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Description

Conventional strategic planning tends to be rigid and often fails to align individual contributions with the overarching vision or mission of the organization. To address these challenges, we have developed a dynamic approach aimed at engaging your team effectively and linking their efforts to what is most significant for your organization. Our goal is to create a robust strategy that is effective from the outset. Our experienced practitioners will lead tailored strategy sessions utilizing established methodologies, useful tools, and interactive exercises to craft a solid strategy along with a functional management system. It’s essential to involve your entire organization in the strategic planning journey. We will design a focused survey aimed at collecting valuable feedback from board members, managers, and employees alike. By identifying key growth opportunities through bespoke research, we will provide strategic insights into current and emerging competitors, industry trends, and shifts in the market landscape, ensuring your organization is well-prepared for the future. In this way, we not only create a plan but also foster a culture of collaboration and engagement within your team.

Description

VisionSync is strategic planning software for strategy execution, used by colleges and universities, hospitals and health systems, cities, counties and state agencies, nonprofits and chambers of commerce. It keeps an approved strategic plan moving by connecting every goal to the initiatives that move it and the people who own them. Teams load their plan in their own framework and wording, naming every layer from pillars and goals to strategic initiatives and mirroring their organization structure. Each initiative gets one owner, RACI roles, tasks, a due date and a target for each review period, so KPIs are tracked through the initiatives behind them. Updates come in on schedule through email and in-app reminders, with Microsoft Teams and Slack reminders in beta. Each update records progress against the target, an on track, off track or neutral status, and a comment explaining the number. Progress is normalized and rolls up through every department to the organization's goals, and board, table, dashboard and heatmap views show where the plan stands. Leadership and board reports come straight from live data, and tags tie initiatives to accreditation criteria, grants, funding sources or standards so evidence reports come from the same updates. PulseIQ, an optional AI assistant in beta, answers plain-language questions and writes per-initiative summaries using only the organization's own plan data. VisionSync supports SAML single sign-on, role-based permissions, plan visibility controls and encryption in transit, with accessibility aligned to WCAG 2.2 AA and Section 508. Implementation, training and ongoing support are included, and most organizations go live in 30 to 60 days.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Slack Yes 
Active Directory No 
Asana Yes 
Google No 
Google Drive Yes 
Google Sheets Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Mailchimp Yes 
Microsoft Entra ID No 
Microsoft Teams No 
Model Context Protocol (MCP) No 
Okta No 
Salesforce Yes 
Stackreaction Yes 
Zapier Yes 

Integrations

Slack Yes 
Active Directory Yes 
Asana No 
Google Yes 
Google Drive No 
Google Sheets No 
HubSpot CRM No 
HubSpot Customer Platform No 
Mailchimp No 
Microsoft Entra ID Yes 
Microsoft Teams Yes 
Model Context Protocol (MCP) Yes 
Okta Yes 
Salesforce No 
Stackreaction No 
Zapier No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

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 Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

OnStrategy

Founded

2003

Country

United States

Website

onstrategyhq.com

Vendor Details

Company Name

StraightEdge Innovations, LLC

Founded

2023

Country

United States

Website

visionsync.com

Product Features

OKR

Benchmarking No 
Feedback Management No 
Goal Management No 
KPIs No 
Prioritization No 
Progress Tracking No 
Strategic Planning No 

Strategic Planning

Budgeting & Forecasting No 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management Yes 
KPIs Yes 
Modeling & Simulation No 
Roadmapping No 
Scenario Planning No 
Scorecards No 

Product Features

Strategic Planning

Budgeting & Forecasting No 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management No 
KPIs Yes 
Modeling & Simulation No 
Roadmapping No 
Scenario Planning No 
Scorecards No 

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