# Your dream QBR with assessments, executive summaries, dashboards, roadmap, budgets and anything you can imagine

Fully white labeled client portal to see strategy, roadmap, budgets, health scores, users list, assets, tickets and more.

Clean asset lists with ability to grade, budget and enrich data with our warranty updating integration.

A comprehensive suite of productivity tools designed to empower individuals and organizations to achieve more.

Arya is the world's first vCIO Agent that works with your team to automate QBRs and give you MSP super intelligence.

Plan client digital transformation, company vision, team objectives, and team member progress.

Fast vCIO/QBR automation software with assessments, executive summaries, dashboards, agile planning, roadmap, budgets, and a powerful template engine allowing you to build the QBR of your dreams in record speed.

Become a strategic MSP and create a digital transformation plan for your clients. Help them achieve their company goals using QBR software designed to make them thrive in a new modern world.

Strategy Overview is a QBR software designed to standardize your stack across all your clients so you can deliver a better experience that clients and engineers will love and rave about!

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, dramatically reduce your support hours per end point and keep your team happy and healthy.

Easily see your project roadmap and prioritize technology upgrades over 7 years.

Automatically calculate the budget for all future projects in our new Quickbooks style budget view.

Create a simple executive summary for your clients based on a template so they can see a snapshot of what is actually going on. No longer will clients be overwhelmed by pages and pages of techy reports they don't understand.

Use our golden template or make your own. Templates are infinitely customizable with different parts to create a report of your dreams standardized across all your clients.

Generate a beautiful PDF that shows your client a full picture of their technology strategy, network map, assets, contacts, roadmap and budget.

Run a meeting via Zoom/Teams and then generate a beautiful fully branded PDF report in seconds that your clients will love. Your clients will have full clarity into their overall technology health and strategy.

Visualize your client's health score, security score, efficiency score, sites, users, servers, workstations, progress over time and so much more.

Show a clean list of all computers and servers. Grade and budget for computer replacements. Strategy Overview will also automatically update the purchase date, warranty date and manufacturer and sync it back into your PSA.

Sync your contacts into Strategy Overview and show a clean user list of active managed users to your clients.

Secure, high-availability infrastructure in the U.S. and Ireland delivers low-latency, EU-compliant performance to power StrategyOverview’s vCIO and QBR automation worldwide.

# vCIO, Strategy & QBR Automation

## Drive Digital Transformation & Help your Clients Thrive

### Standardize Your Stack

### Assessment

### Roadmap

### Budget

### Executive Summary

### Template Engine

### Beautiful PDF report

### Presentation Mode

### Dashboard

### Asset List

### Managed User List

### Datacenter in US and Ireland

## Watch Strategy Overview in action: