MyCompass Planning
MyCompass Planning is a Canadian web-based case management and person-centered planning platform that serves disability and community services organizations, the people they support, and their families, primarily across western Canada.
- Company typePrivate
- Founded2013
- Headquarters—
- Headcount1–10
- GTM typeB2B and B2C
- OfferingSoftware
MyCompass Planning firmographics
Firmographics- Name
- MyCompass Planning
- Legal name
- MyCompass Planning Inc.
- Website
- https://mycompassplanning.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- MyCompass Planning is a Canadian web-based case management and person-centered planning platform that serves disability and community services organizations, the people they support, and their families, primarily across western Canada.
- Ownership category
- akta.pro rank
MyCompass Planning business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Organization Subscriptions: Annual subscription-based pricing tiers based on number of profiles (individuals served). Small organizations (2-49 individuals) pay $4,000 CAD/year, mid-sized (50-300) pay $6,000 CAD/year, large (301-1,000) pay $8,000 CAD/year. All include unlimited contributors per profile.
- Setup and Onboarding Fees: One-time setup fees for organizations: small orgs $1,200, large orgs $2,500. Includes mandatory training days (small orgs: 2 days included).
- Training Services: Additional in-person training at $900 CAD/day plus expenses, or $140-145 CAD/hr via zoom for extra training beyond included onboarding.
- Individual/Family Subscriptions: Single profile self-serve option for families and supports at $300 CAD/year, requiring credit card payment.
- Custom Feature Development: Organizations can request custom features specific to their needs, with additional cost to scope and build custom modules.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Small Organizations: $4,000 CAD/year (2-49 individuals) |
| Subscription | Multi-year contract | Mid-sized Organizations: $6,000 CAD/year (50-300 individuals) |
| Subscription | Multi-year contract | Large Organizations: $8,000 CAD/year (301-1,000 individuals) |
| Subscription | Annual | Single Profile Self-Serve: $300 CAD/year |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
MyCompass Planning product offering
Product offeringCore offering
MyCompass Planning is a web-based person-centered planning and case management platform for social service organizations serving individuals with disabilities. It enables individuals served, families, guardians, support workers, and organizational administrators to collaboratively build plans, track goals across quality-of-life domains, log case notes, and share information in real time. The platform is delivered as a SaaS solution on dedicated Canadian cloud server instances per organization, with a separate self-serve single-profile subscription available to individual families.
Product overview
MyCompass Planning is a unified web-based case management and person-centred planning platform designed for social service organizations serving individuals with disabilities. The platform consists of a core SaaS application with modular components including Planning, Profile, Community Mapping, Calendar, Timeline, Data Dashboard, Briefcase, Security, and Daily Log Notes. Organizations deploy through dedicated private server instances with tiered pricing based on organizational size (Small: 2-49 individuals, Mid-sized: 50-300, Large: 301-1,000), while a separate Single Profile Self-Serve option ($300 CAD/year) serves individual families. The platform also offers MyCompass Missions (engagement/exploration tool) and plans to introduce AI Coach for problem-solving assistance.
Differentiator
Problem solved
Functional benefit
Products and services
- MyCompass Planning Platform A web-based social service case management platform that enables individuals with disabilities, families, support agencies, and front-line workers to share information, create person-directed plans, and track progress. Deployed on dedicated Canadian cloud server instances per organization with tiered pricing by number of individuals served.
- MyCompass Single Profile A self-serve MyCompass edition for a single individual or family managing their own government support contracts. Priced at $300 CAD/year with credit-card signup and online access for one profile.
Quantifiable outcome
- Affordable pricing cheaper than a Netflix subscription per person served annually
- +2 more outcomes
Companies that use MyCompass Planning
Customer profileNamed customers18 records
Segments5 records
Ideal customer profiles2 records
MyCompass Planning technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature14 records
MyCompass Planning partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights6 records
MyCompass Planning competitors and assessment
Company assessmentDirect peers
- ClientTrack (Eccovia): Care coordination and social determinants of health platform serving community-based organizations and government health programs. Comparable to MyCompass in serving social services agencies that need to coordinate across providers and funders.
- Therap Services: US-based case management and electronic documentation platform for intellectual and developmental disability (I/DD) providers. Comparable in serving I/DD agencies with person-centered plans, daily logs, incident reporting, and billing — many of the same workflows MyCompass covers.
- Birdseye: Person-centered planning and case management software focused on disability services providers. Closely comparable in niche, feature set (goal tracking, profiles, calendars), and customer profile to MyCompass.
- MediSked: Software vendor for home- and community-based services, I/DD, aging, and behavioral health providers. Comparable in offering person-centered planning, case notes, and outcome reporting to similar disability-services agencies.
- Foothold Technology: Human services EHR and case management software for I/DD, mental health, and social service agencies. Comparable in providing planning, notes, incident reporting, and outcomes measurement for disability services organizations.
- ShareVision: Canadian provider of web-based case management and person-centered planning software for human services agencies. Directly comparable to MyCompass on geography, customer base (Canadian disability services), and product scope, and explicitly named on MyCompass's website as a comparison.
- Casebook (Eccovia): Case management and human services software for child welfare, juvenile justice, behavioral health, and I/DD providers. Comparable on workflow depth and the human services customer base.
- Exym: Cloud-based EHR and case management platform purpose-built for behavioral health and I/DD providers. Overlaps with MyCompass on goal tracking, notes, and reporting for small-to-mid disability and human services agencies.
Broad incumbents
- Connections (formerly Lockheed Martin / ADP): Enterprise human services case management platform with a long history in I/DD and behavioral health. Overlaps with MyCompass in disability and behavioral health case management but operates at much greater scale and as part of a broader suite.
- Salesforce Health Cloud: Horizontal CRM/health platform that health and human services agencies sometimes extend into case and care management. Comparable only at the broadest level as a potential alternative buyer consideration for large agencies.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
MyCompass Planning social profiles
Digital presenceMyCompass Planning compliance and trust
Trust signalCompliance2 records
MyCompass Planning financial estimates
Financial estimateRevenue estimate
Valuation estimate
MyCompass Planning leadership team
Management profileNumber of profiles
MyCompass Planning funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MyCompass Planning M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MyCompass Planning
What does MyCompass Planning do?
MyCompass Planning is a web-based person-centered planning and case management platform for social service organizations serving individuals with disabilities. It enables individuals served, families, guardians, support workers, and organizational administrators to collaboratively build plans, track goals across quality-of-life domains, log case notes, and share information in real time. The platform is delivered as a SaaS solution on dedicated Canadian cloud server instances per organization, with a separate self-serve single-profile subscription available to individual families.
Is MyCompass Planning a public or private company?
MyCompass Planning is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was MyCompass Planning founded?
MyCompass Planning was founded in 2013. It employs 1 to 10 people.
How does MyCompass Planning make money?
Five revenue lines are on record. Organization Subscriptions are the primary driver. The others are setup and Onboarding Fees, training Services, individual/Family Subscriptions and custom Feature Development.
Who are MyCompass Planning's main competitors?
Direct peers on record are ClientTrack (Eccovia), Therap Services, Birdseye, MediSked, Foothold Technology, ShareVision, Casebook (Eccovia) and Exym. Broad incumbents are Connections (formerly Lockheed Martin / ADP) and Salesforce Health Cloud.
Does MyCompass Planning have an API?
No public API is recorded for MyCompass Planning.