Business Details
9 Years
experience
Your Trusted vCIO Software for IT Strategy Automation
Founded in 2017, Strategy Overview emerged from two decades of hands-on experience in managed IT services. Our founders, veterans of the MSP industry since 2002, recognized the need for standardized, scalable strategic planning tools while growing their own award-winning IT company. We developed this platform to solve real-world challenges faced by MSPs, transforming manual spreadsheet processes into an intelligent automation system. Our Arya AI co-pilot and comprehensive vCIO tools reflect our commitment to innovation, with features like automated QBRs, warranty tracking, and white-labeled client portals.Backed by a network of technology partners and industry leaders, we empower MSPs to deliver strategic value while reducing administrative burdens. Our New York headquarters serves as the nerve center for continuous product development, driven by direct feedback from thousands of global users. With data centers in the U.S. and Ireland, we ensure reliable service delivery while maintaining EU compliance standards. Our mission remains focused on modernizing strategic planning through agile, user-friendly solutions that evolve with industry needs.
Services
vCIO/QBR Automation
Client Portal
Asset Lifecycle Management
Office 365 Reporting
Arya AI Integration
Warranty Tracking
Digital Transformation Planning
Executive Dashboards
Template Engine
Security Assessments
Details
- Year established: 2017
Highlights and features
- We reduce QBR preparation time from 3 hours to 15 minutes per client
- Our Arya AI automates strategic planning with machine learning intelligence
- We offer seamless integrations with 15+ PSA and RMM platforms
- Our white-labeled client portal provides complete brand customization
- We maintain dual data centers for EU-compliant, low-latency performance
Services
vCIO/QBR Automation
Our automated QBR solution streamlines strategic planning for MSPs. This service reduces meeting preparation time by 80% through AI-generated assessments, executive summaries, and visual dashboards. Clients receive customized roadmaps with budget projections and security evaluations, while technicians benefit from standardized reporting templates that maintain consistency across all client engagements.
Client Portal
The white-labeled client portal provides 24/7 access to strategic plans and IT metrics. Features include real-time health scores, asset inventories, ticket tracking, and budget monitoring. This transparent interface strengthens client relationships by giving stakeholders direct visibility into their digital transformation progress while maintaining brand consistency through full customization options.
Asset Lifecycle Management
This service automates hardware lifecycle tracking with warranty updates and replacement planning. The system grades equipment condition, calculates refresh budgets, and syncs data with PSA tools. By maintaining accurate asset records and providing depreciation forecasts, it helps MSPs proactively manage client infrastructure while reducing unexpected equipment failures.
Office 365 Reporting
Our Office 365 integration delivers comprehensive productivity analytics. The platform tracks license usage, user activity, and compliance metrics across Microsoft environments. This data powers actionable insights for optimizing cloud investments, improving security posture, and identifying training opportunities to maximize client ROI on Microsoft 365 deployments.
Arya AI Integration
Arya AI enhances strategic planning with machine learning capabilities. The system analyzes client data to identify patterns, predict needs, and suggest optimizations. This intelligent co-pilot automates report generation, prioritizes security risks, and provides data-driven recommendations that help MSPs deliver more value with less manual effort.
People
Alex Markov
CEO & Co-Founder
Alex co-founded Strategy Overview after building Red Key Solutions into a top-tier MSP. With 20+ years in IT services, he leads product vision and company strategy while maintaining industry connections through speaking engagements and advisory roles.
Dimitri Markov
CTO & Co-Founder
Dimitri oversees technical development with expertise in software architecture and automation. His engineering background and operational experience from Red Key Solutions drive the platform's technical innovation and scalability requirements.
Paul Grenci
Strategy Guide
Paul brings extensive MSP operational experience to client success initiatives. He develops best practices frameworks and trains partners on maximizing strategic value through the platform's capabilities.
Matt Zaretsky
Business Director
Matt leads growth strategy with a focus on partner ecosystem development. His industry expertise helps shape integrations and partnerships that expand the platform's capabilities for managed service providers.
Matt Moniello
CFO
Matt manages financial operations with a background in scaling technology companies. He oversees investment strategy and financial planning to support sustainable growth and product development.
Questions
What MSPs benefit most from your software?
Managed service providers seeking to standardize strategic planning, automate QBRs, and improve client visibility through digital transformation roadmaps.
How does Arya AI enhance QBRs?
Arya analyzes client data to identify patterns, predict needs, and suggest optimizations that improve strategic recommendations and reduce manual analysis time.
What PSA integrations do you offer?
We integrate with ConnectWise, Autotask, Kaseya, Syncro, Halo PSA, and 10+ other platforms through live APIs and embedded interfaces.
Can I customize client reports?
Our template engine allows full customization of reports including branding, content structure, and data visualization elements.
How do you handle data security?
We maintain secure data centers in the U.S. and Ireland with encryption protocols that meet EU compliance standards for global operations.
What training options exist?
We offer free onboarding, paid implementation packages, and customized training sessions to help teams maximize platform capabilities.
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