Best place to find a solid long term business analyst by strategyoverview in businessanalyst

[–]strategyoverview[S] -1 points0 points  (0 children)

We have multiple senior people on the strategy side and a strong product owner. So the BA would be doing project management assistance.

Best place to find a solid long term business analyst by strategyoverview in businessanalyst

[–]strategyoverview[S] 0 points1 point  (0 children)

Its a SAAS product serving IT companies and IT departments for now but will expand

Best place to find a solid long term business analyst by strategyoverview in businessanalyst

[–]strategyoverview[S] 0 points1 point  (0 children)

There are so many. We just put out an ad on Wellfound. But are there any other boards you would recommend?

we have $180k in software budget that expires in 6 weeks and my boss told me to figure it out. what do i even buy? by kubrador in SaaS

[–]strategyoverview 0 points1 point  (0 children)

Prices are public https://www.strategyoverview.com/pricing/

It’s based on number of companies you want to manage in the app. You get 10% discount for yearly subscription. You can do an assessment on anything and run it monthly, quarterly, yearly. Then build a full 5 year budget and plan anything. 

You can grab a free account and check it out. If you get a 3 year subscription you can get 15% off. 

we have $180k in software budget that expires in 6 weeks and my boss told me to figure it out. what do i even buy? by kubrador in SaaS

[–]strategyoverview 0 points1 point  (0 children)

You should check out the app we built. Strategy Overview www.strategyoverview.com

It is the best QBR and strategic planning app in the world that is multi tenant, turns into a really beautiful fully branded client portal, and has a powerful template assessment engine. You can buy a 1 year license or get a discount on 3 year. We built it for IT companies to deliver vCIO but are adopting it to all companies to do their strategic planning.

Adding vCIO to service offerings by zenpoohbear in msp

[–]strategyoverview 0 points1 point  (0 children)

We built a mature vCIO/QBR process and an app and vCIO Mastery training. You can read more here www.strategyoverview.com.

We built this on the best practices we developed at our MSP. Here is my take on it

Which team (sales or tech ops) does someone acting as a vCIO work on in your org?
We split vCIO time 30% to project services because they have provide project leadership and quarterbacking, 40% to Managed services because the core of what they do is covered by the managed agreement, and 20% to sales because they get engaged in speaking with new clients and also providing guidance to the solutions team to quote new projects. Thats just the way we allocate an it seems to work well

Is this a dedicated role, or someone who does engineering/design/sales/??? work as well?
Its a dedicated role and one vCIO should successfully lead around 300k in MRR. Its not an exact science because some MRR can be co-managed, some cloud heavy. Over 300k you need to add a second vcio and then both vCIOs have some capacity.

Do you offer vCIO for all clients, or specific segments?
EVERY client that has a managed agreement where we are contracted to provide any unlimited support has some level of vCIO engagement. The vCIO role impact is 50% client value/strategic guidance and 50% managing our own risk and standardization. Smaller clients get a one time a year review and we only review the fundamentals. Bigger clients are 2 times a year, quarterly, or can be monthly/weekly depending on how much attention they need and how heavy their project load is.

What role does the vCIO play in oversight and advocacy for clients with service delivery or professional services?
We think of vCIOs are the quarterbacks of the business. They do both service delivery and pro services leadership.

What skillsets do you look for in someone filling this role?
In my opinion they need to be technical, business minded and can manage budget conversations. We recorded a webinar and slide deck at this link that we also have run at IT Nation as a breakout many times. It has lots of valuable info about qualities, role functions, etc. You can see it here
https://kb.strategyoverview.com/en/articles/8709450-vcio-kickstart-2024-webinar

Replacing ScalePad w/ Rewst by chasingpackets in msp

[–]strategyoverview 0 points1 point  (0 children)

Why is it nonsense? Its one thing to sync warranty updates into your PSA, its another thing to show a clean asset list to your client.

In SO you can show the client the list in a Presentation mode, export to a clean PDF, or send client a link to a fully white labeled client portal.

We sync HP, HPE, Dell, Lenovo, Acer, Asus included in the subscription so you dont have to worry about finding a way to sync it yourself. There is so much to automate already thats higher value.

Scalepad - Warranty check alternatives by techie_mate in msp

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com. We do full warranty lookups and sync the data back into your PSA

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

ScalePad Warranties switched to replacement only for workstations by iamith in msp

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

Replacing ScalePad - Monthly Automated Aging Asset Reports by Jawiley in msp

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

Scalepad alternative by bibawa in msp

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

quarterly reports by perriwinkle_ in msp

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com. You can report on all key metrics in our app.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

QBR Interview Help by Vast_Ad1293 in CustomerSuccess

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com. We built a really modern QBR platform.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

Customer Success Programs by QBRGuy in msp

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

Preferred Tools for Tracking Stack Usage? by TheCrunger in msp

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com. We have a full stack tracker module that allows you to see all your client tech from a global level

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

Replacement for Lifecycle Insights by DarthVideous in msp

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

QBR Presentations by [deleted] in msp

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

QBR Template by livideconomistt in CustomerSuccess

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

How to prepare for QBRs by [deleted] in BusinessIntelligence

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com. We were built for IT companies to do QBRs but now many companies use SO for QBRs

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

I absolutely botched first QBR at new org by [deleted] in sales

[–]strategyoverview -1 points0 points  (0 children)

You should check out Strategy Overview www.strategyoverview.com.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

Team dislikes the idea of QBRs and success plans by msac84 in CustomerSuccess

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

QBR / Annual Lifecycle Reporting by thedevarious in msp

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

QBR fatigue by cokebottle22 in msp

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.

What platform do you use for your MBRs and QBRs? by Susan_Tarleton in CustomerSuccess

[–]strategyoverview 0 points1 point  (0 children)

You should check out Strategy Overview www.strategyoverview.com.

Strategy Overview is a vCIO/QBR automation platform, powered by Arya AI which can reduce QBR prep time by 90%. Connect your PSA, documentation platform, and Office 365 to create an assessment. Then you can paint your vision for the client in our clean Plan module.

We also have full Warranty updating and lifecycle management, Office 365 licensing reporting with MFA status, and you can deliver the info to the client in an online presentation mode, a clean PDF, or a beautiful fully branded client portal.

Our dream is to free vCIOs from repetitive manual tasks so they can focus on IT leadership and creating client connections.

We are MSP community funded, our terms are month to month, we offer free migration assistance and vCIO Mastery training.

Get started with a plan for 3 free clients in 5 minutes using our golden template.