myITprocessIT Glue
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Related Products
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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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About
Elevate client relationships with myITprocess, an all-encompassing IT strategic planning solution that creates client-facing executive summaries, IT roadmaps, and interactive QBR presentations. Showcase IT success and boost acceptance rates by 40%. Forge a steady revenue stream by consistently discovering opportunities across all clients. Transform technology risks into revenue with a clear IT roadmap and QBR framework. Close deals with interactive business reviews, redefining MSP success and maximizing revenue opportunities from the start. IT planning doesn’t have to be a drag. Make the QBR planning process easy and painless with a customizable IT roadmap and recommendations that you can effortlessly turn into an interactive presentation for streamlined discussion. By regularly assessing your clients’ environments, identifying gaps in their tool stack, and uncovering potential risks, myITprocess allows you to discover countless revenue opportunities for your clients.
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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
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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Audience
Businesses wanting a tool to close deals and maximize revenue opportunities
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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
$60 per month
Free Version
Free Trial
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Pricing
No information available.
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 InformationStrategy Overview
United States
www.strategyoverview.com
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Company InformationIT Glue
Founded: 2013
Canada
www.itglue.com/myitprocess/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Atera
Autotask PSA
BrightGauge
Calendly
ConnectBooster
HaloPSA
HubSpot CRM
Hudu
ITBoost
Jotform
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Integrations
Atera
Autotask PSA
BrightGauge
Calendly
ConnectBooster
HaloPSA
HubSpot CRM
Hudu
ITBoost
Jotform
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