Knowledge - Version Control

Knowledge goes beyond mere "document storage" — it’s NOT another Dropbox, Google Drive or shared document editing system.

Knowledge monitors engagement on important company policy and procedures to ensure everyone on your team can access the information, understand it and most importantly, use it.

With our built-in version control, you can compare what has changed between versions. So your team only needs to study what has changed!

Import Existing Documents

You can copy and paste your document straight into Knowledge.

If you have documents in Google Drive, you can export them in DOC format via google Takeout.

Reach out and let us know if you need help with this process. We offer full onboarding for your entire team.

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Know how to grow with envisage! The world’s first Growth Management System™ Application with Knowledge, Org Charts, Statistics, Objectives, Trends, Events and Reports. Try for free on a no-risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage. 

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Congratulations to KnowBe4, now listed on the NASDAQ!

After 10 years of stellar growth under the guidance of Stu Sjouwerman, KnowBe4 went public on April 22, 2021.

Despite achieving annual revenues close to $200 million and a market capitalization of over $4 billion, KnowBe4 still has an amazing 36% annual growth rate with 80%+ Gross Profit.

How did they get there? In Stu Sjouwerman’s words...

“... radical transparency, extreme ownership, complete honesty. That’s the bedrock of the KnowBe4 culture. But how do you get there? Well, we get there with OKRs that are visible for everyone”

We’d like to take this opportunity to congratulate Stu and the entire KnowBe4 Team who have proven that continued hypergrowth is possible.

From all of us at envisage, well done! We’re glad we were along for the ride … here’s to the next decade of hypergrowth for KnowBe4!

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Let us know if you need help. We offer full onboarding for your entire team.

Know how to grow with envisage! The world’s first Growth Management System™ Application with Statistics, Org Charts, Objectives, Trends, Events and Reports. Try for free on a no-risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage. 

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How to Create a Rolling Graph

We had a client recently who wanted to add up graph values for the last 12 months. “Can envisage do that?” she asked.

You bet!  Here’s how it’s done:

Let’s say you wanted to know the total income from the last 12 months.

Keep in mind, this is what we call a rolling statistic. Every week or month it will automatically update to include only the last 12 months. 

First step is to create a new calculated graph, we’ll call it “1 year Accumulative Income.”

We then use the offset feature to add up past values, as shown below.

The above example will create a 4-week rolling accumulation graph. To make this a 1-year accumulation rolling graph requires we add 52 weeks to the formula (this can be a little tedious, so reach out if you need help.) 

To make this a quarterly rolling accumulation graph, add 12 weeks to the formula. The sky’s the limit because envisage can perform any type of mathematical calculation you want.

The thing to keep in mind is this — once the data is inside envisage, anything can be accomplished!

If you need help let us know, we offer full onboarding for your entire team.

oOo

Know how to grow with envisage! The world’s first Growth Management System™ Application with Statistics, Org Charts, Objectives, Trends, Events and Reports. Try for free on a no-risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage. 

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New Features to Help You Grow

We’re in the process of building two awesome, highly sort-after features for you.

1. Tasks

2. Knowledge

Here’s a brief rundown of how they’ll work.

Tasks

Tasks will be an extension of our Objectives feature, enabling you to plan for the big picture, as well as set and track tasks required to achieve your objectives. 

With Tasks added to Objectives, you’ll have the ultimate planning tool to help you manage growth. No matter how big you grow or how distributed your team, you can track and monitor progress and know what needs to be done. 

Knowledge

Another sought after feature is team knowledge. We’ll provide a place to keep all your company policies and procedures and associate them with the Org Chart allowing new hires to instantly be assigned all the materials they need to learn to be effective on their job.

Plus we’ll provide a tracking system so you know who on your team has read and understood the information they need to know to handle their job. This includes notifications on any update to ensure those who need to know are kept up-to-date with any changes. 

Combined with the org chart, the knowledge system provides another layer of coordination across your entire team. It’s another way envisage will help you manage growth.

We’re working hard on both Tasks and our Knowledge system and they are due to be released this year.

Let us know if you need help. We offer full onboarding for your entire team.

oOo

Know how to grow with envisage! The world’s first Growth Management System™ Application with Statistics, Org Charts, Objectives, Trends, Events and Reports. Try for free on a no-risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage. 

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A Notice to business consultants - How to Boom Your Business

Are you a business consultant or coach?

Would you like to be able to offer monthly coaching sessions and create ongoing regular income?

Do you want to help your clients grow a profitable booming business?

Would you like to expand your coaching business internationally?

If you answered yes to any of the above, then you should consider becoming a Certified envisage Growth Management System™ Consultant.

With clients around the world, envisage is the only Growth Management System application on the planet. 

