Strategy Overview
Plan Anything. The Ultimate QBR and vCIO Platform for MSPs.
Overview
Strategy Overview is a vCIO and strategic planning tool designed for MSPs to enhance client success. It features a powerful template engine that allows for the creation of highly customizable QBR reports, assessments, roadmaps, and budgets. The platform aims to streamline the strategic planning process, enabling MSPs to position themselves as digital transformation leaders for their clients.
✨ Key Features
- Customizable QBR/vCIO Templates
- Digital Transformation Roadmaps
- Budgeting and Forecasting
- Asset Lifecycle Management
- Client Portal
- Executive Summaries
- Approval Workflows
🎯 Key Differentiators
- Highly flexible and powerful template engine.
- Focus on digital transformation planning.
- Founded and designed by MSP veterans.
Unique Value: Empowers MSPs to move beyond simple QBRs and create comprehensive, customized digital transformation plans for their clients.
🎯 Use Cases (5)
✅ Best For
- Developing detailed digital transformation plans for clients.
- Using templates to quickly prepare for client strategy meetings.
- Providing clients with a portal to view their strategic plan and assets.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- In-depth security compliance auditing
- Helpdesk and ticketing management
🏆 Alternatives
Offers a greater degree of template customization and flexibility compared to more rigid platforms.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (NA tier)
💰 Pricing
✓ 14-day free trial
Free tier: NA
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