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!

oOo

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. 

Comment and ask questions below or ask questions privately.

VIDEO: How to Archive, Delete and Restore Graphs

To archive or delete? That is the question. And we give you the answer!

Watch our latest tutorial on how to archive, delete and restore graphs in envisage.

You can also search the Help Center for more videos.

Enjoy!

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. 

Comment and ask questions below or ask questions privately.

New Feature: The Average Line!

We’ve had several clients ask if we could make the Show Average Line a permanent feature on graphs.

Previously we had this as a show/hide feature and you had to set it each time you logged into your account.

Now you can set the average line once and have it appear all the time! Here’s how:

And here’s how it looks:

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. 

Comment and ask questions below or ask questions privately.

Disaster Recovery - How We Keep Your Data Safe Across our Systems

Knowing your company data is stored securely is often overlooked when selecting software providers.

Do you ask if your data is secure? If it’s backed-up? In the event of a catastrophic system failure, can the data be restored?

We have written two articles on this:

• Is My Information Safe and Secure?

• How often is the data backed up and where is it stored?

These outline the steps we take to protect your data and keep it safe in multiple locations.

But another issue is, what would happen if our servers failed completely? Or the data center they are running on failed? Would backups be basically useless with no server to run them on?

Many SaaS companies manually create the various servers they use for their infrastructure. They connect each to the other manually, evolving each part of their infrastructure as the company grows, stitching the parts together manually.

This works as a company starts out. But it’s dangerous long-term. Because, if a server fails or is deleted, staff then need to remember the 1,001 tiny actions they took to get it running in the first place. All while customers scream for their service to be restored.

At envisage, we do this another way.

Every server and background service is built using a computer program. That computer program is updated every time we make a change to the Envisage code and the computer program is run to deploy that change to our production servers.

Every time we deploy a new release of code, we build an entirely new server (using the previous one as a template) and then run multiple, live copies of that server in production.

Every time we apply a security patch, this program is updated and the process repeated.

This program is stored in a completely separate location to the production servers running the envisage platform. This allows us to recover from an entire data center failure by using the computer program to create new production servers in a new data center. This restores your data, reroutes to the new servers and gets you access again.

We also run whole copies of our system in multiple geographic regions around the world. We have copies running on the East and West coast of the USA as well as one in Australia. This allows us to rapidly restore data into a live running server if needed, instead of waiting to rebuild the entire stack of servers that run envisage.

In essence, not only is your data backed up, but the data we need to build the servers to provide you with your data is backed up and available to us to rebuild our entire system in multiple geographic locations at a moments notice.

It's really just another way that we take our role in the custody of your data seriously. 😉

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.

VIDEO: Unleash the Power of Calculated Graphs

Save yourself time with calculated graphs.

Save yourself errors with calculated graphs.

Quickly identify missing values. And, automatically recalculate values with standard mathematical formulas of addition, subtraction, multiplication or division.

Watch our latest tutorial video: Unleash the Power of Calculated Graphs.

You can also search the Help Center for more videos.

Enjoy!

VIDEO: Changing the View Frequency on a Graph

With envisage, no matter the type of statistic you are monitoring, you can easily see it in different frequencies – daily, weekly, monthly, quarterly or yearly – to better manage all aspects of your business.

This applies to all graph types, for all users.

In envisage, we have created the most comprehensive Growth Management System™ platform. We go the extra mile to give you full insight into all aspects of your business.

Enjoy the video!

For more information on graph frequencies, see these articles:

• Served Anyway You Like it - Daily, Weekly, Monthly etc.

• When Average is Better - An Introduction to the Status Statistic

• Compare This Year to Last Year

You can also search the Help Center for more videos.

VIDEO: Assigning Graphs

The most successful business culture is created when each individual team member is assigned the responsibility of tracking and monitoring their own statistics.

In this video we explain:

1. How to assign graphs to members of your team with the correct permission settings, and

2. How to update values on their graphs.

You can also search the Help Center for more videos.

Enjoy!

VIDEO: How to Use Search

The Search Bar allows you to find what you are looking for fast.

Each time we build a new feature, we also update the search functionality to incorporate those features, so you can search for anything whenever you need it. That could be a statistic, a graph group, a team member, a post or an objective.

Watch our latest tutorial video: How to Use Search to Find Anything.

You can also search the Help Center for more videos.

Enjoy!

VIDEO: Manage Permissions Introduction

Envisage has a range of awesome features to manage your business growth, including statistics, the org chart, objectives, events and more.

Permissions provide a method to give different access to different users for each of these features.

Watch our latest tutorial video: “Manage Permissions: An Introduction” on how to assign them to your team!

You can also search the Help Center for more videos.

Enjoy!

VIDEO: Adding and Removing Graphs from the Dashboard

Here is our next tutorial video on helping you learn and use envisage.

Here we introduce the Dashboard and how to add and remove graphs.

You can also search the Help Center for more videos.

Enjoy!

2020 … Another year of stellar growth and New Features!

It’s been another amazing year at envisage and we want to thank you for your support and patronage during 2020.

Despite the turmoil created by COVID-19, we still managed to expand and release several new features.

Over 1,200 users joined envisage this year to take our total to over 5,200. 

More than 81,781 graphs have been created that track over 10.6 million individual statistical entries.

We added vital new features, such as Events, Trends and Reports.

We also performed a massive upgrade in speed to make envisage faster than lightning.

