Agreements

• Sync your agreements from ConnectWise, with their line items and invoice history, into a new Agreements module grouped by company
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• Add agreements by hand for anything that isn't in your PSA
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• Each agreement shows its amount exactly as it's billed
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• Tick Include in Budget to put an agreement on your Budget and Roadmap
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• Add the Agreements Part to a Report to go through a client's agreements with them in a TSM
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• To start, turn Agreements on in your modules, then add the Agreements Part to your Reports

1-Click PDF Export

• Export to PDF in one click, right from a Report, the Technology module, M365 license lists and Contacts lists
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• Report PDFs carry your company, template and date in the header and footer
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• Roadmap, Roadmap Budget and Assessment pages lay out the way they do in print
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• Contacts and Agreements PDFs follow the grouping and filters you have on screen

Fixes and Improvements

41 bug fixes across the app, including inactive items no longer showing in the Budget and Roadmap.

Auto-Grading for Technology Types

• Every item on a Technology Type now gets an End of Life date and a grade automatically
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• End of Life is the earlier of two dates: the purchase date plus the class lifespan, or the operating system's end of support
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• The grade follows that date. Danger once it has passed, Warning within the number of months you set, Healthy beyond that
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• A grade you set by hand always takes precedence
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• Important: your existing items come in with their current grades kept as set by hand, so nothing changes until you enroll them. Set their grade to Auto, one at a time or in bulk with mass edit
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• If you missed our recent Technology Types release, start with The Technology Module, then Auto-Budgeting and Auto-Grading Technology Assets

Also in 9.8

• Export Technology Type items to Excel
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• A new Billing role for the people who handle your subscription. They see Account Information and nothing else, and don't appear in people pickers
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• Office 365 is now M365 throughout, matching Microsoft's naming

Fixes and Improvements

30 bug fixes across the app, including the Recurring and Budget toggles on Flexible Item columns, and renewed or extended warranty coverage now reaching items that already had warranty data.

Coming Soon

• Agreements is on its way in an upcoming release

Initiatives

• A dedicated home for the projects and recommendations you plan to sell, with every Initiative across every client in one list
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• Initiatives group by quarter, and dragging one between quarters changes its dates rather than just reordering the list
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• List, card and board views, with a fiscal-quarter board. Card view is what your client sees in Display mode
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• A tag library in Settings, shared across every client, preloaded with Fundamentals, Security and Efficiency
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• The Initiatives Part has been added to your existing Reports and templates for you
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• Full detail in Working with Initiatives

Technology Types

• Attach a Flexible Item Group to a Technology Type and it inherits that type's columns, section, icon and budget classes, instead of being configured by hand for every client
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• Types are mapped in your integration settings, on the Configuration Types screen
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• Auto-budgeting comes with it. A budget class carries a lifespan and a replacement cost, and Strategy Overview works out each item's replacement year from its purchase date and its cost from the class
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• Your existing groups stay Standalone until you attach a type, and existing items arrive on the Custom class, so nothing you have already entered is overwritten
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• Full detail in The Technology Module and Auto-Budgeting and Auto-Grading Technology Assets

A new look

• The application font has changed. Strategy Overview now renders in Montserrat instead of Muli, everywhere
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• You can customize the font under Settings > Branding > General, which now has a Font section with both options and a reset to default
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• Updated navigation structure across the platform
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• Adjusted group name sizing in Present and Display modes

Assessment and Arya

• The panel that pops up from the tooltip is now a non-blocking overlay, so you can see the assessment behind it while you work
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• Ask Arya is hidden on Risk and Solution for now, while we evolve how those two fields get automated. Status and Grade are unchanged

Roles and Permissions

• Redesigned permission matrix
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• The Builder role can now reach the Plan

Companies

• Changes to how inactive companies are handled, covering billing, warranty sync and new Reports

Fixes and Improvements

55 bug fixes across the app, including warranty data missing from items created after the typed columns deploy, an empty file when exporting Flexible Assets to Excel, and errors adding or updating users.

Strategy Overview integration traffic now leaves from a single IP address per datacenter, rather than the longer list we published previously.

• USA: 172.176.81.125
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• Europe: 98.71.93.197

If your firewall already follows our allow list, there is nothing to do: both addresses were already on it. If you want to tighten your rules, you can now remove the other Strategy Overview addresses.

