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Average Ratings 0 Ratings

Total
ease
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

Vallum Halo Manager serves as a comprehensive Network Management and Monitoring (NMM) platform that empowers organizations to oversee their network devices, servers, workstations, applications, and databases, ensuring their availability and overall health. This innovative solution features a groundbreaking decentralized architecture, which removes the need for the complicated central server setups commonly found in other NMM systems. Additionally, the Halo Manager is uniquely customizable, as it allows for the integration of specialized microservice applications known as Halo Applications, which enhance the system's capabilities in a modular fashion. By incorporating these applications, organizations can tailor the Halo Manager to better fit their specific operational requirements and improve overall network performance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Accelo Yes 
Atera Yes 
Autotask PSA Yes 
Auvik Yes 
BrightGauge Yes 
Calendly Yes 
CrewHu Yes 
Domotz Yes 
Drift Yes 
HaloPSA Yes 
ITBoost Yes 
LiveChat Yes 
Microsoft Forms Yes 
Microsoft Power BI Yes 
Quoter Yes 
Rewst Yes 
ServiceNow Yes 
SmileBack Yes 
Syncro Yes 
tawk.to Yes 

Integrations

Accelo No 
Atera No 
Autotask PSA No 
Auvik No 
BrightGauge No 
Calendly No 
CrewHu No 
Domotz No 
Drift No 
HaloPSA No 
ITBoost No 
LiveChat No 
Microsoft Forms No 
Microsoft Power BI No 
Quoter No 
Rewst No 
ServiceNow No 
SmileBack No 
Syncro No 
tawk.to No 

Pricing Details

$60 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) 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) No 
In Person No 

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

Vendor Details

Company Name

Vallum Software

Country

United States

Website

vallumsoftware.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

Network Monitoring

Bandwidth Monitoring No 
Baseline Manager No 
Diagnostic Tools No 
IP Address Monitoring No 
Internet Usage Monitoring No 
Real Time Analytics No 
Resource Management No 
SLA Monitoring No 
Server Monitoring No 
Uptime Monitoring No 
Web Traffic Reporting No 

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