myITprocess

myITprocess

IT Glue
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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.

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.

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

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

Audience

Businesses wanting a tool to close deals and maximize revenue opportunities

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$60 per month
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not 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

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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 Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Strategy Overview
United States
www.strategyoverview.com

Company Information

IT Glue
Founded: 2013
Canada
www.itglue.com/myitprocess/

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Categories

MSP Supported

Categories

IT Management Supported
Strategic Planning Supported

Integrations

Autotask PSA Supported
BrightGauge Supported
CrewHu Supported
Drift Supported
Gravity Forms Supported
HaloPSA Supported
HubSpot CRM Supported
IT Glue Supported
Jotform Supported
Microsoft Intune Supported
Microsoft Power BI Supported
QuoteWerks Supported
Quoter Supported
Salesforce Supported
ServiceNow Supported
SmileBack Supported
TimeZest Supported
Wise-Pay Supported
Zendesk Chat Supported
Zendesk Guide Supported

Integrations

Autotask PSA Not Supported
BrightGauge Not Supported
CrewHu Not Supported
Drift Not Supported
Gravity Forms Not Supported
HaloPSA Not Supported
HubSpot CRM Not Supported
IT Glue Not Supported
Jotform Not Supported
Microsoft Intune Not Supported
Microsoft Power BI Not Supported
QuoteWerks Not Supported
Quoter Not Supported
Salesforce Not Supported
ServiceNow Not Supported
SmileBack Not Supported
TimeZest Not Supported
Wise-Pay Not Supported
Zendesk Chat Not Supported
Zendesk Guide Not Supported
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