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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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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

Uniportal serves as a cloud-centric AI operations platform tailored for managed service providers (MSPs). It integrates an AI agent with MSP service desks and their operational tools, which encompass PSA, RMM, identity management, documentation, and cloud distribution systems. This advanced agent comprehends the context of support tickets, adheres to reusable natural-language procedures, and either suggests or executes approved troubleshooting and account management actions, with customizable approval settings for each tool and action. MSPs have the flexibility to customize runbooks for their specific clientele, while technicians can monitor the agent's performance within ticket workflows. Additionally, a client portal is available for end users to submit their requests and generate tickets. Designed specifically for MSP helpdesk teams, Uniportal efficiently manages repetitive L1 and L2 tasks, including password resets and account modifications. Consequently, a task that typically requires a technician around 45 minutes can be streamlined to a mere 2 minutes of evaluation. Furthermore, this efficiency not only enhances productivity but also improves overall service delivery for clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Autotask PSA Yes 
HaloPSA Yes 
Hudu Yes 
IT Glue Yes 
Microsoft 365 Yes 
NinjaOne Yes 
Addigy No 
ConnectWise Automate Yes 
ConnectWise PSA No 
Drift Yes 
Gravity Forms Yes 
HubSpot CRM Yes 
Jotform Yes 
Microsoft Forms Yes 
Pax8 No 
ServiceNow Yes 
SmileBack Yes 
Syncro Yes 
TimeZest Yes 
tawk.to Yes 

Integrations

Autotask PSA Yes 
HaloPSA Yes 
Hudu Yes 
IT Glue Yes 
Microsoft 365 Yes 
NinjaOne Yes 
Addigy Yes 
ConnectWise Automate No 
ConnectWise PSA Yes 
Drift No 
Gravity Forms No 
HubSpot CRM No 
Jotform No 
Microsoft Forms No 
Pax8 Yes 
ServiceNow No 
SmileBack No 
Syncro No 
TimeZest No 
tawk.to No 

Pricing Details

$60 per month
Free Trial No 
Free Version Yes 

Pricing Details

$299/month
The Starter plan is $299/month with annual billing; annual plans are billed upfront.
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 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 Yes 
Live Rep (24/7) No 
Online Support No 

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 Yes 

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

Vendor Details

Company Name

Uniportal Inc.

Founded

2025

Country

Canada

Website

uniportal.ai

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

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 

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