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Description
An open-source tool for IT service management, documentation, ticketing, and invoicing. Targeted towards Managed Service Providers (MSPs) primarily, the software may also suit the requirements of internal IT teams.
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
Yes
API Access
Has API
No
Integrations
Atera
No
Autotask PSA
No
BrightGauge
No
Calendly
No
Drift
No
Gravity Forms
No
HaloPSA
No
HubSpot CRM
No
ITBoost
No
LiveChat
No
Integrations
Atera
Yes
Autotask PSA
Yes
BrightGauge
Yes
Calendly
Yes
Drift
Yes
Gravity Forms
Yes
HaloPSA
Yes
HubSpot CRM
Yes
ITBoost
Yes
LiveChat
Yes
Pricing Details
Free
Free & Open Source
Free Trial
No
Free Version
Yes
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
ITFlow
Founded
2019
Country
United States
Website
itflow.org
Vendor Details
Company Name
Strategy Overview
Country
United States
Website
www.strategyoverview.com
Product Features
IT Management
Capacity Monitoring
No
Compliance Management
No
Event Logs
No
Hardware Inventory
Yes
IT Budgeting
Yes
License Management
Yes
Patch Management
No
Remote Access
No
Scheduling
Yes
Software Inventory
No
User Activity Monitoring
No
MSP
Backup Management
No
Billing & Invoicing
Yes
CRM
No
Dashboard
Yes
Help Desk
Yes
Issue Management
Yes
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
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
