Choosing EOS software feels like it should be simple. You’ve already made the hard decision — committing to a business operating system that’s going to change how your company runs. Now you just need the right tool to make it happen.
But here’s what we keep hearing: the EOS software market is full of options that keep your EOS implementation siloed away from your team’s day-to-day work, making EOS into a chore, rather than a framework that your team actually values.
We built Strety because we needed it ourselves. After selling our previous company BrightGauge (which we ran on EOS), we knew exactly what operators need: software that makes EOS (the Entrepreneurial Operating System) easier to implement, not harder. Software that works with your existing tools instead of requiring you to abandon them. Software that your whole team will actually use, not just your leadership team.
Since launching Strety, we’ve worked with thousands of organizations running on EOS. And while every business is unique, we’ve noticed clear patterns in the types of organizations that absolutely love using Strety. If you see your company in any of these categories, there’s a good chance Strety will work the way you need it to.
Table of contents:
- Multi-Location & Multi-State Operations Scaling EOS
- Managed Service Providers Who Want to Streamline Tech
- Hospitality & Restaurant Groups Scaling Excellence and Clarity
- Startups Moving from Chaos to Structured Growth
- SMB Operators Who Need Project Management Built In
- HR Professionals & People-Focused Leaders Who Prioritize Performance Management
- EOS Integrators Who Need Visibility Without Micromanagement
- EOS Implementers Who Want Excellent Client Experiences
- Operators Who Are Tired of Siloed EOS Software
- Nonprofits & Mission-Driven Organizations Who Need Killer Resource Management
- Professional Services Firms Who Want More Strategic Client Management
- Frequently Asked Questions
Multi-Location & Multi-State Operations Scaling EOS
“I sit in on eight to ten meetings each week—across five companies and seven brands. Managing all those to-dos and rocks was a real headache before Strety. Now, with everything integrated into one place through Outlook’s To Do list, I’ve become a lot more efficient!”
— Paige Longmore, Marketing Director, 31st Street Capital
Running EOS across multiple locations creates challenges that single-site businesses never face. You need consistent L10 meeting structures in Springfield, Kansas City, and St. Louis. You need visibility into what’s happening at location three without sitting in on every single meeting. You need projects that span departments AND locations without things falling through the cracks.
According to BrightLocal, 81% of multi-location businesses opened new locations in 2024. Growth is exciting — until you realize your EOS tools weren’t built for it. When information scatters across locations with no single source of truth, your operating system becomes location theater instead of operational reality.
What Multi-Location Operators Love About Strety
- Custom fields in Projects let you track which location, department, or brand each task belongs to
- Microsoft Teams and Outlook integration consolidates tasks across multiple Strety instances so your regional managers aren’t switching between eight different logins
- Department-level L10s with flexible meeting structures adapt to how each location actually operates
- Cross-location Projects give you shared visibility when you’re opening new sites or rolling out company-wide initiatives
- Bird’s eye reporting shows you what’s happening everywhere without attending every meeting
Featured Multi-Unit Org Case Studies
Tono Pizzeria + Cheesesteaks / Frank & Andrea manages 11 Minnesota locations and is growing to 16+. Before Strety, restaurant opening projects lived in WhatsApp threads, phone calls, and spreadsheets. Hundreds of tasks across departments meant things constantly fell through the cracks.
“I really need project-based work alongside EOS. I don’t want to buy another tool because death-by-SaaS and tool fatigue is also a thing. So I said, ‘Let’s actually start using Strety, because it has built-in projects.'”
— Shaz Khan, President & Integrator, Read full case study
ServiceMaster of Salem operates four restoration locations across Oregon. They were having meetings just to meet — wasting time with no consistent EOS implementation across sites. Strety gave them a bird’s eye view across all locations with tools simple enough that their teams adopted them immediately.
“I felt like we were having really bad meetings — we were meeting to meet. And I hate that. Previous to being introduced to EOS and this tool, I remember having the most chaotic team meetings.”
— Brian Greer, Owner, Read full case study
31st Street Capital is a holding company managing multiple portfolio companies and brands. Before Strety’s Microsoft To Do integration, managing tasks across eight to ten weekly meetings spanning five companies created massive inefficiency. Everything now consolidates in one view.
“The Microsoft To Do integration was transformational. I sit in on eight to ten meetings each week—across five companies and seven brands. Now, with everything integrated into one place through Outlook’s To Do list, I’ve become a lot more efficient!”
— Paige Longmore, Marketing Director, Read full case study
Stellar Senior Living manages 36+ communities across multiple states with hundreds of employees. They needed software that people could self-learn without heavy training while leadership maintained visibility across all locations. Strety’s intuitive interface and outstanding support made the rollout seamless.
