Managing numerous assessments for a single client in TechAlign ensures a robust, data-driven approach to continuous client service. By organizing each technical review or QBR assessment separately, MSPs can clearly track progress, document unique engagements, and highlight evolving risks or opportunities over time—all while maintaining data security and consistency.
Understanding Assessment Organization
TechAlign allows you to associate multiple assessments with any client profile. Each assessment represents a specific review event, such as onboarding, quarterly audits, or project-specific evaluations. This structure avoids confusion, streamlines historical reference, and supports targeted QBR automation for superior client conversations and strategic recommendations.
Steps to Add and Organize Assessments
Go to your client's profile in TechAlign.
Select “Add Assessment.”
Choose an appropriate assessment template or clone a prior engagement.
Customize details, document findings, and save your progress.
Repeat for additional engagements as needed, naming and dating each assessment clearly for tracking.
Best Practices for Assessment Management
Use clear, consistent naming conventions (e.g., “QBR March 2024”).
Document major updates or action items in each assessment.
Archive outdated or completed assessments for clean navigation.
Tracking Assessment Progress and Status
With all assessments centralized under the client, you can quickly view statuses, due dates, and next steps from the client dashboard. Leverage TechAlign’s workflow tools to assign reviewers, monitor approvals, and flag items for your next QBR—ensuring a streamlined, proactive service approach every time.
Conclusion
Effective management of multiple assessments per client in TechAlign is essential for driving value, maintaining historical insights, and preparing impactful QBRs. By following structured processes and best practices, your MSP can deliver reliable, consistent, and data-backed services that strengthen ongoing client relationships.