VisionSync

VisionSync

StraightEdge Innovations, LLC
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About

Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes. Forward Planning • Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options • Investment prioritization, capacity planning, and demand management • Program and product funding, roadmapping, and financial planning • Forecast versus actuals tracking Outcome-Led Governance • Connected objectives and key results across portfolio, program, and team levels • Strategic missions translated into specific investments • Program management, project planning, and resource management • Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration • A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution Contextual Intelligence • A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes • Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph • Anvi available through in-app intelligence, Anvi Chat, and Anvi Home • Connections to systems of record across an organization's existing technology stack through Planview Hub Security and Deployment • SOC 2, ISO 27001, and ISO 27701 certification • Data encryption in storage, transit, and backups • Cloud-hosted or on-premise deployment options • Customer data is not used to train AI models and is not shared with other customers or third parties • Planview Anvi operates within the customer's own Planview environment rather than as an external service

About

VisionSync is strategic planning software that turns a strategic plan into work people own and track. Load your plan in your own framework and name every layer, from goals and strategies to initiatives. Each initiative gets one owner, a target for each review period and automated reminders by email and in-app, with Microsoft Teams and Slack reminders in beta. Owners post progress with a status and a short comment, and it rolls up through every department, college, hospital or unit to the organization's goals. Leaders see live dashboards and heatmaps, and board reports come from the same data. Tags tie work to accreditation criteria, grants or standards. Run multiple plans at once, export to CSV or PDF anytime, and keep a dated history of every update. PulseIQ, an optional AI assistant in beta, answers questions from your plan data. SSO, role-based access, encryption in transit, and accessibility aligned to WCAG 2.2 AA and Section 508. Implementation, training and support included.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations that want to accelerate strategic execution

Audience

Colleges, universities and university systems; hospitals and health systems; cities, counties and state agencies; nonprofits; chambers of commerce; and companies running one plan across departments.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

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 Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.0 / 5
ease 3.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Pros from Real Users

Pros

  • Its road-mapping function is something that I like, and that makes it so comfortable to work following a thread of research, investment, resources, and possible results achieving successful management of each project.

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Planview
Founded: 1989
United States
www.planview.com/products-solutions/products/planview-portfolios/

Company Information

StraightEdge Innovations, LLC
Founded: 2023
United States
visionsync.com

Alternatives

Alternatives

No Alternatives

Categories

Categories

Strategic Planning Supported

Strategic Planning Features

Budgeting & Forecasting Supported
Dashboard Supported
Goal Setting / Tracking Supported
Idea Management Supported
KPIs Supported
Modeling & Simulation Supported
Roadmapping Supported
Scenario Planning Supported
Scorecards Supported

Project Portfolio Management Features

Budget Management Supported
Collaboration Supported
Dashboard Supported
Issue Management Supported
Milestone Tracking Supported
Portfolio Management Supported
Project Planning Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Task Management Supported
Time & Expense Tracking Supported

Strategic Planning Features

Budgeting & Forecasting Not Supported
Dashboard Supported
Goal Setting / Tracking Supported
Idea Management Not Supported
KPIs Supported
Modeling & Simulation Not Supported
Roadmapping Not Supported
Scenario Planning Not Supported
Scorecards Not Supported

Integrations

Active Directory Not Supported
BugHerd Supported
Cognito Forms Supported
Google Not Supported
Integrify Supported
Microsoft Entra ID Not Supported
Microsoft Power Query Supported
Microsoft Teams Not Supported
Model Context Protocol (MCP) Not Supported
Okta Not Supported
Panaya Supported
Planview Hub Supported
Planview Software Product Delivery Supported
Rally Software Supported
Slack Not Supported
uPerform Supported

Integrations

Active Directory Supported
BugHerd Not Supported
Cognito Forms Not Supported
Google Supported
Integrify Not Supported
Microsoft Entra ID Supported
Microsoft Power Query Not Supported
Microsoft Teams Supported
Model Context Protocol (MCP) Supported
Okta Supported
Panaya Not Supported
Planview Hub Not Supported
Planview Software Product Delivery Not Supported
Rally Software Not Supported
Slack Supported
uPerform Not Supported
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Claim VisionSync and update features and information