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
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
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
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not 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
$60 per month
Free Version
Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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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
Accelo
Supported
Autotask PSA
Supported
Auvik
Supported
ConnectWise Automate
Supported
HubSpot CRM
Supported
IT Glue
Supported
Jotform
Supported
MSPCFO
Supported
Microsoft 365
Supported
Microsoft Intune
Supported
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Integrations
Accelo
Not Supported
Autotask PSA
Not Supported
Auvik
Not Supported
ConnectWise Automate
Not Supported
HubSpot CRM
Not Supported
IT Glue
Not Supported
Jotform
Not Supported
MSPCFO
Not Supported
Microsoft 365
Not Supported
Microsoft Intune
Not Supported
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