IP Allow List for Integrations

Column Management

• Flexible Items now uses the same column manager as the rest of the app
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• New "All" toggle to turn every column on or off at once
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• Active / Inactive column management on Plan

IT Glue and ConnectWise

• More IT Glue fields available when mapping Configurations
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• Field selection now previews the actual data, with sample values, for both integrations
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• Only field types that will work are offered when mapping IT Glue Configurations

Office 365 Module

• New columns covering security posture, account lifecycle, organizational detail, and mailbox data
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• On by default: User Type, Is Admin, SSPR Registered, Default MFA Method, Mailbox Storage in GB, and Has Archive
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• Others you can turn on when you want them, including Job Title, Department, Manager, MFA Capable, Passwordless Capable, Password Last Changed, and Mailbox Last Activity
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• A select filter on the new columns
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• Note: none of this needs new Microsoft consent. Columns that depend on the client's Microsoft licensing show empty rather than failing.

Integrations

• Each integration shows its sync status and last sync date in the Management Portal
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• NinjaOne no longer asks you to map RAM and OS Type, matching the other data integrations

Design and UX

• Refreshed navigation colour scheme
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• Collapse a row by clicking on it
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• A Filter icon and "Clear all" across the filter menus
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• More colour-coded columns

Roles and Users

• The Builder role can now reach the Marketplace in Settings
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• User management refinements

Fixes and Improvements

• 32 bug fixes across the app

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Assessment Items: How To and Reference Fields (NEW)

• Reference Instructions: a new rich text field on every Assessment Item for step-by-step guidance on how to evaluate the item, so whoever is filling it out knows exactly what to check
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• Reference Link: a separate URL field for pointing to your documentation in SharePoint, IT Glue, Hudu, or anywhere else, rendered as a clickable link

• At-a-glance indicators: each item shows four icons for Description, Health Standard, Reference Instructions, and Reference Link that light up when that field has content, on Reports and in the Template Editor
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• Roomier text fields: Description and Health Standard are now multi-line, so longer content wraps instead of requiring horizontal scrolling

Marketplace: Assessment Spreadsheets (NEW)

• Every template card in the Marketplace now has a Download Excel button, so you can download a template's Assessment as a spreadsheet without getting the template first
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• The spreadsheet covers the template's Assessment only, not the other Report Parts

Office 365 Module

• New "Last Signed In" column showing each user's last Microsoft 365 sign-in, useful for spotting stale accounts and unused licenses. Note that this requires an Azure P1 license or higher.
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• The Status field is renamed to "Contact Status" for clarity

Plan Module

• Redesigned Completed button, plus a new "All" option next to Active and Completed so you can see everything at once
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• The Active view no longer hides items with blank statuses
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• Mass delete for Plan items, including grouped parent and child handling, plus mass select and mass edit fixes

Technology Module

• Source badges are now color-coded by integration, with a neutral gray for unmapped or legacy sources
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• New filter conditions for number columns, and fixes across the expanded filter set: greater than and less than now apply correctly, fast filter options work with operators, and the filter popup stays anchored to its column
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• "Reset to default" is back for single Group columns

Builder Role Refinements

• The Builder role from 9.4 got a full permissions pass: Builders can now manage template parts, dashboard widgets, Technology Module settings, grades, columns, report settings, and Budget and Roadmap part settings everywhere the role should allow

Team Management

• Set MFA per user directly on the Add User form, active by default

Design, Stability, and Fixes

• Continued Arya refinements following the 9.4 streaming release
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• Updated image on the login and registration screens
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• Support chat now loads correctly on custom domains after sign-in
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• Resolved production API errors, an Office 365 part error when contact merging is off, Technology Module group loading errors, and a Configurations field mapping conflict when fields share the same name

Arya Chat Enhancements

• Arya's chat responses now stream in as they're generated instead of appearing all at once, so answers start coming through right away
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• Arya usage limits: account-level caps with usage tracking and a warning as you approach the limit

Technology Module Filtering

• Greatly expanded filtering capabilities in the Technology Module, for both numerical and date filters

Plan Module

• Active / Completed toggle: switch the Plan view between active and completed items

Builder Role (NEW)

• A new Builder role sits between Manager and Editor, with permissions extended across the platform

Design and UX

• Expanded icon library available across the app

NinjaOne Integration (NEW)

• Connect NinjaOne as your PSA, or as a data integration running alongside another PSA

