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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 ConnectWise Automate?

ConnectWise Automate enables rapid resolution of IT issues, streamlining processes for technology teams. This powerful platform for remote monitoring and management (RMM) enhances the productivity of IT personnel. It empowers teams to pinpoint devices and users in need of proactive oversight, eliminate obstacles to service delivery, and manage a greater number of endpoints efficiently, all without increasing their workload. As a result, organizations can maintain a higher level of service and support.

Media

Media

Integrations Supported

Autotask PSA
Auvik
BrightGauge
HaloPSA
IT Glue
ITBoost
Rewst
HubSpot CRM
Jotform
Microsoft 365
QuoteWerks
Syncro

Integrations Supported

Autotask PSA
Auvik
BrightGauge
HaloPSA
IT Glue
ITBoost
Rewst
Codeless Platforms BPA Platform
CyberQP
Delinea Cloud Access Controller
Network Glue
OnPage
SmartShare
Strategy Overview
Viirtue

API Availability

API Availability

Pricing Information

$60 per month
Free Version

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

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
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

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/unified-management/automate

Categories and Features

MSP

Not specified

Categories and Features

Data Center Management

Audit Trail
Behavior-Based Acceleration
Cross Reference System
Device Auto Discovery
Diagnostic Testing
Import / Export Data
Multi-Platform
Multi-User
Power Management
Sarbanes-Oxley Compliance

Endpoint Management

Not specified

IT Asset Management

Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
IT Service Management
Inventory Management
Maintenance Management
Procurement Management
Supplier Management

IT Automation

Not specified

IT Infrastructure Monitoring

Alerts / Notifications
Application Monitoring
Bandwidth Monitoring
Capacity Planning
Configuration Change Management
Data Movement Monitoring
Health Monitoring
Multi-Platform Support
Performance Monitoring
Point-in-Time Visibility
Reporting / Analytics
Virtual Machine Monitoring

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
License Management
Patch Management
Remote Access
Software Inventory
User Activity Monitoring

IT Security

Anti Spam
Anti Virus
Email Attachment Protection
IP Protection
Internet Usage Monitoring
Intrusion Detection System
Spyware Removal
Two-Factor Authentication
Vulnerability Scanning
Web Threat Management
Web Traffic Reporting

IT Service

Contract Management
IT Asset Management
Incident Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Mobile Device Management (MDM)

Data Management
Deployment Management
Inventory Management
Maintenance Utilities
Procurement Management
Remote Update / Installation
Software Management
Synchronization Management

MSP

Backup Management
Issue Management
Live Chat
Patch Management
Remote Access
Remote Systems Monitoring

Network Monitoring

Bandwidth Monitoring
Baseline Manager
Diagnostic Tools
IP Address Monitoring
Internet Usage Monitoring
Real Time Analytics
SLA Monitoring
Server Monitoring
Uptime Monitoring
Web Traffic Reporting

Network Security

Access Control
Analytics / Reporting
Firewalls
Internet Usage Monitoring
Intrusion Detection System
Threat Response
Vulnerability Scanning

Patch Management

Alerts/Notifications
Automatic Approval
Automatic Patch Deployment
Automatic Scans
Custom Patches
Network Wide Management
Patch Testing
Vulnerability Scanning

RMM

Deployment Management
For MSPs
IT Asset Management
Network Monitoring
Patch Management
Real-time Alerts
Remediation Management

Server Management

CPU Monitoring
Credential Management
Database Servers
Email Monitoring
Event Logs
History Tracking
Patch Management
Scheduling
User Activity Monitoring
Virtual Machine Monitoring

System Monitoring

Alerts / Notifications
Antivirus Management
Data Backup / Recovery
Device Monitoring
Inventory Management
Patch Management
Policy-based Automation
Remote Monitoring
Reporting / Analytics
Risk Analysis
Server Monitoring
Service Configuration Management

Virtualization

Archiving & Retention
Capacity Monitoring
Data Mobility
Desktop Virtualization
Disaster Recovery
Performance Management
Version Control
Virtual Machine Monitoring

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