TechAlign empowers Managed Service Providers (MSPs) by automating technical assessments and Quarterly Business Reviews (QBRs), ensuring efficiency and consistency across client engagements. This guide will walk you through the core steps for optimizing your assessment and QBR workflow in TechAlign—from initial setup to presenting actionable recommendations—so you can drive superior client outcomes and boost operational productivity.
Configuring Your Organization and Inviting the Team
Navigate to the "Organization Settings" in your TechAlign dashboard.
Complete your company profile and initial configuration details (logo, contact, service info).
Use the "Team Management" section to invite Alignment Engineers, vCIOs, and Admins, assigning appropriate roles for streamlined collaboration.
Launching and Managing Technical Assessments
Choose a client, then click "Start Assessment."
Select and customize a relevant assessment template as needed for the client’s tech environment.
Assign sections to Alignment Engineers or vCIOs for data collection and documentation.
Leverage built-in best practices and document findings for consistency and accuracy.
Tracking Assessment Progress and Approvals
View real-time assessment status in the Assessment Management dashboard.
Monitor pending items, comments, and approval requirements per user role (Engineer, vCIO, Admin).
Set internal deadlines and receive automated workflow notifications for timely task completion.
Generating and Customizing QBR Reports
After assessment completion, initiate QBR generation from the client record.
Review AI-generated recommendations, edit as needed, and select the appropriate QBR template for the client type.
Export QBR in your preferred format for easy client presentation and follow-up.
Conclusion: Achieving Efficiency and Consistency with TechAlign
TechAlign transforms technical assessments and QBR production into a streamlined, repeatable process. By leveraging its powerful automation and collaboration tools, MSPs can standardize workflows, improve client communication, and free up valuable resources—ultimately delivering higher value and strengthening client relationships.