• Brings in your NinjaOne companies, devices, and contacts. Each device type becomes its own Flexible Item Group in the Technology Module
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• See the NinjaOne Integration article for setup

Datto RMM Integration (NEW)

• Connect Datto RMM as a data integration to sync your sites and devices into the Technology Module

• Each device type becomes its own Flexible Item Group, alongside your PSA Configurations
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• See the Datto RMM Integration article for setup

Sign-In Update

• Strategy Overview sign-in has moved to Microsoft Entra, Microsoft's modern identity platform

• The first time you sign in after the update, you'll complete a one-time setup: choose your region, enter your email, and set a password using "Forgot password?"
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• Multi-factor authentication is on by default, with verification codes sent by email. Admins can manage this for their team

Trash for Reports and Plans (NEW)

• Deleted Reports and Plans now move to a Trash section instead of being removed right away

• Restore an item from Trash, or remove it permanently when you're ready

Technology Module Enhancements

• Custom columns: add your own columns to the Technology Module (Flexible Items)

• Internal columns: mark a column as internal so it stays hidden from users with external roles

• Grouping defaults for Configurations: synced Configurations are grouped automatically when they arrive, so onboarding a new integration is faster
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• Product ID (model number) mapping: map a device's model number to Product ID to support warranty lookups that require it, such as certain HP warranties

• Filters in the Flexible Items module are now saved per user, so your view no longer changes when a teammate changes theirs

Budget and Roadmap Enhancements

• Fiscal year: set your fiscal year start in General Settings, with a per-company override. New and draft Budgets follow the fiscal year you choose

Per company:

Account default:

• Default Name and Grade columns now appear on the Budget and Roadmap

Arya AI

• Arya has moved to Azure AI Foundry and now runs on updated GPT models for more capable responses

Office 365 Module

• Filters in the Office 365 module are now saved per user instead of per account

Design and UX

• Empty icons on Plans and Plan Templates now appear only on hover for a cleaner view
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• Beta labels removed across the app

Hudu Integration (NEW)

• Hudu integration: sync companies and Asset Layouts from Hudu into Strategy Overview
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• Works standalone or alongside any supported PSA (ConnectWise, Autotask, Halo, and others)
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• Each Hudu Asset Layout becomes its own Flexible Item Group, with per-layout field selection
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• If your Hudu Asset Layouts include PSA data via Connected Fields, those fields sync through as well
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• See the Hudu Integration article for setup

Flexible Items Chart and Count Widgets (Technology Module)

• Flexible Items Chart widget: visualize Flexible Item data as charts across all scopes (company, strategy, report, template, completed report)
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• Flexible Items Count widget: display count-based metrics with full drilldown support
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• Drilldown data now supports completed reports
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• These widgets replace the older Assets Chart and Assets Count widgets. Existing widgets were migrated automatically
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• See Dashboard and Widgets for placement and configuration

Redesigned Mass Edit

• Redesigned mass edit UI applied on the Flexible Items module and the Plan module
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• Plan mass edit fix: selecting all children no longer auto-selects the parent item

Warranty Enhancements

• Automatic mask generation for new vendors: expanded and stabilized across multiple sprint iterations
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• Apple warranty: emergency patches applied; integration moved toward stable state
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• Inactive items are now excluded from warranty update processing
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• Apple logo added to the Warranty UI

Arya AI Enhancements

• Arya can now use counts of related items as part of the prompt when generating responses
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• AI call activated for the 1 to 5 related items path
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• Status trigger improvement: value options now included in the AI payload when Ask Arya is triggered on the Status field

Plan Module Enhancements

• Adding a Plan Part to a Report is significantly faster: redesigned flow with template selection and other improvements
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• Duplicate Plan template option added to the fast-access templates list
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• Drag behavior on Plan fixed (previously glitchy)
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• Plan item popup closes when clicking empty space below the table
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• Mass edit on Plan: parent item no longer auto-selected when selecting all children
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• Plan item popup click-out behavior fixed: clicking outside now cancels instead of adding
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• Free subscription plans now support up to 5 Plans (raised from 3)
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• Mobile: edit icon removed from Plan mobile view

Flexible Items Enhancements

• Virtual scroll improvements for Flexible Item views on roadmap and budget
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• Default column order restored after import and after "Reset to default" in Flexible Items and the Flexible Items Report Part
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• Ability to open a Flexible Item Group in a new tab via right-click in the groups menu
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• Column checkbox color updated in Flexible Items and the Flexible Items Report Part
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• Class column type: define pre-configured tiers for Flexible Item Groups with labels, colors, and built-in pricing. See The Technology Module for setup.
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• Settings > Configurations section has been removed

