Revolutionize Your Quarterly Business Reviews With QBR Report Builder in myITprocess

The quarterly business review (QBR) is an essential part of every managed service provider’s (MSP) strategy for fostering strong client relationships. A QBR involves presenting a comprehensive report detailing achievements, outlining future strategies and discussing budgetary plans. However, compiling such a report is no easy task. MSPs are often burdened by the need to gather data from various sources, including their PSA, RMM and security tools. Different formats, outdated information and repetitive effort make this process time-consuming and cumbersome.

As MSPs spend countless hours consolidating data from diverse platforms, the QBR reports risk becoming outdated by the time they’re ready. This cycle not only consumes resources but also hinders productivity, making it difficult for MSPs to focus on delivering value to their clients. Enter the QBR Report Builder in myITprocess — a transformative solution designed to streamline the entire QBR process. With up-to-date data readily available at all times, MSPs can now generate insightful reports quickly and efficiently.

Put QBR management on auto-pilot

Effectively managing quarterly business reviews (QBRs) is a challenge for MSPs, especially when dealing with multiple clients with varying needs. The QBR Report Builder in myITprocess is designed to simplify and automate the entire process, allowing MSPs to effortlessly create tailored, up-to-date and professional reports. Here’s how the QBR Report Builder can put QBR management on auto-pilot:

• Focus only on relevant information: Different clients come to the table with different expectations, and meeting those expectations can feel like juggling an overwhelming number of priorities. To address this challenge, the QBR Report Builder in myITprocess allows MSPs to draft custom tables of content and include only what is relevant for each specific client and meeting. The feature also allows users to save customized templates for future use or build upon previous reports, saving time on report preparation so that each report is efficient yet comprehensive. Additional sections can also be added as needed, making the QBR Report Builder both flexible and powerful.
• Compile data from multiple sources with ease: When preparing for a QBR, especially for larger clients, MSPs often need to source information from multiple platforms and then manually compile it into one cohesive report — a time-consuming and error-prone process. However, with the QBR Report Builder, all the necessary data is centralized, allowing you to generate a professional and informative PDF report in just a couple of clicks. This functionality not only saves time but also ensures that the information in your reports is always up to date.
• Add customized branding and colors: The QBR Report Builder also offers branded and customized reports that align with your organization’s branding standards, including the option to add logos, titles and custom cover pages. The result is a polished and professional report every time.

Build professional, insightful reports in seconds

Sometimes, a client may request an impromptu meeting to get an update on ongoing projects or strategic plans. In such cases, MSPs often scramble to gather the required information in a limited timeframe. The QBR Report Builder has you covered. With readily available data in myITprocess, MSPs can quickly draft a report and enter the meeting fully prepared — even at a moment’s notice.

The QBR Report Builder includes various report types:

• Integrated Executive Summary: Integration with tools like Autotask, Datto BCDR, DEBC for PCs and Servers, Datto RMM, BMS, Graphus, Network Detection and Response (NDPro), and SaaS Protection for Google and M365.
• Budget Report
• Strategic Roadmap
• Alignment Report
• Progress Report
• Hardware Warranty Report
• Coming Soon: Microsoft License Report and EDR Report in the Integrated Executive Summary

With these options, MSPs can effortlessly create detailed, data-driven reports that meet their clients’ needs.

Make buying easy with client-facing, strategic reports

Securing client buy-in for strategic plans, especially those requiring increased budgets, can be challenging. The QBR Report Builder empowers MSPs to present critical data on IT health, risk management and growth opportunities — all in one clear and concise report. By presenting this information in a visually appealing dashboard format, MSPs help their clients easily understand key metrics and the rationale behind strategic recommendations.

These client-facing reports are instrumental in bridging the gap between complex IT concepts and client understanding, ultimately driving better decision-making. With an emphasis on transparency and strategic insights, clients are more inclined to approve increased budgets or invest in new technologies to strengthen their IT infrastructure.

Transform your QBR process today

The QBR Report Builder in myITprocess is a game changer for MSPs aiming to enhance efficiency and client relationships. By putting QBR management on auto-pilot, building professional reports in seconds and simplifying strategic decision-making for clients, this feature empowers MSPs to focus on what truly matters: delivering exceptional value and fostering stronger client partnerships. Say goodbye to the headaches of traditional QBR report preparation and hello to a streamlined, insightful and effective reporting process.

Ready to see how myITprocess can streamline your QBR process and make securing client buy-in easier than ever? Schedule a demo today and discover why myITprocess is the trusted choice for IT strategic planning by IT professionals worldwide.