Strategy Overview
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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Empiraa
Empiraa is a white-labeled strategy execution platform built for professional services firms that manage business planning and growth for clients. Designed for consultants, advisors, and fractional CFOs, Empiraa replaces static documents and disconnected tools with a centralized system to build, track, and manage strategic plans in real time. The platform enables users to set clear goals, assign responsibilities, and integrate with tools like Xero, Google Sheets, and HubSpot for live performance tracking. With multi-client management, automation, and full brand customization, Empiraa helps firms deliver more value, improve client accountability, and scale their services efficiently. It also supports team collaboration, streamlines onboarding, and enables service providers to productize their offering with repeatable, tech-enabled strategy delivery. Whether you're managing five clients or fifty, Empiraa gives you the tools to grow with consistency, clarity, and control.
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Jibility
Jibility is a visual strategic planning tool, designed to help business architects build capability-based roadmaps fast.
Core features include:
- Capability and value stream mapping
- Measures (KPI) tracking
- Visual linkage between challenges, objectives and initiatives
- Interactive prioritization matrix
- Cost and benefit estimation
- Enterprise-grade security (SSO, dedicated environment, regional hosting)
As a lightweight alternative to traditional enterprise architecture tools, Jibility makes it simple to achieve strategic alignment across your organization. Our platform emphasizes clarity, with a simple interface and business-friendly language directly tied to outcomes and strategic objectives.
Jibility is built on the proven, capability-based Jibility Steps® framework: six phases that start with identifying key challenges and lead to a clear, actionable roadmap.
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nTask
nTask is an online project management platform, known for pioneering simplified work management. The platform helps to get more done while meeting all of the quality standards of industries. nTask is extensively customizable, and one of the most affordable in the industry.
nTask is designed for all-sized teams and industries. Over 200,000+ companies trust nTask globally for managing campaigns, sprints, product development, inventory, clients, company goals & targets, and much more.
nTask enables faster project completion through one platform that enables all team members to work efficiently without shuffling through multiple apps and has all the tools necessary for project management, such as custom fields, financial summary, task management, risk management, issue tracking, Gantt charts, Kanban boards, team collaboration, documents sharing, to-do lists, project planning, resource allocation, time tracking, timesheets module, roles/permissions, and workspace customizations
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