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What is VisionSync?
Most strategic plans are approved with care and then tracked in spreadsheets, slide decks and email threads. VisionSync gives that plan a home where the work actually gets done. It is strategic planning software built for strategy execution, designed for higher education, health care, government, nonprofits, chambers of commerce and organizations running one plan across many departments.
Start with your plan exactly as it was approved. You choose the framework and the names for each level, and you can run as many plans as you need, each with its own fiscal or calendar year and review cycle. Department, college and unit plans connect to the institutional goals they support.
Every strategic initiative has a single owner and a clear target for each review period. When an update is due, owners get a reminder by email and in-app (Microsoft Teams and Slack reminders are in beta) that links straight to a personal workspace showing only their items. Posting an update takes one screen: progress, status and a short comment explaining what changed.
Leaders see the whole picture without chasing anyone. Progress rolls up to the goals above, heatmaps show every department against every goal, and any number clicks through to the person, date and comment behind it. Board and leadership reports are built from the same live updates, and initiatives can be tagged to accreditation criteria, grants or standards for evidence reporting.
PulseIQ, an optional planning AI in beta, answers questions about the plan and summarizes each initiative in real time using only your own data, which is never used to train AI models. Security includes SSO, role-based access and encryption in transit, and accessibility is aligned to WCAG 2.2 AA and Section 508. Implementation, training and support are included for every customer.
What is Planview Portfolios?
Planview Enterprise Oneâ„¢ seamlessly combines business and technology planning to enhance resource optimization and foster innovative products, services, and customer experiences, thereby accelerating the execution of strategic initiatives. It facilitates the management and delivery of various work types and technology applications. By converting business needs into standards aligned with strategic goals, the platform helps in minimizing costs and reducing risks. This comprehensive solution accommodates all work methodologies, including agile, iterative, traditional, and collaborative approaches. It helps maintain team productivity by effectively balancing workload and resources, ensuring maximum resource utilization. With a scalable user interface, it keeps all team members aligned with key priorities to achieve desired results. Additionally, it guarantees that projects are completed on time and within budget, allowing for the maintenance of schedules and milestones. Enhanced performance insights are provided through user-friendly dashboards, which further support project tracking and team accountability. This holistic approach empowers organizations to navigate complex project landscapes with confidence and clarity.
Integrations Supported
Active Directory
Google
Microsoft Entra ID
Microsoft Teams
Model Context Protocol (MCP)
Okta
Integrations Supported
BugHerd
Cognito Forms
Integrify
Microsoft Power Query
API Availability
Has API
API Availability
Pricing Information
Access is priced monthly by seat bracket, with seats counting all logins, including view-only users. Annual or multi-year terms apply. Implementation and training carry a one-time, tier-based fee; optional SSO/SAML setup has a separate one-time integration fee. Nonprofit and public-sector rates, plus education discounts, may apply.
Free Trial Offered?
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
On-Site Training
Company Facts
Organization Name
StraightEdge Innovations, LLC
Date Founded
2023
Company Location
United States
Company Website
visionsync.com
Company Facts
Organization Name
Planview
Date Founded
1989
Company Location
United States
Company Website
www.planview.com/products-solutions/products/planview-portfolios/
Categories and Features
Strategic Planning
Dashboard
Goal Setting / Tracking
KPIs
Categories and Features
Application Portfolio Management
Not specified
Demand Planning
Not specified
IT Management
Not specified
OKR
Not specified
Product Management
Not specified
Product Roadmap
Not specified
Project Portfolio Management
Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking
Resource Management
Not specified
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards