goals

Track progress against strategic Objectives, Measures (KPIs), and Initiatives

Governance Calendar

Save time by automating your governance process with data imports from other systems, email reminders for updaters, and mail app integration.

Not sure where to start? Use our templates.

Looking for a template for your Balanced Scorecard reports? Save time with ESM's Excel-ready templates.

Download a Template

business scorecard deployment

ESM brings strategy to life!

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Develop strategy using best practice tools and templates


Rapidly design Balanced Scorecards and beautiful strategy maps


Enhance performance reporting and monitoring and share with all that need to know


Increase employee engagement with department level and personal scorecards

step 1


Develop strategy using best practice tools and templates


Rapidly design Balanced Scorecards and beautiful strategy maps


Enhance performance reporting and monitoring and share with all that need to know


Increase employee engagement with department level and personal scorecards

Everything you need to successfully build, plan and rollout your strategy.


Balanced Scorecards

Create, track, and adapt Balanced Scorecards with objectives, measures, and initiatives.


Strategy Maps

Create stunning strategy maps which automatically display ownership, definitions, and the current performance with customizable status colors.


Strategy Formulation

ESM helps you devise your plan through SWOT analysis, PESTEL analysis, Porter's 5 Forces, Change Agendas, and more.


KPI Tracking

It is easier than ever to track the status of key performance indicators with ESM's online datasheets and customizable charting engine.


Employee Reviews

Connect employee performance goals to organizational objectives to align with a central plan, then regularly review and discuss.



Generate meeting-ready reports in PDF, PPT, and Excel. Reports are customizable so you can provide relevant data to the target audience.


Email Notifications

Send and receive email reminders when updates are required. Automate notifications to inform your team when performance is off target.



There's no need to hunt down source data with ESM's Open Web Services that can link to any of your existing data warehouses.


Get the Most out of Your Balanced Scorecards and Start Improving Your Business Today


 Expert guidance on using balanced scorecards to improve your strategy execution processes.

scorecard checklists and best practice guidesDownload Now

Trusted by strategic planners across government, non-profit and private sectors.

aetna-logo@2x AMTRAK-Logo Finance - Wells-Fargo-logo university_of_arkansas_for_medical_sciences Inspector General Logo Mayo-clinic-logo@2x Retail-Mftg - Saputo-1 Govt - NIH Finance - EY_logo_2019 Healthcare - Roche.jpg

Kaplan and Norton

The only strategy software built by the creators of the Balanced Scorecard, Dr. Robert S. Kaplan and Dr. David P. Norton


Screenshot Group - Strategy Peform OKR


"Research shows the Kaplan/Norton Balanced Scorecard management system works. With ESM+Strategy, it works better."

Dr. David P. Norton, Co-creator of the Balanced Scorecard Management System


cascading scorecards

Get Everyone on the Same Page.

Start with a single business strategy in ESM+Strategy, then create cascaded scorecards across your organization to foster organizational alignment. With ESM+Perform, tie employee goal plans and reviews to organizational strategy.

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Enterprise Strategy

Business strategies need to come from the top down. Create a single organizational vision with your enterprise level Balanced Scorecard.

Organizational Alignment

Cascade Scorecards

Align organizational units to the enterprise plan. Improve your tracking with sophisticated cross-scorecard KPIs and analyitics.

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Employee Alignment

Tie personal goals to Enterprise/cascaded scorecards so everyone understands how their role impacts the strategy.

communicating your strategy

Your Strategy Requires Execution. Is it being Communicated?

Having a plan is only half the battle. Without a structured, clear, and effective communication process in place your strategy will be nothing more than an idea.

Get our communication strategy Guide.

Learn more in our Business Strategy Library

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customer testimonials about scorecards


“The system is very easy to use and is doing a superb job of helping to keep us on track.”
Education - St Andrews Cathedral School
Jackie Isenegger
Director of Strategy
"The ESM has been met with success, driving expansion into 16 business and support areas throughout the authority. It serves as a communication mechanism, engaging employees from across the organization."
Govt - Bahrain Electric and Water Auth
Bahrain Electricity and Water Authority
Strategy Unit
“ESM +Strategy afforded us the opportunity to design our BSC and align all stakeholders. It truly redefined the meaning of collaboration.”
LOGO - Houston Methodist-1
Bodene Orr
Strategy Advisor
"Since 2008, DML has strategically aligned its functional units by integrating all their processes around ESM. The ESM team supported DML's adoption of the BSC framework through onsite training around both the methodology and implementation of ESM."
Govt - Defense Medical Logistics
Mike Markovic

How can ESM's Balanced Scorecard solution help you?

With ESM, save time by automating your Balanced Scorecard, streamlining your planning process, and eliminating version control problems.

scorecard software pricing


Seriously. Everybody. If you want to more effectively design, track, adapt, and share you strategy, you need a tool that the whole team can use. Then, when you're ready to share your plan, anyone in the organization can access ESM directly with our unlimited user model.

software for strategy adoption

Free to start. Unlimited users.

A good strategy shouldn't be hidden away behind closed doors. Business planning requires transparency and you need a system that allows every part of your organization to see adopt the strategy. Say "hello" to scorecard software with unlimited user pricing models.


Always free!


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Balanced Scorecard Designer

Create objectives, measures, and strategic initiatives

SWOT, PESTEL, Porter's 5 Forces, and Change Agendas

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Unlimited users!


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Everything in BASIC version plus:

Balanced Scorecard Automation

Design Dynamic Strategy Maps

Custom Balanced Scorecard Templates

Measure/KPI Tracking

Strategic Initiative Project Management

Initiative Prioritization

Custom Reporting in PDF, PPT, and Excel

Excel Data Loading

Strategy Execution Library (1000s of best practice articles and white papers)


Unlimited users and scorecards!

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Let's Define the Best Solution Together!

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Everything in PRO version, plus:

Multiple scorecards

Dedicated Account Manager

Configuration Training

Cascading and Alignment Views

Organizational/Scorecard hierarchy views

Scorecard-based permission structure

Unique dashboards per scorecard

Data aggregation across scorecards

API integrations

Zapier integrations

Free data buildout with onboarding

Excel data loading across multiple scorecards

common business strategy failures

Do any of these common strategy malfunction signs look familiar?

logo arrow flat green Misaligned incentives and metrics driving non-strategic behavior


logo arrow flat greenInability of anyone outside the executive suite to articulate the strategy


logo arrow flat greenUnfocused and unproductive meetings focused on tactical issues


logo arrow flat green Confusing and convoluted organizational structure


logo arrow flat greenSiloed organizations fighting for resources


logo arrow flat green Lack of focus on the customer

live demo of scorecard software

Ready to see ESM+Strategy in action?

Our team of experts will happily schedule a time to talk with you and show you a live, private demo.


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design communicate and execute your business strategy