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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
Warranty Wizard is a comprehensive platform designed for managed service providers (MSPs) that focuses on the management of IT assets and warranty lifecycles, providing detailed warranty reports for both desktops and servers at the click of a button. It effortlessly integrates with professional services automation (PSA) and remote monitoring and management (RMM) tools, allowing for automatic synchronization of asset information while generating branded PDF reports that emphasize both lifecycle management and sales. The platform includes customizable device rules to highlight hardware that is nearing the end of its life, along with a unified dashboard that offers a pipeline view for both workstations and servers, as well as sales insights that aid MSPs in pinpointing and prioritizing devices that need attention or replacement. Users can set it up in less than ten minutes, enabling clients to effectively evaluate the health of their assets and their procurement needs through visual audits and tailored replacement suggestions. Designed to rival ScalePad Lifecycle Manager, Warranty Wizard not only streamlines asset management but also fosters vendor integrations, enhancing proactive service delivery and creating new revenue prospects, all within a user-friendly, one-click reporting framework. This platform ultimately empowers MSPs by facilitating better decision-making through its intuitive features and comprehensive reporting capabilities.
API Access
Has API
No
API Access
Has API
No
Integrations
Autotask PSA
Yes
ConnectWise Automate
Yes
Syncro
Yes
Atera
Yes
ConnectBooster
Yes
HP Advance
No
Jotform
Yes
LiveChat
Yes
Microsoft 365
Yes
Microsoft Forms
Yes
Integrations
Autotask PSA
Yes
ConnectWise Automate
Yes
Syncro
Yes
Atera
No
ConnectBooster
No
HP Advance
Yes
Jotform
No
LiveChat
No
Microsoft 365
No
Microsoft Forms
No
Pricing Details
$60 per month
Free Trial
No
Free Version
Yes
Pricing Details
$99 per month
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
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
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)
Yes
In Person
Yes
Vendor Details
Company Name
Strategy Overview
Country
United States
Website
www.strategyoverview.com
Vendor Details
Company Name
Invarosoft
Founded
2017
Country
United States
Website
www.invarosoft.com/warrantywizard/
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
IT Asset Management
Asset Tracking
No
Audit Management
No
Compliance Management
No
Configuration Management
No
Contract/License Management
No
Cost Tracking
No
Depreciation Management
No
IT Service Management
No
Inventory Management
No
Maintenance Management
No
Procurement Management
No
Requisition Management
No
Supplier Management
No