Streamline and Onboarding Improvements

• Auto-mapping: companies from PSA are now automatically mapped to Data Integration on arrival
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• Auto-relate: Flexible Item Groups are automatically linked to Assessment Items if names match
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• Assessment budget values now parsed to number consistently (UI, API, and data migration script)
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• Unscheduled Budget: new UI and API support for budget items without a scheduled period

Design and UX Enhancements

• Rounded corners applied across the application
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• New loading animation with browser cache implementation
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• "Force sync" button styled white
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• Display mode: increased default width for Site column
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• Dynamic columns on roadmap and budget can now be resized to zero width
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• Review mode label no longer truncates
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• Text areas now support resize
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• Assessment info tooltip: item description shown on hover
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• Present Mode: Edit row above tables is restored (was previously on hover only)
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• 17 grades now fit in an open item without scroll
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• Counter of child elements shown in front of parent on roadmap and budget
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• Favicon updated to non-transparent version
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• Click-out on "Add Report" form cancels instead of submitting

Halo Integration Enhancements

• "Inactive" property now synced to asset status from Halo
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• Primary site determination logic improved for Halo company-site mapping
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• Custom object columns (ID with CF) no longer show the hide (eye) icon

Permissions

• Plan Module: flexible permissions extended to support mass actions
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• Permissions dropdown UI updated after UAT

Performance and Technical Improvements

• API threshold limitations addressed: endpoints and general limits
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• Production API random restart issue resolved
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• Healthchecks added to the API
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• EU client sync to Intercom fixed
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• Log retrieval optimized; old logs flushed
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• DateTimeTryCastNull translation improved for better query reliability
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• Security: HTML injection protection improvements
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• Azure setting enabled to allow single API endpoint instead of IP list (in progress)
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• Flexible Items: technical debt addressed with one centralized place to describe columns
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• Archive models added for statuses and Flexible Item sections
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• Blocking synchronization added on Flexible Item group updates

Flexible Items: Setup Statuses

• Custom Status Configuration: Map integration statuses to Strategy Overview asset statuses (Active, Inactive, Disposed, etc.)
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• Status-Based Filtering: Filter flexible items by their current status across all views and reports using a single toggle at the top of the Technology module
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• Automated Status Assignment: New items automatically receive appropriate statuses based on your configuration in Settings > Flexible Items > Statuses
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• Health Score Improvements: Inactive assets are now properly excluded from group health score calculations

Enhanced Warranty Management

• Apple Warranty moved from beta testing to live
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• Multi-Vendor Support: Enhanced support for HP/HPE, Acer, Asus, Lenovo, and Dell warranty lookups

Sites Mapping Logic Enhancements

• Improved mapping logic for matching imported site data to your existing site structure to avoid duplicates
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• Sites sync from IT Glue
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• Links to fast-open sites on click by site icon in integration system

Flexible Items Enhancements

• When selecting a Flexible Asset Group during integration setup with IT Glue, the system now auto-selects the first 5 available fields for quicker setup
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• Enhanced ability to delete mapped Flexible Item groups with proper import filter adjustments

Improvements

• Filtering: Added "does not equal" and "does not contain" operators for text-based filters
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• Plan filters are now saved per-plan rather than per-user, ensuring consistent filtering across team members
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• New ticket permission system: users can now be restricted to viewing only their own tickets or granted access to all tickets (user setting page)
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• Flexible Roadmap: Added ability to reorder sources (Plan, Assessment, Technology) directly from reports
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• Improved schedule module width to properly fit screen dimensions
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• Enhanced Marketplace "Get Template" button placement and Template type placement
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• Better responsive header alignment across the application

Performance & Technical Improvements

• Improved overall system performance through modernization and adoption of newer language features
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• Optimized report display and rendering performance, supported by enhanced profiling capabilities
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• Increased write performance for Flexible Items to improve speed and reliability
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• Enhanced integration observability services to provide better monitoring and troubleshooting support
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• Strengthened database encryption to improve security for sensitive information
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• Improved handling and storage of flexible item column value data
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• Added better auditable column management support within database migrations
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• Consolidated Payment and Settings API functionality into the User API for improved structure and maintainability