Key Features for Your vCIO

  • Save Time
  • Streamline & Simplify
  • Strategize & Plan
  • Collaborate
8

vCIO Dashboard

Use the feature-rich dashboard to view your opportunity pipeline in a glance.

9

Health Check

In just a few clicks, generate and view your clients entire network health in one place.

8

Customer Portal

Work with your clients in portal that offers transparency, automation and standardization.

9

Client Approvals

Once IT plans are in place, clients can approve a one year plan in just one click.

8

Asset Approvals

Use the asset approval functionality to get the “go-ahead” from clients anytime.

ALL FEATURES

 FORECASTING

i

Discover Opportunities

Discover Opportunities

The dashboard is all about viewing your opportunity pipeline at a glance.

 

Preview What's Next

Preview What's Next

See all your customers upcoming strategies within the dashboard.

 

 

s

Track What’s Outstanding

Track What’s Outstanding

Using the dashboard, instantly distinguish which strategies and assets still need attention.

Drill Down

Drill Down

Drill down to each customer’s strategy feed.

 

Granularity

Granularity

Sort all your strategies by vCIO, by company and by month.

 

COLLABORATION

Clear Strategy Specifics

Clear Strategy Specifics

Automatically link assets to strategy and to  risks.

 

v

Gain Feedback

Gain Feedback

Collaborate by sharing your QBR strategic plans with your customers and receive feedback on it.

 

Always Available, Always Up-To-Date

Always Available & Always Up-To-Date

Access customer plans 24/7.

Customizable Templates

Customizable Templates

Get started right away, when you’re ready to branch out, easily customize your template to better suit your needs.

 

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Save Time & Headache

Save Time & Headache

BOOST handles it all! Precise, automatic budgeting, drilling down to assets and more.

Standardized vCIO Strategies

Standardized vCIO Strategies

Apply your strategies across the board for all your customers.

 

 

Split Customer Budgets

Split Customer Budgets

Create and maintain site specifc plans for your customer that may need to share budgets across multiple locations.

 

Customer Friendly Online Portal

Customer Friendly Online Portal

With BOOST, you get approvals, network overview map, network health report, budget and planning.

Superior Customer Experience

Superior Customer Experience

Seamlessly collaborate with customers on their asset replacement schedule through the online notes/chat.
1

Simple Navigation

Simple Navigation

With BOOST, you will receive your branded portal which is simple to navigate, designed from the beginning for humans.

 

Documentation

Documentation

1-click uploaf for your notes for each strategy into PSA.

q

Standardized Description of Risk

Standardized Description of Risk

Help your vCIO articulate risks to your customers the same way each time.

Quantify Value of vCIO Offering

Quantify Value of vCIO Offering

Within BOOST, customers can access their plans at anytime.

Marketplace for Strategies

Marketplace for Strategies

Collaborate with other MSPs.

 

 

 PROACTIVE PLANNING

U

Filter Easily

Filter Easily

Filter assests through the custom filter for each strategy to find the right assets.

 

Assign Away

Assign Away

Lock strategies to each customer so you never miss another opportunity.

Multi-Customer Sites

Multi-Customer Sites

Filter customer assets by strategy and by customer site location.

Create unique custom strategy

Create unique custom strategy

Never miss another unique strategy again with BOOST.

 

$

Pipeline

Pipeline

Understand your pipeline at all times globally or by customer (by vCIO).

Revenue Effect

Revenue Effect

Understand how each new strategy affects your pipeline instantly.

Tracking

Tracking

Track hardware, software, professional services or monthly services strategies separately.

Global Strategy Change Instantly

Global Strategy Change Instantly

Apply your change globally using BOOST.

 

INTEGRATIONS

COMING SOON!

COMING SOON!

Frequently Asked Questions

How does this software help me grow my business?

Simple… clarity and standardization. Managing becomes a whole lot more simple when you can see what is happening in your company. With our company, user, and team pipelines we make managing your vCIO or Client Service team a breeze. As your automated budgets are reports being generated for your clients, automated pipelines and conversions are being reported on your pre-built dashboards back. 

Why are companies using BOOSTvCIO?

Standardized vCIO appointments for each team member in your company. No matter how big or small your vCIO team is, they are busy. Generating reports, writing out risks and consultative plans is very time consuming. These reports are also not very dynamic as we should be striving to deliver a common and supportable end result to each of our clients. Many organization also struggle with varying strengths on their vCIO bench. Using BOOST vCIO software will equalize the playing field. Providing a “BOOST” for those Jr. vCIOs to create, manage, and consult your clients like a pro. Let us not forget the transparency for our clients. While they may not log in every day, simply knowing you are on top of a tangible plan that they can collaborate on will BOOST their trust in your company  to provide them the technology steering they need.

Is this software good for Internal IT companies?

Absolutely! Internal IT, consultants, CIOs… this is tool that can automate as much or as little as wanted. Virtually this will work for anyone in any organization that needs to track assets, report on asset risk, strategy planning, all while generating automated budgets and keeping it up to day. 

How long does it take to get started?

We will get you launched into your new strategy planning and client collaboration in only a few clicks. Our pre-built descriptions and risk templates are included with each package of BOOST vCIO so your are ready to roll out of the box. With our API integrations, it’s a 1-click process. We highly recommend our “Professional Services+” package when using the API integration because we will help you merge your custom and internal processes into BOOST vCIO’s behavior.

What if our clients have issues with their portal?

We provide you the tools to help administer your own client portals. Typically these are new user addition requests, collaboration or strategy requests, or password change requests. If there is a bug or item your team cannot help solve, simply call us and we will get someone on this asap. We probably will have already found that bug and have been working on it as our MSP uses this software each and every day with their clients too.

GET STARTED TODAY!

Schedule a Demo of BOOSTvCIO TODAY and our team will walk you through the software that will strengthen client relationships and dare we say, become your most trusted software.

 

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