Cleerit all-inclusive

Everything you need to manage your business and maximize performance - for a clear overview, full control with inclusive agile governance models

Leave unclear strategies and uncertain outcomes behind you! With all your plans seamlessly integrated in the SaaS solution Cleerit, planning is easy, inclusive and efficient, and you can fast-track to higher goals. You and your team get the support you need to drive performance and reach your goals, one step at a time, every day.

Cleerit’s inclusive management models seamlessly integrate strategy execution, ESG, goal management, activities, projects, budgets, forecasts, resources, risks, compliance and performance management with

  • digital, agile, inclusive and seamlessly integrated work processes
  • clear focus on customer and stakeholder value
  • continuous learning and improvement.

With Cleerit you get

  • Real-time overview of your organization’s priorities, teams, activities, projects, resources & performance – and the decision support you need to reach your goals
  • Decision-making and daily execution connected to strategic goals and priorities – aligning the big picture with day-to-day
  • Best practice governance models and templates adapted to your organization’s specific situation and needs – bridging the gap between Strategy and Execution

Cleerit is the modern way to manage your organization when every day counts

  • Define and distribute goals and assignments
  • Transform goals into resource-based action plans
  • Coordinate and manage activities & projects
  • Streamline budget and forecasting processes
  • Allocate resources, plan and monitor time spent
  • Measure results, progress and KPI:s, manage deviations
  • Monitor performance with continuous status updates and reports
  • Come prepared to your meetings
  • Simplify reporting and provide increased decision support
  • Analyze and manage risks and compliance
  • Encourage collaboration and share best practices

Welcome to contact us to find out more about how Cleerit helps you create reliable, inclusive and agile planning, management and control processes.

Overview, clarity and full control with customized management support – Cleerit helps you make sure that you do the right things in the right way
Agile governance models for both top-down and bottom-up work with goals and expected results for increased individual commitment
All your goals and OKR (objectives and key results) are gathered in one place
Kanban cards and activity boards help you monitor responsibility and progress towards goals – and increase productivity by making work visible
Gantt charts with flexible filters make your project management and activity planning more efficient and agile
Flexible budgeting and forecasting processes with automated personnel planning; reports with drill-down, filters and favorite report features
Resource planning for tracking available and executed time
Analysis of key performance indicators, KPIs, in tailor-made dashboards adapted to your needs
Analyze, assess, prevent and mitigate both operational risks, ESG risks and project risks in risk matrices adapted to your needs
Role-based flexible reports for a clear overview in real time both on- and offline

More about overview, clarity and control with Cleerit

A goal without a plan is just a wish.

Antoine de Saint-Exupéry 1900-1944 – French writer, journalist and pioneering aviator

When everyday counts on the way to your goals

Starting with the big picture, Cleerit takes you through your workday. Offering a solution to align day-to-day activities with strategy, allocate and monitor resources, manage risks and secure goal reaching. While continuously tracking progress and results along the way.

With Cleerit, you get a clear integrated work process with built-in goal management, which takes you all the way from strategy to execution to performance management in an agile learning process.

Clear integrated work process from strategy to execution to performance management

Cleerit helps you focus on key questions for efficient management

  • What do we do? What should we do? What have we done?
  • Are we doing the right thing? Are we doing things right?
  • Is what we do in line with our mission, our objectives, our goals?
  • How do we allocate resources (funds / time / skills)?
  • Who does what? When where how?
  • What are the expected / achieved results?
  • How are we doing? Do we reach our goals? Adjustments?
  • Risks?

A flexible solution to always do the right things in the right way

With Cleerit, you leverage the knowledge and experience available in the organization. Everyone can be involved and take responsibility for their goals and results, based on your specific situation and needs. This way you get the best out of your resources on your way to higher goals and maximized performance.

  • Gain in overview, clarity and control to be able to prioritize and make the right decisions
  • Allocate resources to where they contribute the most and adjust easily when needed
  • Make sure everyone works towards the same goals and knows what to do, when and why
  • Leverage knowledge and experience,learn, improve, collaborate and share best practices
  • Make work visible and highlight urgent issues for an increased employee productivity
  • Reduce time spent on reviews and evaluations, project overruns and risks, increase forecast reliability

When you need your strategic plans to thrive, be fully understood, backed up by measurable action and executed across all teams – and ensure they don’t just sit and collect dust in static presentations or spreadsheets.

When you want agile budget processes, reliable forecasts reflecting operational reality, flexible drill-down reports, and support for everyday resource allocation and performance management.

When you manage both standing activities and projects, and you need to plan, manage, collaborate and monitor initiatives, tasks and milestones in one integrated tool easy to use for all team members.

Then Cleerit is the solution for you.

Well-structured inclusive governance models increase performance

We are with you all the way because it is also about people

We are inspired by your challenges and by contributing to more efficient processes and higher goals in your organization. Our experienced team assists you with both technical and business-specific experience and expertise.

With our support, the complex becomes simpler and you get started quickly and easily. Together, we make sure that you reach your goals, within the time frame and budget you set. We stay by your side and assist you with continuous knowledge transfer and support.

Your and your team’s success is our success!

More about strategic planning

Why plan when conditions are constantly changing?

In today’s fast-moving world, agility is a prerequisite for long-term success, but the reality is that we have to constantly plan for how to use the organization’s resources. Some plans are short-term, others extend into an imaginary future.

Agile organizations face the challenge of taking advantage of decentralized initiatives (bottom-up) and ensuring that they are carried out within the organization’s strategic priorities (top-down).

Managing with this built-in contradiction requires new processes and routines for planning and coordination. Henry Mintzberg defined strategic planning as “a formalized system for codifying, elaborating and operationalizing the strategies which organizations already have“.

But where agile processes and strategic planning meet, two fundamental questions are asked: when we put all these initiatives together, do they contribute to our organization’s strategic goals? And, what can we learn from these initiatives to make our strategic plan even more successful?

Setting ambitious goals, defining clear processes to achieve them, implementing these processes and continuously learning from them, is a prerequisite for success and should permeate the entire organization in the daily work at all levels. That is agile planning with Cleerit.

Do we need Soft Data now that we have Big Data and BI?

Today, the ability to generate data is virtually unlimited thanks to Big Data. And Big Data is being transformed into Business Intelligence. But that does not necessarily mean that we can create better plans for the future. As Henry Mintzberg writes in his book The rise and fall of strategic planning, soft data is also important:

While hard data may inform the intellect, it is largely soft data that generate wisdom. They may be difficult to ‘analyze’, but they are indispensable for synthesis — the key to strategy making.

Today, more than ever, knowledge and experience are the most important resources of the learning organization. Or, as Lawrence ”Larry” Bossidy – previously chairman of the board at General Electric and CEO at AlliedSignal (later Honeywell) and author of the book Execution: the Discipline of Getting Things Done, said:

At the end of the day, you bet on people, not on strategies.

With Cleerit, experience and knowledge are transformed into Soft Data that can be shared. It enables an optimized use of the organization’s resources and reduces waste of time and money.

We think before we act, and our actions help us to think

Traditionally, the development of the strategic plan is thought of as a sequential process, which begins with an initial analysis that is elaborated and formalized to culminate in possible action. But strategy design as a learning process can also take the opposite direction. We think before we act, to feel safe, but our actions also make us think. We try it out, experiment with new initiatives, and these experiments are gradually shaped into viable patterns that become strategies.

A successful strategy design takes place every day, and therefore strategic planning is an ongoing and iterative learning process. Much like day-to-day work in Cleerit.

Read on to know more about the features Cleerit offers to succeed with strategic, operational and financial planning: