Set Yourself Up for Success With an
All-in-One IT Strategic Planning Platform
Level up Your QBRs With Our 6-Part Video Series
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Make every step of preparation, presentation and reporting for QBRs a breeze.
Technology Assessments
Proactively uncover technology gaps with automated IT assessments
Quarterly Business Reviews
Arrange your IT roadmap into an interactive slideshow and capture client feedback on the fly
IT Roadmap, Budget and Timeline
Easily add identified IT risks into a client-facing IT roadmap
Bite-sized Customer-facing Reports
Easily show progress and commitment with automated reports
Get Ahead With a Proactive Approach
Proactively identify technology gaps before they become a problem with our automated IT assessments. Discover untapped revenue opportunities and position your MSP for lasting success.
Uncover Technology Gaps
You don’t have to reinvent the wheel. Get started with 150 out-of-the-box standards and expand to 1,500 standards with a built-in library that covers hardware, infrastructure, HIPAA, NIST, UK cybersecurity and more.
Discover New Revenue Opportunities
Regularly assessing your clients’ environments, identifying gaps in their tool stacks and uncovering potential risks means you also discover revenue opportunities for your business.
Ensure Contract Compliance With Strategic IT Roadmaps and Interactive Presentations
Get a “YES!” from customers with an automated, client-facing IT roadmap, complete with budgets and timelines.
Automated Roadmaps
Effortlessly incorporate identified IT risks into a client-facing IT roadmap, organized by priority, timeline and budget, securing commitment from the get-go.1:2
Automated Presentations
Make QBRs a breeze with a customizable IT roadmap and recommendations that you can effortlessly turn into an interactive presentation for streamlined discussion.
Show Your Value With Automated Reports and QBR Meeting Management
Meetings and reports don’t have to be a drag. Automatically create client-facing reports and easily manage every aspect of QBRs to keep clients accountable.
Customizable and Comprehensive Reporting
Easily show progress and commitments with automated bite-sized reports that visually illustrate technology alignment scores, alignment progress and a quarterly breakdown of roadmap status and budgets.
Automated Start-to-End QBR Management
Eliminate your pre- and post-QBR administrative overheads with automated agenda creation, meeting scheduling and invites, and post-meeting summary reporting.
Learn How MSPs Like You Achieved $800,000 in Pipeline Generation
“MyITprocess helped us develop a standardized list of 75 alignment questions that can easily be shared with every client.”
— Sergio Lima, Director of Customer Success and vCIO, MicroAge
Read the Full Case Study— Sergio Lima, Director of Customer Success and vCIO, MicroAge
