7.1.0 - 7/18/2024
Warranty Integration Engine expanded
Now we also provide sync for Acer, Asus and HPE
Note. For Acer system updates only USA serial numbers
IT Glue Flexible Assets Integration:
IT Glues Data - add Integration, Map companies, select Flexible assets to sync
IT Glue Flexible Assets flow into the Flexible Items module
IT Glue Flexible Items Report part
Plan Module Enhancements:
New column type for Plan module columns - Link Column
Added indication of non-empty Item Description field on Plan
Ability to change Plan Icons
Ability to edit Plan column from column header
Ability to drag columns in Plan Table
Added support for keyboard combinations (1st stage)
Added ability to complete items fast
Office 365 Module Enhancements:
Save columns, labels, order, width, filters in module per User
General Application Enhancements:
Added users avatars to fields with "Users" dropdowns
Inactive users are hidden from Users dropdowns
Added ability to drag manual Items on Assessment in Open report
Added indentation between groups on Report Display / Presentation Mode
Expanded Icons library to select by User
For Users list added column "MFA status"
Integrations Enhancements:
Removed bi-directional sync logic. Now SO won't send new markets, statuses and company types to PSA. Sync priority is always on PSA side
Import companies popup on PSA mapping step - added ability to search Company from PSA by name
Tickets Module Enhancements:
Ability to collapse / expand areas in Open ticket form
Ability to View Ticket from Report Display / Presentation Mode on double-click
Switcher "Show internal Notes" on Ticket form (unchecked by default when you open ticket form from Display / Presentation mode)
7.0.0 - 5/23/2024
Tickets - Service Board Permissions
Added ability to limit user access to Service Boards for Tickets module.
Tickets - New Ticket button
Added ability to input MSP service Email, which is used on the "New Ticket" fast option (shortcut with "Mail to").
Plan module
Added 1st version of Plan Template and Plan Module.
Merge Office with Contacts
Added ability to merge contacts list from PSA with User List from Office Integration.
Advanced filters in Office part and Contacts Part has been developed.
UI Changes
New Login Wallpaper, New SO default logo.
6.6.0 - 3/17/2024
Office 365 Integration
Instructions to setup
Added feature "Preview content during asset fields mapping"
When you first time setup integration it may be very difficult to select fields you want to bring to SO from your PSA, especially if the come from RMM agent and you are not sure how they labeled on API. Now you can click little "eye" icon to see example of each field content on the fly.
In the Assessment / Asset module, the "Quantity" field now supports negative values.
This enhancement enables users to account for refunds in their budget planning by entering negative quantities.
Edit item form on Asset and Assessment was redesigned
New white design instead of green has been applied
Error messages
Error messages was redesigned. Logic for group errors has been added.
"Tickets" part
Users with "Tickets" Integration now can enable Tickets part it Template / Report.
Changes for Assets widgets (Asset Chart, Asset Count)
Asset Type field has been converted from single-slect to multi-select
Checkboxes for mas-maintanance is saved
If you mis click item using mas-maintanance feature you can return and proceed - all selected items will be checked.
Ability to edit Asset Columns from template
No need to choose asset columns in a separate menu - now user can adjust Asset part columns from template.
Fast option to add part
Plus icon for fast-adding part on report has been added.
Settings - Integration - Connection - "Instructions button"
Added links to Knowledgebase instructions
Edit sources for Dropdown column from report
Added ability to edit option for Dropdown column: Assessment part - columns - click on Dropdown column - Edit.
Bugs fixed:
Recurring Items doesn't fall into a budget in a certain cases
Ticket link to PSA Ticket has been hidden from users with External roles
Integration issues with Halo setup has been fixed
and other.