All of this combined into 1,311 different features, bug fixes and upgrades individually created, reviewed, approved and deployed with 3,219 files changed representing 162,090 lines of code added, and 290,362 lines of code deleted. We are particularly happy with the lines of code deleted being higher than those added while adding features, as this indicates that we have been working hard to make envisage simpler to develop on and more stable (a line of code that doesn’t exist cannot be a bug! 😀).

Our Help Center has grown to 167 articles and we handled almost 1,500 support enquiries with 98% either happy or extremely happy with our service.  

We also launched Tours and our Free Onboarding Sessions to help you all get the most out of envisage.

What does all this mean?

It means 2021 is going to be even better! We’ve got Knowledge and Tasks coming soon, together they complete the vital aspects of our core features that make envisage the world's first Growth Management System™ Application. 

From myself and all the team at envisage, we wish you a Merry Christmas and a Prosperous New Year!

Mikel Lindsaar
CEO & Founder

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. 

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. 

Comment and ask questions below or ask questions privately.

New Feature - Easily Copy or Save a Graph Image

Have you ever wanted to quickly email someone an image of a graph? Or perhaps you'd like to include a graph image in a document or website. 

Now you can, in 3 simple steps: 

1. Hover over the 3-dot menu

2. Choose Save Image...

3. Choose either Download or Copy to Clipboard (note those using Firefox browser will only see the Download button). 

Enjoy!

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.

Top 20 Stats & Free Upload Template

What statistics should you track? 

You can track 20 stats on the basic envisage account, so we’ve created a list of the top 20 stats you should keep. And we’ll share the spreadsheet so you can upload them in a flash. 

Here’s the list of the top 20 stats:

1. Income - This is how much money collected for the week.

2. Sales $ - Total value of all sales for the week. This is often different to income which can be delayed.

3. Sales # - Number of all sales for the week.

4. Total Cash on Hand - Money in the bank at the end of the week.

5. Total Bills Due - Total bills due and unpaid at the end of the week.

6. Services Delivered $ - Total value of goods or services delivered. 

7. Services Delivered # -  Total number of goods or services delivered. 

8. Staff # - Total number of staff on your team.

9. Client Complaints # - Total number of client complaints. This would be an inverted graph with zero at the top.

10. Refunds $ - total value of refunds.

11. Refund # - Number of refunds for the week.

12. New Clients # - Number of new clients that spent money with you for the first time.

13. New Leads # - Number of new leads or prospects that joined your mailing list. 

14. Total Clients # - Total number of clients on your mailing list.

15. Promotion $ - Total amount spent on promotion, including emails, advertising, direct mail, social media.

16. Promotion # - Total number of promotion items and ads sent out.

17. Success Stories # - Total number of success stories collected.

18. Employee Revenue  - Divide your Income (graph 1) by the number of staff on your team (graph 8).  This provides a measure of business efficiency.

19.  Sales Conversion - Divide New Leads # (graph 13) by Sales # (graph 3) to monitor the effectiveness of your sales team.

20. Net Cash - Total Cash (graph 4) minus Total Bills Due (graph 5). This provides a guide to business solvency. You want the result to be positive!

Keep in mind, many of these stats represent totals. Individuals should track their own stats which added together give you the total. Sales is a typical example, where each salesperson tracks their own performance and the Total Sales is automatically calculated using a calculated graph. 

Free Spreadsheet Template

You can easily create the graphs above using this google spreadsheet. To make your own copy, follow the steps below:

1. Go to File

2. Choose Download

3. Download as CSV to upload.

4. If you want to edit the spreadsheet, download as an excel file. 

Importing into Envisage

To import your CSV file into envisage, follow these steps:

1. Go to settings

2. Chose Manage Graphs

3. Choose Import Graphs, find your CSV file and import!

Once done, you can start tracking your stats and monitoring your business. 

Keep in mind, we can help import all of your historical data too. 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. 

Comment and ask questions below or ask questions privately.

Pro Tip - Don’t Share Your Login!

A professional is someone who does it right and does it well and we want you to be a pro at using envisage.

Here’s the first, most important tip:

With envisage there is no need to share your login. After all, we don’t charge you for each user and you can have as many as you need!

The reason we bring this up is that we’ve noticed during our free Onboarding Sessions several clients sharing their account login. This means all users are using the same login.

While this may appear the “quick” way to give your team access, it comes with the following disadvantages:

• You can’t tell who updated the stats

• The personal dashboard can’t be utilised

• It leads to security issues, such as having to change the password when a staff member leaves your business

• You don’t get to utilise the powerful permission features

• You cannot assign graphs to your team members

Envisage has been built as a growth management tool to help you plan, coordinate and grow your business.

To utilize all that envisage has to offer requires each team member have their own login and update their own stats. 

We understand that setting up your entire team on the app, with all statistics and an org chart, can take a little time. That’s why we help you do it with our free onboarding sessions.

Go ahead and schedule yours today and we’ll help you become a pro in no time!

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.

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. 

Comment and ask questions below or ask questions privately.

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. 

Comment and ask questions below or ask questions privately.

5000 and counting

We’re truly thrilled to announce that we recently surpassed over 5000 users!

We’d like to take this opportunity to thank you all for your loyalty and trust.

We plan to end this year with a bang by releasing some amazing new features. We will tell you more soon!

In the meantime, remember we offer full onboarding for your entire team, so if you need help, let us know.

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.