ApproveThis manages your ClearPoint Strategy Integration approvals.

When Approval Workflows Meet Strategy Execution

ClearPoint Strategy excels at aligning goals, tracking KPIs, and generating reports. ApproveThis specializes in turning chaotic approval processes into structured workflows. Together, they create a closed-loop system where strategic initiatives trigger automated reviews, and approval outcomes automatically update performance tracking.

Why This Integration Changes the Game

Most strategy platforms show you what’s behind schedule – few help you fix it. By connecting ClearPoint’s real-time dashboards with ApproveThis’s decision automation, teams move from passive reporting to active resolution. A manufacturing company reduced project approval delays by 68% using this integration to escalate bottleneck alerts directly from ClearPoint status reports.

Key Benefits for Strategy Teams

Finance Directors gain real-time oversight on budget approvals tied to strategic initiatives. When a department head submits a new project in ClearPoint, ApproveThis automatically routes it to CFO-designated approvers based on spend thresholds.

Operations Managers use conditional approval rules to fast-track urgent tasks. A delayed supply chain metric in ClearPoint can trigger parallel approvals with vendors and internal stakeholders through ApproveThis, cutting resolution time from days to hours.

External Partners participate in approvals without needing ClearPoint access. ApproveThis sends email-based decision requests that update ClearPoint automatically – critical for client-facing agencies managing campaign sign-offs.

Real-World Automation Use Cases

1. Instant Reviews for New Strategic Elements

When a sales team adds a new revenue initiative in ClearPoint, ApproveThis can:

• Route approval to legal for contract compliance checks
• Calculate required budget using dynamic fields
• Escalate to executives if impact exceeds $500K

A healthcare provider uses this workflow to validate new patient experience metrics before they appear in board reports.

2. Approval-Driven Data Updates

ApproveThis decisions automatically modify ClearPoint records. Example: An approved marketing budget adjustment in ApproveThis triggers three actions in ClearPoint:

• Updates Q3 expense forecasts
• Adjusts ROI calculations for related KPIs
• Flags dependent initiatives for review

This bi-directional sync eliminates manual data entry errors that plague 43% of strategy teams according to ClearPoint’s industry survey.

3. Status Change Governance

When a project manager marks an initiative “At Risk” in ClearPoint, ApproveThis can:

- Require mitigation plan approval from two department heads
- Start a 72-hour escalation timer if no response
- Post final decision rationale to ClearPoint’s comment history

A financial services firm prevented $2.1M in compliance fines last year by automating regulatory status reviews through this integration.

Technical Setup Made Simple

Connect the platforms in 15 minutes using Zapier:

1. Create a Zapier account if you don’t have one
2. Choose ClearPoint as your trigger app
3. Select an event like “New Element Added”
4. Connect ApproveThis as your action app
5. Map ClearPoint fields to ApproveThis templates
6. Test with a live request

Pro Tip: Use ApproveThis’ Calculated Fields to auto-populate budget impact analyses based on ClearPoint data before sending for approval.

Critical Features That Make It Work

Approval Thresholds in Action

When a ClearPoint KPI shows a 15% variance, ApproveThis can:
- Auto-approve adjustments under $10K
- Route mid-range changes to department VPs
- Require CFO+CEO sign-off above $250K

This matches financial delegation policies while preventing executive overload.

Vacation Coverage That Doesn’t Miss a Beat

ApproveThis automatically reassigns approvals when ClearPoint shows an approver is OOO. A retail chain used this to maintain 100% SLA compliance during holiday PTO surges.

Audit Trails That Satisfy Regulators

Every ApproveThis decision logs timestamped comments in ClearPoint’s history. During an FDA audit, a pharma company pulled complete approval timelines in under 2 minutes.

Who Gets the Most Value?

Enterprise Strategy Offices

Reduce quarterly planning cycles from 6 weeks to 10 days by automating cross-functional reviews of new objectives. Approval bottlenecks become visible in real-time dashboards.

Consulting Firms

Client stakeholders approve revised KPIs via email while updates sync automatically to ClearPoint reports. No more chasing signatures across time zones.

Nonprofits & Government Agencies

Meet transparency mandates by showing exact approval chains for budget reallocations in ClearPoint’s audit logs.

Getting Started Guide

First 30 Days Checklist:
1. Identify 3-5 high-volume approval types in ClearPoint
2. Build matching templates in ApproveThis
3. Set up Zapier connections for critical workflows
4. Train power users on status update integrations
5. Review dashboard metrics weekly

Common Pitfall to Avoid: Don’t try to automate every approval at once. Start with one department’s processes, refine, then scale.

The Bottom Line

ClearPoint tells you where your strategy stands. ApproveThis ensures it moves forward. Together, they turn strategic planning from an annual event into a daily competitive advantage.

Ready to eliminate approval delays from your strategy execution? Start your ApproveThis trial or book a ClearPoint integration demo.