Daily business owners ask for our help to implement envisage’s powerful features which includes statistics, org charts, objectives and more. 

Over the past two years we’ve developed and fine tuned our onboarding process that works. But while we’re superstars at onboarding our clients, many need ongoing help being coached while utilising envisage. 

That’s where you come in.

Our clients need your help. If you’re a business consultant with a proven track record, we’d love to send you clients.

Please reach out to us here if you are interested.

And if you haven’t already, start using envisage today. We can onboard you and your entire team.

oOo

Know how to grow with envisage! The world’s first Growth Management System™ Application with Statistics, Org Charts, Objectives, Trends, Events and Reports. Try for free on a no-risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage. 

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To Delete or Archive? That is the Question

In the ongoing progress of making envisage the foremost Growth Management System™ application ever, we’ve added an important feature on how members are “removed” from the system.

Until now, the only way to remove a member was to delete them. This meant that the graphs and objectives assigned to that member had to be either deleted or archived too. It also meant that the connection between the individual and the result was severed. 

Trying to figure out 2 years from now who achieved result “X” was cumbersome.

That’s why we’ve added the ability to archive a member. This means that the individual can no longer access your envisage organisation, but all information remains accessible, so you can still see who created what result, even when they’ve left the company.

We also prevented a member from being removed if they have assigned graphs, objectives, posts and events. 

Here’s the choices you now see in the Member settings:

And when you choose “Archive Member,” you’ll see this warning.

It’s another useful tool that helps you manage growth.

Of course, the first step is having all of your members using envisage and posted on your org chart. If you need help creating your org chart in envisage, let us know, we offer full onboarding for your entire team.

And check out our help docs for more information on How to Archive or Remove a Member.

oOo

Know how to grow with envisage! The world’s first Growth Management System™ Application with Statistics, Org Charts, Objectives, Trends, Events and Reports. Try for free on a no-risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage. 

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FREE MetaPulse Onboarding - It’s time to grow!

Building an expanding and profitable business takes time and dedication.

While MetaPulse makes it easy to track statistics, implementing all of MetaPulse’s features also takes time and dedication. Often in business the important non-urgent tasks take a back seat to the urgent yet not-so-important ones. 

However, it’s the important tasks that help growth and profitability.

We understand this, which is why we built MetaPulse in the first place, so you can focus on what is important. 

It’s also why we’re introducing MetaPulse Onboarding.

Our team of trained Growth Management MetaPulse experts are ready to help you. We can: 

• import all of your stats

• build your org chart 

• provide custom training for all of your team

• help you implement objectives and key results (like google does)

• help you plan using quotas and targets

• remove bottlenecks and inefficiencies using Reports

• save time with calculated and comparison graphs

• create a log of successful actions with Events

• easily track and monitor graph Trends

The best part is — Onboarding is currently being offered for free to all subscribed clients! 

To make MetaPulse part of your company’s DNA, it requires everyone onboard using the app, posted on the org chart, managing their stats and achieving objectives. 

We’ve seen first hand the truly amazing results that can be achieved when all features are utilised. 

As the world’s first Growth Management System™ Application — MetaPulse does what it was built to do — help you grow, help you expand, help you increase your sales and profits.

Despite the turmoil created by COVID, we’ve seen our clients expand and achieve their objectives when they use and apply the features available in MetaPulse.

To find out more contact us here or get started now and schedule your FREE MetaPulse Onboarding. We know we can help you grow. 

Know how to grow with MetaPulse! The world’s first Growth Management System™ Application with Statistics, Org Charts, Objectives, Trends, Events and Reports. Try for free on a no risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto MetaPulse. 

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Org Chart - In Charge Feature

The In Charge feature in envisage makes it easy for managers to coordinate their team’s activities. 

Several weeks ago we made a significant change to the way the org chart works—we now have Hats, Posts and Members.

Each hat on the org chart can be assigned the “In Charge” of that area. This automatically grants the In Charge with edit permissions for all their juniors on the org chart. 

This makes it easy for a manager to view and update graphs, objectives and monitor their team’s performance.

This applies across the entire org chart, permitting every manager from the top to the bottom, to effectively manage.

It’s another vital feature that enables hyper-growth. 

The first step is having an org chart! If you need help creating your org chart in envisage, let us know, we can help create it for you! See our help docs for more information on Creating Hats and Adding Posts to the Org Chart.

oOo

Know how to grow with envisage! The world’s first Growth Management System™ Application with Statistics, Org Charts, Objectives, Trends, Events and Reports. Try for free on a no risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage. 

Comment and ask questions below or ask questions privately.

Easily compare this year to last year

Although you should track your stats on a weekly basis, it’s often good to know if you are beating last year’s performance.

