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What is vCIO Hero?

vCIO Hero is a cutting-edge virtual CIO platform tailored for managed service providers (MSPs), emphasizing the importance of quarterly business reviews (QBR) by refining strategy assessments with sophisticated ICT audit instruments, traffic-light risk evaluations, and organized recommendations labeled as “Good/Better/Best” via an intuitive visual solution builder. It incorporates vital elements such as an ICT summary, thorough audits with expert commentary, diverse recommendation options, and a Kanban-style planning roadmap to streamline strategic efforts. The platform effortlessly integrates with PSA and RMM systems to ensure data synchronization and provides branded client portals that promote transparency throughout quarterly business reviews. Uniquely, vCIO Hero not only prioritizes compliance reporting but also aims to enhance sales conversion, helping MSPs simplify intricate technology frameworks, reduce costs, and expedite decision-making by applying established sales psychology tactics. Furthermore, it can be accessed as an independent solution or as part of Invarosoft’s Stack Saver bundles, offering a compelling alternative to separate tools such as ScalePad Lifecycle Insights and vCIO ToolBox. With its extensive functionalities, vCIO Hero is set to dramatically improve the operational efficiency and overall effectiveness of MSPs in addressing their clients' IT requirements, thereby ensuring that they remain competitive in a rapidly evolving market.

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

Autotask PSA
ConnectWise Automate
Kaseya BMS
Syncro
Atera
BrightGauge
ConnectBooster
Drift
Hudu
Invarosoft
MSPCFO
Microsoft Forms
Rewst
Salesforce
ScalePad Lifecycle Insights
SmileBack
TimeZest
Zendesk
Zendesk Chat
tawk.to

Integrations Supported

Autotask PSA
ConnectWise Automate
Kaseya BMS
Syncro
Atera
BrightGauge
ConnectBooster
Drift
Hudu
Invarosoft
MSPCFO
Microsoft Forms
Rewst
Salesforce
ScalePad Lifecycle Insights
SmileBack
TimeZest
Zendesk
Zendesk Chat
tawk.to

API Availability

Has API

API Availability

Has API

Pricing Information

$199 per month
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

Invarosoft

Date Founded

2017

Company Location

United States

Company Website

www.invarosoft.com/vciohero/

Company Facts

Organization Name

Strategy Overview

Company Location

United States

Company Website

www.strategyoverview.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

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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