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Description
Introducing a robust MSP IT Roadmap application specifically designed for vCIOs that enables the creation of precise 5-Year IT Roadmap plans for clients quickly and efficiently, leveraging real-time updates on warranty details, purchase dates, and end-of-life timelines. This tool enhances project planning, facilitates agreement modifications, and streamlines asset replacement processes while ensuring warranties are thoroughly tracked. Users can prepare quarterly reports for QBRs in significantly less time, allowing for proactive client budgeting with reliable forecasts for cloud services, hardware, software, and other IT solutions. Additionally, the app generates customizable reports, budgets, and summaries that can be tailored with distinct branding options such as colors and logos for a professional touch. To further enhance user experience, the application includes comprehensive help features that provide ease of navigation and continuous support, ensuring that vCIOs can deliver exceptional service to their clients. With these capabilities, the app not only simplifies the management of IT assets but also empowers clients to make informed decisions about their IT 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
Integrations
ConnectWise Automate
Accelo
Atera
Autotask PSA
Calendly
ConnectBooster
ConnectWise PSA
Drift
HaloPSA
Hudu
Integrations
ConnectWise Automate
Accelo
Atera
Autotask PSA
Calendly
ConnectBooster
ConnectWise PSA
Drift
HaloPSA
Hudu
Pricing Details
$79 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
Propel Your MSP
Founded
2018
Country
Canada
Website
www.propelyourmsp.com
Vendor Details
Company Name
Strategy Overview
Country
United States
Website
www.strategyoverview.com
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
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
