Key Elements of a Successful TBR and How to Automate It
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Effective Technical Business Reviews (TBRs) provide valuable insights into client operations and showcase the MSP’s contribution to their success. However, manually pulling data is time consuming. Let’s explore the essential components and how reporting in your BI tool can make the process more efficient.
Ready to improve your TBRs? Learn how automation can streamline your workflow. (Feature sheet)
Essential Elements of a TBR
- Executive Summary:
- High-level overview of IT performance and alignment with business goals.
- Highlights of past achievements and future objectives.
- Operational Metrics:
- System uptime and downtime analysis.
- Service level agreement (SLA) compliance and response times
- Security and Compliance:
- Risk assessments and compliance updates.
- Recommended actions to mitigate potential risks.
- Financial Overview:
- Budget tracking and forecasted expenses.
- Return on investment (ROI) analysis.
How Automation Optimizes TBRs Automation helps MSPs:
- Eliminate manual work: Automatically generate reports from integrated tools.
- Ensure report consistency: Maintain uniformity across all client reports.
- Deliver real-time insights: Enable proactive recommendations based on current data.
Steps to Implement TBR Reporting
- Define client-specific goals and KPIs.
- Implement a BI solution like MSPbots to centralize reporting.
- Customize templates to align with business needs.
- Schedule reports for regular review meetings.
Take action today—schedule a demo and start automating your TBRs.
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Conclusion: A well-structured TBR can strengthen client relationships and improve service offerings. BI reporting simplifies the process, making it more efficient and effective.
Want more insights? Read our blog on Why TBRs Are Essential for MSPs. (Why Technical Business Reviews (TBRs) Are Essential for MSPs)
