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Ratings and Reviews 0 Ratings
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What is Strategy Overview?
The Strategy Overview is an advanced automation platform tailored for vCIOs and quarterly business reviews, developed by managed service providers (MSPs) to improve client strategic planning and support digital transformation efforts. By automating crucial tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting for Office 365 and asset lifecycles, it significantly streamlines the quarterly business review process through a modular template engine powered by the Arya AI agent. This all-encompassing system integrates seamlessly with various PSA/RMM tools, including ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, alongside Office 365, facilitating the synchronization of vital company data such as assets, user lists, tickets, warranties, and licensing details. Clients enjoy the advantage of a customizable white-labeled portal that delivers in-depth insights into their strategic initiatives, health scores, and critical data points encompassing asset and user information, tickets, budgets, and roadmaps. In addition, the platform refreshes warranty and asset data automatically, enabling MSPs to reduce the preparation time for quarterly business reviews from several hours to just minutes. This not only standardizes processes but also emphasizes security and compliance insights, fosters proactive recommendations, and transforms assessments into strategic paths for revenue enhancement. Ultimately, this innovative solution not only enhances operational efficiency but also empowers MSPs to provide greater value to their clients, paving the way for a more strategic partnership. Additionally, the platform's user-friendly interface ensures that both MSPs and clients can navigate the system with ease, further elevating the collaborative experience.
What is Accordo?
Obtain a thorough understanding of your clients' Office 365 licenses, which enables you to identify those needing further attention to optimize and enhance their cloud spending. You can quickly investigate accounts that have the largest number of unassigned licenses and evaluate potential revenue threats, simplifying the process of making necessary adjustments for better financial efficiency in the cloud. Moreover, you can examine all your clients' secure scores from a single platform, helping you pinpoint which clients require specific initiatives to strengthen their security infrastructure. Accelerate the reconciliation process of your Office 365 billing data and detect any discrepancies, with automated detection available if you are using ConnectWise Manage or Autotask. Additionally, you can gain instant insights and recommendations that promote client engagement, increase monthly revenue, and highlight upcoming projects to improve your customer relationship strategies. This organized methodology not only enhances your operational efficiency but also ensures you are taking proactive measures to meet client demands and fully leverage their investments in the cloud. By implementing these strategies, you can create a more resilient and financially sound approach to managing client needs in the evolving digital landscape.
Integrations Supported
Microsoft 365
Accelo
Autotask PSA
Auvik
ConnectWise Automate
CrewHu
Drift
Hudu
IT Glue
Jotform
Integrations Supported
Microsoft 365
Accelo
Autotask PSA
Auvik
ConnectWise Automate
CrewHu
Drift
Hudu
IT Glue
Jotform
API Availability
Has API
API Availability
Has API
Pricing Information
$60 per month
Free Trial Offered?
Free Version
Pricing Information
$0.30 per user per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Strategy Overview
Company Location
United States
Company Website
www.strategyoverview.com
Company Facts
Organization Name
Accordo
Company Location
New Zealand
Company Website
accordo.com
Categories and Features
MSP
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
Categories and Features
SaaS Management
License Management
Onboarding
Renewal Management
SaaS Operations Management
Shadow IT Detection
Spend Management
Subscription Management
Usage Tracking / Analytics
Vendor Management