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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 ScreenConnect?

ConnectWise Control, previously known as ConnectWise ScreenConnect, serves as an effective remote-support tool tailored for Managed Service Providers, Value Added Resellers, internal IT departments, and managed security firms. This platform is designed to be a swift, dependable, secure, and user-friendly solution that enables businesses to quickly address customer concerns from virtually any location. It encompasses features for remote support, virtual meetings, remote access, and extensive customization options, while also offering seamless integration with popular business applications. Enhancing remote support capabilities significantly minimizes customer downtime, empowering technicians to deliver exceptional service through reliable, direct connections for accessing both desktops and mobile devices whenever necessary. This solution provides versatile and secure remote desktop and mobile support across various industries, ensuring adaptability to diverse needs. If you're uncertain about which version best suits your requirements, we are here to assist you in making the right choice. Plus, you can explore the platform risk-free with a 14-day trial that requires no credit card information.

Media

Media

Integrations Supported

ConnectWise Automate
ITBoost
NinjaOne
Syncro
Zendesk
BrightGauge
Calendly
Microsoft Forms
Microsoft Intune
QuoteWerks
Rewst
Salesforce
ServiceNow
TimeZest
Zendesk Guide

Integrations Supported

ConnectWise Automate
ITBoost
NinjaOne
Syncro
Zendesk
Acronis Cyber Protect
Asio by ConnectWise
Delinea Cloud Access Controller
MSPStuff Switchboard
ThreatLocker

API Availability

API Availability

Pricing Information

$60 per month
Free Version

Pricing Information

$27 per month
Free - $0
One - $27 per month, single tech license
Standard - $42 per month per concurrent tech
Premium - $52 per month per concurrent tech
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
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

screenconnect.connectwise.com/

Categories and Features

MSP

Not specified

Categories and Features

Co-Browsing

Not specified

Customer Service

Alerts / Escalation
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal

Help Desk

Alerts / Escalation
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management

Meeting

Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Post-Meeting Tools

MSP

Billing & Invoicing
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Remote Access
Remote Systems Monitoring
Scheduling

Remote Desktop

Chat
File Transfer
Mobile Device Access
Multi Monitor Support
Record Remote Sessions
Remote Print

Remote Support

Diagnostic Tools
File Transfer
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

Remote Video Support

Not specified

Remote Work

Collaboration
Meeting Management
Remote Access
Remote Support
Video Chat
Web Conferencing

Secure Remote Access

Not specified

Video Conferencing

Mobile Access
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing

Web Conferencing

Mobile Access
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing

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