Envisio Features

Envisio

Execute strategy and improve performance.

4.58/5 (26 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Action Management
Activity Dashboard
Activity Tracking
Ad hoc Analysis
Ad hoc Reporting
Alerts/Notifications
Benchmarking
Budgeting/Forecasting
Charting
Chat/Messaging
Collaboration Tools
Commenting/Notes
Communication Management
Compliance Management
Consolidation/Roll-Up
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Storage
Drag & Drop
Employee Management
Faculty/Staff Management
For Nonprofits
Gantt/Timeline View
Geographic Maps
Goal Setting / Tracking
Idea Management
KPI Monitoring
Milestone Tracking
Performance Management
Performance Metrics
Planning Tools
Prioritization
Progress Reports
Progress Tracking
Project Management
Project Planning
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Reporting & Statistics
Reporting/Analytics
Roadmapping
Scenario Planning
Scheduling
Scorecards
Search/Filter
Single Sign On
Status Tracking
Strategic Planning
Task Management
Task Planning
Task Progress Tracking
Template Management
Third Party Integrations
Visual Analytics
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Action Management
Activity Dashboard
Activity Tracking
Ad hoc Analysis
Ad hoc Reporting
Alerts/Notifications
Benchmarking
Budgeting/Forecasting
Charting
Chat/Messaging
Collaboration Tools
Commenting/Notes
Communication Management
Compliance Management
Consolidation/Roll-Up
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Storage
Drag & Drop
Employee Management
Faculty/Staff Management
For Nonprofits
Gantt/Timeline View
Geographic Maps
Goal Setting / Tracking
Idea Management
KPI Monitoring
Milestone Tracking
Performance Management
Performance Metrics
Planning Tools
Prioritization
Progress Reports
Progress Tracking
Project Management
Project Planning
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Reporting & Statistics
Reporting/Analytics
Roadmapping
Scenario Planning
Scheduling
Scorecards
Search/Filter
Single Sign On
Status Tracking
Strategic Planning
Task Management
Task Planning
Task Progress Tracking
Template Management
Third Party Integrations
Visual Analytics
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Action Management
Activity Dashboard
Activity Tracking
Ad hoc Analysis
Ad hoc Reporting
Alerts/Notifications
Benchmarking
Budgeting/Forecasting
Charting
Chat/Messaging
Collaboration Tools
Commenting/Notes
Communication Management
Compliance Management
Consolidation/Roll-Up
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Storage
Drag & Drop
Employee Management
Faculty/Staff Management
For Nonprofits
Gantt/Timeline View
Geographic Maps
Goal Setting / Tracking
Idea Management
KPI Monitoring
Milestone Tracking
Performance Management
Performance Metrics
Planning Tools
Prioritization
Progress Reports
Progress Tracking
Project Management
Project Planning
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Reporting & Statistics
Reporting/Analytics
Roadmapping
Scenario Planning
Scheduling
Scorecards
Search/Filter
Single Sign On
Status Tracking
Strategic Planning
Task Management
Task Planning
Task Progress Tracking
Template Management
Third Party Integrations
Visual Analytics
Workflow Management
Visit WebsiteCompare App

Envisio Feature Reviews

25 reviewers had the following to say about Envisio's features:

Anonymous
A verified reviewer

Intuitive alignment of strategic goals down to actionable steps make an awesome collaboration tool.

2018-05-31

Pros

An intuitive organization of high-level strategic priorities down to actionable, measurable steps simplifies the reporting of accurate, timely status of several hundred activities.

Cons

Generated reports are long; however, it is not difficult to remove the white space and customize the content.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Christian W.

Goodyear Review for Envisio

2019-08-28

Streamlining of progress updates for our Council regarding their Strategic Plan.

Pros

One-Stop-Shop Assigning the tasks to the right people Reporting deadlines Added accountability Visual nature of reporting

Cons

We need a third level actions if you only have a two-level plan Suggested writing strategies so the report sounds like one voice Internally, we could have managed our change management piece differently

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Envisio Solutions


Christian:

Thank you so much for taking the time to review our product, and for your positive comments.

We're looking forward to helping you expand your plan to three levels, which will improve your ability to plan actions that support goal achievement. You're absolutely right about the change management aspect of software implementation, it's one of the things that can be difficult for new customers. Let's chat about what we can do to improve user adoption moving forward. We've also shared your feedback on the reports with the development team and will be exploring enhancements to make them even better!

