Strategy Overview is an app built by an MSP to save you time, streamline QBRs and take your strategic assessments, roadmaps and budgeting to the next level! Strategy Overview was built by an MSP to save you time, streamline QBRs and take your strategy, roadmaps and budgeting to the next level! As a managed services provider (MSP), you should meet with clients every quarter/year to discuss strategic plans.
This includes providing a quarterly business review (QBR) report, which until now, has been a time-consuming task for some of your most expensive team members. Strategy Overview is designed to save your vCIOs and project engineers hours a month and standardizes your QBRS. You can now finally generate beautiful PDF reports, roadmaps, budgets and take your vCIO process to the next level.
This includes providing a quarterly business review (QBR) report, which until now, has been a time-consuming task for some of your most expensive team members. Strategy Overview is designed to save your vCIOs and project engineers hours a month and standardizes your QBRS. You can now finally generate beautiful PDF reports, roadmaps, budgets and take your vCIO process to the next level.
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About
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Since then the platform is used by hundreds of MSPs on every continent. Strategy Overview is the fastest and easiest to use vCIO/QBR platform on the market. The process behind Strategy Overview was developed by Alex Markov on a whiteboard starting in 2010 and has been used for hundreds of strategic technology meetings with companies of all sizes and verticals.
Features
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Grade your clients' technology strategy on 100+ points and clearly document all the risks. By leading your clients through this process, you will evolve their businesses and dramatically reduce your support hours per end point and keep your team happy and healthy. Create a simple executive summary for your clients so they can see a snapshot of what is actually going on.
Strategy overview
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You can finally add manual groups and items onto an individual client report that do not come from the template. Modify your view on the fly across the entire app to analyze your clients and stack like never before. Budget for cloud, subscriptions and hardware as a service using our new recurring budgeting.
Pricing
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Strategy Overview allows us to have a consistent strategy process that is extremely simple and fast. Nothing gives us the ability to view our total stack like SO. We are excited for all the things to come from the SO team! Strategy Overview has helped us create concise, attractive, and understandable client reports to use alongside our existing OML and roadmap documents.
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