Envisio Reviews & Product Details

Envisio is a strategic planning and performance management software designed exclusively for public sector organizations to plan, track, and report on progress toward complex organizational goals. The platform supports governments, educational institutions, healthcare organizations, and nonprofits that need to align initiatives, projects, and outcomes across departments while maintaining transparency and accountability. As a strategic planning, performance management, and public sector management software, it is used by organizations that manage long-term strategies, capital plans, and cross-functional initiatives. Envisio offers a centralized system to monitor progress, report results, and communicate impact to internal and external stakeholders. At its core, Envisio helps organizations connect day-to-day work with higher-level strategic objectives. Rather than functioning as a task or project management tool, it focuses on strategy execution, enabling users to define goals, track measurable outcomes, and understand how individual initiatives contribute to broader priorities. Key capabilities and use cases include: Strategic plan management Organizations can define strategic priorities, goals, and outcomes and track progress over time. Envisio supports long-range plans, multi-year strategies, and frameworks commonly used in the public sector. Performance measurement and reporting The platform allows teams to monitor key performance indicators (KPIs) and outcomes through dashboards and structured reports. These views are used to support internal decision-making and external reporting to leadership, boards, or the public. Project and initiative alignment Envisio links projects, programs, and capital initiatives directly to strategic goals, helping teams understand how work underway supports organizational priorities. Cross-department collaboration Multiple departments and stakeholders can contribute updates within a shared system, reducing reliance on disconnected spreadsheets, documents, or slide decks. Public transparency and communication Many organizations use Envisio to share progress publicly through dashboards or reports that explain priorities, progress, and results in a clear, accessible format. AI-assisted reporting and analysis The platform includes tools that assist with summarizing progress, identifying trends, and generating narrative content to support reporting workflows. Envisio is typically used by strategy teams, performance managers, executive leadership, and departmental leads who are responsible for planning, tracking, and communicating organizational performance. Its features reflect the governance, accountability, and reporting needs specific to public sector environments.

Seller

Envisio Solutions

Discussions

Envisio Community

Languages Supported

English

Overview by

Liz Steward (VP Marketing)

Value at a Glance

Averages based on real user reviews.

Time to Implement

4 months

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Top-Rated Alternatives

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Envisio Media

Envisio Demo - Create Plans Your Way (Cascade, Gantt, Scorecards)

Built for the public sector, Envisio lets you plan your way with cascade, Gantt, tagging, and scorecards. Turn goals into actions, assign owners, collaborators, and observers, add timelines, and enable unlimited users to collaborate organization-wide.

Easily execute and report on plans. Link KPIs and roll up progress from actions to goals. Use AI Assist for updates and executive summaries, automate update reminders, and create reports for all audiences with our templates library or build your own.

Envisio Demo - Share Progress with Public Dashboards

Share your performance story with beautiful, interactive, ADA-compliant dashboards. Get a visual representation of your high-visibility plans, with progress and performance measures. Build easily, customize to your brand, and embed on your website.

Manage any project with ease, from operational to strategic. Plan with Gantt charts and dependencies, assign owners and timelines, and collaborate with unlimited users. Track budgets and progress, and share updates through reports, dashboards, and maps.

Centralize, analyze and visualize performance data. Create interactive charts, scorecards, and dashboards to track progress and outcomes. Start fast with a metrics library, automated updates, integrations, Open API, and embedded visuals.

Envisio Demo - Align Budget, Strategy, and Performance

Align planning, budgeting, and performance in one connected platform built for the public sector. Envisio helps teams link budgets to strategic priorities, track performance in real time, and clearly show how funding decisions drive measurable community outcomes.

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Sue G.

Director of Strategic Planning, Analytics and Reporting

Mid-Market (51-1000 emp.)

1/29/2026

"Real solid support and a fantastic Canadian product to support strategic planning"

5/5

What do you like best about Envisio?

The onboarding and technical support provided has been considerable. Lots of resources, training and webinars. Community of other users. The dashboard looks fantastic and is a great way to communicate with the community and institution about what we are doing. Knowledgeable and personable staff who care. Canadian company specializing in the public sector. Review collected by and hosted on G2.com.

What do you dislike about Envisio?

As an administrator, there was more of a learning curve than I expected. However, with the readily available help resources and a human support team willing to jump on a call, any issues were dealt with. Sometimes I wished rather than having choices I was given firmer suggestions by the support team. Review collected by and hosted on G2.com.

Verified User in Government Administration

Mid-Market (51-1000 emp.)

