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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 DeskDirector?

With DD Tech, you can effortlessly oversee your ConnectWise and Autotask tickets from virtually anywhere and on any device that suits your needs. The platform boasts a fully customizable Service Catalog and sophisticated Custom Forms, allowing you to deliver timely and relevant assistance to your users from the very first interaction. Keep communication channels open with your users and consistently provide excellent service through DD Chat. Moreover, you can take advantage of pre-designed email templates that enable users to add notes to their tickets or reach out to your technicians for assistance. From working collaboratively on tickets with clients to crafting engaging service experiences, DeskDirector is tailored to meet the various demands of your Managed Service Provider (MSP) environment. This all-encompassing strategy guarantees that every facet of user interaction and service provision is flawlessly interconnected, promoting efficiency and satisfaction. By leveraging these tools, you can enhance your overall service quality and streamline your operations effectively.

Media

Media

Integrations Supported

Autotask PSA
ConnectBooster
QuoteWerks
Wise-Pay
Accelo
ConnectWise Automate
CrewHu
Gravity Forms
Jotform
Liongard
Microsoft 365
Microsoft Power BI
Rewst
ServiceNow
SmileBack
Zendesk Chat
Zendesk Guide

Integrations Supported

Autotask PSA
ConnectBooster
QuoteWerks
Wise-Pay
ConnectWise CPQ
Datto Workplace
Microsoft Power Automate

API Availability

API Availability

Pricing Information

$60 per month
Free Version

Pricing Information

$97 per month

Supported Platforms

SaaS

Supported Platforms

Not specified

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Strategy Overview

Company Location

United States

Company Website

www.strategyoverview.com

Company Facts

Organization Name

DeskDirector

Date Founded

2012

Company Location

New Zealand

Company Website

www.deskdirector.com

Categories and Features

MSP

Not specified

Categories and Features

MSP

Not specified

Portal

Chat
Content Management
File Sharing

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