Document storage facility structure: I would prefer a Windows File Explorer layout. Interaction with Trustee board and advisers via Knowa is what we seem to struggle with the most.

I really like the meeting packs/agenda setting/meeting things, they are again super useful and easy to use.

It is time efficient as creating meeting packs is easy. There is a good Knowledge hub where we can add different conversational topics dependent on the scheme requirements.

For the purposes of AAF reporting and invoice approval this has been a godsend.

As with any introduction or change in software or process, there are always difficulties finding your way around a system and learning how to use it.

I am looking forward to their updates for dashboard and reporting integrations - This will bring further functionalities to Knowa that are currently missing to make it a truely well-rounded software.

My last great point is the support from Will, Aled and the rest of the Knowa team. Their knowledge and training methods are second to none - they are all outstanding, down to earth and helpful.

The team at Knowa are extremely helpful, friendly and are always striving to make improvements. The Risk Register facility is user friendly and helpful as the Trustee and advisers are able to access.

Knowa has been excellent. It is easy to use and people can get up and running very quickly.

It also has provided a very effective method of managing meetings with the ability to invite attendees and provide a full meeting pack with all relevant attachments.

I like the ease of use and that it is very straightforward to use. Within the first couple of times I used it I knew how to set up meetings and attach documents to the packs.

Application to our business. Strong customer support.

I cannot think of anything negative - whenever I've found something for improvement, the team have taken that and run with it.

A useful product to share documents, manage meetings and improved governance.

It's very intuitive, the onboarding process has been relatively easy considering the number of people we have using it and the customer support is second to none.

Quite honestly, I think Knowa is exactly what the pensions industry needs - good value, easy / intuitive to use with great support and strong forward-looking development.

Initial training offered was excellent and very focused on user's needs and understanding. Easier to prepare for meetings with visibility of documents / papers as they arrive.

Is there a way where you can delete an email off a conversation as I accidentally added an email to a Scheme discussion which was not relevant to that discussion.

Very positive, strong communication from Knowa team.

When adding a new member to the collaboration space, it is annoying that you add them and always have to add them to all groups on there as I sometimes forget to do this.

Building meeting packs: I like this function the best and use it the most. It saves an awful lot of time, paper, ink and postage costs.

The product is brilliant, simple and easy to use with lots of advanced features and additional modules to support effective board management.

We have a bespoke compliance dashboard which is very easy to use. Good quality training was provided and the Knowa team was on hand to help/support the implementation process.

This has made the invoice approval process so much easier for me having all the information in one place and being informed of when they have been approved.

Documents and correspondence are stored securely, so you don't need to worry about people having trouble opening encrypted e-mails and their attachments.

The free document transition service from other platforms is really helpful.

The Knowa support team -[sensitive content hidden] - is excellent. Questions are answered quickly and the team is always willing - almost in a pushy way.

Simple and intuitive to use, high quality knowledgeable support.

He is always happy to help and offer guidance and explains things very clearly.

It is intuitive and easy to use. Whenever I do have any issues, the team at Knowa are more than happy to help and always respond quickly.

The ease of use of Knowa is what sets it apart from other competitors, even if you've not used it for a wee while, it is still so very easy to use and understand.

I like the way documents can be simply re-named. I also like the way Knowa is alive to fixing glitches and improving the system.

The time and investment you continue to put in gives us confidence this will be a tool we can continue to use for our clients for the long term.

The only negative I can think of is that sometimes as I'm trying to upload a lot of docs in different folders in the reference store, Knowa isn't quite as fast as I'd like.

Overall, a great experience with Visual Planning. From implementation, to customization, training, support - it's all great and the platform helps us run much more efficiently than we were previously.

We are pleased that what we thought we were buying is what we ended up with as our end product. Overall we are very pleased.

Our team is extremely happy with what we have been able to do with Visual Planning. The use continues to grow as more and more people see the capability.

While it is a good thing, so an outsider/average user it can be confusing or intimidating.

Visual Planning is a perfect project management platform which helps to improve collaboration.

The visual presentation/breakdown within the platform is very helpful and needed for what we utilize the software for.

Very friendly for dev/admin teams. Technical product Support  is very good.

A powerful, flexible solution for scheduling and tracking.

Good overall with my using and our team are happy with it.

We have a lot of projects to manage and equipment as well. VP really helps make it all work together without the complexity of other tools.

Visual Planning is a great solution for us for two reasons. It is extremely flexible and customizable.

During the development and implementation phases , we had superb customer service from Oakfield Software. They were always on hand , either via email or on the phone We could not fault them.

This can help to operate more efficiently and allows us to communicate and share information to any user groups, when they need it, in a format that works for them, whatever the device they are using.

Enjoy creating and configuring the software and continuously improving existing systems.

It isn't a 2 minute setup, which won't work too well for small businesses, as it front loads some of the costs.

I like how flexible the tool is when is comes to configurating the options needed. It is also really easy to use.

The flexibility is the best feature. We can easily create views and displays and customize the software.