“We do have some communities that are overachievers that have built out their own V/TOs and Accountability Charts, which we love. They should have their own vision. One of the things we appreciate most about Strety is that individual teams can build and own their vision within the platform, rather than just relying on a company-level document.”
— Maddison Klitgaard, EOS and operations specialist, Read full case study
ROBO IT is a rapidly growing MSP with an Austin home base, three additional locations, and more to come in 2026. Strety makes it easier for their team to translate their EOS implementation and unique culture across acquisitions to provide ridiculously good IT no matter the location.
“With this level of expansion comes increased operational complexity, new regions, new cultures, new teams, and new client expectations. That’s exactly why we have found the EOS framework to be so critical for us. As we scale, the discipline, clarity, and accountability EOS provides ensures our organization grows in a healthy, aligned, and controlled way, not just a bigger way.”
— Eddie Munson, Service Manager, Read full case study
Managed Service Providers Who Want to Streamline Tech
“The ability to create that To Do in Strety and have integrations to put that in as a ticket inside the PSA eliminates this option of ‘Hey, oh, we forgot about doing that.'”
— Jill AlJundi, Integrator & VP, Pendello Solutions
If you run an MSP, you already know the challenge: your technical team lives in ConnectWise or Halo PSA for 50-60% of their day. But your EOS commitments — the rocks, the to-dos, the issues from L10 meetings — live somewhere else entirely. So you’re constantly asking people to check two different systems, and guess which one actually gets checked?
A 2024 CompTIA study found that 93% of organizations using MSPs reported improved operational efficiency. But MSPs themselves? According to Sophos research, MSPs estimate they could save 48% of their time with a single consolidated platform instead of juggling multiple disconnected tools.
Tool sprawl kills margins when you’re paying for an EOS platform, a PSA, project management software, and communication tools — and nothing talks to each other.
Why MSPs Choose Strety as their EOS software
- PSA integrations (ConnectWise, Halo, AutoTask) mean EOS to-dos automatically sync with service tickets
- External Team Spaces let you collaborate with clients inside Strety without exposing internal information
- Single source of truth eliminates the “where did we document that decision?” confusion
- Personal Space gives everyone a home base that shows all their commitments across teams
- Microsoft SSO and Teams integration works with your existing Microsoft stack
- Public API lets you build custom integrations when you need them
Featured MSP Case Studies
Pendello Solutions is a Kansas City MSP who had to manage a massive PSA migration while running daily client operations. They had to redo 15 years of processes in seven weeks while tracking progress across spreadsheets and disconnected tools. Strety consolidated the migration project and eliminated the need for separate project management.
“Strety has been a big part of our big ongoing project, where we’re migrating from one PSA tool to another. We’re redoing 15 years of process in seven weeks. Strety being easy to use helps ensure we’re progressing on the wide variety of issues and priorities associated with the transition.”
— Jill AlJundi, Integrator & VP, Read full case study
WorkSmart is a multi-location MSP where technical staff live in ConnectWise for 50-60% of their day. EOS commitments lived in spreadsheets they never checked. The ConnectWise integration brought EOS into their daily workflow instead of forcing them to remember to check another tool.
“For the technical team, the ConnectWise integration has been a game-changer. Our technical people primarily work out of ConnectWise—that’s their home base. That’s about 50% to 60% of our team, so to have their to-dos integrated into ConnectWise naturally integrates it into their schedules.”
— Kim Sullivan, Integrator, Read full case study
DaZZee IT is a southern Missouri MSP that switched from Ninety.io and a legacy PSA to Strety and HaloPSA. They needed integrations and flexibility their old tools couldn’t provide. The closed APIs and lack of collaboration from previous vendors was literally inhibiting their ability to grow and serve clients.
“Since we’ve been running EOS on Strety, the team gets tangible results out of EOS. When I first started with implementation, it was like, ‘Hey, everybody, I want you to use this framework.’ It was just a directive, really. Now it’s completely transformed the way my employees interact with EOS.”
— Shane Naugher, President, Read full case study
Valiant Technology is a New York MSP serving creative firms in mixed Mac/PC environments. Every standalone tool created double-entry work that drained productivity in seconds and minutes daily. They needed integrations that gave them back the “games of inches” that compound into massive annual improvements.
“Every time we can avoid having to manually enter something, we’re getting back seconds and minutes. MSPs, like most businesses, especially service businesses, are games of inches. The best businesses really focus on the little things, too, like 10 minutes back here and 7 minutes back there. When the small daily wins are compounded over the year, you’re making some massive changes.”
