If you have a Technology Business Review coming up, it’s worth taking a few minutes to prepare. While we’ll always come ready with updates and recommendations, the best conversations happen when we understand what’s happening in your business, not just what’s happening with your technology.
But your TBR can be much more than that.
Think of it as dedicated time to step away from the day-to-day and talk about where your business is headed, and whether your technology is helping you get there.
Come with Your Business Goals
The most productive TBRs start with business conversations, not technical ones.
Before your meeting, think about what’s changing over the next 6 to 12 months. Are you hiring? Opening a new location? Introducing new software? Looking to improve security? Planning for AI initiatives? Even sharing a few upcoming priorities gives your Technical Account Manager valuable context to make recommendations that support your goals.
Bring Your Questions
Don’t hesitate to ask questions. Your TBR is the perfect opportunity to get answers before small issues become bigger challenges.
Some good questions to ask include:
- Are there any security risks we should address?
- Is our current technology keeping up with our business?
- What projects should we be planning for next?
- Are there ways to improve efficiency or reduce downtime?
- What should we budget for over the next year?
- Are there new tools or services that could benefit our team?
There are no wrong questions. The more you ask, the more value you’ll get from the conversation.
Share What’s Frustrating Your Team
Your help desk tickets only tell part of the story.
Maybe employees are working around slow processes. Perhaps remote workers are having recurring issues but haven’t reported them. Or maybe your team is spending too much time on repetitive tasks.
Bringing up these day-to-day frustrations helps us identify opportunities to improve productivity, not just fix technical problems.
Think Beyond Today’s Issues
A TBR isn’t just about what happened last quarter. It’s about preparing for what’s next.
Whether you’re planning technology upgrades, budgeting for future projects, improving cybersecurity, or exploring new solutions, these meetings are designed to help you make informed decisions before problems arise.
A Partnership, Not Just a Review
Your Technical Account Manager isn’t there simply to review reports. They’re there to help align technology with your business goals and provide guidance that supports your long-term success.
The more you share about your business, your challenges, and your plans, the more strategic and valuable your TBR becomes.
The next time your Technology Business Review comes around, treat it as an opportunity to plan ahead, not just check a box. A little preparation can turn a routine meeting into a conversation that helps your business move forward with confidence.