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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Gain a comprehensive overview of your clients' Office 365 licenses, allowing you to pinpoint those who require attention to enhance and optimize their cloud expenditures. You can swiftly delve into the accounts with the highest number of unassigned licenses and assess potential revenue risks, making it easier to determine necessary adjustments for improved cloud financial efficiency. Additionally, you can review all clients' secure scores in a centralized location, enabling you to identify and focus on clients needing initiatives to bolster their security framework. Expedite the reconciliation of your Office 365 billing information and uncover any inconsistencies, with automated identification available if you utilize ConnectWise Manage or Autotask. Furthermore, you can access immediate recommendations aimed at fostering client engagement, boosting monthly revenue, and uncovering future projects for enhanced customer relationship strategies. This systematic approach not only streamlines your operations but also ensures that you are proactively addressing client needs and maximizing their cloud investments.

Description

The Strategy Overview is an automation platform designed for vCIOs and quarterly business reviews, created by managed service providers (MSPs) to enhance client strategic planning and facilitate digital transformation. It streamlines the quarterly business review process by automating tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting on Office 365 and asset lifecycles, utilizing a modular template engine driven by the Arya AI agent. This comprehensive system connects with various PSA/RMM tools like ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, as well as Office 365, allowing for the synchronization of essential company data like assets, user lists, tickets, warranties, and licensing information. Clients benefit from a customizable white-labeled portal that presents detailed insights into their strategy, health scores, and essential data points such as asset and user information, tickets, budgets, and roadmaps. Furthermore, the platform automatically refreshes warranty and asset data, which helps MSPs dramatically cut down on quarterly business review preparation time from several hours to mere minutes, while also standardizing processes, highlighting security and compliance insights, promoting proactive recommendations, and transforming assessments into strategic avenues for revenue growth. This innovative approach not only enhances efficiency but also empowers MSPs to deliver more value to their clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Accelo
Autotask PSA
BrightGauge
ConnectBooster
ConnectWise Automate
Domotz
Drift
IT Glue
ITBoost
LiveChat
Microsoft Forms
Microsoft Intune
Microsoft Power BI
NinjaOne
SmileBack
Syncro
Zendesk
Zendesk Guide
tawk.to

Integrations

Microsoft 365
Accelo
Autotask PSA
BrightGauge
ConnectBooster
ConnectWise Automate
Domotz
Drift
IT Glue
ITBoost
LiveChat
Microsoft Forms
Microsoft Intune
Microsoft Power BI
NinjaOne
SmileBack
Syncro
Zendesk
Zendesk Guide
tawk.to

Pricing Details

$0.30 per user per month
Free Trial
Free Version

Pricing Details

$60 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Accordo

Country

New Zealand

Website

accordo.com

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

Product Features

SaaS Management

License Management
Onboarding
Renewal Management
SaaS Operations Management
Shadow IT Detection
Spend Management
Subscription Management
Usage Tracking / Analytics
Vendor Management

Product Features

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

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