Business Analytics & DashboardsAutotask Professional Services Automation (PSA)

Strategy Overview

Strategy Overview was founded by MSP veterans to help MSPs master vCIO and strategic planning services for clients. We built an app that streamlines the vCIO process and allows MSPs to create amazing and fully customizable QBR reports, assessments, executive summaries, asset lists, user lists, roadmaps and budgets. Our app also enriches asset data with purchase/warranty dates and gives your clients a portal to log into to view their digital transformation plan.

Strategy Overview is an easy to use vCIO/Strategic Planning, Lifecycle Management and Client Portal app built for modern MSPs to drive digital transformation and client success. Our Autotask Integration syncs Company Data, Assets, Contacts and Tickets (Coming soon) which allows MSPs to start preparing for a QBRs in 5 minutes using our powerful template engine.

Integration Features:

  • vCIO
  • QBRs
  • Roadmaps
  • Budgets
  • Asset Lifecycle Management
  • Managed User Lists
  • Client Portal

Contact Sales and Support 
support@strategyoverview.com

Documentation
https://kb.strategyoverview.com/en/articles/7858357-autotask-installation-instructions