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TechAlign

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What is TechAlign? TechAlign is a technical alignment and QBR automation platform for Managed Service Providers (MSPs). It provides a structured way to conduct IT standards reviews, document client environments, and generate Quarterly Business Review (QBR) reports that highlight risks, opportunities, and recommended projects. The platform is designed for MSPs that need to reduce the manual effort of technical reviews, ensure consistency across clients, and strengthen business conversations with clear, data-driven reports. By automating parts of the alignment and QBR process, TechAlign helps providers save time while improving client satisfaction and retention. Key use cases for TechAlign include: Running technical alignment assessments to track IT standards across customer environments. Generating QBR-ready reports that summarize findings, risks, and project recommendations. Syncing client data with PSA platforms such as ConnectWise for opportunity management. Scheduling QBR meetings in Microsoft Teams, integrating directly with M365 accounts. Identifying and tracking device warranty status with integrations like N-able NCentral. Core benefits of TechAlign include: Consistency: Standardized reviews and reporting across all customers. Efficiency: Reduced manual work for engineers and vCIOs. Revenue growth: Clear project recommendations that convert into billable work. Integration: Seamless connection to PSA, M365, and monitoring tools already used by MSPs. TechAlign fits into the MSP workflow by bridging the gap between technical operations and customer-facing strategy. It is built specifically for service providers who want a repeatable, scalable process for technical alignment and QBR delivery.

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