— Georg Dauterman, President, Read full case study
Hospitality & Restaurant Groups Scaling Excellence and Clarity
“Coming from the chaos that we’d been living in — a lot of information loss from phone calls, WhatsApp, spreadsheets — people were very appreciative that EOS® was something to help capture and consolidate our work. It’s often through the pain of not having that you begin to appreciate the gift of having.”
— Shaz Khan, President & Integrator, Tono/Frank & Andrea
Running restaurants means you’re managing physical locations, hourly teams, vendor relationships, inventory, health codes, and customer experience — all at once.
Opening new locations multiplies the complexity. You need project management for new openings. You need department-specific L10s that respect how restaurants actually operate. You need tools your store managers will actually use to elevate issues instead of abandon after one training session.
What Hospitality Groups Love About Strety
- Projects handle new location openings with hundreds of cross-departmental tasks
- Flexible L10s adapt to different team needs (leadership vs. kitchen vs. FOH)
- Slack integration meets teams where they already communicate
- Activity log and reporting helps owners track what’s happening across locations
- Inbox subscriptions keep everyone informed without requiring them to log in constantly
Featured Hospitality/Restaurant Group Case Study
Tono Pizzeria + Cheesesteaks / Frank & Andrea operates 11 Minnesota locations and is opening six more restaurants in six months. Opening new locations requires managing hundreds of tasks across departments — facilities, kitchen, FOH, marketing, HR. EOS Rocks alone couldn’t handle the complexity.
“When we open a new restaurant, if we simply segment all those tasks and rocks into their respective departments, there isn’t a whole lot of cross-collaboration. We needed a way to manage this from a project perspective. I really need project-based work alongside EOS. I don’t want to buy another tool because death-by-SaaS and tool fatigue is also a thing.”
— Shaz Khan, President & Integrator, Read full case study
Startups Moving from Chaos to Structured Growth
“Personal Space has become my operational home base. It replaced everything — ClickUp, scattered notes, mental to-do lists. Over the last six to eight weeks, I made Strety my operational home base. I keep it anchored on one of my monitors, and my Space To-Dos have become my primary work dashboard.”
— Eddie Munson, Service Manager, ROBO
Fast-growing startups face a specific challenge: you’ve proven the business model works, but your systems are held together with duct tape and sheer willpower. You’ve tried Monday, Asana, ClickUp, Notion, and three different project management tools. Nothing stuck because you were trying to force project management software to be your operating system.
What you actually need is an operating system that INCLUDES project management. You need Personal Space to be your home base. You need Space To Dos that give you visibility into what everyone’s working on. You need tools intuitive enough that adoption happens organically instead of requiring training sessions nobody has time for.
Why Startups Love Strety EOS Software
- Personal Space becomes everyone’s operational command center
- Space To Dos provide visibility without micromanagement
- Intuitive adoption means new hires figure it out in minutes
- Custom 1:1 templates standardize manager-employee communication
- Organic rollout works for teams allergic to “big process initiatives”
- True consolidation replaces multiple tools with one integrated platform
- Strety knows your pain and builds for it as fellow startup operators and builders
Featured Startup Case Study
ROBO is a multi-state MSP that grew through acquisitions. Before Strety, they used ClickUp for project management separately from their EOS tools. The context-switching created visibility gaps and nothing felt like a single source of truth. The Personal Space in Strety replaced everything.
“Personal Space has become my operational home base. It replaced everything — ClickUp, scattered notes, mental to-do lists. I keep it anchored on one of my monitors, and my Space To-Dos have become my primary work dashboard. It also gives full visibility to my manager — at any point, they can see exactly what I’m focused on.”
— Eddie Munson, Service Manager, Read full case study
SMB Operators Who Need Project Management Built In
“When we open a new restaurant, if we simply segment all those tasks and rocks into their respective departments, there isn’t a whole lot of cross-collaboration. We needed a way to manage this from a project perspective.”
— Shaz Khan, Tono/Frank & Andrea
EOS Rocks work brilliantly for departmental priorities — until you hit a project that requires five departments to work together with interdependent timelines. Opening a new location. Launching a major client initiative. Migrating your entire tech stack. These require more than quarterly goals tracked in meetings. You need project management.
But you don’t want to pay for another subscription. You definitely don’t want to force your team to adopt yet another tool. And you’ve already watched Asana or Monday gather dust because people couldn’t crack the code on making project management work without a process-first foundation.
