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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$75 per month
Free Version
Free Trial
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Pricing
$60 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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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 |
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Categories |
Categories |
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MSP Features
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
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Integrations
NinjaOne
Syncro
Autotask PSA
ConnectWise Automate
CrewHu
Datto Workplace
Drift
HaloPSA
IT Glue
Jotform
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Integrations
NinjaOne
Syncro
Autotask PSA
ConnectWise Automate
CrewHu
Datto Workplace
Drift
HaloPSA
IT Glue
Jotform
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