Easy vCIO/QBRs, beautiful client portal & asset lifecycle with warranty updating

Strategy Overview is a vCIO app that streamlines your QBR process, standardizes your stack and gives your clients direct access to a fully white labeled portal to manage their digital transformation plan, asset list, managed user list, tickets, billing and more.

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Redefine your MSP

Create a digital transformation plan and manage clients strategically

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vCIO/QBR Strategy

Your dream QBR with assessments, executive summaries, dashboards, roadmap, budgets and anything you can imagine

Client Portal

Fully white labeled client portal to see strategy, roadmap, budgets, health scores, users list, assets, tickets and more

Asset Lifecycle

Clean asset lists with the ability to grade, budget and enrich data with our warranty updating integration

The impact of Strategy Overview

Save on vCIO hours

Dramatically reduce the time it takes for vCIOs to prepare QBRs.

Streamline project approvals

Simplify the process of approving projects and simultaneously identify important project and security vulnerabilities for your clients.

Standardize your stack

Make your support more efficient and your clients happier with a consistent, systematized stack.

Reduce wasted sales engineering

Avoid unexpected situations by carefully organizing and planning projects and asset replacements.

Client Success

By becoming a strategy leader for your clients and creating a digital transformation plan you will help your clients achieve their business goals and thrive.

Plan Anything

Strategy Overview’s template engine can be used to revolutionize many aspects of your business, not just your QBRs.

Reduce liability

By regularly conducting thorough evaluations of companies, you can decrease the potential legal risks for both your MSP and your clients.

Standardize the QBR process

Use our template engine to create a consistent and repeatable QBR that scales as your business grows.