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Description

ConnectWise Automate makes it easy to solve IT problems at lightning speed. ConnectWise Automate is a robust platform for remote monitoring and management (RMM). It helps IT teams increase their effectiveness. It allows teams to identify all devices and users that require proactive monitoring, remove delivery roadblocks and support more endpoints without adding to their workloads.

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

Autotask PSA Yes 
Auvik Yes 
BrightGauge Yes 
HaloPSA Yes 
IT Glue Yes 
ITBoost Yes 
Rewst Yes 
Axonius Yes 
Barracuda PST Enterprise Yes 
Codeless Platforms BPA Platform Yes 
CrewHu No 
HaloCSM Yes 
Liongard No 
OpenDNS Yes 
SmartShare Yes 
TimeZest No 
TxContact Yes 
Voyced Yes 
Zendesk No 
vCIO Hero Yes 

Integrations

Autotask PSA Yes 
Auvik Yes 
BrightGauge Yes 
HaloPSA Yes 
IT Glue Yes 
ITBoost Yes 
Rewst Yes 
Axonius No 
Barracuda PST Enterprise No 
Codeless Platforms BPA Platform No 
CrewHu Yes 
HaloCSM No 
Liongard Yes 
OpenDNS No 
SmartShare No 
TimeZest Yes 
TxContact No 
Voyced No 
Zendesk Yes 
vCIO Hero No 

Pricing Details

No price information available.
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 Yes 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

www.connectwise.com/platform/unified-management/automate

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

Product Features

Application Development

Access Controls/Permissions No 
Code Assistance No 
Code Refactoring No 
Collaboration Tools No 
Compatibility Testing No 
Data Modeling No 
Debugging No 
Deployment Management No 
Graphical User Interface No 
Mobile Development No 
No-Code No 
Reporting/Analytics No 
Software Development No 
Source Control No 
Testing Management No 
Version Control No 
Web App Development No 

Data Center Management

Audit Trail Yes 
Behavior-Based Acceleration Yes 
Cross Reference System Yes 
Device Auto Discovery Yes 
Diagnostic Testing Yes 
Import / Export Data Yes 
JCL Management No 
Multi-Platform Yes 
Multi-User Yes 
Power Management Yes 
Sarbanes-Oxley Compliance Yes 

IT Asset Management

Asset Tracking Yes 
Audit Management Yes 
Compliance Management Yes 
Configuration Management Yes 
Contract/License Management Yes 
Cost Tracking Yes 
Depreciation Management No 
IT Service Management Yes 
Inventory Management Yes 
Maintenance Management Yes 
Procurement Management Yes 
Requisition Management No 
Supplier Management Yes 

IT Infrastructure Monitoring

Alerts / Notifications Yes 
Application Monitoring Yes 
Bandwidth Monitoring Yes 
Capacity Planning Yes 
Configuration Change Management Yes 
Data Movement Monitoring Yes 
Health Monitoring Yes 
Multi-Platform Support Yes 
Performance Monitoring Yes 
Point-in-Time Visibility Yes 
Reporting / Analytics Yes 
Virtual Machine Monitoring Yes 

IT Management

Capacity Monitoring Yes 
Compliance Management Yes 
Event Logs Yes 
Hardware Inventory Yes 
IT Budgeting No 
License Management Yes 
Patch Management Yes 
Remote Access Yes 
Scheduling No 
Software Inventory Yes 
User Activity Monitoring Yes 

IT Security

Anti Spam Yes 
Anti Virus Yes 
Email Attachment Protection Yes 
Event Tracking No 
IP Protection Yes 
Internet Usage Monitoring Yes 
Intrusion Detection System Yes 
Spyware Removal Yes 
Two-Factor Authentication Yes 
Vulnerability Scanning Yes 
Web Threat Management Yes 
Web Traffic Reporting Yes 

IT Service

Contract Management Yes 
IT Asset Management Yes 
Incident Management Yes 
Knowledge Management No 
Release Management Yes 
Self Service Portal Yes 
Service Catalog Yes 
Service Reporting Yes 
Ticket Management Yes 

Mobile Device Management (MDM)

Automatic Device Recognition No 
Data Management Yes 
Deployment Management Yes 
Inventory Management Yes 
Maintenance Utilities Yes 
Procurement Management Yes 
Remote Update / Installation Yes 
Software Management Yes 
Synchronization Management Yes 
Wireless Network Support No 

MSP

Backup Management Yes 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management Yes 
Live Chat Yes 
Patch Management Yes 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access Yes 
Remote Systems Monitoring Yes 
Scheduling No 

Network Monitoring

Bandwidth Monitoring Yes 
Baseline Manager Yes 
Diagnostic Tools Yes 
IP Address Monitoring Yes 
Internet Usage Monitoring Yes 
Real Time Analytics Yes 
Resource Management No 
SLA Monitoring Yes 
Server Monitoring Yes 
Uptime Monitoring Yes 
Web Traffic Reporting Yes 

Network Security

Access Control Yes 
Analytics / Reporting Yes 
Compliance Reporting No 
Firewalls Yes 
Internet Usage Monitoring Yes 
Intrusion Detection System Yes 
Threat Response Yes 
VPN No 
Vulnerability Scanning Yes 

Patch Management

Alerts/Notifications Yes 
Automatic Approval Yes 
Automatic Patch Deployment Yes 
Automatic Scans Yes 
Compliance Management No 
Custom Patches Yes 
Dashboard No 
Network Wide Management Yes 
Patch Prioritization No 
Patch Testing Yes 
Remote Access/Control No 
Vulnerability Scanning Yes 

RMM

Deployment Management Yes 
For MSPs Yes 
IT Asset Management Yes 
Mobile Access No 
Network Monitoring Yes 
Patch Management Yes 
Real-time Alerts Yes 
Remediation Management Yes 

Server Management

CPU Monitoring Yes 
Credential Management Yes 
Database Servers Yes 
Email Monitoring Yes 
Event Logs Yes 
History Tracking Yes 
Patch Management Yes 
Scheduling Yes 
User Activity Monitoring Yes 
Virtual Machine Monitoring Yes 

System Monitoring

Alerts / Notifications Yes 
Antivirus Management Yes 
Data Backup / Recovery Yes 
Device Monitoring Yes 
Inventory Management Yes 
Patch Management Yes 
Policy-based Automation Yes 
Remote Monitoring Yes 
Reporting / Analytics Yes 
Risk Analysis Yes 
Server Monitoring Yes 
Service Configuration Management Yes 

Virtualization

Archiving & Retention Yes 
Capacity Monitoring Yes 
Data Mobility Yes 
Desktop Virtualization Yes 
Disaster Recovery Yes 
Namespace Management No 
Performance Management Yes 
Version Control Yes 
Virtual Machine Monitoring Yes 

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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