vCIO, QBRs and Strategic Planning Made Easy

Strategy Overview was built by an MSP to save you time, streamline QBRs and take your strategy, roadmaps and budgeting to the next level!


Help your clients see the bigger picture

And show them the value that you bring

As a managed services provider (MSP), you should meet with clients every quarter/year to discuss strategic plans. This includes providing a quarterly business review (QBR) report, which until now, has been a time-consuming task for some of your most expensive team members.

Strategy Overview is designed to save your vCIOs and project engineers hours a month and standardizes your QBRS. You can now finally generate beautiful PDF reports, roadmaps, budgets and take your vCIO process to the next level. A consistent QBR process will reduce client risk and help your clients drive evolution. The future of QBRs is here!

Strategy Overview Features - New York

Create the ultimate vCIO process!

Analyze clients’ risks

Easily identify your clients’ IT risks and business challenges

3-year IT budget

Create an IT roadmap and budget for your clients this year, next year, and the year after

Forecast your pipeline

Create a forecast of opportunities, before they become opportunities

Executive summary

Create easy-to-understand summaries to give your clients a quick snapshot

Template driven

Use our high OML template, or create your own

Beautiful PDF report

Generate a beautiful PDF report in seconds that clients will love


MSPs Strategy Overview

Strategy is the future of technology

Strategy Overview allows us to have a consistent strategy process that is extremely simple and fast. Nothing gives us the ability to view our total stack like SO. We are excited for all the things to come from the SO team!


Bart McDonough



Strategy Overview has helped us create concise, attractive, and understandable client reports to use alongside our existing OML and roadmap documents. The platform is not only easy for us to use, but it is also easy for our clients to see where we can improve their systems and mitigate their risks. Strategy Overview has cut down the time it took to prepare for meetings and enhanced our relationships with clients. Keep up the great work, team!


Joel Abramson



BOOM! Finally we don’t need to use spreadsheets. I can’t even count how much time this saves us. We wouldn’t be able to manage the strategy for so many organizations without an easy platform like this. And our clients now have a consistent strategic approach. Everyone wins. Client budgeting made simple. Imagine that!


Nelson Gomes



We’ve been searching high and low for a tool that is fast, easy to use and doesn’t require training for our staff. Strategy Overview is all those things and allows our Client Success Teams to very quickly get their scorecards completed and out to our clients. We work towards making technology bends to the needs of our clients and it’s nice that Strategy Overview fits our processes, we don’t have to bend to fit its.


Karl Fulljames


A picture is worth a thousand words!

Strategy Overview allows you to clearly paint a picture to communicate IT risks and opportunities. While quotes and proposals are important components in any opportunity, presenting a solution through a quote feels more like a Vendor/Client relationship than a Partnership. Using a platform like Strategy Overview to align needs and budgets well before the final proposal stage fosters the Trusted Advisor relationship that service providers shoot for. Nothing on the market today unlocks the vCIO process like Strategy Overview.


Joe Cram


Strategy Overview Rocks!

Strategy Overview has helped us to reduce the amount of time it takes to prepare for business review meetings while increasing the value of our vCIO service to our clients. Since utilizing Strategy Overview, we have been able to consistently schedule, prepare for and hold business review meetings with clients and generate substantial opportunities for projects and hardware/software sales. The tool is easy to use and the reports are easy for our clients to understand. We are very satisfied and look forward to the huge ROI this tool will continue to produce.


Wayne Klug