What is Overview?
Overview is the ultimate knowledge management platform for Advisors. It makes it easy for all Advisors whether consultants, trainers, mentors, or coaches to manage, rate and give feedback to their Users from anywhere by turning calendars into live ratable interactions between Advisors and their Users.
Overview's first usage case is in fitness. Watch as a fitness trainer interacts with their clients both in and out of the gym from food to fitness turning healthily living into a healthy lifestyle.
connect Keynotes - The Freelance Economy
Bartmoss St. Clair explains the freelance economy and how the Service as a Product (SaaP) business model will change the industry by productization of services and knowledge management with Overview for Advisors.
What Do Advisors Do?
Consultants, trainers, teachers, coaches, mentors, and medical professionals, from fitness to finance, any Advisor has the same goal, to facilitate knowledge transfer, they all use some kind of metric to measure progress and they all offer feedback for further improvement.
What Do Advisors Need?
Advisors need to manage, rate, and give feedback to their Users. Currently most Advisors treat their advice as a billable service. Advice itself is not a scalable business model. To have a business, Advisors need to turn their service into a product.
Service as a Product
Overview does exactly that. Overview is a knowledge management platform for Advisors. It enables Advisors to offer their services as a product both on and off site, giving their Users advice in real-time.
How does it work?
Advisors create custom question templates with dropdowns, checkboxes, and textfields.
The questions can be ratable.
Ratings use our intuitive color design; green is good and red is bad.
Users fill in entries based on the templates and can even add photos.
Advisors rate these entries and offer feedback, all in a colorful calendar interface so both Users and Advisors can always see when, what, and why.
Overview's API is also available for companies that would like to add Overview's knowledge management features to their app or website. Customers can even order our backend system to be installed on their own server ensuring further security, privacy, and customization supporting larger companies and enterprises.