The Strategy Module is the core of Strategy Overview. This is where your team builds, manages, and delivers strategic technology Reviews to your clients, bringing together Assessments, Dashboards, Roadmaps, Budgets, and all the other Parts that make up a complete TSM experience. It's the primary module that drives your ongoing client engagements and the one your vCIO team will spend the most time in.
The company list view
When you open the Strategy Module, you see your full company list with each client's current Health Score displayed as a color-coded percentage. This gives you an immediate, at-a-glance view of how every client is doing across all of your managed IT clients. You can quickly spot which clients are in good shape and which may need attention before their next Review.
Each company also shows the status of its Reports (Open or Completed) and the Report date. The icons next to each company name let you quickly create a new Report or jump into an existing one.
Use the filters at the top to narrow your view by Group, Market, Type, or assigned user. This is especially useful when you're preparing for a batch of TSM meetings and want to focus on a specific segment of your client base.
Report history
Expanding a company shows all of its Reports over time, both open drafts and completed historical Reports. Each Report displays its date, status, and Health Score. This history is valuable for tracking how a client's IT environment has improved (or declined) across Reviews, and it gives you a quick reference when preparing for an upcoming meeting.
Completed Reports are locked and archived as historical records. Your current draft is where active work happens. For more on the Report lifecycle, see the Managing Your Reports article in the Going Deeper collection.
Working inside a Report
When you open a Report, you're in the full strategy workspace. This is where you work through Assessments, configure Parts, build Dashboards, manage Roadmaps and Budgets, present to clients, and generate output. For detailed walkthroughs on building and delivering Reports, see the Getting Started and Delivering TSMs collections.