This is the gap that causes most companies to either stay stuck in spreadsheets, buy project management software and watch adoption fail, or try to force EOS Rocks to do something they weren’t designed for. That’s why SMBs especially get value out of Strety’s built-in project management.
What SMB Operators Love About Strety’s Project Management
- Projects alongside EOS means you work IN the business (projects/tasks) and ON the business (EOS/strategy) in one platform
- Link Projects to Rocks so strategic quarterly goals automatically drive related project work
- Project templates for recurring complex processes (new locations, client onboarding, system migrations)
- Cross-department collaboration happens naturally instead of getting stuck in EOS departmental silos
- Custom fields track project phase, department, location, or any metadata that matters
- No additional subscriptions eliminate separate project management tools
Featured SMB Operators Case Studies
Tono Pizzeria + Cheesesteaks / Frank & Andrea manages 11 Minnesota locations and is opening six restaurants in six months. EOS Rocks alone couldn’t handle the hundreds of cross-departmental tasks required for each new location. They needed true project management but didn’t want another subscription creating more tool fatigue.
“I really need project-based work alongside EOS. I don’t want to buy another tool because death-by-SaaS and tool fatigue is also a thing. So I said, ‘Let’s actually start using Strety, because it has built-in projects.'”
— Shaz Khan, President & Integrator, Read full case study
Pendello Solutions managed a high-stakes PSA migration with tight deadlines. They had to redo 15 years of processes in seven weeks while running daily client operations, requiring visibility across multiple departments and integration points. Strety’s ease of use kept them progressing through the complexity.
“We’re redoing 15 years of process in seven weeks. So it’s a tight timeline, a massive amount of pressure, and you have to touch every integration that goes with it. Strety being easy to use helps ensure we’re progressing on the wide variety of issues and priorities associated with the transition.”
— Jill AlJundi, Integrator & VP, Read full case study
Trustward is a fractional CFO firm managing quarterly board cycles, grant projects, and client engagements. They tried Monday and Asana but couldn’t crack the code on making project management work without a process-first foundation. Strety provided both EOS framework and project capabilities without additional subscriptions.
“We don’t need to go and get another project management software. We can do that all through Strety. We don’t have to spend additional money for yet another software subscription.”
— Steven Weir, Principal, Read full case study
HR Professionals & People-Focused Leaders Who Prioritize Performance Management
“‘Follow up and follow through’ is one of our core values, and Strety operationalizes that value for us. There are no excuses anymore—everything is visible and actionable.”
— Eddie Munson, Service Manager, ROBO
Performance management shouldn’t live in Excel spreadsheets that no one can find. 1:1 meetings shouldn’t be forgotten or rescheduled indefinitely. Reviews shouldn’t become static files that get buried in someone’s email after the conversation ends.
Great people leaders know that performance management is an ongoing conversation, not an annual event. But when the tools for tracking those conversations are scattered across Excel, email, Google Docs, and memory, consistency becomes impossible. Managers forget 1:1s. Reviews get postponed. Historical context vanishes when someone leaves.
Why HR Professionals and People-Focused Leaders Choose Strety
- HR Center dashboard shows upcoming 1:1s, reviews, and employee milestones in one place
- 1:1 meeting templates standardize manager-employee communication
- Performance review templates make reviews consistent and trackable
- Historical record maintains context even when people transition roles
- Engagement surveys measure team health and culture systematically
- Playbooks assigned to Accountability Chart Seats document role expectations and processes
Featured People Leaders Case Studies
ROBO scaled through rapid acquisitions and needed consistent performance management across a multi-state operation. Performance reviews lived in Excel with inconsistent templates, making it nearly impossible to train new managers or maintain historical records. When HR asked for Excel files, leadership showed them Strety reviews instead — everyone immediately saw the difference.
“By mid-2024, I started running my team’s entire review cycle through Strety. When HR asked for my Excel files, I showed them the reviews in Strety instead, and the leadership team immediately saw the difference. Now we have consistency of documentation and an accurate historical record.”
— Eddie Munson, Service Manager, Read full case study
Point North Networks grew from 4 to 20 employees with increasingly complex performance management needs. They struggled to track 1:1s and reviews consistently without micromanaging, knowing that missing someone’s review sends a terrible message. Strety’s HR Center gave visibility without the overhead.
“I really don’t like missing somebody’s review. It sends such a bad message to that person. Now with Strety, I can just check in the HR center and see that these things are scheduled and getting done without micromanaging.”
— Dana Johnson, Integrator, Read full case study
Stellar Senior Living manages employee engagement across 36+ communities. They needed to track employee net promoter scores and team health trends to improve retention rates. After implementing quarterly engagement surveys in Strety, they saw retention skyrocket from 57.8% to 90.6%.
