vCIO/QBR Automation
QBR automation for MSPs. Grade every client against your standards, turn the findings into initiatives and a budget, and walk into the QBR with the report already built.
Strategy Overview 10New
A complete platform for modern IT leadership.
Goals
Client business goals, with every initiative tied to them.
Initiatives
Red items become initiatives with owner and budget.
Assessments
Grade every client on 100+ points in minutes.
Proposals
Initiatives become proposals, tracked to approved.
ProjectsNov 26
Synced with your PSA, so approved work ships.
Agreements
Synced from your PSA onto the roadmap.
Tickets
Open PSA tickets on the dashboard, QBR and portal.
Budget
Initiatives, assets and agreements in one budget.
Auto grading
Assets grade themselves from your PSA and RMM.
Auto budgeting
Assets keep their own replacement budgets current.
User list
Enriched with Office 365 licenses, MFA and sign-ins.
Brandable portal
Your logo, your colors, your domain.
Relationship engine
Every contact, meeting and follow-up for every client.
One-click PDF reports
The branded strategy report, seconds after the meeting.
API and MCP server
Open to Claude, ChatGPT, Copilot and Rewst.
Arya 10
Smarter and faster. Answers questions, preps meetings.
Entra SSO
Entra sign-on for your team and portal users.
Streamlined setup
Guided setup gets your first clients assessed in minutes.
Easy migration
Migrate from any tool into Strategy Overview.
100s more enhancements
Faster screens, cleaner reports, more refinements.
Prep that took days
now takes minutes.
The meeting is where the vCIO earns the relationship. Most of the week before it disappears into screenshots and slides. Strategy Overview’s QBR automation assembles the assessment, initiatives, budget and report from live data, so your vCIO spends the time on the conversation.
90%
LESS PREP TIME
100+
POINTS GRADED PER CLIENT
4×
MORE QBRS DELIVERED
The whole vCIO lifecycle, in one place
From the client’s goals to the ticket that closes the work, Strategy Overview manages every step of the vCIO lifecycle and ties each one to the step before it. Next quarter it starts again at the goals.
Goals
The client's business goals set the direction.
Assessment
Grade the stack on 100+ points against your standard.
Assets
Every computer and server aged, graded and budgeted.
Initiatives
Red items become initiatives with an owner and a period.
Proposal
Initiatives become proposals, tracked to approved.
Budget
Everything rolls into a budget by quarter and year.
Project / Ticket
Approved work ships as projects and tickets in your PSA.
The Gold Standard for MSP Assessments
Grade the stack on 100+ points. Score every client’s technology against your standard of health. Every red item documents a risk, a solution and a cost, so the client sees why the project matters.
- Health, security and efficiency scores per client
- Your standards, your grading, across every client
- Every red item carries a risk, a solution and a cost
Standardize your stack across every client
Define your standard for every item and see which clients run it. Engineers work on one stack, clients get one experience, and you see who is behind at a glance.
Create initiatives from the assessment
After the assessment, the red items become initiatives: a summary, next steps, an owner, a period and a budget. Every initiative links back to the findings it fixes.
- Linked to the findings it resolves
- Owner, period and budget on every initiative
- Scoping, quoted, approved, in progress
A multi-year roadmap
Initiatives land on the roadmap by quarter, years ahead, next to asset replacements and recurring services. The client sees one timeline and signs off on it.
A budget by month, quarter and year
Every initiative and asset on the roadmap rolls into a budget by month, quarter and year, calculated automatically across all your clients. No spreadsheet, no re-keying.
Goals
Capture each client’s business goals and tie every initiative and plan item back to them, so the roadmap reads as a path to their goals, not a list of IT projects.
- Business goals per client, visible on the strategy report
- Every initiative linked to the goal it serves
- Progress the client can see in the portal
Proposals/Opportunities
Turn initiatives into proposals, see every open proposal across all your clients in one view, and track each one from drafted to approved.
- All open proposals across every client
- Status from drafted to approved
- Approved proposals become projects
Projects
See every open project across every client, synced with your PSA, so what the client approved in the meeting is what your team delivers.
- Every open project across all clients
- Synced with your PSA
- Status, owner and dates the client can see
Projects launch in November.
Agreements
Agreements sync from your PSA, so every recurring service sits on the roadmap and in the budget next to the projects, for every client.
- Agreements synced from your PSA
- Recurring services on the roadmap and budget
- One view across all clients
Tickets
Open tickets from your PSA, grouped by service board, on the client dashboard, in the QBR and in the portal. Reactive work and strategy sit side by side.
Microsoft 365
Every license under every contact, MFA enabled or enforced, and NCE expirations across all clients. The user list is infused and enriched with Office 365 data.
- Licensed users and license mix per client
- MFA enabled, enforced or disabled per user
- NCE renewal dates across all clients
Technology
Every computer and server with age, grade, end of life and replacement budget. Assets grade themselves against your refresh standard and update their own budgets, so the roadmap number is always current.
- Auto grading against your refresh standard
- Auto budgeting for every replacement
- Purchase date, warranty and manufacturer updated for you
Everything the client sees in the QBR
Executive summary
A one page summary built from a template: where we stand, what changed this quarter, top priorities. No pages of technical reports the client does not understand.
Dashboard
Health, security and efficiency scores, users, computers, servers, open tickets, MRR and progress over time, on one screen.
Goals
The business goals the client is working toward, with the initiatives and plan items that get them there.
Present live
Run the Technology Strategy Meeting over Zoom or Teams in presentation mode: cover page, executive summary, goals, dashboard, assessment, initiatives and budget, one screen at a time.
Hand off a branded PDF
When the meeting ends, generate the fully branded PDF in seconds: strategy, network map, assets, contacts, roadmap and budget. The client leaves with the whole picture.
The full strategy, on demand, in your client portal
Between meetings the client opens the same strategy in a portal with your logo and your domain: scores, initiatives, budget, assets and tickets, always current.
Use our golden template or build your own
Templates are infinitely customizable with different parts, so every vCIO on your team delivers the same report. Start with the golden template and run your first assessment in 5 minutes.
Assets and warranties, updated for you
A clean list of computers and servers with grades and replacement budgets. Purchase date, warranty date and manufacturer update automatically and sync back to your PSA.
- Grade and budget computer replacements in bulk
- Purchase and warranty dates updated automatically
- Manufacturer synced back to your PSA
Why Strategy Overview?
Reactive support is a commodity. What clients pay a premium for is a plan. Strategy Overview is the QBR automation 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 Europe. 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
Europe
Microsoft Azure datacenters in Europe 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
Explore the rest of the platform
What MSP leaders say
Real reviews from MSPs running their vCIO process on Strategy Overview.
Run a world-class QBR for every client
Start a mature vCIO process in 5 minutes with our free golden template.
- Free for 3 companies
- Unlimited users
- Golden template included