Creating and starting a new assessment in TechAlign is fundamental for Managed Service Providers seeking to deliver thorough IT alignment and generate actionable client insights. Assessments enable your team to consistently review client environments, highlight areas for improvement, and automate Quarterly Business Review (QBR) preparation. This guide explains the steps to initiate, customize, and launch new assessments for your MSP clients.
Accessing the Assessments Module
To begin, navigate to the TechAlign dashboard and select the “Assessments” tab from the left sidebar. This centralizes all assessments and provides options for starting new ones, tracking in-progress reviews, and accessing historical data for your managed clients—ensuring you always have organized oversight of client technical health.
Starting a New Assessment
Click “New Assessment” at the top right of the Assessments module.
Select the client for whom the assessment will be performed.
Choose an assessment template best aligned with the client’s IT environment or needs.
Set assessment details including scope, timeframe, and assigned team members (Alignment Engineer, vCIO, or Admin).
Click “Create Assessment” to launch the new engagement and begin documentation.
Customizing the Assessment
Once created, assessments can be tailored with client-specific questions, standards, or technical documentation fields. Adjust templates to reflect unique client priorities or compliance needs—ensuring each review captures relevant risks and opportunities. Save changes to maintain revision control and guarantee data-driven QBR output.
Assigning Team Members and Workflow
Assign Alignment Engineers, vCIOs, and Admins based on expertise and client requirements. Define their responsibilities for accurate documentation and assessment approvals. TechAlign’s workflow tools support clear role separation, review checkpoints, and transparent assessment progression to maximize efficiency and data quality throughout the engagement.
Conclusion
Initiating a new assessment in TechAlign streamlines the alignment process and prepares your team for efficient, high-quality QBR generation. Leveraging templates, role-based assignments, and flexible documentation ensures consistent results—enabling your MSP to deliver impactful, data-driven client recommendations every time.