Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Gain a comprehensive overview of your clients' Office 365 licenses, allowing you to pinpoint those who require attention to enhance and optimize their cloud expenditures. You can swiftly delve into the accounts with the highest number of unassigned licenses and assess potential revenue risks, making it easier to determine necessary adjustments for improved cloud financial efficiency. Additionally, you can review all clients' secure scores in a centralized location, enabling you to identify and focus on clients needing initiatives to bolster their security framework. Expedite the reconciliation of your Office 365 billing information and uncover any inconsistencies, with automated identification available if you utilize ConnectWise Manage or Autotask. Furthermore, you can access immediate recommendations aimed at fostering client engagement, boosting monthly revenue, and uncovering future projects for enhanced customer relationship strategies. This systematic approach not only streamlines your operations but also ensures that you are proactively addressing client needs and maximizing their cloud investments.
Description
The Strategy Overview is an automation platform designed for vCIOs and quarterly business reviews, created by managed service providers (MSPs) to enhance client strategic planning and facilitate digital transformation. It streamlines the quarterly business review process by automating tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting on Office 365 and asset lifecycles, utilizing a modular template engine driven by the Arya AI agent. This comprehensive system connects with various PSA/RMM tools like ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, as well as Office 365, allowing for the synchronization of essential company data like assets, user lists, tickets, warranties, and licensing information. Clients benefit from a customizable white-labeled portal that presents detailed insights into their strategy, health scores, and essential data points such as asset and user information, tickets, budgets, and roadmaps. Furthermore, the platform automatically refreshes warranty and asset data, which helps MSPs dramatically cut down on quarterly business review preparation time from several hours to mere minutes, while also standardizing processes, highlighting security and compliance insights, promoting proactive recommendations, and transforming assessments into strategic avenues for revenue growth. This innovative approach not only enhances efficiency but also empowers MSPs to deliver more value to their clients.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
Yes
Autotask PSA
No
BrightGauge
No
Calendly
No
ConnectBooster
No
CrewHu
No
Domotz
No
HubSpot CRM
No
Hudu
No
ITBoost
No
Integrations
Microsoft 365
Yes
Autotask PSA
Yes
BrightGauge
Yes
Calendly
Yes
ConnectBooster
Yes
CrewHu
Yes
Domotz
Yes
HubSpot CRM
Yes
Hudu
Yes
ITBoost
Yes
Pricing Details
$0.30 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$60 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Accordo
Country
New Zealand
Website
accordo.com
Vendor Details
Company Name
Strategy Overview
Country
United States
Website
www.strategyoverview.com
Product Features
SaaS Management
License Management
No
Onboarding
No
Renewal Management
No
SaaS Operations Management
No
Shadow IT Detection
No
Spend Management
No
Subscription Management
No
Usage Tracking / Analytics
No
Vendor Management
No
Product Features
MSP
Backup Management
No
Billing & Invoicing
No
CRM
No
Dashboard
No
Help Desk
No
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
No