“We’re using the engagement surveys. I’ve started to run surveys every quarter so we have visibility of our employee net promoter scores and all those metrics. I’m obsessed with that feature as it gives us clear visibility into team engagement.”
— Maddison Klitgaard, EOS and operations specialist Read full case study
EOS Integrators Who Need Visibility Without Micromanagement
“I love the personal space. That’s probably my favorite piece of Strety. When I started using Strety as my home base, my clarity got a lot better. I wasn’t checking To Dos here and there and everywhere.”
— Dana Johnson, Integrator, Point North Networks
If you’re an Integrator — the internal #2 who runs day-to-day operations while the Visionary sets direction — you live in a unique operational reality. You need visibility across every team without micromanaging. You need to track strategic priorities while staying connected to tactical execution. You need to see Issues before they become fires, and catch To Dos before they become missed commitments.
Most operators juggle meeting notes across five different tools, track strategic priorities in one place while team To Dos live in another, write Issues on sticky notes (or try to remember them), and constantly switch contexts between leadership view and team-level details.
Why EOS Integrators love Strety
- Personal Space becomes your operational command center
- Cross-team visibility shows what’s happening everywhere without attending every meeting
- Activity log and reporting help you spot patterns and problems early
- Inbox subscriptions keep you informed without constant checking
- 1:1 meeting access lets you see manager-employee conversations when needed
- Accountability Chart navigation makes it easy to understand who owns what
Featured Integrators Case Studies
Dana Johnson at Point North Networks manages operations across technical and non-technical teams at a growing MSP. She tracked strategic priorities in one place, team To Dos in another, Issues on sticky notes, and tried to remember commitments from scattered meeting notes. Personal Space became her operational command center.
“My life is in Strety. I’m tracking people’s stuff, looking at To Dos, doing the strategy stuff. When I started using Strety as my home base, my clarity got a lot better. I wasn’t checking To Dos here and there and everywhere.”
— Dana Johnson, Integrator, Read full case study
Jill AlJundi at Pendello Solutions — Integrator & VP at Kansas City MSP managing complex PSA migration and daily operations across multiple departments. Needed to track big strategic projects while maintaining visibility into technical team priorities and client deliverables. Strety consolidated everything without losing granular control.
“I’m the integrator and COO, so I am looking across everything at all times. If I’m trying to work with a team to track an open issue, I can transfer that and know that it will be actioned and tracked, all while I still have visibility.”
— Jill AlJundi, Integrator & VP, Read full case study
Shaz Khan at Tono/Frank & Andrea is President & Integrator managing an 11-location restaurant group with 260+ active To Dos. He needs to track what’s happening across departments, catch things that shouldn’t have happened, and maintain visibility without attending every meeting. Activity logs and reporting provide the audit trail.
“I love the reports—the ability to see a timeline and see who did what. I’ve caught a bunch of things that maybe shouldn’t have happened or accidentally happened, that way. The activity log, the analysis of what’s open, who’s got the most to do, what’s completed.”
— Shaz Khan, President & Integrator, Read full case study
EOS Implementers Who Want Excellent Client Experiences
“I would say it’s cheaper. I think it’s better. Go decide for yourself. I’m telling you: I think it’s better. Strety is tailoring every detail to help EOS run companies.” — David Blackwell, EOS Implementer, Kansas City
If you’re an EOS Implementer serving multiple clients, you need software that clients will actually adopt and use between sessions. You need to differentiate your practice with modern tools. You need efficient ways to manage multiple client instances. And you need client adoption rates that make your work stick instead of disappearing between quarterly meetings.
Most EOS software works fine in quarterly sessions but creates friction for daily use. Clients forget to check the platform between meetings. Adoption stays limited to leadership teams. The software becomes just another place to document decisions that nobody references until the next quarterly.
Why EOS Implementers are Switching to Strety
- 20% revenue share partner program creates ongoing income from client referrals
- High client adoption rates mean your work sticks between sessions
- Client discovery of features eliminates the need to train clients on everything
- Extended trials give clients time to truly evaluate fit
- Licensed platform with innovation means rapid development and EOS expertise
Featured EOS Implementer Case Study
David Blackwell serves multiple clients across industries in the Kansas City area. He needed software that clients would actually adopt and use between sessions instead of ignoring until the next quarterly meeting. Clients started discovering project management features he didn’t even know existed, eliminating their need for separate tools.
“They started to discover things I didn’t even know Strety could do. One team said, ‘We don’t need another project management software. We can do that all through Strety.’ As my client load grows, I want them all on Strety. It makes my life easier, helps me really serve them, helps me be aware in between sessions what’s going on.”
