Generating a Quarterly Business Review (QBR) from assessment data in TechAlign streamlines client reporting and drives strategic conversations. This guide outlines how MSPs can efficiently transform technical assessments into actionable QBRs. Following this workflow ensures your QBRs are data-driven, client-specific, and consistently highlight IT risks, opportunities, and recommendations to bolster client satisfaction.
Accessing Assessment Data for QBR Creation
Start by navigating to your client’s profile in TechAlign. Under “Assessments,” select the completed assessment you wish to review. Ensure the data is accurate and aligns with your IT standards. Double-check entries for completeness and quality, as this forms the foundation for meaningful QBR generation and actionable reporting.
Generating the QBR Report
Open the selected assessment and click “Generate QBR.”
Choose from available QBR templates to match your client’s profile or industry.
Allow TechAlign to auto-populate the QBR with findings, recommendations, and relevant visuals.
Review AI-generated sections for accuracy and customize recommendations as needed.
Customizing and Finalizing Your QBR
Edit any auto-generated content to better address your client’s unique situation, risks, and opportunities. Utilize customizable sections to add projects, visuals, or comments. Confirm that the report aligns with your MSP’s standards of clarity and professionalism. You can also save customized QBR formats for future presentations to similar clients.
Exporting and Sharing the QBR
Click “Export” to download the QBR as a PDF or presentation.
Review formatting in the exported file and verify confidential data is handled appropriately.
Share with your client via secure email or schedule a review meeting directly through TechAlign’s platform.
Conclusion
By leveraging TechAlign’s QBR automation features, your MSP can deliver tailored and professional client reviews with minimal manual effort. Consistently using assessment data increases efficiency, strengthens client relationships, and enhances your reputation as a strategic IT partner. For more in-depth QBR customization tips, explore additional TechAlign resources.