Grade your clients' technology strategy on 100+ points and clearly document all the risks. By leading your clients through this process, you will evolve their businesses and dramatically reduce your support hours per end point.
Analyze your client’s technology strategy and drive stack standardization for your clients. Keep your MSP healthy and your team happy!
Automatically calculate the budget for all future projects in a simple to use roadmap that clients can actually use.
Create a simple executive summary for your clients so they can see a snapshot of what is actually going on. No longer will clients be overwhelmed by pages and pages of techy reports they don't understand.
Generate a beautiful fully branded PDF report in seconds that your clients will love. Your clients will have full clarity into their overall technology strategy.
Use our prebuilt high OML templates or make your own. Any company, compliance or industry can be analyzed like never before.
Forecast your pipeline pre-opportunity. You will gain amazing insight into your future revenue potential. Do not hire project engineers blindly any longer!
For the first time you are now able to easily set goals for number of meetings per year per client and track which clients your vCIOs meet with!
We made this software after running 100s of QBRs in our MSP using spreadsheets and word docs. Generate a beautiful PDF report in minutes. No more spreadsheets and word documents and inconsistencies across your clients! Finally, a vCIO tool you have been waiting for is here!
Our team can train your team to become vCIOs that will function more like real CIOs to bring the next generation value to your clients.
Evolve into a Managed STRATEGY Provider and help take your clients to new levels using technology. We give you the tools and everything you need to become a rockstar vCIO! Together we can build a vCIO process that will push every business in the world to new heights!
A standardized stack is critical to maximizing your EBITDA. Strategy Overview is designed to standardize your stack across all your clients so you can deliver a better experience that clients and engineers will love and rave about!
All your QBRs should follow the same standard process which delivers consistent results! Strategy Overview will help you structure your QBR process so
it is repeatable and consistent across all your clients.
Document all risks for the client to see. Once the risk is documented it is part of the official record. This is critical for HIPAA and other compliance requirements. You will never again have to say “Remember I told you about that 7 year old server!” Just send them the last Strategy Overview report!
Use our Technology Checkup template to do a quarterly 70+ point health review of your most critical network pieces to keep your networks healthy and avoid major unexpected outages.
Time is money. Strategy Overview is built on modern technologies and built for speed so it is a true pleasure to use.
We believe simple is beautiful. Strategy Overview allows you to take information from multiple reports and deliver only what is relevant to the client to see in a simple way that is easy for anyone to understand.
We couldn't manage compliance without Strategy Overview. Everything from HIPAA compliance to DFS, GDPR and anything in between can be easily managed and documented in Strategy Overview.
Running Strategy Overview on your clients pays for itself with the projects generates, true value generated for your clients and the time it saves for some of your most senior and expensive team members. In our MSP we have reduced QBR preparation time by 3 hours per client per quarter using Strategy Overview.
Create a new account with no credit card in 1 minute. Run report with our supplied template in 5 minutes. Use our agenda to run a Technology Strategy Meeting that afternoon.
Coming to the platform in the future is a Strategy Bot named Leo! Leo will analyze your client’s network and get smarter over time. He will assist your vCIO and Strategy team to bring even more value to your clients!
Strategy Overview is used by forward thinking modern MSPs and we have an ambitious roadmap that will revolutionize the MSP industry. Come join us and support the app!
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!
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!
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!
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.
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.
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.