Related Products
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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.
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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
MSPs that need a software to scale and optimize their operations
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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
Supported
24/7 Live Support
Not Supported
Online
Not 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
$75 per month
Free Version
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
Supported
Live Online
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 InformationNarmada
Founded: 2016
United States
www.narmada.cloud
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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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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
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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
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Integrations
NinjaOne
Supported
Syncro
Supported
Autotask PSA
Supported
Auvik
Supported
BrightGauge
Supported
Calendly
Supported
Domotz
Supported
Drift
Supported
HaloPSA
Supported
Hudu
Supported
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