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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 RMM?

Oversee your clients' IT systems effectively by utilizing ConnectWise RMM, a comprehensive software solution designed to provide proactive management tools along with NOC services that will surpass client expectations. With the rising number of vulnerabilities each year, prioritizing smart patching has become crucial; our system automatically tests and deploys patches whenever feasible while minimizing the installation of harmful updates. This ensures that your clients remain secure, allowing you to focus less on endpoint management and dedicate more time to expanding your business. Finding, hiring, and keeping top-tier talent can be a significant challenge, with 81% of IT leaders affirming that securing the right professionals is tough. By incorporating ConnectWise RMM and NOC services, you can access the necessary expertise and problem-solving capabilities to fulfill your clients' needs without the burden of increasing your workforce. Ultimately, this strategic approach not only enhances client satisfaction but also positions your business for sustainable growth in a competitive market.

Media

Media

Integrations Supported

Autotask PSA
Auvik
BrightGauge
HaloPSA
Liongard
Calendly
ConnectBooster
ConnectWise Automate
Drift
Gravity Forms
Hudu
MSPCFO
Rewst
TimeZest
Wise-Pay
Zendesk Guide
tawk.to

Integrations Supported

Autotask PSA
Auvik
BrightGauge
HaloPSA
Liongard
Asio by ConnectWise
Motileo
SuperIT

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
Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online 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/rmm

Categories and Features

MSP

Not specified

Categories and Features

IT Asset Management

Asset Tracking
IT Service Management

IT Management

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

IT Service

IT Asset Management
Incident Management
Knowledge Management
Self Service Portal
Service Reporting

MSP

Backup Management
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Remote Access
Remote Systems Monitoring

Network Monitoring

Bandwidth Monitoring
Server Monitoring

Patch Management

Alerts/Notifications
Automatic Approval
Automatic Patch Deployment
Automatic Scans
Compliance Management
Custom Patches
Dashboard
Network Wide Management
Patch Prioritization
Patch Testing
Remote Access/Control
Vulnerability Scanning

RMM

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

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

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