Compare
CustomView vs Excel & spreadsheets
Spreadsheets work until they don't. Once programs come round regularly, the hours go into chasing and formatting, and what the client sees still looks like a form somebody built in a hurry.
The bottom line
Excel is fine for a one-off assessment. Run 360s regularly, with rater groups to keep separate and anonymity thresholds to respect, and the spreadsheet becomes the job: hours of manual work, mistakes you find late, and a client experience that looks nothing like your firm.
Side by side
See how the two approaches stack up across the dimensions that matter most.
Excel & Spreadsheets
Manual template creation, formula setup, email list management
Emailed responses, typed in by hand, and no way to tell which file is current
You chase people one by one, checking who's responded
Manual formatting, chart creation, PDF export per person
Generic forms, no branding, unprofessional feel
No enforced thresholds, data in email attachments, no audit trail
Every extra participant multiplies the checking
CustomView
Create a campaign, import participants from Excel, set deadlines
Branded online portal with progress saving and mobile support
Event-triggered invitations and reminders that stop once raters complete
Branded PDF reports generated from the platform, individually or in batch
Your logo, domain, colors and email sender, so participants see your firm
Minimum response thresholds, rater-type controls, ISO 27001 certified
The same platform handles 10 participants or 10,000
The real difference
A day of it, either way
Responses arrive as email attachments or form submissions. You copy each one into your master spreadsheet, cross-referencing the participant list. A rater filled in the wrong person's form. You start again.
You check who's responded, who hasn't, and send individual follow-up emails. Some bounce. Some go to spam. You're never quite sure who's actually received what.
Paste data into the report template. Fix broken formulas. Rebuild charts. Manually calculate averages across rater groups. Export to PDF. Check for errors. Hope you didn't mix up raters.
A participant has only two direct reports. Do you include those scores? There is no system for minimum response thresholds, so the call is yours and the checking is manual.
Raters complete assessments directly on your branded portal. Responses are validated and stored as they arrive. You see completion rates on your dashboard without touching a spreadsheet.
Invitations and reminders go out automatically based on deadlines you set. Reminders stop once a rater completes. Bounced emails are flagged so you can correct them.
Reports come out of the platform, one at a time or in batch, as branded PDFs with your cover page and section structure. Nothing is pasted between files, so there is only ever one version.
Minimum response thresholds are configured per rater type. The platform enforces them, and a group below its threshold simply does not appear in the report.
What changes when you move off spreadsheets
The manual steps that consume your time simply go away.
The hours go back into the work your client is paying for
"Envisia provides a wide range of tools, fantastic reports, and a flexible, easy-to-use platform."Jose Manuel Jimenez Partner, Tools4Success
Making the switch
How the move works
We handle the build. You focus on your clients.
Share your current approach
Show us your competency model, report format, and how you currently deliver 360s.
We build your branded tool
We configure the assessment, reports, branding, and translations to match your firm.
Your team gets trained
We walk you through the administration platform so you can run programs independently.
Launch your first program
We support your first live program and stay close until you're confident running them yourself.
Talk through your use case
Show us how you deliver 360s today and we'll show you the same thing running on the platform, in your branding.
