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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.
Description
Scheduling meetings is a waste of time. TimeZest seamlessly integrates with ConnectWise Manage to be part of your activity, calendar, and ticketing workflow. TimeZest will take care of the rest. TimeZest schedules for ConnectWise Manage at its finest, empowering clients to find and book the best time for them. Your team's real-time availability is used to make decisions. These choices are confirmed with automatic calendar invites and followed up by non-invasive reminders. ConnectWise Manage automatically updates tickets, allowing for a more natural workflow extension and streamlining the ticket resolution process. It's easy for your staff to schedule clients directly from within ConnectWise Manage with TimeZest
API Access
Has API
No
API Access
Has API
No
Integrations
Autotask PSA
Yes
HaloPSA
Yes
BrightGauge
Yes
ConnectBooster
Yes
ConnectWise Automate
Yes
Drift
Yes
Gravity Forms
Yes
HubSpot CRM
Yes
Hudu
Yes
IT Glue
Yes
Integrations
Autotask PSA
Yes
HaloPSA
Yes
BrightGauge
No
ConnectBooster
No
ConnectWise Automate
No
Drift
No
Gravity Forms
No
HubSpot CRM
No
Hudu
No
IT Glue
No
Pricing Details
$60 per month
Free Trial
No
Free Version
Yes
Pricing Details
$65 per month
Free Trial
Yes
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Strategy Overview
Country
United States
Website
www.strategyoverview.com
Vendor Details
Company Name
TimeZest
Founded
2019
Country
United States
Website
timezest.com
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
Product Features
Scheduling
Alerts/Notifications
No
Appointment Scheduling
No
Automated Scheduling
No
Calendar Management
No
Class Scheduling
No
Employee Scheduling
No
Facility Scheduling
No
Group Scheduling
No
Interview Scheduling
No
Meeting Room Booking
No
Multi-Location
No
Online Scheduling
No
Payment Processing
No
Real-time Scheduling
No
Reservations
No
Resource Scheduling
No
Room Booking Management
No
