Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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