6.5.0 - 2/17/2024
Angular new version (v16.0)
Major upgrade of front end Angular to v16
.Net updated to new version (v8)
Major upgrade of backend to .net v8
Report - External content parts
If system can't open external content internally due to source limitations, then option "Open in a new tab" appears
Create multiple reports background process
This is long running process on backend, moved to sockets (execution on the background, user can leave the page and process will keep running)
Widgets
Drilldowns: Added filters for drilldown data
Asset chart: Added ability to setup widget by asset status
Integration - logs
Now logs show when sync was scheduled, when sync started and when finished (with time)
Report - "User" field
Field converted from text input to a dropdown single-select
New column type for Assessment custom column - Dropdown
New column can be added via template for Assessment columns
Schedule
Changes in "completed" value count:System includes completed reports in Count within the quarter even when month doesn't match to target month
System counts Report only once per month
6.4.0 - 12/29/2023
Advanced logic for Warranty Updates
Bug fixes and enhanced asset update logic.
Multiple Dashboard parts
Added ability to create any number of Dashboard ("Overview") parts on Template or on current report.
Template Tags Library
Tags are shown in Template now:
Settings --> Templates --> Open Template --> Parts --> Assessment --> Tags.
It is easier to select tags for items on "Edit item" form.
Password requirements & Show / hide password option
When user creates an account or resets the password system shows the password requirements.
User can check inputted password using "eye" option.
Schedule refinements
Little changes in Alignments and Total counters formula.
Responsive mode enhancements
"User info" popup redesigned for responsive resolution.
Assessment enhancements
Display / Presentation Report modes - UI improvements in Filters popup.
Character limit for Assessment text columns "Risk", "Status", "Solution" etc. increased from 700 to 1500 characters.
Assessment / Asset part Column settings: Added option "Reset column settings"
Halo PSA Integration.
Halo Contacts sync from PSA.
Fast options (redirect to PSA) "New tickets", "New contact" from report.
ConnectWise Tickets Integration
Default status filter (exclude closed tickets).
Toggle "Open / closed" has been added.
Filter by Age has been added with predefined ranges.
Enhanced logic for "Status" filter: when board is selected then system shows only statuses related to this board.
"Time entries" inputted with "Note" flag flows into Ticket Notes List.
Module builder.
Added popup for fast-enable modules for Users:
Settings - General - Modules - "Users" icon near each module (click on Icon).Added new "Opening" option: "Redirect" for module type "External html".
Now it is possible to create module and input link to any URL , for example "Settings".
Configuration sync enhancements
Enhanced logic for clear data when click "Delete all" in Configurations menu.
Branding / Client portal
Link in Invitation email, logo and MSP name branded in all emails.
6.3.0 - 11/7/2023
Module builder feature
Settings - General - "Modules" tab
Ability to add custom modules using html embedded code or https links.
Login with Google
You can login via Google if you have registered using google email
Copy Ticket link option
Ability to fast copy Ticket URL in Tickets module
Inline filtration for true/ false fields in Tickets
Now it's easier to setup filters for Tickets
Tickets module responsive view
Page adaptation for tablet devices
Design minor changes, bugs fixed.
6.2.0 - 10/21/2023
Added "Status" filter for Contacts on report
Now you can filter by Active / Inactive contacts. System saves filter value for new versions.
Template "Assessment" page redesigned
Added Assessment Filters
Added ability to resize columns for Assessment items on Template
New beautiful design
Mas-maintenance for Template assessment Items
"Plus" icons for fast adding items on Template
Halo PSA Integration Streamline
Added shortcuts to fast create objects in PSA and links to open object in PSA
ConnectWise Tickets Integration Streamline
Bugs fixed
Desktop view icons visibility changes
Most icons are shown only on hover now
Login Refinements
Fixed styles for standard elements for all pages (login, MFA code, Reset Password, Confirm email)
Halo PSA Contacts Integration
Integration Contacts from Halo PSA.
6.1.0 - 9/24/2023
Tickets integration with ConnectWise
Tickets Module shows live tickets from CW. It's totally flexible and has the ability to filter, group, search and add notes to tickets.
The Tickets tab is shown in the Companies module for companies mapped with CW.
Kaseya Manage integration
New PSA integration syncs Companies and Configurations.
Installation Instructions here.
