Compare Humanize IT vs. Strategy Overview

Humanize IT serves as a revolutionary platform for communication and QBR acceleration tailored for MSPs, shifting the focus from traditional presentations to structured, interactive client discussions. Utilizing a comprehensive four-step framework, it is enhanced by coaching, ready-to-use templates, automated evaluations, budgeting resources, and customized client dashboards. The platform seamlessly integrates with PSA systems to synchronize opportunities and data, streamlining QBR preparations and saving between 6 to 12 hours for each review while offering insights like client engagement scores, whitespace analysis, and various personas (such as vCIO and CISO) that facilitate significant conversations. By providing weekly coaching sessions and fostering a peer community, MSP teams cultivate strategic selling practices and establish trust-based relationships with clients. Humanize IT not only transforms technical dialogues into value-driven conversations, thereby increasing client retention and upselling success, but also enhances the profitability of MSPs, all within a SOC 2-certified framework that guarantees consistent and reliable service delivery at scale. Ultimately, this innovative approach empowers MSPs to engage more effectively with their clients, fostering long-term partnerships and driving business growth.

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.