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What is myITprocess?

Elevate your client engagements with myITprocess, an all-encompassing IT strategic planning solution that produces executive summaries for clients, comprehensive IT roadmaps, and captivating quarterly business review (QBR) presentations. By effectively showcasing IT accomplishments and identifying new revenue streams, you can boost acceptance rates by 40% across your entire client portfolio. This revolutionary method allows you to transform technology challenges into financial opportunities through a clearly articulated IT roadmap and organized QBR structure. With engaging business reviews, you can facilitate successful deal closures, thereby redefining the success of Managed Service Providers (MSPs) while maximizing revenue potential from the very beginning. IT planning doesn't have to be a cumbersome task; streamline the QBR process with a customized IT roadmap and recommendations that can seamlessly translate into compelling presentations for fruitful discussions. Regularly assessing your clients’ systems helps you identify gaps in their tools and highlight potential risks, enabling myITprocess to unveil numerous revenue-generating prospects for your clients and ultimately strengthening partnerships for long-term growth. This forward-thinking approach not only boosts client satisfaction but also solidifies your reputation as a reliable advisor in the rapidly changing technological landscape. By consistently adapting to your clients' needs, you cultivate an environment of trust and collaboration that paves the way for future success.

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.

Media

Media

Integrations Supported

Auvik
BrightGauge
Calendly
ConnectWise Automate
CrewHu
Domotz
HubSpot CRM
Hudu
IT Glue
ITBoost
Jotform
Kaseya BMS
Liongard
LiveChat
Microsoft 365
QuoteWerks
Quoter
Rewst
SmileBack
tawk.to

Integrations Supported

Auvik
BrightGauge
Calendly
ConnectWise Automate
CrewHu
Domotz
HubSpot CRM
Hudu
IT Glue
ITBoost
Jotform
Kaseya BMS
Liongard
LiveChat
Microsoft 365
QuoteWerks
Quoter
Rewst
SmileBack
tawk.to

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$60 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

IT Glue

Date Founded

2013

Company Location

Canada

Company Website

www.itglue.com/myitprocess/

Company Facts

Organization Name

Strategy Overview

Company Location

United States

Company Website

www.strategyoverview.com

Categories and Features

IT Management

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

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

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

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