You can do this using the Offset feature, now available with Comparison Graphs and Calculated Graphs. 

We’ve made an upgrade so you can easily compare different periods in any frequency, be it weekly, monthly, quarterly or yearly. Prior to this recent upgrade, the offset feature was limited to the graph's default frequency.

Let’s create a comparison graph to compare the current month’s Sales to the Sales of the same month last year. 

Creating an Offset Comparison Graph

First we create a new Comparison graph called Sales This Year / Last year. Then we added the current values and 12-month-offset values as shown below.

End Result

Now you can easily compare your current results to the same period last year, whether weekly, monthly or quarterly. Simple hover to see the values and dates.

For more information on how to create a “This Year / Last Year” comparison graph see Period Offset in Calculated Graphs and How to Create a Comparison Graph. 

Know how to grow with envisage! The world’s first Growth Management System™ Application with Statistics, Org Charts, Objectives, Trends, Events and Reports. Try for free on a no-risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage. 

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Exploring the New Trend Feature

The new Trend feature provides a quick summary of all your statistics. 

You can see at a glance how your business is performing. 

The Trend summary appears on your Dashboard and can be viewed on any graph. 

Here’s how it works:

Trend Summary on the Dashboard 

Show & Hide Trends in Graph View

You can see all trends using the Show Trend button in Graph View. Once done, click Hide Trends.

And remember, our Trend feature includes a machine learning algorithm, so if you see a trend that’s not quite right, be sure to Flag it as shown here.

Give Trends a try today. For more information see Introduction to Trends.

Know how to grow with envisage! The world’s first Growth Management System™ Application with Statistics, Org Charts, Objectives, Trends, Events and Reports. Try for free on a no-risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage. 

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Easily Create Ratio Graphs

How many phone calls does it take to get a qualified lead?

How many leads does it take to make a sale?

And what about the ratio of appointments to sales?

If you are already tracking calls, leads, appointments and sales, you can easily find out how well the entire team is doing, as well as each individual. 

Let me show you how it’s done.

Our fictitious business, Champion Printing, tracks the following stats:

Now let’s work out the ratio between Quotes and Sales using the Calculated Graph feature.

We can also apply this method to each individual to see how well they are performing in comparison to the current team conversion rate of 63%!

It’s obvious that Sam is the weak link in the sales process. Perhaps he needs more training, or there are other factors affecting his performance. Regardless, we know we need to investigate and see how we can help Sam improve.

Want to know more? Check out the Calculated Graph feature and reach out to support if you need help. 

And remember envisage includes Statistics, Org Chart and OKRs and you can try it for free on a no-risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage. 

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Live Status - Behind the Scenes Look

The idea of building an online app appeals to many as a wonderful business. Just throw up a website and start earning monthly revenue. Easy peasy!

Well, like all things, if you truly want to build something worthwhile, it takes time, money and commitment.

Envisage is more than just a “stats app”—with org charts, objectives, trends and reports. It was built from the ground up to help our users enable, foster and manage hypergrowth for their companies. There is a massive amount of data stored in the background, with millions of calculations required to bring that data to you in the form of a graph or chart. This data is stored in databases that are regularly backed up. Also, these databases need to be maintained. 

Much of this happens in the background and as a user, everything appears seamless. Occasionally, however, something breaks. It might be a server, internet connections, operating system limitations or a host of other things that would require me to spew out acronyms like alphabet soup that would serve no purpose other than to confuse you. 

The point is that when you have an app like envisage which hundreds of companies use to manage and grow their business, we have a responsibility to ensure that your data is safe and accessible—in short, we need to ensure the app works.

On Friday 13th March, around 5pm EST, we had a database issue that caused envisage to timeout. While not everyone was affected, we took major action. The development team worked 9 hours straight to figure out the problem and resolved it permanently. The problem was, in simple terms, we’d hit a limitation with the version of software we use to manage the databases. It’s one of those things you’d never know existed until you run head on into it. The team not only upgraded the software, but also upgraded the servers.

We’ve also instigated a Status page, so you can easily see what is happening in the background and for any future issues, you’ll be able to track realtime what the team are doing to fix it. All information about any issue remains on our status page for your future reference and peace of mind on how we identified and solved the issue. This aligns with our policy of being completely transparent with you, our users.

As a result of the recent issue, envisage now runs even faster on an even more robust system!

via GIPHY

And if you didn’t notice anything, wonderful—that’s how it's meant to be!

P.S. You can see our status page at status.envisage.io or via the in-app chat.

And remember envisage includes Statistics, Org Charts and OKRs and you can try it for free on a no-risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage and on its way to hyper-growth!

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