Resizable tables in Report. Separate width settings for Build, Display and Presentation.
Added ability to resize columns. The system saves column width within the template independently for every mode.
"Column settings" option on the Assessment part, build mode
Now you can change template column setting without leaving the report page.
Login with Microsoft
If you already have an account in SO, then you can login fast using Office 365.
Add a new repot based on a template
Toggle "Carry over data from report" added to "Add report" form.
Undo / repo on Edit template items
Keyboard combination "Ctrl + Z" is supported now.
Load default widgets option
Option helps to load main widgets to your Template or Strategy module.
Widgets' drilldowns optimized
Only main columns are chosen by default.
Add company streamline
"Status" and "Primary site name" are filled in with default data.
Syncro PSA Contacts sync
Contacts syncs from Syncro now and are shown in reports.
Drag and Delete icons on hover
Icons are shown only on hover now.
Report design standardizations
Report header redesign - more clean page layout for mobile devices and tablets.
Parts design standardized in build mode.
Text editor enhancements
More options for text formatting in a mini-popup.
Tables standardization
Design changes for all tables.
Ability to resize and sort for all tables.
"Force sync" backend improvements
Better sync logic, fewer errors in case of sync conflicts.
6.0.0 - 9/3/2023
Halo PSA Integration v1
Halo PSA Integration (Types, Company statuses, Companies, Sites, Assets).
Syncro PSA Integration v1
Syncro PSA Integration (Company statuses, Companies, Sites, Assets).
Custom Domain
Custom domain launched allowing you to setup a custom domain for the app with a branded login page
Custom Email
Custom email launched allowing emails from the system to be branded
Refinements
Budget sum - erase white spaces before and after sum.
Add company streamline - setup default status and create main primary site.
Text editor enhancements.
Design enhancements
Tables standardization
New login wallpaper
Responsive resolution changes (iphone bookmark icon, bugs fixes)
Roadmap design changes
5.5.0 - 8/8/2023
Custom Domain/Email
Custom domain and email (beta, limited access to feature).
Autotask Assets
Autotask integration streamlining and notes
Autotask Contacts
Autotask Contacts sync.
Company Type Changes
"Company type" not mandatory for company.
Design Changes
Design standardization for tables
Roadmap design enhancements
Warranty Service Logs
Detailed Warranty Service logs (list of updated assets).
5.4.0 - 7/25/2023
Responsive
Responsive design for App
Autotask Streamlining
Autotask Integration Streamlining
Overview Part Refinements
Overview design streamlining
Log changes
Added time in Logs
Favorite Companies
Favorites section in Strategy module
Design Changes
Design standardization for font sizes in titles
Connectwise Tickets
Tickets form ConnectWise (beta, limited access to feature)
5.3.0 - 7/1/2023
Autotask Integration
Autotask Integration launched into public beta
Market field changes
"Markets" field not mandatory for company.
5.2.0 - 6/20/2023
Branding settings
Change App name.
Change primary brand color.
Change App logo.
Reduce number of reports shown
"Show more" option for Report list has been added.
New Companies List Design
Redesign Companies list in Strategy module.
Row Highlighting
Highlight active row has been added to all tables.
5.1.0 - 5/26/2023
Widget Drill Down
"Drill down" option for widget on click (first beta version of the feature).
Manual group/item changes
Add manual item / Add manual group - fields order has been changed .
Click out to save
System saves all forms on a click out now (if all required fields are filled in).
New Notification System
Enhanced notification system for errors and success messages.
Warranty for all
Warranty service now available for all clients starting from Backer plan.
Mobile UI
A bunch of changes to use app from mobile devices and tablets:Widgets are now editable from mobile devices / tablets.
Login and registration page for mobile devices / tablets.
System opens all forms (popups) in full width for mobile devices / tablets.
Display mode adjusted for mobile devices / tablets.
5.0.0 - 5/14/2023
Warranty Updating
Added Warranty Updates service for Lenovo and Dell Assets (Beta version, available only for some clients).