— David Blackwell, EOS Implementer, Read full case study
Operators Who Are Tired of Siloed EOS Software
“We started our EOS implementation with Ninety.io. Over time, it became clear that our To Dos weren’t really being integrated into our team’s other tools. The integration piece was really the catalyst of why we switched from Ninety.io to Strety. Being able to create To Dos within the context of a meeting and then track them throughout the week in Planner has been great.”
— Dana Wockenfuss, Director of Development & Advocacy
You chose EOS because you needed better systems. But here’s what happened: the EOS software you picked became just another place to log in, another set of data to maintain, another tool your team ignores between meetings.
The scorecard numbers live in one system. The project tasks live in another. Your team’s daily work happens in Microsoft Teams or your PSA — but your EOS implementation sits alone in a platform no one checks until five minutes before the L10.
This isn’t a team adoption problem. It’s a software integration problem. When EOS lives separately from daily workflows, it becomes meeting theater instead of operational reality. This is why thousands have chosen Strety vs Ninety.io as their EOS software.
Why Operators Choose Strety vs Other EOS Software Alternatives
- Daily workflow integration with Microsoft Teams, Outlook, PSA tools, project management — EOS becomes part of work, not separate from it
- Intuitive interface that teams actually use without training
- Organization-wide scalability to roll out beyond leadership without complexity
- Real-time visibility across teams without waiting for weekly meetings
- Rapid development cycle that ships features in days/weeks based on operator feedback
- Affordable pricing especially when scaling beyond small leadership teams
Featured Operators Who Switched From Ninety
Parachute Technology used Ninety.io for years at the leadership level. When they wanted to scale EOS across 70+ employees at executive, department, and individual levels, Ninety’s complexity and lack of ease-of-use became a barrier to adoption.
“When we were in Ninety.io, we were just using EOS at the executive level. Now in Strety, we have pushed it out across the organization. The ease of use of Strety has allowed us to push it across not only the executive level, but also into the department and individual levels. So we have now taken our EOS implementation from a team of six executives to an organization of over seventy people.”
— Mark Lukehart, COO, Read full case study
Valiant Technology needed integrations to eliminate the double-entry work draining productivity. Ninety.io’s standalone nature meant constant cutting and pasting between tools, losing the “games of inches” that compound into massive annual improvements for service businesses.
“The challenge with Ninety.io was that it was so standalone away from our other tools. Every tool we have that doesn’t integrate to our other tools becomes another place we have to go do double entry. So we’re constantly spending time cutting and pasting from one to the other. Every time we can avoid having to manually enter something, we’re getting back seconds and minutes that compound over the year into massive changes.”
— Georg Dauterman, President, Read full case study
DaZZee IT switched from Ninety.io because data lived exclusively in the platform, completely disconnected from daily workflows. Teams would document everything in L10 meetings, then never look at it again until the following week because it wasn’t integrated into their actual work tools.
“With Ninety.io it was almost like a whiteboard, where you go write something down in the conference room and then go back to your desk and forget about it until you had another meeting in the conference room. From a communication perspective, when we were leveraging Ninety.io, we found that the data lived there exclusively. With Strety, it got us back to a point where we were putting the framework into action and communicating around it.”
— Shane Naugher, President, Read full case study
Nonprofits & Mission-Driven Organizations Who Need Killer Resource Management
“If you run your nonprofit like a business, then you can sustain your mission and maximize the impact. EOS helps us retain our big, mission-oriented goals while also having a way to get there.”
— Dana Wockenfuss, Director of Development & Advocacy, The Well
Running a nonprofit or mission-driven organization means you’re constantly balancing two realities: the inspiring vision that drives your work, and the operational systems needed to sustain it. You’re managing donors, grants, board meetings, fundraising cycles, and community impact — all while trying to stretch limited resources further than they should reasonably go.
EOS gives you the framework to run your mission like a business without losing sight of why you’re doing the work. But you need software that’s affordable for nonprofit budgets, simple enough for teams wearing multiple hats, and powerful enough to manage the complexity of grants, board governance, and stakeholder accountability.
Why Mission-Driven Orgs Choose Strety
- Nonprofit pricing discounts respect tight nonprofit budgets
- Vision/Traction Organizer (V/TO) documents mission, core values, and strategic vision in one living document
- Quarterly goal tracking manages grant cycles, board meetings, and fundraising priorities with structured Rocks
- Project management for campaigns tracks fundraising campaigns, program launches, and community initiatives
- Stakeholder visibility keeps board members, major donors, and leadership aligned
- Core values hiring/firing makes personnel decisions aligned with mission and values
Featured Nonprofit Case Studies
The Well is a community nonprofit serving their local area with mission-focused programs. They started with Ninety.io but found To Dos weren’t integrating with Microsoft Teams and Planner where their team actually worked. The disconnect between EOS and daily tools created confusion and reduced adoption.
