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About

UNIFIED vCIO MANAGEMENT PLATFORM. Streamline Technology Business Reviews by Combining vCIO Activities, Technology Alignment Frameworks and Network Documentation in One Platform. Document. Document your clients' network in our integrated documentation platform. Review. Perform Technology Audit Based on Built-In Templates. Present. Deliver the report & give clients access to their own QBR dashboard. Features Highlights. Get all the tools you need in one easy to use solution. vCIO Dashboard. Single pane of glass provides quick insights into the most important areas of clients network and security operations. Present data from multiple source in an easy to navigate dashboard. Give your clients limited access to the information they care about the most. Technology & Security Review Frameworks. Leverage easy to use QBR frameworks. Out-of-the box QBR templates including industry specific standards like NIST CSF, ISO27001, PCI, HIPAA and more.

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

MSPs that need a software to scale and optimize their operations

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 Supported
24/7 Live Support Not Supported
Online Not 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

$75 per month
Free Version 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 Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Narmada
Founded: 2016
United States
www.narmada.cloud

Company Information

Strategy Overview
United States
www.strategyoverview.com

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Categories

MSP Supported

Categories

MSP Supported

MSP Features

Backup Management Not Supported
Billing & Invoicing Not Supported
CRM Not Supported
Dashboard Supported
Help Desk Not Supported
Issue Management Supported
Live Chat Not Supported
Patch Management Not Supported
Privileged Access Management (PAM) Not Supported
Project Management Supported
Remote Access Not Supported
Remote Systems Monitoring Not Supported
Scheduling Not Supported

Integrations

NinjaOne Supported
Syncro Supported
Autotask PSA Not Supported
Auvik Not Supported
BrightGauge Not Supported
Calendly Not Supported
Domotz Not Supported
Drift Not Supported
HaloPSA Not Supported
Hudu Not Supported
ITBoost Not Supported
Liongard Not Supported
Microsoft Forms Not Supported
Microsoft Intune Not Supported
Rewst Not Supported
Salesforce Not Supported
SmileBack Not Supported
TimeZest Not Supported
Zendesk Chat Not Supported
Zendesk Guide Not Supported

Integrations

NinjaOne Supported
Syncro Supported
Autotask PSA Supported
Auvik Supported
BrightGauge Supported
Calendly Supported
Domotz Supported
Drift Supported
HaloPSA Supported
Hudu Supported
ITBoost Supported
Liongard Supported
Microsoft Forms Supported
Microsoft Intune Supported
Rewst Supported
Salesforce Supported
SmileBack Supported
TimeZest Supported
Zendesk Chat Supported
Zendesk Guide Supported
Claim Narmada and update features and information
Claim Narmada and update features and information
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information