Microsoft 365 Reporting
See every license under every contact, whether MFA is enabled or enforced, and NCE expirations across all clients. Give clients a portal to audit their own licenses.
Every Microsoft 365 license and MFA gap,
on the QBR.
License sprawl and unenforced MFA are the two things clients never see until the invoice or the incident. This module puts both on the QBR, with the contact’s name next to each one.
1
REPORT PER CLIENT, AND ONE ACROSS ALL
100%
OF USERS WITH MFA STATUS SHOWN
0
NCE RENEWALS MISSED
The Microsoft 365 client report
Licensed users, MFA coverage and the license mix at the top, then every user with license, MFA status and sign-in status. Review it in the QBR, and let clients audit it in their portal.
- Licenses by SKU with the contact
- MFA enabled, enforced or disabled per user
- Visible to the client in the portal
All clients on one screen
Licensed users, MFA coverage, blocked sign-ins and license mix for every client at once, so you manage NCE expirations before they auto-renew.
What the module puts in front of the client
MFA status
Every user marked enabled, enforced or disabled, so the security conversation in the QBR is about specific people.
NCE expirations
Renewal dates for every client in one place, so nothing renews for a year by accident.
License mix
Which license every user has, plus the accounts that are unlicensed or unused, so the client can trim spend before the renewal.
Part of the same QBR
The Microsoft 365 report sits on the same strategy report as the assessment, initiatives and budget. Security gaps found here become initiatives and budget lines in one step.
Why Strategy Overview?
Reactive support is a commodity. What clients pay a premium for is a plan. Strategy Overview is the platform built to deliver that plan every quarter, for every client, from one record.
Built for the QBR, by MSP operators
Strategy Overview started inside an MSP. Assessment, initiatives, budget and report are one client record, so the QBR is assembled, not rebuilt.
Unlimited users, priced per client
Every vCIO, account manager and engineer gets a seat. You pay for the companies you manage, and the per client rate drops as you grow.
Month to month, free to start
Free for 3 companies, golden template included. No long term contract on any plan.
Arya, the world's first vCIO assistant
Ask about technology, scopes of work and QBR best practice, and let Arya help fill out the assessment. Plus an open API and an MCP server.
Connected to the stack you already run
ConnectWise, Autotask, Halo, Kaseya BMS, Syncro, ServiceNow, NinjaOne, Datto RMM, Hudu, IT Glue, Microsoft 365 and more. Nothing to re-key.
Recognized by the MSP community
IT Nation PitchIT winner, BetterTracker Category Leader and Fastest Growing.
Your data, in the region you choose
Strategy Overview runs on Microsoft Azure in the United States and in Ireland. Pick the datacenter when you register and every client you add lives there.
United States
Microsoft Azure datacenters in the US for North American MSPs. Client data stays in country.
- Low latency for US and Canadian partners
- Azure security and uptime
- Selected when you create your account
Ireland
Microsoft Azure datacenters in Ireland for MSPs in the UK and the EU. Data stays inside the EU.
- EU data residency for European partners
- Azure security and uptime
- Selected when you create your account
API
&
MCP
Connect your existing AI and automations with our API and a first-class MCP server to take your IT leadership into the future.
LAUNCHING IN SEPTEMBER
What MSP leaders say
Real reviews from MSPs running their vCIO process on Strategy Overview.
Put Microsoft 365 on the QBR
See the license and MFA report for a real tenant in a 30 minute demo.
- Free for 3 companies
- Unlimited users
- Golden template included