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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 Narmada?

UNIFIED vCIO MANAGEMENT PLATFORM. Streamline your Technology Business Reviews by merging vCIO roles, technology alignment methods, and network documentation into an all-in-one platform. Document. Efficiently record your clients' network details with our extensive documentation system. Review. Perform Technology Audits utilizing pre-designed templates to enhance efficiency. Present. Deliver insights and allow clients to access their tailored QBR dashboard. Features Highlights. Access a comprehensive suite of tools within a single, user-friendly solution. vCIO Dashboard. A cohesive interface provides quick access to essential elements of clients' network and security operations. Aggregate data from multiple sources into a clear and intuitive dashboard. Offer clients limited access to the information that is most relevant to them. Technology & Security Review Frameworks. Implement simple QBR frameworks. Take advantage of pre-prepared QBR templates that comply with industry standards such as NIST CSF, ISO27001, PCI, HIPAA, and others. Moreover, our platform guarantees that both accountability and transparency are upheld throughout the review process, ensuring a smooth experience for both you and your clients. Enhanced communication capabilities further strengthen client relationships and promote ongoing collaboration.

Media

Media

Integrations Supported

NinjaOne
Syncro
Atera
ConnectBooster
ConnectWise Automate
Gravity Forms
HaloPSA
Hudu
IT Glue
Kaseya BMS
Microsoft Forms
Microsoft Power BI
Quoter
Rewst
Salesforce
Simplesat
TimeZest
Zendesk Chat
tawk.to

Integrations Supported

NinjaOne
Syncro
MyGlue

API Availability

API Availability

Pricing Information

$60 per month
Free Version

Pricing Information

$75 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard 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

Narmada

Date Founded

2016

Company Location

United States

Company Website

www.narmada.cloud

Categories and Features

MSP

Not specified

Categories and Features

MSP

Dashboard
Issue Management
Project Management

SaaS Spend Management

Not specified

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