The monthly proof that keeps the quarterly review honest
A lighter, monthly version of the vCIO Report: technical evidence and accept/decline recommendations that flow straight into the next QBR.
A lot happens between quarterly reviews that never gets recorded
Three months is a long gap. Fixes get made that nobody gets credit for. New risks appear that don't surface until the next QBR, sometimes months after they mattered. Without a monthly touchpoint, the quarterly review starts from a blank page every time.
Example output from a demo account, not a real customer's data.
The same engine, run monthly, with a technical edge
TAM Reports use the same alignment engine as the vCIO Report (same baseline, same compliance frameworks) but run monthly, and add device-level detail the quarterly review doesn't need to carry. Each finding is framed as a straightforward accept-or-decline decision.
- Same alignment scoring and 6-framework compliance view, refreshed monthly
- Adds Flagged Assets: per-device issues tagged by RAM, warranty, OS, lifecycle, disk and CPU
- Recommendations presented with finding, business impact, effort level, and a clear accept/decline ask
- Explicitly hands off to the vCIO Report, closing with open deviations, recommendations and critical/high counts passed forward
Example output from a demo account, not a real customer's data.
Not just a numbers dump
Each monthly review also carries one relevant, non-salesy item for the client: a short webinar or piece of guidance tied to what's in that month's findings. It keeps the report feeling like an ongoing relationship, not a compliance chore.
- One curated, relevant item per month, flagged clearly as informational and not a pitch
- Tied to the alignment gaps raised that month, so it's useful context, not filler
Example output from a demo account, not a real customer's data.
The QBR opens with three months of evidence already agreed
Because everything is captured and actioned monthly, the quarterly review stops being a rebuild-from-memory exercise. It opens with an agreed, evidenced position, and the vCIO conversation moves straight to priority, sequencing and investment.
- Nothing lost between quarters: every fix and every new risk has a monthly record
- The QBR starts from evidence, not from scratch
- A consistent monthly cadence clients can set their calendar by
See a month's worth of evidence in one report
Book a walkthrough and we'll show how a TAM Report hands off into the next quarterly review.
Book a demo