Our clients are happy in using this app to schedule officers in shifts and track their attendance.

Has got good calendar view. Easy backup and deployment.

Initial setup and customization require a bit of time and effort which can be a hurdle for small businesses or teams with limited resources.

Visual Planning - a Tailor made solution for daily business routine.

Pound Sterling

Knowa is a board collaboration and governance platform that's designed as a plug-and-play solution, making it effortlessly adaptable to your existing processes while paving the way for a seamless transition. At its core, the platform is powered by advanced artificial intelligence, facilitating an unparalleled knowledge discovery experience that enables your team to access vital information and insights with unprecedented efficiency.

Beyond mere information retrieval, Knowa's ecosystem is built to enhance meetings and collaboration across your organization. It provides a comprehensive suite of tools that foster productive discussions, decision-making, and project management, all within a secure and controlled environment. This ensures that sensitive information remains protected, while still promoting a culture of transparency and inclusivity.

The versatility of Knowa's platform cannot be overstated. It is designed to cater to a wide array of governance needs, making it a suitable choice for boards across various industries. Whether you're looking to streamline your meeting processes, enhance collaborative efforts among team members, or leverage AI for better decision-making, Knowa offers a singular solution that addresses these needs and more.

In essence, by adopting Knowa's governance platform, you're not just investing in a tool; you're future-proofing your board against the challenges of tomorrow. It's an investment in sustainability, efficiency, and above all, in the continuous growth and development of your organization's governance structure. Embrace the future with confidence, knowing that with Knowa, you have a partner that's as adaptable and forward-thinking as your board aims to be.

LongDescription

Meeting Notes

Access Controls/Permissions

Electronic Signature

For Nonprofits

Approval Process Control

Calendar Management

Collaboration Tools

File Sharing

Polls/Voting

Minutes Management

Document Management

Member Directory

Commenting/Notes

Surveys & Feedback

Meeting Management

Committee Management

Customizable Reports

Document Storage

Activity Tracking

Single Sign On

Attendance Management

Full Text Search

Template Management

Offline Access

Audit Trail

Version Control

Compliance Management

Event Scheduling

Activity Dashboard

Reporting & Statistics

Customizable Templates

Document Review

Event Calendar

Automatic Backup

Secure Data Storage

Archiving & Retention

Third-Party Integrations

Task Management

Search/Filter

Customizable Branding

File Management

Messaging

User Management

Status Tracking

Data Synchronization

Digital Signature

Task Scheduling

Active Directory Integration

SSL Security

Project Management

Content Library

Assignment Management

Private Chat

Data Import/Export

File Transfer

Action Item Tracking

Self Service Portal

Content Management

Notes Management

Mobile Access

Meeting Preparation Tools

Data Security

Discussions/Forums

Two-Factor Authentication

Annotations

Encryption

Role-Based Permissions

Real-Time Notifications

Workflow Management

Alerts/Notifications

Attendee Management

Reminders

Authentication

Real-Time Chat

Chat/Messaging

To-Do List

Prioritization

Drag & Drop

Tagging

Task Progress Tracking

Live Chat

@mentions

Critical Date Alerts

A simple pricing structure based on your organisation. No per-user cost or storage limits, so you can focus on what’s important and ensure everyone can collaborate together. See more at Knowa.co/pricing

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Knowa

In Person

Live Online

Webinars

Documentation

Videos

US Dollar

Visual Planning is a hybrid resource management and scheduling platform that helps businesses to manage their assets and day-to-day operations. The solution can be deployed on-premise or hosted in the cloud.


Visual Planning offers businesses tools and functionalities such as project management, construction scheduling, human resource management, field service scheduling, fleet management, customer relationship management (CRM) and more, which help them to allocate resources, manage projects, budgets and workloads and update reports and graphs in real time.


Visual Planning offers functionalities for mobile devices that allow them to access the solution and manage their activities remotely. It also supports integration with various databases such as MySQL, SQL Server and Oracle databases and with data formats like CSV files and spreadsheets.


Support is available via phone, email, knowledge base and an online customer support portal.



Milestone Tracking

Employee Management

Forecasting

Purchase Order Management

Idea Management

Subcontractor Management

Trial Design

Fuel Management

Real-time Scheduling

Permit Management

Due Date Tracking

Staff Calendar

Rescheduling

Vacation/Leave Tracking

Schedule Distribution

Dispatch Management

Shift Swapping

Progress Tracking

Real-Time Monitoring

Contract/License Management

Financial Management

Real Time Editing

Client Database

Group Scheduling

Confirmation/Reminders

Portfolio Management

Project Planning/Scheduling

Timesheet Management

Gantt/Timeline View

Projections

Communication Management

Recurring Appointments

Class Scheduling

Resource Management

Integrations Management

Room Booking

Project Scheduling

Scheduling

VP cloud: starting at $55/user/month (billed annually).

Contact Visual Planning for more information on pricing.

Knowa vs Visual Planning

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons