Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

UNIFIED vCIO MANAGEMENT PLATFORM. Simplify Technology Business Reviews by integrating vCIO functions, technology alignment strategies, and network documentation into a single platform. Document. Capture your clients' network information within our comprehensive documentation system. Review. Conduct Technology Audits using pre-built templates for efficiency. Present. Share the findings and grant clients access to their personalized QBR dashboard. Features Highlights. Access all necessary tools within one user-friendly solution. vCIO Dashboard. A unified interface offers quick insights into critical aspects of clients' network and security operations. Consolidate data from various sources into an intuitive dashboard. Provide clients with limited access to the information that matters most to them. Technology & Security Review Frameworks. Utilize straightforward QBR frameworks. Benefit from ready-to-use QBR templates that adhere to industry standards such as NIST CSF, ISO27001, PCI, HIPAA, and more. Additionally, our platform ensures that both accountability and transparency are maintained throughout the review process.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

NinjaOne Yes 
Syncro Yes 
Autotask PSA No 
Auvik No 
Calendly No 
CrewHu No 
Datto Workplace Yes 
HaloPSA No 
Hudu No 
IT Glue No 
ITBoost No 
Jotform No 
Kaseya BMS No 
Microsoft 365 No 
Microsoft Intune No 
Quoter No 
Salesforce No 
ServiceNow No 
Wise-Pay No 
Zendesk Chat No 

Integrations

NinjaOne Yes 
Syncro Yes 
Autotask PSA Yes 
Auvik Yes 
Calendly Yes 
CrewHu Yes 
Datto Workplace No 
HaloPSA Yes 
Hudu Yes 
IT Glue Yes 
ITBoost Yes 
Jotform Yes 
Kaseya BMS Yes 
Microsoft 365 Yes 
Microsoft Intune Yes 
Quoter Yes 
Salesforce Yes 
ServiceNow Yes 
Wise-Pay Yes 
Zendesk Chat Yes 

Pricing Details

$75 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$60 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Narmada

Founded

2016

Country

United States

Website

www.narmada.cloud

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard Yes 
Help Desk No 
Issue Management Yes 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management Yes 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Alternatives

Alternatives

vCIO Hero Reviews

vCIO Hero

Invarosoft
HappySat Reviews

HappySat

Invarosoft
CloudRadial Reviews

CloudRadial

Azurative