The IT Leadership Platform for Modern MSPs
Strategy Overview is a vCIO software for fast IT assessments, QBR automation, 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
Our most complete platform yet for modern IT leadership.
Goals
The business goals each client is working toward, with every initiative tied back to them.
Initiatives
Every red item becomes an initiative with an owner, a period and a budget.
Proposals
Turn initiatives into proposals the client can review and approve from the portal.
Projects
Projects sync with your PSA, so what the client approved in the meeting is what your team delivers.
Agreements
Agreements sync from your PSA, so recurring services sit on the roadmap next to projects.
Budget
Rebuilt from the ground up: initiatives, assets and agreements roll into one budget by month, quarter and year.
Auto grading and budgeting
Assets update their own grades and replacement budgets from your PSA, RMM and Microsoft 365 data.
Tickets
Open tickets from your PSA on the client dashboard, in the QBR and in the portal.
Standard tech types
Your reports are ready out of the box for asset lifecycle, with standard technology types already set.
User list
Infused and enriched with Office 365 data: licenses, MFA and sign-in status for every user.
Fully brandable client portal
Your logo, your colors, your domain. Clients see strategy, budget, assets and tickets in one place.
Relationship engine
Every contact, meeting and follow-up for every client in one place, so no relationship goes quiet.
One-click PDF reports
The full branded strategy report, generated in seconds the moment the meeting ends.
API and MCP server
The entire strategic process, open to your Claude, ChatGPT, Copilot, Rewst and automations.
Arya 10
Smarter and faster. Arya answers vCIO questions and preps the meeting in a fraction of the time.
Entra SSO
Microsoft Entra single sign-on for your team and for your clients' portal users.
Streamlined setup
A guided setup connects your integrations and gets your first clients assessed in minutes.
Easy migration
Migrate from any tool into Strategy Overview.
Hundreds more enhancements
Faster screens, cleaner reports and hundreds of refinements built from partner feedback.
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% 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 meeting from every vCIO on your team.
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.
Automate your QBRs
Prep that took days now takes minutes. Learn from our automation experience and focus more 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 on Strategy Overview.
Become a Strategic MSP
Start a mature vCIO process in 5 minutes with our free golden template.