Features
All the reporting your vCIO needs and more
Asset Lifecycle Management
Integrations with ConnectWise Manage, IT Glue, Datto Autotask, Syncro
Warranty Look-ups
Dell, Lenovo, HP, Microsoft Surface, Microsoft 365
Budget Forecasts
Customized detail and summary budget forecasts in exec-friendly reports
QBR Reporting
Color-coded for fast queries and downloadable csv/word reports on assets, users, contracts, projects
Cross Client Analytics
Data quality, ad hoc reporting on assets and assessments, Microsoft 365 subscription summary
Projects and Roadmap
Only tool in the industry to link assessments to asset inventory and give customized quarterly roadmap report across all clients
Assessments
Pre-built templates and completely customizable assessment tool. Create assessments around risk, stack alignment, policies and procedures, customer health and more
Assessment Analytics
Compare assessment results over time to show how remediate projects have increased technology health
Flexible Scheduler
Plan business reviews quarterly, monthly or as needed by client. Track notes/attendees and upload QBR artifacts
