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Average Ratings 0 Ratings

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features
design
support

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Write a Review

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

Unified Office, Inc., is a top Managed Services Provider for Business Class Communications Services to Small- and Medium-sized Businesses. Unified Office provides fully managed business VoIP services. It integrates a quality and support plan that begins with a prospect engagement and continues through a site survey, network assessment, and ongoing integration, testing, deployment, and support lifecycle. We monitor all end-to–end service assets (on-premise, private/public clouds, software, hardware, quality, availability) round the clock using specially developed diagnostic tools. It is our commitment to support our business customers and resellers that is most important. Large enterprises have been attracted to the Internet of Things (IoT), and have purchased them. Unified Office, a provider of huManaged VoIP services, has extended its one-year-old Internet of Things service.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Autotask PSA Yes 
Auvik Yes 
Calendly Yes 
CrewHu Yes 
Drift Yes 
Gravity Forms Yes 
HubSpot CRM Yes 
ITBoost Yes 
Jotform Yes 
Liongard Yes 
LiveChat Yes 
Microsoft 365 Yes 
Microsoft Intune Yes 
Microsoft Power BI Yes 
NinjaOne Yes 
QuoteWerks Yes 
ServiceNow Yes 
Simplesat Yes 
Zendesk Yes 
Zendesk Chat Yes 

Integrations

Autotask PSA No 
Auvik No 
Calendly No 
CrewHu No 
Drift No 
Gravity Forms No 
HubSpot CRM No 
ITBoost No 
Jotform No 
Liongard No 
LiveChat No 
Microsoft 365 No 
Microsoft Intune No 
Microsoft Power BI No 
NinjaOne No 
QuoteWerks No 
ServiceNow No 
Simplesat No 
Zendesk No 
Zendesk Chat No 

Pricing Details

$60 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
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 No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

Vendor Details

Company Name

Unified Office

Founded

2011

Country

United States

Website

unifiedoffice.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

Business Phone Systems

Call Logging Yes 
Call Monitoring Yes 
Call Recording Yes 
Call Routing Yes 
Employee Directory Yes 
IVR / Voice Recognition Yes 
Mobile Access Yes 
Virtual Call Center Yes 
Web Conferencing Yes 

Business VoIP

Call Parking Yes 
Call Recording Yes 
Contact Management Yes 
Encryption No 
IVR / Voice Recognition Yes 
Ring Groups Yes 
SIP Trunking Yes 
Unified Communications Yes 
Voice Quality Enhancement Yes 

Cloud PBX

Call Recording Yes 
Call Routing Yes 
IVR / Voice Recognition Yes 
Ring Groups Yes 
SIP Trunking Yes 
Virtual Extensions Yes 
Web Conferencing Yes 

MSP

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

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