“EOS helps organizations get crystal clear about who is doing what, which is so important and less common than you’d hope. When you have a smaller team, there’s a tendency to build unicorn seats because some people have to wear so many more ‘hats’. Using that as a model for accountability really doesn’t scale too far. EOS helps us be more intentional in how we’re dividing our work and who owns what.”
— Dana Wockenfuss, Director of Development & Advocacy, Read full case study
Trustward is a fractional CFO and foundation management firm managing quarterly board cycles, grant projects, and investor relationships. They needed to track complex projects like lending programs and grant distributions while managing rate increases and board meeting preparations. They required both EOS structure and project capabilities without adding another subscription.
“Here in Richmond, Virginia, there’s a large foundation, and every quarter they have board meetings. So we work on a quarterly board cycle. I created a simple Project board in Strety with To Do Lists where every To Do contains the details I need. We don’t need to go and get another project management software. We can do that all through Strety.”
— Steven Weir, Principal, Read full case study
Professional Services Firms Who Want More Strategic Client Management
“With Strety, I can collaborate with my client on their complex internal projects — and I’m able to instantly see what’s relevant to me. We have one client where we’re actually having them as external users on a Team in Strety, and it’s helpful to have total visibility and transparency.”
— Steven Weir, Principal, Trustward
Managing client work requires visibility without overwhelming clients.
If you run a fractional, consulting, or professional services firm, you’re constantly managing the delicate balance between delivering excellent client work and running your own business. You need visibility into client projects, clear accountability for deliverables, and seamless collaboration — but your clients don’t know EOS terminology and don’t want to learn another complex platform.
Most firms end up juggling separate systems for internal operations and client work. Client communications scatter across email, Slack, project management tools, and shared drives. Important client To Dos get buried in inbox chaos. Meeting notes live in random documents that nobody can find three months later.
In Strety, you can create Spaces and include external client users, to collaborate more intentionally within the framework and software where you already live.
Why Firms Choose Strety for Client Management
- External Team Spaces let clients collaborate without exposing internal operations
- Customizable tools per team remove EOS jargon clients don’t need (keep Meetings, To Dos, Issues only)
- Integration with client tools (Asana, HubSpot, etc.) meets clients where they work
- Transparent accountability shows clients exactly what’s happening and who owns what
- Historical record maintains context when team members transition
- Multiple client instances with easy navigation between them
Featured Client Management Case Studies:
Trustward — Fractional CFO firm serving nonprofits with outsourced accounting and strategic finance. Managing multiple nonprofit clients weekly with customized meeting agendas, transparent To Do tracking, and External Team Spaces where clients can see exactly what’s being delivered without getting overwhelmed by internal EOS tools.
“We do nonprofit outsourced accounting. We can usually do it for cheaper than a full-time person, and we can offer multiple skill sets. We have one client where we’re actually having them as external users on a Team in Strety. We meet with most of our clients every week. It’s helpful to have a list of Issues, of To Dos that we need to accomplish and talk through, and for our clients to have total visibility and transparency.”
— Steven Weir, Principal, Read full case study
Point North Networks — MSP managing multiple client relationships and internal operations simultaneously. Integrator needs to see summaries of client meetings and team meetings without attending every one, catching issues early and ensuring nothing falls through the cracks across dozens of client relationships.
“I’m finding it so helpful to see summaries of other team meetings. I can see it all and uncover issues. Strety makes it easy to pinpoint where to dig in and say, ‘Oh, I want to hear more about that.’ For example, I recently realized that for one of our managers, it didn’t look like they’d had a 1:1 with their team members. Before, I wouldn’t have even known that, but with Strety’s transparency, I can talk about it with them.”
— Dana Johnson, Integrator, Read full case study
See Yourself Here?
If you recognized your organization in any of these categories, there’s a good chance Strety will work the way you need it to. We built it for operators like you (and us) who need EOS software that integrates with existing tools, scales beyond the leadership team, and actually gets used between Level 10 Meetings.
The best way to know if Strety fits your organization? Try it yourself with a free 30-day trial — no credit card required. Or book a demo to see how businesses like yours use Strety’s additional features and integrations.
Either way, we’re here to help you get more out of your EOS implementation. Because when your operating system and your software actually work together, running your business gets a whole lot calmer.
