Fund Plans, Achieve Plans, Measure Outcomes

Align your budget with your strategic plans and performance data to show impact, make funding decisions, and drive outcomes.

Screenshot of Town of Northlake's capital projects planning and budgeting dashboard powered by Envisio's strategy software

Align Budget, Strategy and Performance

Envisio provides the tools and integrations to help you rethink your budgeting process in line with new government budgeting recommendations. Everything you need to show how resources are being used to achieve strategic priorities and community outcomes.

Tell Your Budget-to-Impact Story

Show exactly how your budget is creating impact in your community. Tell your story to elected officials, residents, and staff using reports and dashboards that highlight priorities, funding allocations, and performance.

Deliver Better Community Outcomes

Ensure that funded programs are actively managed, measured, and reported on throughout the year. Envisio provides all the tools you need to get visibility into organizational priorities, assign the right people to get the work done, track and share progress and actively drive results.

Make Decisions With Confidence

Use your performance data to understand and justify future funding decisions. Create agility within your budgeting process by aligning your budget with Envisio’s annual action planning to create “living” plans that respond and adapt to change according to your data.

Align with Rethinking Budgeting

Envisio’s tools and partnership with Tyler Technologies provide the technology stack to support you in your budget transformation journey in line with new government budgeting recommendations.

Integrate Seamlessly with Priority Based Budgeting

Envisio’s exclusive integration with Tyler’s Priority-Based Budgeting (PBB) tools gives you the end-to-end solution to align resources with strategic priorities, drive results, and increase transparency.

All In One Place

Centralize your performance measures, budget data, priorities and programs to help make better budget decisions, adapt to change, and tell your story.. Beautiful dashboards and reports help you make evidence-based decisions and show your community how scarce resources are being used.

Everything You Need to Align Budget With Plans and Performance

Discover how Envisio helps you move beyond annual, static budget decisions to a dynamic, data-driven approach.

Flexible Planning Structure

Use our best practices and tools to create plans, programs, and projects to match your resource allocation.

Performance Measures

Include performance measures at any level of your plans and programs. Track progress, impact, and efficiency with real-time data.

Powerful Reports

Auto-generate reports for different internal audiences. From single-page summaries to full reports for council packets, reports are fully customizable.

Unlimited Users

Rethinking your budget process requires cross-departmental collaboration. If you use Envisio, you get unlimited users. Period.

Beautiful Dashboards

Charts, progress bars, narrative updates and scorecards. Envisio makes it easy to combine the right data to make good internal decisions and tell your story.

Automated Updates

Schedule reminders across the team to submit progress and performance updates. Integrated AI tools and templates make this process even easier.

Budget Data Integration

Pull financial data from your budgeting system into Envisio to show how resources are being allocated, spent, and used to deliver positive change.

PBB Integration

Integrate directly with Tyler’s priority-based budgeting solution. Align funding allocations with priorities and programs, measure outcomes, and share results.

Team Expertise

We have a deep understanding of the new budgeting principles and how to build resident trust along the way. We’ll ensure you are set up for success.

Stacks of coins compared against lines on a chart, signifying planning and budgeting in local government.

From Budget to Outcomes

Envisio is the leading solution for public sector organizations looking to align budget with strategy, plans, performance and transparency.

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Public Sector KPIs actively being tracked in Envisio.

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of Envisionaries track Financial Management metrics in Envisio.

Planning and Budgeting in Action

Browse some of our favorite Enviso-powered public dashboards and see how communities are aligning their resources to drive better outcomes and tell their story. Trust through transparency is key to a modern budget process. We’ll help you build it.

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City of Helena, CA

St. Helena’s capital improvement program dashboard outlines a five-year plan for 106 capital projects.

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City of Corona, CA

Corona’s strategic plan dashboard monitors strategic progress across key themes like safety, infrastructure, and community development.

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City of Denton, TX

Denton’s Economic Development dashboard links strategic goals with major infrastructure projects and capital planning.

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Join These Public Sector Leaders

Hear from government leaders already aligning planning, performance, and budgeting with the help of Envisio. From greater fiscal transparency, to better decision-making, discover why Envisio is critical to rethinking your budgeting process.

  • “We wanted to be transparent with our community about how this 1% sales tax was going to be spent. We wanted to show them the projects in a dashboard, which fit so nicely with what we do in Envisio. We’re currently using the Envisio dashboard function internally to measure and report on Measure Q. We’re an organization of 1500, and giving the city manager and the executive directors oversight is a very powerful tool.”

    Jordan Villwock

    Deputy City Manger, City of Ontario, CA

  • “For us, our strategic roadmap is what we’re going to do in service of those values. And from there, every year our budget becomes our annual action plan–what we’re going to do and what we’re going to measure. That annual action plan gets translated into actions in Envisio, and we report on them on a quarterly basis. We work to highlight wins and successes, and then we talk about what the challenges have been and what kind of support is needed to move forward.”

    Kirsten Decker

    Manager of Strategy and Evaluation, Denver Public Library, CO

  • “I would say what we’ve accomplished in a year of digital transformation with this platform is outstanding. It really is. We just went through our Higher Learning Commission Accreditation process, which is the accrediting body for the university, and the metrics, the visuals, all of the data and reporting that we used was housed and built in Envisio. We used it repeatedly throughout that document, and it provided a comprehensive story that looked the same, sounded the same, and was validated. It was absolutely invaluable.”

    Lacey Madison

    Vice President for Strategy and Transformation, NEOMED, OH

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Why Envisio?

Aligning Planning and Budgeting in the Public Sector

Envisio is not your average strategy execution software company. We are a mission-driven team that works exclusively with public sector organizations. As well as tailor-made software, you also get access to our coaching team to support you in change management, and the very latest in research and education around budgeting reform, building community trust, and planning and performance management practices. Learn more about our work on Rethinking Budgeting.

Discover More Success Stories

See how Envisio helps these local government teams to align budgeting, planning, performance, and transparency.

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Book a Demo

Take a tour of Envisio and ask us anything. We work exclusively with government, education, healthcare, and non-profit organizations. We love what you do!

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Free Assessment

Not sure where to start to put your plans into action? Take our free planning and performance assessment and get tailored insights for your organization.

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