Assessment templates in TechAlign are crucial for standardizing technical reviews and streamlining Quarterly Business Review (QBR) preparation. By leveraging and customizing these templates, MSPs can ensure consistent client experiences, reduced manual effort, and accurate environment documentation. This guide will walk you through using pre-built templates, tailoring them for unique client needs, and best practices for maximizing their effectiveness.
Accessing Assessment Templates
To begin, access assessment templates as an Admin, vCIO, or Owner. Navigate to the Assessments area and select “Create New Assessment.” Choose from a library of TechAlign best-practice templates, which reflect common IT standards and MSP requirements. These are designed to jumpstart your workflow, saving setup time for every new client engagement.
Customizing Templates for Your Clients
Select your desired template when starting an assessment.
Edit questions or sections to match each client’s unique environment and needs.
Save your customizations for future use or as new templates, maintaining consistency and efficiency across clients.
Template Management Best Practices
Centralize template management to ensure organization-wide consistency.
Regularly review and update templates as industry standards or client priorities evolve.
Limit edit access to Admins and vCIOs for quality control, while allowing Alignment Engineers to deploy approved templates efficiently.
Conclusion
Mastering template customization in TechAlign empowers your team to deliver efficient, consistent, and client-specific technical assessments. Standardized templates streamline your alignment and QBR workflows, while tailored content maximizes value for each client. Review your library regularly to keep your organization’s best practices up to date and relevant.