Changes for PSA Integrations logic
Prohibited editing of the mapped objects in Strategy Overview (sync priority is on PSA side, so this improvement will help to not lose the data)
Integrations list
Implemented notifications system, so in case of Integration issues user will see warning icon with link to logs instead of error.
Improved sync logic (if one entity fails during the sync, the whole sync keeps running).
Changes in "Add integration" form (preparation for new Integrations coming soon).
UI enhancements for report
Width of columns on "view item" form for completed reports.
Added "info" signs to explain Presentation / Display settings options (Report - button "Report settings" - checkboxes at the bottom of the form).
Improvements for Widgets engine
Better layout for Asset chart, fixed bug with "Undefined" category.
Changes for "Add report" option
Advanced logic for "migrate report" option, ability to migrate text parts and custom parts content.
Enhancements for "copy template" option
New template will be added to user permissions when copy template by manager.
4.10.0 - 4/14/2023
PSA integration changes
We now allow duplicates for Site Names if they come from PSA to streamline the sync process.
The user can skip steps with Markets, Types and Statuses mapping during the initial ConnectWise Integration Setup. The system will map and include only the entities related to mapped companies in the scheduled sync.
UI changes have been made to the logs - users can now see the full error message text in case of data issues with the integrated system.
Total redesign for Budget and Roadmap part
The budget and roadmap section has undergone a total redesign to make the report look cleaner and more compact. The page breaks logic for print mode has also been improved.
Changes for widgets
The snapshot mechanism for widgets has been changed. We now store widget values for completed/archived reports in the database.
We have removed bottom bars from widgets, so they have more room and the Overview part looks cleaner.
We have also added the ability to set up what information users want to see inside the Info widget.
Users can now use the operator "Contains" for widgets color rules (for assets chart values).
The scale for the progress chart widget is now always the same, making it easier to compare data for different clients.
Health level numbers have been added to the stack radar widget.
Added option "Default open part" for template parts settings
So user can specify what part must be opened first in a build mode.
Changes for assessment part
Allowed keyboard input in "Year" field for assessment and asset item, so now user can plan budget not only for future 5 years but also for more distant perspective.
Added tooltips for Assessment columns (near column names). User can see description for this column from template on hover.
Changes for schedule module
Zero values (unfilled draft reports) are excluded from Total Average health shown at the bottom of the Schedule module.
Contacts part changes
Ability to sort contacts in report.
UI little bugs fixed.
Added new commands for Cover Page
Commands are moved under text editor fast options, so user can click the command (selects from the dropdown) instead of typing command from keyboard (or copy/paste).
Edit companies form was moved under Companies menu
Click Company - Company tab
Bugs fixed
removed ability to add Item groups duplicates in a template assessment settings.
fixed issues with blank pages in Print mode.
timezone bug with date shift
and others.
4.9.0 - 3/3/2023
Text Editor New Options
Added new options inside text editor
Part Source
Added part source (current / template) to current report part settings
Connectwise Shortcut
Added option "Add contact in CW" to a contact part
External Parts
UI refinements for fields on the edit part forms for "External embed" and "External content" part types (bigger size, fast copy option)
Contacts Excel Export
Added option "Export to excel" for Contacts part
Connectwise Integration Streamlining
Streamlined adding contacts while adding new companies to Integration mapping
4.8.0 - 01/24/2023
Contacts from ConnectWise Manage.
Integration settings to map contacts (ability to sync custom fields and setup conditions to sync).
Ability to connect Contacts with a template.
Column settings form to setup columns, width, change labels for report.
Contacts on report - Display/ Presentation mode. Sorting, grouping.
Added new widget type - Count Managed contacts (Available from Strategy, Company Overview and Report).
Widgets enhancements:
new UI library, report progress chart redesign, assets chart redesign.
Added "Duplicate template" option.
4.7.0 - 11/30/2022
Undo/Redo
Added Undo/Redo Keyboard Commands for Assessment and Assets Parts
Schedule Totals
Changes in the Schedule bottom line of Totals are made
Text editor changes
The text editor stretches to full width for part type "text part" when internal notes checkbox unchecked.
