Completing and documenting assessments effectively in TechAlign is central to delivering consistent, data-driven insights for your clients. Accurate documentation not only streamlines the Quarterly Business Review (QBR) process but also ensures managed service providers can clearly identify IT risks, opportunities, and actionable projects to improve client environments. Here are proven best practices for assessment completion and documentation.
Preparing for a Thorough Assessment
Review past assessments and client documentation to establish context.
Assemble the right team (Alignment Engineer, vCIO, Admin) for collaborative input.
Customize assessment templates to your client’s vertical and IT environment.
Efficient Data Entry and Documentation
Input concise, relevant, and specific findings for each assessment section.
Attach supporting files, screenshots, or documentation using TechAlign’s upload feature.
Use standardized language to promote clarity across your team.
Quality Review and Collaboration
Conduct an internal peer review before marking assessments as completed.
Leverage the review and approval workflow to validate accuracy and completeness.
Invite vCIOs to add recommendations directly to each section for better QBR value.
Tracking Progress and Follow-up
Use TechAlign’s dashboard to monitor assessment status and outstanding tasks.
Schedule follow-up actions and remediation projects as part of the assessment workflow.
Conclusion
By following these best practices in TechAlign, your team will ensure high-quality technical assessments that drive impactful QBRs. Consistent documentation and collaboration reduce manual effort, enhance decision-making, and increase client satisfaction—cornerstones of efficient managed IT services.