VisionSync

VisionSync is strategy execution software for organizations that need to keep a multi-year strategic plan current between planning cycles. It originated from a collaboration between the University of Nebraska Medical Center and the UNeTech Institute, and is used by universities, university systems, health systems, chambers of commerce, nonprofits and public sector organizations.

The product is positioned against spreadsheets and shared drives rather than project management software. Project tools track tasks that start and finish. VisionSync tracks whether the goals those tasks serve are actually moving, across a three to five year horizon reviewed quarterly. Many organizations run both.

How it works

Organizations define their own plan framework and name every layer themselves, whether that is themes, pillars, goals, sub-goals, objectives, strategies, initiatives or tactics. Each item carries one responsible owner plus collaborators and informed parties under an RACI model. Progress is entered at the initiative level by the people doing the work, with a required comment, then normalized across different measurement types and rolled up through the plan structure. Targets can be set as a percentage, a dollar figure or a number.

Automated reminders go out on the organization’s own cadence through Microsoft Teams, Slack, email and in-app notification, so status comes from the source rather than from a manual chase before a board meeting.

Key capabilities

• Customer-defined plan frameworks, with unlimited plans each on its own fiscal or calendar year and review cycle
• RACI ownership with a single responsible party per item
• Four plan views: board, table, dashboard with heat map, and raw export to CSV or PDF
• Labels and tags for cross-cutting reporting by grant, program, funding source or accreditation criterion
• Dated, attributed progress comments retained as an audit trail
• Role-based permissions, including read-only access for board and committee members
• A personal workspace filtered to each user’s own items
• PulseIQ, an optional planning AI currently in beta, which answers questions from an organization’s own plan data with organization-level isolation and read-only access
• API access and SAML single sign-on

Reported outcomes

Customer results published by the vendor include:

• Pittsburg State University consolidated 343 initiatives in Year 1 down to 130 focused priorities, sitting under ten goals and 65 strategies
• The Nebraska University System runs 1,138 initiatives across four campuses, mapped to five pillars and 14 strategies, and builds its monthly President’s Council report in about 30 minutes
• The University of Nebraska at Omaha tags initiatives to Higher Learning Commission criteria and produces accreditation evidence in roughly 30 minutes per reporting cycle
• The Greater Omaha Chamber reached full-team adoption across about 25 users within 30 days of signing, tracking 73 initiatives with a named owner on each

Implementation and support

VisionSync is not a self-serve product. Implementation, role-based training and ongoing support are included rather than sold as separate line items, and most organizations go live within 30 to 60 days including contracting. A dedicated sandbox environment is provided during evaluation so teams can load part of an existing plan before committing. Pricing is structured by seat bracket rather than per individual seat, so the subscription does not fluctuate as staff join or leave.

Accessibility and security

The platform meets WCAG 2.2 Level AA, is Section 508 compliant, and maintains a current VPAT, which matters in higher education and public sector procurement. Data is encrypted in transit, access is role-based, and SAML single sign-on is supported.