Bugs fixed
print engine bugs (page breaks, blank pages, text separation)
minor roadmap logic bugs.
UI bugs.
4.6.0 - 11/09/2022
New user streamlining
Streamlined new user creation
Roadmap/Budget design changes
New design for Budget and Roadmap part
Widget Enhancements
Enhancements for Widgets engine and Widgets design
Assessment Default Part
Assessment part is now always opened first in build mode.
Editing items in Presentation/Display
The User can change the "Data" field from Display / Presentation mode using double click on it.
Login Wallpaper
New login wallpaper.
Budget Totals
Added Totals to budget quarters
4.5.0 - 11/03/2022
Strategy Widgets
Widgets under Strategy module.
Colors rules on widgets
Possibility to add color rules on Widgets.
Connectwise Integration Streamlining
Streamlined the process of adding new companies and their configurations under CW Integration
New Widgets
Company count
Items count
New Part Types
Embed External content
Cover page
4.4.0 - 10/02/2022
Double Click to drag
Double click on drag bar to collapse. System remembers the width of the Companies list on Strategy.
New Parts Engine
Custom text part
Custom external content part
Parts settings (mode checkboxes, drag and drop sort order, custom labels)
Parts settings saving: apply to current report / Apply to All Drafts
Widgets refinements
Drag and drop, resize
UI refinements
New types of widgets
Connectwise Sync Logic
Improvements of sync logic with CW
Design
A lot of UI refinements across the app.
4.3.0 - 7/15/2022
Design
Smart reduction for Assets
4.2.0 - 7/8/2022
Integrations streamlining
Configurations delete logic
Overview Engine
Overview Engine launched to create widgets across the app
4.1.0 - 4/15/2022
Integration Logs
Logs for Integration, sync results report
UI refinements
4.0.0 - 4/29/2022
Advanced Template
Advanced template to template migration functionality
User for multiple reports
Set user for multiple report creation
3.5.0 - 2/23/2022
Asset Notes
Assets note now show up on assets
Asset Excel
Assets export to excel
Dashboard
Dashboard design enhancements
Parts Engine Changes
Parts order changing
3.4.0 - 10/25/2021
Connectwise Manage Integration Launch
Sync Company, company types, statuses, markets for future reporting power
Sync configs
Mass maintenance
Companies
Users
Various enhancements throughout
3.3.0 - 7/15/2021
Bug Fixes
Connectwise Beta Integration
3.2.0 - 5/7/2021
Company Sites
You can now add different sites per company to budget by sites. (The upcoming Connectwise integration will use sites to allow you to budget configurations by sites for clients with many locations)
Multi Market
Ability to add multiple markets to companies allowing companies to get multiple vertical specific groups/items on reports.
Mass Maintenance
Ability to do mass maintenance on companies
Template to Template Migration
Ability to seed data on new report from a different template/company/report
UI Refinements
Lots of UI refinements
3.1.0 - 4/9/2021
Territories reinvented into Groups
Only one territory was allowed to be added per company. We renamed Territories as Groups and now companies can be part of multiple groups. Some examples of how to use groups now are: Group your clients by vCIO, Compliance Regulated Companies, geographic regions, etc. The will allow you to do really amazing reports and client analysis in our upcoming reports module!
Schedule Refinements
- Future dates now listed as light gray and
- Added column counts
- Ability to set primary user for templates in mass on Schedule module.
New Executive Summary Editor
We upgraded the executive summary editor to a new engine which will open up more opportunities for features in the future and smooth out the existing editor experience.
Dashboard Refinements
New UI styling adjustments
Bugs Fixes
Many bugs fixed. If you notice a bug is still present after 3.1 and 3.1.1 please report it.
Multi Type
Enabled ability to have multiple types in preparation for Connectwise Manage integration.
UI Streamlining
Many UI enhancements.
