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Description
UNIFIED vCIO MANAGEMENT PLATFORM. Simplify Technology Business Reviews by integrating vCIO functions, technology alignment strategies, and network documentation into a single platform. Document. Capture your clients' network information within our comprehensive documentation system. Review. Conduct Technology Audits using pre-built templates for efficiency. Present. Share the findings and grant clients access to their personalized QBR dashboard. Features Highlights. Access all necessary tools within one user-friendly solution. vCIO Dashboard. A unified interface offers quick insights into critical aspects of clients' network and security operations. Consolidate data from various sources into an intuitive dashboard. Provide clients with limited access to the information that matters most to them. Technology & Security Review Frameworks. Utilize straightforward QBR frameworks. Benefit from ready-to-use QBR templates that adhere to industry standards such as NIST CSF, ISO27001, PCI, HIPAA, and more. Additionally, our platform ensures that both accountability and transparency are maintained throughout the review process.
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
API Access
Has API
Integrations
NinjaOne
Syncro
Accelo
BrightGauge
ConnectWise Automate
CrewHu
Datto RMM
Datto Workplace
Hudu
IT Glue
Integrations
NinjaOne
Syncro
Accelo
BrightGauge
ConnectWise Automate
CrewHu
Datto RMM
Datto Workplace
Hudu
IT Glue
Pricing Details
$75 per month
Free Trial
Free Version
Pricing Details
$60 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Narmada
Founded
2016
Country
United States
Website
www.narmada.cloud
Vendor Details
Company Name
Strategy Overview
Country
United States
Website
www.strategyoverview.com
Product Features
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
Product Features
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
