vCIOToolbox January 2020 Update 1.8.2

January Update 1.8.2


This update focuses on improving the recommendation experience for our clients and their customers.

  • Recommendation Categories To create a better IT review experience for both you and your clients we have added the ability to create recommendation categories to support project types (i.e. Security, Infrastructure, Disaster Recovery, etc.) . 

    Categories can be created in Settings > Recommendation Categories

Feature: New Priority Levels – You can now prioritize recommendation to support your technology plan objectives.  You can tag each priority as High, Medium, or Low.

Enhanced experience in reporting with the new categories – The categories allow you to better present your recommendations.  A legend is applied to each report section to identify the projects by their assigned color.

The printed report now includes multi-color in the roadmap section to support each category. 

The recommendations sequence invcorporates the new priority levels and categories in both print and web experiences.

Feature: We have added a filter to the Global Roadmap Summary so you can filter all, approved, and pending roadmap items.  This allows you to filter commited and pipeline items for a true financial forecast.  (Coming Soon- this will be expanded to the client level CFO report in the coming weeks.)

New Templates: We have added new templates to support Business Insights including CEO, CFO, and Vendor Relastionship Manager.  These are available in VCIOToolbox University

Enhancement: Added the Swiss Franc to the currency options.