Always on app updates/patches
Enabled ability to release features while app is being used live.
QA
Major QA team and tools investments for escalation in development.
Presentation Mode
New presentation mode with ability to edit while you are presenting.
3.0.0 - 2/1/2021
After two years of planning and development, our new version is finally here!
Totally New Platform
The platform was entirely rewritten for long term growth and rapid agile development. There is not a single line of code that was reused from SO2. Due to the pandemic and the amount of work it did take far longer than we expected. Sorry about that. I know many people were waiting.
Our beta was very short however... we have been using the app for two months in our MSP so its a very stable version. But there still may be small bugs. Please report them as you find them. We do have a very large list of tasks still being worked on this week and next. We did not want to delay launching any further so here is the new version!
Recurring Items
SO3 now allows for recurring items on templates. It is not enabled by default for accounts that came from SO2. Please go to Settings>Templates>Select your template>Assessment
Manual Groups and Items
You can finally add manual groups and items onto an individual client report that do not come from the template.
New Dynamic Filters Site Wide
Modify your view on the fly across the entire app to analyze your clients and stack like never before.
New Executive Summary
The new executive summary finally has styling! You will need to go into the template and apply styling to your default executive summary (Bold, numbered lists, etc) and then as you make all client reports once in SO3 you will need to style them once.
Roadmap Revamped
Standalone roadmap view with easy editing of just the items in the roadmap.
New Budget
A totally new 12 month budget view for professional budgeting for companies large and small.
New Budget Date Management
In SO2 we had Quarters and did not actually have years. In the new version Quarters have been transformed into individual months and "This Year/Next Year/Future" has been transformed to actual years.
New Display Mode - No more save to PDF (Just print to PDF)
The PDF mode was replaced with a new Display mode for easy virtual strategy meetings. Now if you want to export a PDF you need to print and "Save as PDF."
New Draft and Completed Mode
In the new version there are now "Draft" reports and "Completed Reports." Completed reports are disassociated from the template and cannot be edited. You can only have one draft at one time. Now draft reports show up as orange on the schedule until you mark them "Complete" after you finish a meeting with a client.
New Dashboard
The dashboard has been redesigned with a new views and filters.
Schedule Mode
The schedule report has been revamped with new filters and better logic.
Column Settings
There is an entirely new template engine. The column settings are designed for the best display view. Please be careful changing things because it will affect the way the reports display.
Knowledgebase and Videos Updates Coming
Right now the Knowledgebase is still setup for SO2. By the end of the week we will have the knowledgebase rewritten and in the next 2 weeks all our quickstart videos will be finalized and published.
Adjust Zoom and Navigation
The old app worked best at 90% zoom. If you log into the new app and your view is still stuck at 90%, change it in the browser to 100%.
Small Laptops and iPads
The app still doesn't work perfectly on smaller laptops or iPads. You can hide the navigation and companies list when editing the report. We will resolve this very soon. The app WILL work on iPads now!
Free Onboarding!
We are now offering free onboarding weekly. Please register here.
New User Types
We now have a new user class called "External Users". These are designed to give to your clients to access the system. They will not have any chat widget, Youtube videos and eventually you will be able to fully white list the app as your own custom client Strategy Center!
New Template Engine
Custom columns, custom grades and tags for groups and items for infinite customization.
Customize Grades
The new template allows you to edit and customize your grades. We dont use the Standard grade in our MSP so we deleted it. This is how we have our grades setup
2.13 - 3/5/2020
PDF Customization
You can now edit the page size, orientation, margins and font sizes for a more custom tailored report. The new recommended orientation is Landscape and all the recommended settings are under Settings > Templates > PDF Report Settings.
Page Number
You can now add the page number to the PDF parts. (You need to go into the template and enable it there and you will need to enable it on all Overviews once. Releases we make do not effect existing Overviews)
All Currencies
For our many international MSP allies, you can now use the app in any currency! Check it out under Settings > Localization.
Hidden Groups
Now if you hide all items under a group, the group itself will not print on a PDF.
