Envisio

RATING:

4.6

(25)

About Envisio

Execute strategy and improve performance. Envisio is the #1 strategic planning & performance management solution for local government, education, healthcare and nonprofit organizations. Envisio will transform how you develop and execute plans, measure and improve performance, and share results. And because we work exclusively with public sector and nonprofit organizations, Envisio is built to meet your unique needs around creating transparency and building trust with external stakeholders. Let's get started.

Envisio Pricing

Contact Envisio for pricing information.

Starting price: 

$20,000.00 per year

Free trial: 

Available

Free version: 

Not Available

Get your plans on track and under control. Build, manage and modify your plans using cascade, Gantt or list tools... or a combination of all three.
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Envisio Reviews

Overall Rating

4.6

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Envisio

1 - 5 of 25 Reviews

User Profile

Melissa

Verified reviewer

Government Administration, 1,001-5,000 employees

Used monthly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2021

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

I have felt supported and important as a customer with Envisio since day one. 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. They continue to innovate and try to provide the best service to their customers.

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

None. I love this product. It is easy to use for a variety of projects and programs. It allows for multiple different plans and it controls who can see what.

Reasons for switching to Envisio

There was no easy way to track and manage the amount of information that we were handling in Excel. Errors and misses were constant. Excel could not remind you to enter and update and it did provide a scale of progress or allow clear and concise reporting.

Vendor Response

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

Replied March 2021

Jason

Government Administration, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2020

Strategy Execution Platform that Understands Government

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. I recommend Envisio to my clients because they (1) understand my clients, their business issues, and their reporting needs; (2) the ease of use for both implementation and the end user; (3) their incredible attention to their client needs; and (4) their reasonable pricing.

PROS

Envisio's strategy execution platform has the best reporting functionality that I have seen in this sector. They've thought it through very well, striking a very good balance between flexibility and structure. Because they are focused intently on public (local government, school district, etc) organizations, Enviso meets the reporting needs of my clients extremely well.

CONS

Perhaps a bit of a con is that the platform is still evolving pretty rapidly. 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). Envisio's constant push towards perfecting the platform is in full motion. If you appreciate a platform that thoughtfully considers meaningful changes, this is not an issue. If you like your software to just always work the way that you first learned it, this can be a drawback.

Reason for choosing Envisio

Envisio's singular focus helps it to be my product of choice. Many other platforms may be more flexible, but it tends to be their flexibility that has the other edge of making things more technically complex than my users prefer.

Amy

Government Administration, 51-200 employees

Used monthly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed February 2019

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

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

Aimee

Government Administration, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2021

Outstanding Product and Customer Service

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. In addition, department data analytics dashboards allow us to create meaningful data visualizations that help us better understand and address needs across the organization. Ultimately, Envisio bolsters our ability to use data an asset to engage our residents and enhance the decision-making process while being highly transparent.

PROS

Envisio's customer support has been exceptional from the very beginning. The implementation team held our hands throughout the process to ensure that the end result met our needs and we (both administrators and users) had the skills necessary to make our use of the platform a success. We've continued to experience that same high level of support with routine check-ins from our Customer Success Manager who works with us to continually optimize our use of Envisio, introduce us to new features, and, most importantly, listen to our wants and needs. 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. To me, that is incredible customer service!

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.

Reasons for switching to Envisio

The data visualization and reporting capabilities were far superior to the product we had been using. We went from spending a substantial amount of staff time preparing quarterly reports to having real-time, on demand data analytics dashboards as well as reports that are automatically distributed to the leadership team every month. In addition, we were able to launch a public-facing strategic plan dashboard as well as a dashboard for the our smart cities initiative.

Jeff

Civic & Social Organization, 201-500 employees

Used monthly for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2021

Great software and great customer service

Envisio does a great job in helping us create dashboards that track and show our progress towards strategic plan goals. They worked with us to help create custom solutions when it wasn't obvious how to do what we wanted to do. They provide lots of options and quite a bit of customization. Customer service is personal and top-notch. They check in on us whenever they see a lull in activity, which is appreciated. They genuinely create a great customer experience and want you to use the software.

PROS

Very professional-looking dashboards. Lots of options on what to display and how to display it. Easy to share dashboards with people outside our Envisio environment. Customer Service is very responsive to requests/questions and provides solutions quickly. Envisio's programming staff have incorporated many upgrades based on customer input, and Envisio staff request input at most every opportunity. Training is very comprehensive and was done in a way that made it very easy to understand despite the complexity of the software. Formulas are simple to create and provide a unique Suffix option, which has come in handy a number of times.

CONS

Sometimes the complexity of the software can be daunting, especially in Plans reports. Refreshes, unless done manually, can take up to an hour to work their way through the system. 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. Pie charts require Data Sources to be transposed. Wish there was a folder system to better organize Visuals (tags can help, but sorting by tags currently isn't an option). Can't always find what I'm looking for in their help files, but, when contacted, their customer service staff respond quickly and almost always have the right solution the first time.

Reason for choosing Envisio

The biggest difference was Envisio handles formulas much better than the other software packages we considered to replace SmartSheet.