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.
Redefine your MSP
Create a digital transformation plan and manage clients strategically
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.
