Automate a critical piece of your recurring business review!

A recurring business review (RBR) is a critical component of the relationship between managed service providers (MSPs) and their clients. Recurring meetings, no matter what you call them—RBR, catch up, QBR, etc.—to review organizational IT progress, known concerns, and new concerns ensure minimal surprises when it comes to the client's budgeting process.

RBR challenges

One major challenge that many MSPs face with their customer reviews is providing simplified reports that businesses can easily understand. While there are many software packages available to automate the monitoring of equipment, software, and hardware lifecycles and the identification of vulnerabilities, few offer a comprehensive view of a client's holistic risk profile.

Gathering this information can be challenging and time-consuming for an MSP, considering all applications, SaaS platforms, and all sites and devices. Service managers, vCIOs, and lead engineers are often tasked with pulling this information together, which can take hours per client for a one-hour meeting.

Streamline the customer review process

Exploring options to automate this process at scale can significantly enhance the efficiency and effectiveness of these recurring business reviews. Microsoft 365® security is one area where automated reports can make a significant impact. Microsoft 365 is an area where reporting can be challenging to centralize when discussing progress, known concerns, and new issues.

Implementing small steps, such as adding conditional access policies, improving multifactor authentication, or enhancing data loss prevention, can present individual challenges that are easy for MSPs to show and for small to midsize businesses (SMBs) to understand.

Conclusion

By leveraging the ConnectWise SaaS Security™ reporting engine, service managers, vCIOs, and lead engineers can quickly demonstrate improvements or degradation in the Microsoft security score while simultaneously identifying deficiencies in the organizations' Microsoft 365 deployments that make up that score.

Automating your Microsoft 365 scoring and deficiency reports for every client at scale with minimal effort can significantly enhance your ability to communicate progress, known concerns, and new issues effectively with clients!

Learn more about ConnectWise SaaS Security >>