Mastering the assessment workflow in TechAlign ensures consistent technical reviews and seamless QBR generation for Managed Service Providers. This guide outlines the review, approval, and completion steps so your team can collaborate effectively, maintain high data accuracy, and deliver impactful client recommendations. Follow these best practices to keep every assessment on track and ready for business review.

TechAlign’s assessment workflow covers creation, assignment, data collection, review, approval, and completion stages. Knowing each phase solidifies accountability, supports consistent documentation, and ensures that all client-specific findings are properly addressed before generating a QBR report. The workflow is designed for roles including Alignment Engineers, vCIOs, Admins, and Owners.

During review, Alignment Engineers verify technical standards, document observations, and flag risks or priorities. vCIOs and Admins collaborate to interpret findings, recommend projects, and ensure documentation clarity. Use built-in comment threads and task assignments to resolve questions, fill gaps, and double-check details before advancing.

Monitor assessment status from the TechAlign dashboard, which displays stage, assigned users, and outstanding tasks. Notifications prompt team members for action, while transparent workflow tracking ensures alignment with deadlines. Completed assessments can be quickly retrieved, reviewed, or used to generate QBR reports for client delivery.

Consistent assessment workflows in TechAlign enable MSP teams to provide reliable technical reviews and impactful QBRs. By clearly defining review, approval, and completion processes, you maximize efficiency and data quality—empowering your organization to deliver on its promise of strategic value to every client engagement.