What to Expect in a Periodic Business Review (PBR)

Periodic Business Review with team

At KiteTech, our Client Experience team strives to conduct Periodic Business Reviews (PBRs) with all of our Managed Services clients. These meetings are great opportunities to discuss our IT partnership as it relates to each client’s business goals. It can be easy to view this time as a simple service assessment of the last 3 to 6 months. But these meetings can be more valuable than you may think!

In this article, we will provide insights to help you get the most out of your PBRs. 

Reviewing Current/Historic Business Technology

One of the many reasons to plan for a business review is to reflect on your technology standpoint as a whole. Your dedicated KiteTech Client Experience Manager (CXM) provides metrics about help desk traffic, hardware health, employee/technician interaction, and security awareness. We’ll take a deep look at what issues seem to be causing the most downtime amongst your staff or at a particular employee whose computer may be underperforming and due for a replacement.

Our ticketing system offers feedback surveys when issues are resolved, allowing you to see how various interactions between staff and technicians have improved productivity. We also have tools available to show you how well your employees identify various phishing attacks to help protect your agency’s data.

Forecasting and Planning

A PBR is also a great time to look ahead and plan for what the coming months might hold for your business. Whether there are staffing changes, equipment upgrades, or a new piece of technology you want to implement, we are here to help!

At KiteTech, we pride ourselves on internal communication, so we can engage all branches of our organization to find a solution that fits your agency needs—or even create something new. If your business has a project with our dedicated Professional Services team that recently finished, is in progress, or is on the horizon, your CXM can review any questions or details during these meetings.

The Main Goal

It can be easy to review the items listed above to get through a PBR quicker and regain some time in a busy workweek. But if we stopped there, we would be doing a disservice to you. PBRs allow us the opportunity to not only discuss the performance of our services, but to discuss the performance of your company. A Business Review does not just mean our business. We are invested in helping you grow and achieve your company goals in whatever ways we can! We can talk with you about how an upcoming acquisition or office move will impact your current technology standpoint and give you the tools to maximize its success.

There are many moving parts when it comes to making business decisions. As your Trusted IT Advisor, KiteTech can help you make the best decisions with your technology.

What a PBR Is—and What It Is Not

  • It is an opportunity to improve your business. It is not a sales pitch. We want you to be successful in your business. We don’t want you to pay for things you don’t need. During a PBR, our CXMs strive to better understand your business so that we can provide you appropriate solutions to improve workflow and minimize cost.
  • It is a collaborative effort. It is not the time for us to tell you how to run your business. We strive for all our clients to maintain the highest possible security standards and technology best practices. But we don’t want you to surrender the keys to your organization’s data and technology to us. We want to work together to ensure that you not only have the right policies in place, but that you know what those policies are so that you can represent your agency’s cybersecurity stance well.

Schedule Your Next Periodic Business Review

Utilizing PBR time wisely is something we strive to do with all of our clients. Hopefully, the information and insights above have helped demonstrate the importance of these meetings and how they can positively impact your business. If you don’t have your next review scheduled with your CXM, reach out to us and set up a time to meet today!

 

Jordan Tier

Jordan Tier

Client Experience Manager
Kite Technology Group