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ShareVision Product Highlights

ShareVision Management Software provides a framework for service excellence, organizational responsiveness, and operational efficiency.

"It is an easy-to-learn and reliable way for our 100 staff users to record information pertaining to the supports they provide people. We are able to introduce new staff members to the system with very little instruction time."
Rick Hill, Executive Director  
Community Living Owen Sound and District 
Manage people, services, facilities, and daily operations under one unified management framework. Built for staff, managers, and administrators, ShareVision gives organizations tools to connect, communicate, and collaborate. Whatever your role, see the whole picture. See change, as you make it happen.
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Macro Picture:
Essentials:
  • Contact Manager 
    • Robust search capability, multiple contact types, affiliate organization tracking. Use Relationship Tracking to manage your network of connections. Manage the active/inactive status of individuals, upload photos, assign programs and residences.
  • Integrated Reporting 
    • 3 reporting options are available:
    1. Ad hoc reporting: turn any form into a report.
    2. Choose from a selection of standard reports.
    3. Get customized reports that integrate data from any number of forms.
  • Editable Forms 
    • ShareVision comes with an assortment of electronic forms for client information tracking, outcomes tracking, program and residence management. Edit field names, or add/remove fields as you need to. A wide variety of field types are available so you can easily replicate government forms and any of your existing agency forms.
  • Document Management 
    • ShareVision seamlessly integrates with Microsoft Office and supports PDFs and multiple other file types. Create document templates and folders. Check-out and Versioning enable collaboration and protection of drafts. Set security on entire document libraries, on select file folders, or on individual items.
  • Content Creation 
    • Create forms, document libraries, templates, calendars, surveys, and more.
  • Portals for Each Client, Service, & Facility 
    • Find everything you need on one page for each client, service, and facility.
  • Trax 
    • Trax is a personal task manager that helps staff organize and manage their daily work agenda. Each logged in user has a My Trax dashboard to keep track of their daily to-do list, schedule follow-ups, record communication with external contacts, store notes, assign and receive tasks handed off during shift changes.
  • Alerts, Reminders, Announcements 
    • Alerts and reminders can be sent to anyone you choose. Distribute announcements agency-wide or target them to a select audience, even down to one individual, program, or residence.
  • Help at your fingertips 
    • Contextual help and an online help library ensures relevant help topics are included on every page. A range of client services, including support, consulting, guided deployment, technical services, and training connect you with ShareVision Product Experts that can assist you with troubleshooting, learning, strategic planning, best practices, business solutions, and custom development. See Client Services below.
Accessories:
  • Add-on Features 
    • Ask to see our product list.
  • Specialized Features & Custom Reports 
    • ShareVisionCustom users can order custom-designed reports, add custom modules such as a donor tracking system, expand with satellite portals for contractors, families, or other affiliated groups, and incorporate workflows that streamline business processes. Our in-house developers are more than just pretty faces; they're technical artisans crafting signature integrated systems.
Upgrade:
ShareVisionCustom gives you more storage space, more features, and the freedom to scale, expand, and build on ShareVision Essentials with custom features, custom reports, and custom site development.

Client Services:
  • Guided Deployment 
    • If you'd like a ShareVision project manager to guide your team through deployment, our Guided Deployment service will pair you with a ShareVision Product Expert who can assist you with strategic planning, oversee deployment tasks, help you manage your deployment timeline, offer time-saving best practices tips and cost-effective site development solutions, and more.
  • Training 
    • Webinars and on-site training is available for administrators and staff. Our course library is expanded regularly.
  • Technical Support 
    • ShareVision offers multiple levels of technical support for all budgets. Read more.
  • Consulting & Technical Services 
    • Get advice from a ShareVision Product Expert on best practices, on your next steps, when you're unsure about the best way to accomplish something, or when you're looking for the most cost-effective solutions to specialized data management requirements, like custom reports, feature adaptations, implementing workflows to automate manual tasks, or custom development of add-on pages, page modules, or satellite portals. In-house developers are available for all your technical service requests. Whatever your needs, a ShareVision Product Expert brings technical knowledge and industry experience that can save you time and expense on site setup and help you make informed decisions about site development.