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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

Tempo Strategic Roadmaps (formerly Roadmunk) is a visual roadmapping tool for product managers, leadership teams, and stakeholders. It enables teams to create boardroom-ready timelines and swimlane views that communicate product strategy without exposing Jira-level detail. Built-in feedback capture lets teams collect customer input and ideas in one place and prioritize what to build next based on actual value. Roadmaps can be published as a live URL, HTML, or PNG, so sharing a plan is a click rather than a slide-building exercise. Teams manage an entire product portfolio across multiple groups using data pivots and customizable views, so the same underlying roadmap can be reframed for executives, customers, or delivery teams without rebuilding it. The tool is designed to keep strategy legible to everyone who needs it, from the boardroom to the delivery team, without dragging stakeholders into ticket-level detail. Strategic Roadmaps is part of Tempo's broader Strategic Portfolio Management portfolio, a connected set of tools spanning strategy, planning, resourcing, cost, and reporting for product and delivery organizations. Teams can pair boardroom-ready roadmaps with Tempo's planning, time, and portfolio tools to keep long-term strategy and day-to-day delivery in step.