Strategy Overview will change the vCIO world forever.

Features QBR/vCIO Software - New York

Your vCIOs And Project Engineers Will Love You

Strategic Technology Assessment

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 and keep your team happy and healthy.

Project Roadmap

Easily see your project roadmap and prioritize technology upgrades over 3 years.


Sync your configurations into our new Assets module allowing you to grade and budget for your assets under management and present it in the world's cleanest Asset report!

Warranty Updating

Our warranty updating engine will check the warranties for Dell, HP and Lenovo and will write the manufacturer, purchase date and warranty date into your PSA!

5 Year Budget

Automatically calculate the budget for all future projects in our new Quickbooks style budget view.

Executive Summary

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.

Beautiful Presentation Mode

Run a meeting via Zoom/Teams and then generate a beautiful fully branded PDF report in seconds that your clients will love. Your clients will have full clarity into their overall technology health and strategy.

Template Driven

Use our prebuilt high OML templates or make your own. Any company, compliance or industry can be analyzed like never before.

Stack Dashboard

Forecast your pipeline pre-opportunity and view your entire stack across all your clients.

QBR Schedule

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!

No More Spreadsheets

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!


vCIO Training

Through our upcoming webinars or 1on1 private consulting, our team can train your vCIOs to bring the next generation value to your clients.


Be A Trusted Advisor

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!


Standardize Your Stack

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!


Standardize Your QBR Process

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.


Limit Your Liability

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!


Run Technology Checkups

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.


Speed You Will Love

Time is money. Strategy Overview is built on modern technologies and built for speed so it is a true pleasure to use.


Simple Is Beautiful

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.


Manage Compliance

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.


Pays For Itself

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.


Fast Adoption

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. Strategy Overview is a turnkey vCIO process for MSPs big and small.


Ambitious Roadmap Built For Modern MSPs

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!



MSPs Strategy Overview

Strategy is the future of technology

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!


Bart McDonough



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!


Joel Abramson



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!


Nelson Gomes



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.


Karl Fulljames


A picture is worth a thousand words!

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.


Joe Cram


Strategy Overview Rocks!

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.


Wayne Klug