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Ratings and Reviews 19 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 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.
Integrations Supported
ConnectWise Automate
ITBoost
NinjaOne
Syncro
Zendesk
Accelo
Asio by ConnectWise
Autotask PSA
Calendly
ConnectWise PSA
Integrations Supported
ConnectWise Automate
ITBoost
NinjaOne
Syncro
Zendesk
Accelo
Asio by ConnectWise
Autotask PSA
Calendly
ConnectWise PSA
API Availability
Has API
API Availability
Has API
Pricing Information
$60 per month
Free Trial Offered?
Free Version
Pricing Information
$27 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
ConnectWise
Date Founded
1982
Company Location
United States
Company Website
screenconnect.connectwise.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
Customer Service
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
Help Desk
Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident 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
Ticket Management
Meeting
Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management
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
Remote Desktop
Chat
Cross-Platform Access
File Transfer
Group View
Mobile Device Access
Multi Monitor Support
Record Remote Sessions
Remote Print
Remote Wake
User Management
Remote Support
Diagnostic Tools
File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback
Remote Work
Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing
Video Conferencing
Electronic Hand Raising
Mobile Access
On-Demand Webcasting
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing
Whiteboard
Web Conferencing
Electronic Hand Raising
Mobile Access
On-Demand Webcasting
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing
Whiteboard