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vCIOs save hours managing IT roadmaps
Features MSPs can leverage
Integrate with ConnectWise® and AutoTask
Pull data automatically from your PSA for complete asset management capability
vCIO Process
Standardise the delivery of your vCIO services.
- Create your vCIO Process templates.
- Configure Notifications for your vCIOs when a meeting or an audit is due.
- Create tickets in your PSA.
Auditing
Audit and assess your clients' networks to make sure they are up to your company standards.
- Build custom questionnaires to audit your clients' practices against your current standards
- Generate a "state of your IT infrastructure" report to support project discussions
- Issues found can be pushed as service tickets to your PSA or, create a Project Opportunity to discuss in your next QBR
Build an IT Roadmap for your vCIO / QBR Meetings
Capture all upcoming projects for every client and outline costs and agreement changes
Build a Lifecycle for each Asset
The App connects to hardware Manufacturers’ websites to capture purchase dates and warranties (HP / HPE / Dell / Lenovo / Microsoft). The app also manages the end-of-life of Windows Operating Systems.
For every IT asset, manage and gain instant visibility of:
- Warranties
- Purchase Dates
- End-of-Life of Windows Operating Systems
Establish Policies for Each Asset Category
Use properties and rules for each category of asset with the ability to override and change the policy, or warranty information, as required
Customize Policies per Client
All clients are different and policies can be tailored to each individual client's requirements
Create Budgets Automatically
As asset inventories populate the app, budgets get defined in real-time for faster availability and strategic planning
Generate Flexible Reports in Word & Excel
Have full editing capability to modify reports once created - no static PDFs for faster updates
Simplify Login & Authentication
Leverage Office 365 to sign in and gain access to the App
