Envisio logo

Envisio

Public-sector strategic planning and performance software

Envisio is strategic planning and performance software built exclusively for government, education, healthcare and nonprofit organisations. Pricing is not public — evaluation runs through sales. It ranks #19 of 23 overall.

Choose Envisio if you're a public agency such as a council, university or health service that publishes progress on a multi-year strategic plan and ties it to budgets. Skip it if you're a private company, or you're looking for OKRs specifically.

Our score weights OKR-specific capability — third-party scores like G2's cover the whole product. How we rate

Capabilities

OKR capabilities

  • Not verifiedOKR Management
  • YesGoal Tracking
  • YesKPIs & Metrics
  • Not verifiedRegular Check-ins
  • Not verifiedTasks Support
  • Not verifiedTeam Collaboration

Reporting

  • YesReports & Analytics
  • Not verifiedCustom Views
  • Not verifiedTemplates

Integrations

  • YesIntegrations
  • Not verifiedSlack Integration
  • YesMicrosoft Teams Integration
  • YesData Connectors
  • YesPublic API

AI capabilities

  • YesGoal-setting AI
  • Not verifiedGoal-tracking AI
  • Not verifiedIn-product conversational assistant
  • Not verifiedVendor-hosted MCP server

5 other recorded integration names (unreconciled): Questica, Polco Track, Tableau, Google Calendar, Outlook. These are not verified native connections; omission does not establish absence.

AI capabilities were reviewed separately from the unchanged platform-level ratings. Read the AI-category scores, sources, restrictions and gaps. Unknown capabilities are labeled Not verified.

Key integrations

Envisio has documented connections for Microsoft Teams among the six connections this benchmark assesses in depth.

Each guide covers supported actions, setup, and plan requirements. Find vendors for your full stack.

Pricing

Pricing not public

Pricing is not public: quotes come in two tiers, Starter (1 plan, 1 public dashboard) and Enterprise (unlimited plans and dashboards), with unlimited users on both. Capterra and GetApp list a starting price of US$20,000 a year – a third-party estimate, not a vendor-published figure, and the minimum shown here. There is no trial.

Benchmark scores

Reporting
4.0
Ease of use
2.5
Task support
2.5
Integrations
2.5
OKR features
1.5
AI features
1.0
Pricing transparency
1.0

Rated 0–5 per criterion under the published weights — these seven scores produce the 2.4 Overall benchmark score.

Where Envisio ranks

CategoryWhat it measuresPosition
Best OKR software overallfeatures, reporting, ease of use#19 of 23

Positions are computed from each category's published criteria weights — including the ones Envisio loses.

Ratings & FAQ

The benchmark's own criterion scores are under Benchmark scores — scored 0–5, OKR capabilities only. See how we rate.

Frequently asked questions

How much does Envisio cost?

Envisio does not publish pricing publicly. You need to contact sales for a quote.

What teams is Envisio best for?

Envisio is best suited for government, education, healthcare teams, based on feature fit and our scoring model.

What are the top alternatives to Envisio?

Top alternatives include Tability, WorkBoard, Perdoo.

Last updated November 10, 2026 · release 2026.Q4

If Envisio isn't right

  1. 01
    Tability logo

    Tability

    Top pick
    4.5/5
    Overall benchmark score

    In this category it scores highest on ease of use and features (5), and lowest on reporting (4). Tability is a modern goal-tracking platform designed for teams who want to manage OKRs without complexity. It focuses on simplicity, accountability, and actionable insights.

    We tested it hands-on in September 2026 on the premium trial (14 days, no credit card). “Time for our own medicine. Tability was evaluated in a 30-minute session using the shared scenario, and the first difference showed before any goals existed: plan creation asks about check-in cadence and permissions up front. In several other tested tools those were settings I had to hunt for later – here the plan starts with a weekly reminder rhythm and access rules already decided.”

    • Plan creation front-loads the decisions other tools hide – cadence and permissions first, OKRs from text second.
    • The key result is the primary object – a full page with a graph, and a check-in built around the comment.
    • The dashboards you build by hand elsewhere come out of the box.
    • AI in this session: The key-result-scoped AI mode answered a strategy question about the specific key result in view, grounded in its context.
    The plan editor after import – plan score at 71, and the AI feedback pass finding nothing left to fix
    The key result page after check-in – the graph at 48 per month, with data connector and agent manager alongside
    The plan as a dashboard – timeline, key results, initiatives, net confidence score, and Quick AI Mode prompts, none of it built by hand

    Choose it if you want a modern, clean OKR platform with dashboards ready out of the box, AI working across the product, and goals built for the agentic world — MCP, scheduled reports, and agents you can assign to key results. Skip it if you need a free tier, performance management with deep HRIS integration, or a heavyweight enterprise rollout with dedicated services at very large scale.

    $6/user/month · 14-day trial · G2 rating 4.7 (161) · Gartner rating 4.9 (46)

    Full review →CompareVisit site ↗

  2. 02
    4.0/5
    Overall benchmark score

    In this category it scores highest on AI features (5), and lowest on pricing transparency (0). WorkBoard is an enterprise-grade OKR platform designed for large organizations. It offers comprehensive planning, execution, and analytics capabilities.

    Homepage
    OKR product page

    The case for it: Comprehensive enterprise features · Strong analytics. The catch: Steep learning curve · Expensive solution to deploy.

    Est. $30/user/month (est.) · G2 rating 4.3 (342) · Gartner rating 4.2 (89)

    Full review →CompareAlternativesVisit site ↗

  3. 03
    4.0/5
    Overall benchmark score

    In this category it scores highest on pricing transparency (5), and lowest on AI features (2.5). Perdoo helps organizations implement OKRs and execute their strategy. It offers a balanced feature set for mid-sized to large companies.

    We tested it hands-on in September 2026 on the free trial (no credit card). “Perdoo gave me the fastest OKR setup of the benchmark so far, and it did it with AI. After a classic onboarding – pick your framework, pick your cadence, a small hiccup with the password email that I won't hold against them – I found a goal importer that takes plain text. I pasted my whole test scenario and it came back parsed: objective, three key results with the right targets, initiative. One go.”

    • The AI goal importer is one of the fastest OKR setups in this benchmark – our whole scenario parsed from plain text in one go.
    • In-app AI stops at the importer – but ChatGPT and Claude connect to your goals through Perdoo's MCP server.
    • The full test structure was live and attached to the sales team within minutes.
    The importer parsed the full test scenario from plain text, targets included
    The integrations catalog – ChatGPT and Claude connect through Perdoo's MCP server, next to an open API
    The imported structure on the home view, with the weekly Action Center above it

    Choose it if you want structured OKRs with an AI importer that created the scenario quickly — plus MCP access to your goals from ChatGPT and Claude. Skip it if you need a workspace-aware in-app assistant, ready-made leadership dashboards, or enterprise controls like IP restrictions and creation permissions.

    $9/user/month · Free tier · G2 rating 4.4 (502)

    Full review →CompareAlternativesVisit site ↗

Overall scores share published weights. Recorded evaluations are exploratory; see the protocol.

Compare Envisio head-to-head

Side-by-side comparisons against the field, feature by feature.

Evaluating Envisio? A demo is the fastest way to validate fit.

The OKR software buyer report

Take the benchmark with you

The full market briefing as a PDF — rankings, pricing, AI results, and readiness matrices — plus the complete dataset as a CSV, delivered to your inbox.