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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Autotask PSA No 
BrightGauge No 
Calendly No 
ConnectBooster No 
CrewHu No 
Domotz No 
HubSpot CRM No 
Hudu No 
ITBoost No 
Jotform No 
Liongard No 
Microsoft Forms No 
Microsoft Power BI No 
NinjaOne No 
QuoteWerks No 
Quoter No 
ServiceNow No 
Simplesat No 
Syncro 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 
Jotform Yes 
Liongard Yes 
Microsoft Forms Yes 
Microsoft Power BI Yes 
NinjaOne Yes 
QuoteWerks Yes 
Quoter Yes 
ServiceNow Yes 
Simplesat Yes 
Syncro 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 

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