1/23/2026

"Modernizes Initiative Tracking and Internal+Public Reporting"

4.5/5

What do you like best about Envisio?

It has helped our city to modernize how we track and report the progress of major initiatives, both internally and to our residents. It is an easier tool for staff to learn and adopt than other similar project management applications. I also appreciate that we can create reports for different audiences. Review collected by and hosted on G2.com.

What do you dislike about Envisio?

The process of building reports and dashboards can be further streamlined to be more intuitive, I believe they are working on this fix. On a few occasions we have discovered bugs, but in fairness they have always been resolved very quickly. Review collected by and hosted on G2.com.

What problems is Envisio solving and how is that benefiting you?

Before adopting the tool we did not have a centralized way to track and share out the status and progress of city initiatives/projects/programs and that has been a very welcome change. In the process, it has enabled us to move away from unwieldy spreadsheets for tracking and all the inherent negatives of that (version control, etc.). Review collected by and hosted on G2.com.

Royal D.

Executive Directot of Institutional Effectiveness

Mid-Market (51-1000 emp.)

1/22/2026

"A game changer for how our institution thinks about planning"

5/5

What do you like best about Envisio?

Envisio was a snap to implement, intuitive to learn and the partnership with our support team is a realtionship that evolves as our internal needs evolve. One of the greatest advantages of the product itself is the flexibility and ability to adapt to non-traditional organizatonal needs and metrics. Review collected by and hosted on G2.com.

What do you dislike about Envisio?

We haven't perfected the integration with some of our other reporting tools. Review collected by and hosted on G2.com.

What problems is Envisio solving and how is that benefiting you?

First it provides us with a document that allows us to tell a compelling story about our progress, accomplishments and challenges to our board of trustees. But internally its has served as an educational tool, not only to help our divisions undertand how they interact and are co-dependent, but to help our leadership team better measure, better plan and better execute not only their goals but their core fuctions. Review collected by and hosted on G2.com.

Amber B.

Management Assistant to the City Manager's Office

Mid-Market (51-1000 emp.)

12/22/2025

"Such a great product that continually evolves. Love it, thank you!"

5/5

What do you like best about Envisio?

The customer service staff is top notch and that truly has an impact on our desire to use the product. Also, the user friendly interface and the training videos makes it so easy to show others how to leverage the platform. Review collected by and hosted on G2.com.

What do you dislike about Envisio?

It would be incredibly helpful to report on previous / past data. Currently, I can generate reports for what is actively in envisio - Alternatively, I would like to report on historical data - or updates. Because of this, we are pulling and storing pdf'd reports every month, knowing if we tried to pull the same report in 2-3 months we wouldn't get the same update. Apologies if that isn't making sense, I'm struggling to communicate my suggestion! Review collected by and hosted on G2.com.

Nerys R.

Director, Planning

Enterprise (> 1000 emp.)

4/2/2019

"Envisio is amazingly intuitive, straight forward and fit perfectly with our strategic plan template"

5/5

What do you like best about Envisio?

Envisio allowed us to do an easy and quick transition to automated planning software by replicating our existing template. The Envisio team is incredibly responsive, flexible and innovative at coming up with solutions for customizing the software for your needs. Review collected by and hosted on G2.com.

What do you dislike about Envisio?

At the inputting stage, due to the sheer number of users and departments, it was complicated to get all the plans into the system, but we managed it by doing cohorts of users inputting at different times,. Review collected by and hosted on G2.com.

What problems is Envisio solving and how is that benefiting you?

Transparency of departmental business plans, tool to assist users to communicate strategy and actions,, ability to delineate the contribution of goals and objectives when rolled up to the organization strategy. Ability to easily pull customized reports to track progress, people capacity planning. Review collected by and hosted on G2.com.

Melissa M.

Assistant County Administrator

Government Administration

Enterprise (> 1000 emp.)

4/9/2019

"A way to track everything for local governments"

5/5

What do you like best about Envisio?

I love the fact that Envisio helps us track and maintain a record of our work towards meeting the strategic objectives of the Commission. Since starting Envisio, I have been able to ditch the spreadsheets and hold staff accountable to providing timely updates. It provides form to our work and gives us a great way to track data on KPIs. I also love that is a great space to set up annual action steps and allows staff to easily participate in the development with staff. I love that it is cloud based and allows us to work anywhere at anytime. Review collected by and hosted on G2.com.

What do you dislike about Envisio?