Kevin Knutson
VP Customer Success

Read more
Cindy H.

Strategic Plan software

2019-10-31

The Customer Solutions Specialists are very responsive to my requests. Rob and Min are friendly, knowledgeable, and excellent to work with. I am very pleased with the service.

Pros

The Envisio software allows users to create reports for their own use and it also allows for us to publish the dashboard to our county website.

Cons

The implementation was slow, but partly due to changes in the format that we wanted to display.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Envisio Solutions


Hi Cindy,

Thank you so much for taking the time to write such a fantastic review. It has been a pleasure working with you, and all of us here at Envisio are thrilled that you are getting so much value from the software. We are continually looking for ways to enhance our product and improve our customers' experience, so we really appreciate all of your comments.

Warmest regards,
Min, Rob & the Envisio team

Read more
Eve G.

Great product, well designed, flexible and clever.

2018-06-08

Pros

Envisio has an astute sense of context, presenting a diverse array of users with screens that are directly relevant to their role in strategic plan management. The constraints seem right at first, but once folks start using the tool they realize those constraints provide an excellent structure for fast, easy reporting.

Cons

The Measures could have more options for displaying data, it's currently bar charts only which is fine but limited.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Craig R.

Strategy execution and organizational performance management second to none

2021-02-24

A huge plus is their ability to help an organization link all of their plans--essential for effective enterprise management.

Pros

The system is adaptable to an organization's terminology and process, reducing time for training and the transition time from planning to implementation.

Cons

The system can sometimes be difficult if a client doesn't have strong backround in using a software solution for day-to-day management and oversight.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Envisio Solutions


Thank you for writing such a fantastic review, Craig. We love working with you and your clients to move strategy into action. So happy to hear that Envisio is reducing the transition time from planning to implementation too. We look forward to our continued partnership!

- Mike & the Envisio team

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Lizely M.

Review of Envisio

2021-04-28

Pros

The product allows you to track the progress and status of a plan; allows for easy updates to activities related to the objectives outlined in the plan.

Cons

A possible area of improvement is on the analytics side.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Kim B.

Envisio has been an outstanding platform for our organization to implement our strategic plan.

2018-07-13

Transparency and streamlined reporting

Pros

Ease of use, visibility and access to variiius stakeholders, automation of previous manual work.

Cons

Nothing negative, product continues to evolve and grow which is very appreciated. Exploring methods to facilitate operational plans and core metrics as well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Aimee K.

Outstanding Product and Customer Service

2021-09-17

Envisio allows us the opportunity to effectively track and report initiatives of strategic importance and provide public-facing dashboards that demonstrate achievement towards our strategic goals and smart cities initiatives.

Pros

We've reported a few (2-3) technical issues and, I can happily say, every single one has been resolved by the end of the business day, if not sooner.

Cons

I don't like to be the person devoid of constructive criticism but I have none. We've made suggestions for enhancements and have been pleasantly surprised to find quite a few of them included in the very next release. Envisio continues to evolve in a way that shows they listen to the voice of the customer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Julie M.

Excellent monitoring tool for local government

2019-11-06

This information is easily accessed by our wider community, and the data can be downloaded by those with more specific research or other needs.

Pros

. - our dashboards are a thing of beauty!

Cons

In future I would like Envisio to incorporate interactive maps into the dashboard function, but I think this is probably something that will be developed over time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Envisio Solutions


Hi Julie! Thank you so much for your wonderful review. It is a pleasure to work with you and we are thrilled that you are seeing so much value with Envisio. We do now have the ability to include interactive maps. We'll be in touch shortly to get you set up with that.

- Cara & the Envisio team.

Read more
Jeff J.

Great software and great customer service

2021-08-16

Envisio does a great job in helping us create dashboards that track and show our progress towards strategic plan goals.

Pros

Very professional-looking dashboards. Lots of options on what to display and how to display it.

Cons

I wish formulas in Data Sources were not restricted to just columns - at times it would be nice to create formulas based on rows or individual cells.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrea W.

No more loose ends

2014-09-25

It keeps all of what you do organized in a way that you have easy access to what you need, rather than having pieces of information all over the place.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Teri B.

Envisio not only changed how we do things but shined light on why we do Strategic Planning.

