Strategy Overview
Prepare client QBRs, IT assessments, and technology roadmaps.
About Strategy Overview
Strategy Overview helps MSPs deliver vCIO and account-management workflows across client environments. Teams can build assessments, roadmaps, budgets, and branded QBR reports using connected PSA and Microsoft 365 data, with asset lifecycle information for planning.
Key Features
- Automates QBR preparation and client reporting
- Builds IT assessments, roadmaps, plans, and budgets
- Connects with Autotask and other PSA systems
- Tracks asset lifecycle and warranty information
Buyer Guide
Integrations
| Integration | Open |
|---|---|
 Autotask |
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