2.12 - 1/20/2020
Health Score in PDF Parts
You can now pick and choose if you want to display the health score in them PDF or not
SO 3
Development begins on new long term platform built on Angular
2.11- 1/16/2020
Health Score
New Health score feature added for each group, overview report, client, and global health allowing you to see which clients have the most aligned tech stacks and which are the least aligned.
Health Score on TSM Schedule Report
Health score added to TSM Schedule report
Global health
New global health score allowing you to see how healthy your entire client base is.
Clients sort
New ability to sort clients by alphabetical order, grade or health score.
Persistent Filters
Filters and sort are now persistent in the Overview module and will remember if you leave the page and come back
Edit Template Item Improved
Edit template item in overview now takes you back to the item you were editing
2.10 - 10/21/2019
Back-end
Major back-end rewrites of multiple sections to increase in speed and continued preparation for version 3.
Default grade on items
New default grade per item set to "Question." You can now set the default grade for items in the template.
Clear item button
Adjusted styling for "Info" "Edit Template" buttons on items and added a new button "Clear item" allowing you to clear the entire item in an Overview instead of having to clear out each column.
Default prepared by
The "Prepared by" field will now be filled out from the user creating the report by default. (It can still be changed manually after.)
CSS
New CSS styling upgrades site wide (Ongoing)
Dashboard filters
New filters added under Dashboard for Territories and Markets
Double click to open
Added ability to double click to open Users, Territories, Markets, Types, Companies and Template items instead of having to select and press the edit button!
Add Company button
Added a "Add Company" button to below the Company list to be able to add companies without having to go into settings.
PDF Parts
Added PDF Parts as a first step at PDF engine rewrite. Now you can select which parts of the Overview you want to feature on the PDF.
Internal Notes
Added "Notes" field next to the "Executive Summary" for notes the MSP can now store in the system. Notes will not print on the PDF and are internal only.
Clear MFA
Ability for Admins and Managers to clear MFA for other users in case they lose their phones and get locked out. (Admins can only clear MFA for other admins. We recommend having two admins per account if possible.)
Japanese Yen
Added Japanese Yen to currency options for our Japanese MSP friends.
International date format
Added yyyy/mm/dd date format for our international MSP friends.
Other
Many other refinements app wide.
2.9 - 10/4/2019
Default Executive Summary
New default executive summary feature (You can now set a default summary at the template level and all new clients get the same executive summary base structure)
New Structure
New tabs for Overview (This will allow you to edit executive summary in full screen and creates the structure for new features)
Add Company Button
Add company button on Overview
Design
CSS changes to make app fit better
Speed improvements
2.8 - 8/1/2019
Backend changes and bug fixes
2.7 - 1/29/2019
Multiple bug fixes
2.6 - 1/26/2019
Multiple bug fixes
New login wallpaper
2.5 - 1/25/2019
New Overview Format
New Overview format. No more drop downs. This will reduce the amount of time it takes to grade every item by 50%.
Edit Template Item in Assessment
You can now edit the Template for each item right from the Overview screen! You can evolve your template on the fly!
Design
Lots of CSS refinements and display bug fixes.
Advanced View
Advance View options for the dashboard detail views. To access click the little menu icon next to each column to customize your view!
2.4 - 12/10/2018
MFA
Multi factor authentication added for Google Authenticator and Microsoft Authenticator
New Icon
Added "In Progress" and "Info" icon
Assessment Legend
Revised legend on PDF
2.3 - 11/13/2018
Schedule Module
New Schedule module created to set goals how many times you want to meet with clients and track how often you meet.
Stripe Billing Integration
Stripe billing integration rewrite (Update credit card, view invoice history, etc)
New Grade Options
New grade options on report for items (Gold star, Blue question, Hidden)
2.2 - 10/10/2018
MULTI USER IS HERE!
Default page load changed from dashboard to Overview
Improved slow dashboard loading
Fixed lots of bugs on overview editing and PDF creation.
