Envisio

Envisio

4.6
(11)
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Envisio makes it easy to deliver your plans, align staff with your strategy, measure performance and report progress.

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Showing 11 Envisio reviews
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Nerys R.
Validated Reviewer
Verified Current User
Review Source
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"Envisio is amazingly intuitive, straight forward and fit perfectly with our strategic plan template"

What do you like best?

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.

What do you dislike?

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,.

What problems are you solving with the product? What benefits have you realized?

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.

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Melissa M.
Validated Reviewer
Review Source
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"A way to track everything for local governments"

What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Planning, tracking and management of strategic plans. There is a one stop shop to understand what is happening in a large organization and an accountability mechanism.

What Strategic Planning solution do you use?

Thanks for letting us know!
Eve G.
Validated Reviewer
Review Source
content

"Excellent strategic plan management and accountability tool for organizations"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Buy into the process! Envisio works, trust it!

What problems are you solving with the product? What benefits have you realized?

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.

A
Administrator
Validated Reviewer
Verified Current User
Review Source
content

"Envisio helps us tell our story"

What do you like best?

Envisio has given us a format to tell the story of our city's strategic plan to the City Council and our residents.

What do you dislike?

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.

Recommendations to others considering the product:

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.

What problems are you solving with the product? What benefits have you realized?

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.

UR
User in Research
Validated Reviewer
Review Source
content

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

What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product:

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.

What problems are you solving with the product? What benefits have you realized?

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.

A
Administrator
Validated Reviewer
Verified Current User
Review Source
content

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

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

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.

What problems are you solving with the product? What benefits have you realized?

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.

Bob W.
Validated Reviewer
Verified Current User
Review Source
content

"Works great for our needs"

What do you like best?

We like the interface, yet customizable enough for us to have it match our structure.

Flexible reporting and support has been very good.

What do you dislike?

Not much to dislike. We compared with other options and, for the money, this was our pick.

Recommendations to others considering the product:

Get a demo. Take it for a test drive. Talk to some other users.

What problems are you solving with the product? What benefits have you realized?

Use to keep track are the department and division level, yet report at the executive and board level. Good combination.

Marisol A.
Validated Reviewer
Review Source
content

"Envisio"

What do you like best?

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 reporting tools are easy to work with and provides the necessary information we needed

What do you dislike?

It requires a lot of preparation to understand all the tools and get all the potential

Recommendations to others considering the product:

The help tool could be improved to guide infrequent users find where things are located and help with definition of terms

What problems are you solving with the product? What benefits have you realized?

facilitated the management of high-level projects

Jennifer K.
Validated Reviewer
Review Source
content

"Envisio helps us to stay focused on the key projects of strategic importance to the Board."

What do you like best?

Envisio is very easy to use. It's graphically pleasing and intuitive.

What do you dislike?

There isn't anything we dislike so far. Envisio has kept up with enhancements to make the product even more useful to track our strategic plan.

What problems are you solving with the product? What benefits have you realized?

The FVRD provides over 100 distinct services to the community. Reporting on our progress to our 23-member Board of Directors is challenging at the best of times. With Envisio we are able to sharpen our focus on the key priorities that matter most to them.

Vandana D.
Validated Reviewer
Review Source
content

"feeback"

What do you like best?

great program that helps the company function more efficiently

What do you dislike?

hard for new associates to understand this program

What problems are you solving with the product? What benefits have you realized?

makes it easier to collaborate

U
User
Validated Reviewer
Review Source
content

"Experience with Envisio with JTA"

What do you like best?

I love how it helped me automate my reports

What do you dislike?

At times there were issues where I couldn't get the graphics and shortcuts set up properly.

Recommendations to others considering the product:

Yes I would say that our trials proved well.

What problems are you solving with the product? What benefits have you realized?

It helped me report out ridership issues for compliments and complaints with JTA.

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