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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
vCIO Hero is an innovative virtual CIO platform specifically designed for managed service providers (MSPs) that prioritizes quarterly business reviews (QBR) by enhancing strategy evaluations with advanced ICT audit tools, traffic-light risk assessments, and structured recommendations categorized as “Good/Better/Best” through a user-friendly visual solution builder. The platform features critical components such as an ICT overview, detailed audits with commentary, multi-option recommendation modules, and a Kanban-style roadmap to facilitate strategic planning. It seamlessly integrates with PSA and RMM tools to synchronize data and offers branded client portals to ensure transparency during quarterly business reviews. Distinctively, vCIO Hero not only emphasizes compliance reporting but also focuses on boosting sales conversion, enabling MSPs to simplify complex technology stacks, cut down on expenses, and accelerate decision-making through established sales psychology principles. Additionally, it is available as a standalone product or within Invarosoft’s Stack Saver bundles, making it a viable alternative to individual tools like ScalePad Lifecycle Insights and vCIO ToolBox. With its comprehensive features, vCIO Hero is positioned to significantly enhance the efficiency and effectiveness of MSPs in managing their clients' IT needs.
API Access
Has API
No
API Access
Has API
No
Integrations
Autotask PSA
Yes
ConnectWise Automate
Yes
Kaseya BMS
Yes
Syncro
Yes
Accelo
Yes
Drift
Yes
ITBoost
Yes
Invarosoft
No
Jotform
Yes
Liongard
Yes
Integrations
Autotask PSA
Yes
ConnectWise Automate
Yes
Kaseya BMS
Yes
Syncro
Yes
Accelo
No
Drift
No
ITBoost
No
Invarosoft
Yes
Jotform
No
Liongard
No
Pricing Details
$60 per month
Free Trial
No
Free Version
Yes
Pricing Details
$199 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/vciohero/
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