Increased character limit on status and other fields to 700
Added Status and Solution columns to Roadmap/Budget page on PDF
Ability to hide left company list and turn Overview into full screen
Added Rand currency for our South African partners
2.1 - 6/16/2018
Vastly expanded the database in the background in preparation for multi user mode. Most changes under the hood.
Fixed many minor buggies
Continued CSS rewrite and progress on improvements on small monitors
Big improvement to the way you can fill out the report by always being able to reference template text and also the ability to type in an expandable text area!
International Localization settings allowing you to set the currency symbol, date format and time zone!
2.0 - 4/29/2018
New Platform
We recreated our original proof of concept/beta version in .NET and Bootstrap. Welcome to Strategy Overview 2.0!
It's now written in Microsoft's .NET Core 2.0, one of the fastest and most responsive Microsoft frameworks. We also use Bootstrap 4.0 for the layout and stylization.
All Strategy Overview beta and v1 tenants have had their data migrated into the new platform. This includes all reports, templates, companies, territories, markets and users.
A major part of our rewrite was in revamping the user interface. This was done to simplify the experience even more and to prepare for additional module releases in the future.
If you've had a Strategy Overview account from before the overhaul, please clear your browsers' cache to prevent any glitches. For example, you might see missing elements in your report. Press Shift and F5 to clear your cache.
Out with the old, in with the new!
New UI
A few things of note regarding the UI revamp:
When creating reports, the Grade drop down menu no longer shows icons. It shows the grades in correctly color coded text. However, when you choose a grade, the correct icon appears in the report.
Item and Group numbers were lame, weren't they? Now, you can drag and drop Items and Groups to your hearts' content!
For Excel templates, the Group and Item numbers are still in play and will work as they did previously. You can drag and drop the Groups and Items in your templates once uploaded into Strategy Overview with the Excel uploader.
Template Compatibility
All previously created Strategy Overview, Technology Overview and Technology Checkup templates along with your own custom templates will remain compatible within the new system. We hope you enjoy Strategy Overview 2.0!
1.8 - 2/5/2018
Template Importer
Upgraded template importer. Now you can import a template on top of template and any field that was changed will update the template allowing for easy mass updating
1.7 - 1/21/2018
Intercom
Intercom launched! New Knowledge base! New Messenger for Support! New way to communicate with the vCIO community!
Knowledgebase
Updated all documentation in new knowledgebase
HTG
HTG Silver Sponsorship announced for 2018!
1.6 - 1/8/2018
Roadmap/budget yearly script created under settings. To run once on January 1st to move "Next year" items to the "Current year"
Fixed several small bugs
Many backend adjustments
Removed report limits for all accounts
Ability to preload fully filled out reports for new accounts.
Added prospects flag under company types. Prospects dont show up in dashboard forecasts.
1.5 - 1/2/2018
Live saving per line for overview
Live saving in template creation
Deleted items in template dont carry over now
Dropdowns for add company items
Sort by template in overview navigation
Name of report next to date in overview
Add "Where did you hear about" for new account sign up
Many backed fixes
Template injection system added. Now you can upload a template on top of a template and have new items added
Ability to make 1 template default
Ability to put non numeric items in budget. "To be decided" as a budget item added
1.4 - 12/4/2017
Fixed ability to manually add categories and items outside of an excel template import
Backend tweaks
1.3 - 11/27/2017
Lots of backend improvements
Knowledgebase link added to top
Added more columns to detailed views on dashboard allowing you to see the status of your entire stack items
Fixed dashboard error requiring double click
Active tab color changes and little style tweaks
Preparation for new platform and version 2
1.2 - 11/21/2017
Billing integration
New accounts come preloaded with template
Template 1.9
1.0 - 11/9/2017
Softlaunch version 1 released at IT Nation 2017 and released to HTG community
Beta - 5/1/2017
Beta launched into our MSP
Alpha - 10/1/2015
Initial proof of concept drawn in Powerpoint to convert existing assessment excel spreadsheet into a web app and internal development begins.