The IT Leadership Platform for Modern MSPs
Strategy Overview is the vCIO and QBR automation software for MSPs: fast IT assessments, automated QBR reports, and asset lifecycle warranty updating, all in a beautiful white labeled MSP client portal. Drive digital transformation, control your stack, deliver a modern experience, control your destiny, and help your clients scale to new heights.
★ ★ ★ Trusted by the world's best MSPs ★ ★ ★
Strategy Overview 10New
A complete platform for modern IT leadership.
Goals
Client business goals, with every initiative tied to them.
Initiatives
Red items become initiatives with owner and budget.
Assessments
Grade every client on 100+ points in minutes.
Proposals
Initiatives become proposals, tracked to approved.
ProjectsNov 26
Synced with your PSA, so approved work ships.
Agreements
Synced from your PSA onto the roadmap.
Tickets
Open PSA tickets on the dashboard, QBR and portal.
Budget
Initiatives, assets and agreements in one budget.
Auto grading
Assets grade themselves from your PSA and RMM.
Auto budgeting
Assets keep their own replacement budgets current.
User list
Enriched with Office 365 licenses, MFA and sign-ins.
Brandable portal
Your logo, your colors, your domain.
Relationship engine
Every contact, meeting and follow-up for every client.
One-click PDF reports
The branded strategy report, seconds after the meeting.
API and MCP server
Open to Claude, ChatGPT, Copilot and Rewst.
Arya 10
Smarter and faster. Answers questions, preps meetings.
Entra SSO
Entra sign-on for your team and portal users.
Streamlined setup
Guided setup gets your first clients assessed in minutes.
Easy migration
Migrate from any tool into Strategy Overview.
100s more enhancements
Faster screens, cleaner reports, more refinements.
Reactive support is a commodity.
IT leadership is not.
Doing amazing IT work is not enough. You need to create a vision and manage the digital journey of every client with confidence. Strategy Overview gives you the tools to deliver a world class IT leadership process for every client, every quarter, and across your entire team.
Give your vCIO and Account Manager
SUPERPOWERS
vCIOs are the quarterbacks of your MSP. Reduce vCIO prep time by 90% with QBR automation and free your vCIOs to focus. Become a market leading Strategic MSP in your region and help your clients scale.
90%
less prep time
5 min
to a full assessment
4×
more QBRs delivered
Your city. Your clients. Your lead.
Consistent QBRs for all clients
Every client. Every quarter. The same world-class QBR from every vCIO on your team, assembled by QBR automation instead of by hand.
Cybersecurity peace of mind
Gain full visibility into your cybersecurity stack.
Control your stack
Standardize your stack across every client. Define your standard of health for every item and reduce risk for you and your clients.
QBR automation for every client
Prep that took days now takes minutes. The QBR software assembles the assessment, roadmap and budget from live data, so your team focuses on what matters: IT leadership and connecting with clients.
Manage asset lifecycle
Clean views of all your assets with ages, warranty dates, and manufacturers automatically updated by our warranty engine.
Drive digital transformation and AI leadership
Own the AI conversation and help your clients enter into the future successfully. Score AI readiness, build the roadmap, and turn transformation into a budgeted plan your clients approve.
Attract mature clients
Deliver a modern MSP experience to all clients and attract companies looking for a proactive & strategic IT partner.
Reduce reactive support
Systematically remove risk. Fewer surprises, fewer emergencies, calmer weeks for your entire team and clients.
Increase profitability
Turn your clients into growing market leaders. Their growth becomes your growth. Follow our proven formula to help companies scale.
Award Winning
Recognized by the MSP community and the industry’s biggest stages.
Differentiate in the marketplace
Are you delivering the same reports as your competitors? Elevate your IT strategic planning with beautiful, modern reporting, on demand, in your white labeled portal.
Meet Arya, the world’s first vCIO Assistant
Your vCIO team just got an AI Assistant
- Turbocharge your assessments
- Answer technical questions in the app
- Write scopes of work
- Helps you become a world class IT leader
API
&
MCP
Connect your existing AI and automations with our API and a first-class MCP server to take your IT leadership into the future.
LAUNCHING IN SEPTEMBER
Built natively to connect to AI platforms
LAUNCHING IN SEPTEMBER
Your client data, available to the AI tools you already use. Strategy Overview connects natively to ChatGPT, Claude, Microsoft Copilot, and Gemini.
Strategy Academy
Live training on the full vCIO playbook. Learn the basics of vCIO delivery and how to run a high operationally mature IT leadership process for maximum impact.
Backed by a community of MSPs
Strategy Overview is built and backed by the MSP community, not conglomerates. No hard sales with endless upsells, no long term contracts, fair pricing that stays fair, a roadmap driven by MSP veterans, and profits reinvested into the product and our partners. When you grow, we grow. We are tired of our favorite apps being acquired and abandoned. We are breaking the pattern and building for the long term. Join our community of MSPs and deliver a world class IT leadership process your clients deserve.
What MSP leaders say
Real reviews from MSPs running their vCIO process and QBR automation on Strategy Overview.
Become a Strategic MSP
Start a mature vCIO process in 5 minutes with our free golden template.