Frequently Asked Questions
What types of businesses use Strety for EOS?
Strety works for multi-location operations, managed service providers (MSPs), hospitality and restaurant groups, startups scaling from chaos to structure, professional services firms, nonprofits, and any service business running on EOS. Companies with 10-250 employees across industries like accounting, consulting, construction, and IT services use Strety to consolidate their EOS implementation and daily operations.
Why do MSPs choose Strety over other EOS software?
MSPs choose Strety because of native PSA integrations with ConnectWise, Halo, and AutoTask that sync EOS To Dos directly with service tickets. This eliminates the context-switching between EOS tools and the PSA where technical teams spend 50-60% of their day. Strety also offers Microsoft Teams integration, External Team Spaces for client collaboration, and a public API for custom integrations.
Can Strety handle multiple locations or franchises?
Yes. Strety is built for multi-location operations with custom fields in Projects to track location/department, cross-location visibility through reporting, and Microsoft integrations that consolidate tasks from multiple instances. Companies like 31st Street Capital manage multiple portfolio companies in Strety, while ServiceMaster of Salem runs four restoration locations with bird’s eye view reporting across all sites.
Does Strety include project management or is it EOS-only?
Strety includes built-in project management alongside EOS tools. You can create Projects with custom fields, link Projects to Rocks so strategic goals drive project work, use project templates for recurring processes, and manage cross-department collaboration without buying separate software. Companies use Strety Projects for everything from restaurant openings to PSA migrations to quarterly board cycles.
What makes Strety different from Ninety.io?
Organizations switching from Ninety.io to Strety cite several key differences: native Microsoft Teams and Outlook integration (versus standalone platform), more intuitive interface that requires minimal training, better pricing for organization-wide rollout, faster feature development based on customer feedback, and easier scalability beyond leadership teams. Multiple case studies show companies expanding from 6 leadership users to 70+ employees after switching to Strety.
Is Strety good for nonprofits and mission-driven organizations?
Yes. Strety offers nonprofit pricing discounts and handles the unique needs of mission-driven organizations including quarterly board cycles, grant project tracking, stakeholder visibility for donors and board members, and core values-based hiring decisions. Nonprofits appreciate that Strety helps them “run the mission like a business” while maintaining affordable pricing for tight budgets.
Can consultants and fractional service providers use Strety with clients?
Absolutely. Strety’s External Team Spaces let consulting firms, fractional CFOs, and professional services providers collaborate with clients without exposing internal operations. You can customize which tools clients see (typically just Meetings, To Dos, and Issues), integrate with client tools like Asana or HubSpot, and maintain transparent accountability while protecting internal EOS processes.
Does Strety work for restaurants and hospitality businesses?
Yes. Restaurant groups and hospitality businesses use Strety for managing new location openings with Projects, department-specific L10 meetings (kitchen, FOH, leadership), activity logs and reporting for multi-location visibility, and Slack integration for team communication. Companies like Tono/Frank & Andrea manage 11+ Minnesota locations with 260+ active To Dos tracked in Strety.
What integrations does Strety offer?
Strety integrates with Microsoft Teams, Outlook, and To Do; PSA tools including ConnectWise, Halo PSA, and AutoTask; project management tools like Asana, ClickUp, and Todoist; CRM systems including HubSpot and Wealthbox; Google Workspace (Tasks, Calendar); Slack; and offers a public API for custom integrations. These native integrations eliminate double-entry work and meet teams where they already work.
How much does Strety cost compared to other EOS software?
Strety pricing starts at affordable per-user rates with nonprofit discounts available. Multiple case studies mention switching from competitors due to better pricing for organization-wide rollout beyond small leadership teams. The cost savings compound when you factor in that Strety includes project management, performance management, and HR tools that would otherwise require separate subscriptions.
Can Strety scale from a small leadership team to the entire organization?
Yes. This is one of Strety’s key differentiators. Companies regularly start with 4-6 leadership team members and scale to 70+ employees across departments and locations. The intuitive interface requires minimal training, department-level L10s adapt to different team needs, and Personal Space gives every employee their own command center. Parachute Technology expanded from 6 executives to 70+ people organization-wide after switching to Strety.
Does Strety work for EOS Implementers serving multiple clients?
Yes. EOS Implementers use Strety’s partner program (20% revenue share), manage multiple client instances with easy navigation, offer extended trials for proper evaluation, use External Team Spaces to collaborate with clients, and benefit from high client adoption rates. Implementers report that clients discover features independently and consolidate other tools into Strety, making the implementation stick between quarterly sessions.