Clients Risk Analysis
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.
3-year IT Budget and Roadmap
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.
Beautiful PDF Report
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!
Stop using spreadsheets and word documents for QBRs!
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!
Become 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 EBITA. 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 to
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.
Epic return on investment
We built Strategy Overview with EPIC return on investment in mind. Your QBRs are prepared and executed by some of your most expensive team members. Strategy Overview takes QBR prepration from 2+ hours down to 30 minutes for every QBR! Save your vCIOs and Project Engineers endless hours and frustrations per year!
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.
Artificial Intelligence Strategy Bot: Meet Leo
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!