Audience

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

About Strategy Overview

Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.

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Pricing

Starting Price:
$60 per month
Free Version:
Free Version available.

Integrations

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Ratings/Reviews

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Company Information

Strategy Overview
United States
www.strategyoverview.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Strategy Overview Frequently Asked Questions

Q: What kinds of users and organization types does Strategy Overview work with?
Q: What languages does Strategy Overview support in their product?
Q: What kind of support options does Strategy Overview offer?
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Q: What type of training does Strategy Overview provide?
Q: How much does Strategy Overview cost?

Strategy Overview Product Features

MSP

Remote Access
Live Chat
Billing & Invoicing
Patch Management
Remote Systems Monitoring
Dashboard
Issue Management
Scheduling
Backup Management
Help Desk
Project Management
CRM
Privileged Access Management (PAM)

Strategy Overview Additional Categories

QBR