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About

Get an at-a-glance view across your clients of their Office 365 licenses so you can zero in on who you need to engage with to optimize and improve their cloud spend. Quickly drill down into clients with the most licenses unassigned, and revenue at risk to quickly assess what changes may be needed and how they can optimize and right-size cloud spend. View all clients’ secure scores in one place to quickly identify and target clients with initiatives to improve their security posture. Quickly reconcile your Office 365 billing details and identify discrepancies. If you have ConnectWise Manage or Autotask, discrepancies are identified automatically. Instantly view recommendations to drive client engagement, accelerate monthly revenue and discover pull through projects for future customer engagement planning.

About

Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Life-cycle management solution that provides companies with data science and machine learning-driven applications

Audience

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$0.30 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

$60 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Accordo
New Zealand
accordo.com

Company Information

Strategy Overview
United States
www.strategyoverview.com

Alternatives

Alternatives

HappySat

HappySat

Invarosoft
CloudRadial

CloudRadial

Azurative

Categories

SaaS Management Supported

Categories

MSP Supported

Integrations

Microsoft 365 Supported
Autotask PSA Not Supported
Auvik Not Supported
BrightGauge Not Supported
Calendly Not Supported
ConnectBooster Not Supported
Gravity Forms Not Supported
HaloPSA Not Supported
Kaseya BMS Not Supported
LiveChat Not Supported
MSPCFO Not Supported
Microsoft Intune Not Supported
NinjaOne Not Supported
Quoter Not Supported
Salesforce Not Supported
Simplesat Not Supported
Syncro Not Supported
TimeZest Not Supported
Wise-Pay Not Supported
Zendesk Guide Not Supported

Integrations

Microsoft 365 Supported
Autotask PSA Supported
Auvik Supported
BrightGauge Supported
Calendly Supported
ConnectBooster Supported
Gravity Forms Supported
HaloPSA Supported
Kaseya BMS Supported
LiveChat Supported
MSPCFO Supported
Microsoft Intune Supported
NinjaOne Supported
Quoter Supported
Salesforce Supported
Simplesat Supported
Syncro Supported
TimeZest Supported
Wise-Pay Supported
Zendesk Guide Supported
Claim Accordo and update features and information
Claim Accordo and update features and information
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information