The biggest dislike I had is not coming around with Envisio. Their new module allows for more robust storage of data to use with our strategic objectives to share a story about how we are moving on the work. As this come online, we will be much more prepared to set actions steps in following years that are based on data driven decisions. Review collected by and hosted on G2.com.

Eve G.

Director of Information Systems

Mid-Market (51-1000 emp.)

3/26/2019

"Excellent strategic plan management and accountability tool for organizations"

5/5

What do you like best about Envisio?

Envisio does an excellent job of requesting updates from users and grounding folks in the organization's mission and plan. The tool is forward-leaning, pulling for an update, and is easy and simple to use for all users. We have a high rate of adoption and satisfaction from our staff. Review collected by and hosted on G2.com.

What do you dislike about Envisio?

The challenge with Envisio is not with Envisio, but with your staff. They may resist providing updates on their work on a monthly basis. You'll have to require them to do that, and they'll find Envisio makes the process easier. Review collected by and hosted on G2.com.

Recommendations to others considering Envisio:

Buy into the process! Envisio works, trust it! Review collected by and hosted on G2.com.

What problems is Envisio solving and how is that benefiting you?

We have aligned our leadership around the values and actions of our plan. We discovered that many leaders were not clear on their priorities and Enviso provided a context within which we could address that. Review collected by and hosted on G2.com.

Verified User in Government Administration

Mid-Market (51-1000 emp.)

3/26/2019

"Envisio helps us tell our story"

4.5/5

What do you like best about Envisio?

Envisio has given us a format to tell the story of our city's strategic plan to the City Council and our residents. Review collected by and hosted on G2.com.

What do you dislike about Envisio?

We had a wonderful customer service rep and she is no longer with the company. We are working to build a relationship with our new rep, but she doesn't have the history with us so it is taking time. Review collected by and hosted on G2.com.

Recommendations to others considering Envisio:

Start slow and realize that it is a process. As you learn more about strategic planning and performance measurement you will need to modify your plan. Review collected by and hosted on G2.com.

What problems is Envisio solving and how is that benefiting you?

We are using Envisio to track the progress on our strategic plan. Having a platform for reporting has been awesome. It also helps our staff to be aware of what is happening in other departments. Review collected by and hosted on G2.com.

Verified User in Research

Small-Business (50 or fewer emp.)

4/6/2019

"The more time you spend on it, the more you get"

4.5/5

What do you like best about Envisio?

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. The functionality of the reporting tools are easy to work with and provides the necessary information we needed - when we need it. The customer service and support is phenomenal . Our account manager from Envisio is beyond responsive, he is pro-active and provides insight that has moved us very far forward in a very short period of time. The Envisio team is inn general very responsive to the needs of the clients and providing a user experience that is easy, functional and effective. Review collected by and hosted on G2.com.

What do you dislike about Envisio?

Takes time to ensure everyone on our end is up to speed with how to best use the software. It is important to make sure you try to get everyone on the same pager (or as close to as possible) to ease everyone into the software and its use Review collected by and hosted on G2.com.

Recommendations to others considering Envisio:

If there are gaps in the software you are currently using, Envisio is a great tool orate taking advantage of. You will get what you put in. Review collected by and hosted on G2.com.

What problems is Envisio solving and how is that benefiting you?

Our account manager from Envisio is beyond responsive, he is pro-active and provides insight that has moved us very far forward in a very short period of time. The Envisio team is inn general very responsive to the needs of the clients and providing a user experience that is easy, functional and effective. Review collected by and hosted on G2.com.

Verified User in Government Administration

Enterprise (> 1000 emp.)

3/26/2019

"Envisio is a helpful strategic planning and tracking software."

4/5

What do you like best about Envisio?

That Envisio provides a one-stop shop for tracking strategic plan elements and action steps, communicating on the steps, reporting for Commission, and sharing information. Review collected by and hosted on G2.com.

What do you dislike about Envisio?

Envisio occasionally experiences glitches in the software that can be frustrating and annoying, but are usually easy to work around. We sometimes wish that there were more complex capabilities and flexibility as well. Review collected by and hosted on G2.com.

Recommendations to others considering Envisio:

Envisio is still somewhat limited as it continues to grow, but they are constantly taking feedback and making improvements. They are very good at communicating and customer service. Review collected by and hosted on G2.com.

What problems is Envisio solving and how is that benefiting you?

We use Envisio to set goals and track progress on our Strategic Plan. We realized we can also use the software, although somewhat limited, for department-specific Strategic Plans. Review collected by and hosted on G2.com.