2018-06-05

Pros

Using Envisio has allowed us to truly make a cultural shift in how we perceive strategic planning by bringing everyone into the common fold. The Envisio team is always responsive to feedback and makes changes were possible for the user. I have always appreciated the efficient communication and willingness of their team to go above and beyond what I would have ever anticipated.

Cons

It has been challenging trying to figure out who to provide user access to as it seems everyone wants to do their part but then it becomes cumbersome with reporting and progress updates.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Bruce M.

A seamless system that has greatly advanced our reporting

2018-05-31

Pros

the link between strategy, key performance indicators and the annual business plan has made reporting for staff and the Board of Directors much easier.

Cons

Not much..we find it very user friendly and easy to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Melissa M.

Envisio allowed our government to keep things moving forward in a coordinated manner

2021-03-08

They have great customer support, provide training to help your organization fully utilize the power of the tracking and management software, and seek input from customers to improve the functions of the software.

Pros

I loved that it allowed managers to track and responded to many different goals, initiatives and action steps for a variety of different strategic objectives.

Cons

It allows for multiple different plans and it controls who can see what.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Envisio Solutions


Melissa, thank you so much for your wonderful review. It is a pleasure to work with you and your team and we're thrilled at the success you're seeing with Envisio. Always here if you need us :) Thank you again!

- Rob & the Envisio team

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Julio M.

The program is helpful in tracking our goals

2018-07-19

Pros

Tracking and setting goals.

Cons

A bit cumbersome with reporting and modifying.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
Amy T.

Easy to use, still some bugs being worked out. Great Customer support!

2019-02-12

Overall, great experience.

Pros

- Great team, and customer service - Quick to respond to client issues - Software is easy to use

Cons

- Still some kinks or bugs being worked out - Running appropriate reports not always easy

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Miranda H.

User Review

2019-07-22

Pros

I like how Envisio has improved the look of the reports.

Cons

Sometimes it is difficult to locate the items I need in the program.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jason G.

Strategy Execution Platform that Understands Government

2020-07-02

I am a local government consultant that has used and implemented a variety of different products within this category - ranging from sophisticated spreadsheets to full-featured platforms like Envisio.

Pros

Envisio's strategy execution platform has the best reporting functionality that I have seen in this sector.

Cons

Don't get me wrong, this is not a beta product - it is very capable and full featured (and is being used by lots of organizations, including some very large ones).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mark B.

Envisio A Collaborative Project planner

2018-06-01

The software enabled us to stay organized in our 3 year plan.

Pros

The Envisio user interface is very easy to navigate and the site itself is very responsive, even when accessing it from overseas.

Cons

The only aspect that I believe could be improved is locating the edit feature of the tasks and objectives, instead of relying on the drop down arrow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Joan H.

Strategy Execution Simplified with Envisio

2015-02-12

Finally we can track progress on all tasks related to our strategic priorities!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Gabriel P.

Excellent product, Excellent service and support - the more time you spend on it the more you get

2018-04-15

Pros

Helps keep our vision and strategic plan front and center of all of our activities and clearly shows how the various goals are going to be reached and their current status in line with all projects and areas the school is working on.

Cons

Takes time to ensure everyone on our end is up to speed with how to best use the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
ShamRA R.

Very functional product which tailors to the needs of local government municipalities.

2018-06-12

Pros

Envisio is a very intuitive software, designed to help departments to communicate and collaborate their strategic plans using state-of-the-art technology.

Cons

N/A - Still learning how to use the system. Will discover more about software, once Envisio is fully implemented as a recordkeeping tool to provide deliverables and outcomes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Source: Capterra
Helpful?   Yes   No
Read more
Christian W.

The staff has been extremely helpful as we have journeyed through implementing Envisio into the city

2017-07-24

A one stop system for the integration of performance measures and strategic action plan items which include focus areas, goals, and actions.

Pros

I like that the interfaces are fairly user friendly and easier than our old excel process.

Cons

Would love to see more download options for data and the ability to move items more easily in the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Tara M.

Envisio Strategic Planning Software Review

2019-10-01

We have been able to implement some transparency regarding the various ongoing projects and public services we provide.The Board of Selectmen requested this. Also, Administration can monitor progress of the town overall through Envisio, limiting email congestion.

Pros

We released the Public Dashboard in May 2019 which was very well received.

Cons

the limited design capabilities on the internal Goals home page.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Richard L.

Very good software

2018-07-19

Pros

It tracks the initiatives we are working on, allowing follow up notes and reminder messages.

Cons

I don't have any complaints.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more