Getting Started
Initial Setup Guide if you're new to Strategy Overview
8 articles
- Setting Up Strategy OverviewAdmin setup guide for configuring Strategy Overview for your team: integrations, branding, users, schedule, and building your first Report.
- Using Strategy OverviewA complete guide to the platform: Modules, Reports, Assessments, IT Plans, and presenting TSMs to clients.
- Create Your First ReportStep-by-step guide to creating your first client Report, from selecting a template to reviewing it in Display Mode.
- Set Up Your TeamHow to invite team members and assign roles that control what each person can see and do.
- Configure Your BrandingHow to add your company logo and brand colors so the portal and reports reflect your MSP's identity.
- Deliver Your First TSMA walkthrough of running your first Technology Strategy Meeting, from opening the report in Presentation Mode to presenting it with a client.
- Strategy Overview Onboarding Best PracticesTen best practices for a successful Strategy Overview rollout, from assigning SMEs to keeping your first TSMs simple and focused.
- Getting HelpHow to get help with Strategy Overview, including the chat widget, knowledge base, and booking a call with our team.