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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.
Description
ELEVATE YOUR MSP WITH SyncMonkey. What is SyncMonkey? It is a secure, adaptable, and user-friendly documentation management platform crafted by industry professionals. The primary aim of SyncMonkey is to streamline the daily functions of your MSP. SITES & COMPANY DETAILS. This section serves as a centralized repository for all client locations, providing technicians with crucial information such as phone numbers, primary contacts, addresses, and websites. Enhance your MSP Clients' experience with the Client Portal. Designed for clients to view and manage their own credentials and documents, the Client Portal also enables administrative contacts to access all employee credentials and to update their payment information and invoices. Notifications. SyncMonkey diligently monitors all your existing software license agreements, employee birthdays, domains, and more, sending alerts when any item is nearing expiration. This functionality not only aids in keeping your company organized, but also ensures that you never miss important deadlines.
API Access
Has API
No
API Access
Has API
No
Integrations
Autotask PSA
Yes
Calendly
Yes
ConnectBooster
Yes
Domotz
Yes
Gravity Forms
Yes
HaloPSA
Yes
IT Glue
Yes
ITBoost
Yes
Jotform
Yes
LiveChat
Yes
Integrations
Autotask PSA
No
Calendly
No
ConnectBooster
No
Domotz
No
Gravity Forms
No
HaloPSA
No
IT Glue
No
ITBoost
No
Jotform
No
LiveChat
No
Pricing Details
$60 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
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
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Strategy Overview
Country
United States
Website
www.strategyoverview.com
Vendor Details
Company Name
SyncMonkey
Founded
2020
Country
Canada
Website
syncmonkey.com
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
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
No
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
Yes
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
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
