Related Products
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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.
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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.
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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
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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
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Audience
Life-cycle management solution that provides companies with data science and machine learning-driven applications
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Audience
vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$0.30 per user per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$60 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationAccordo
New Zealand
accordo.com
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Company InformationStrategy Overview
United States
www.strategyoverview.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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