Configuring the strategy profile

NAVIGATION  Strategy > (click the more menu) > Strategy Profile

The strategy profile is where you adjust details for consideration while developing a selected organization’s roadmap.

Start Of Fiscal Year

This field allows you to set the start of a client's fiscal year. Changing the start month changes all dates in the quarterly columns and persists the next time the page is accessed. Editing this option alters the budget month for existing recommendations.

Meeting Frequency

This field is informational only and does not impact the roadmap, recommendations, or other areas of myITprocess. The value selected serves as an indicator of how frequently you would like to have vCIO meetings with this client.

Fiscal year end

Selecting this checkbox identifies your preferred year-end. When combined with a different start of the fiscal year, myITprocess adjusts the quarters automatically to coincide with either the traditional start of your fiscal year or your fiscal year-end.