The Technology Module gives your team visibility into everything technology-related about a client: devices and their lifecycle, software and licensing, and any other asset data you bring in from your PSA or documentation tools. That context is what drives informed client conversations, accurate Assessment grading, and hardware refresh planning.
New to the Technology Module? You'll need to connect your integrations and set up your Groups before there's data to work with. Start with Configuring Your Technology Module, then come back here.
This article covers how to use your technology data once it's set up.
Watch: Understanding Technology Data (3 min)
What you're looking at
Technology data is organized as Flexible Items, individual devices and assets synced from your PSA or documentation tools. Flexible Items are grouped into Flexible Item Groups like Workstations, Servers, or Network Devices. Groups give you the structure to organize a client's environment in a way that makes sense for client conversations.
Two ways to view your data
Technology Module (main nav): a cross-client view of all Flexible Items across your entire client base. Filter by Group, grade, or company. Useful for spotting patterns: which clients have the most aging workstations, which have servers past warranty.
Within a Report: the client-specific view. Technology data appears in the Technology Part of your Report, organized by Group with all your configured columns.
Grading assets
Inside a Report, you can grade individual Flexible Items to reflect their current condition or lifecycle status. Strategy Overview includes a built-in technology grading legend that maps each grade to a lifecycle status. Grades are color-coded and sortable, so you can quickly see which assets need attention across a client's environment.
To grade an item, open the Report, navigate to the Technology Part, and click the grade field next to any Flexible Item.
Asset sites are tied to their source Configurations. If your team wants to filter or group assets by site on the Budget or Roadmap, make sure site data is accurate at the source first.
Budgeting assets
You can assign a budget value directly to any Flexible Item, typically for a planned replacement or upgrade. Add a budget amount and a target year (and optionally a quarter), and that item automatically appears in your Report's Roadmap and Budget Parts.
This is how hardware refresh planning works in Strategy Overview. Your team grades the assets, sets replacement budgets on the aging ones, and the Roadmap builds itself from real asset data instead of a separate spreadsheet. You can also control which columns appear on the Roadmap and Budget, so you're only showing what's relevant.
Technology and your Assessment
Flexible Item Groups can be related to Assessment Items. When grading "Server Host" in the Assessment, the related Servers Group appears directly below the Assessment Item, actual device data in context rather than relying on memory. This makes grading faster and more accurate and gives Arya AI real context for recommendations.
This connection is set up at the template level. See The Technology Module for how to configure it.
How it all comes together in a client meeting
During a client meeting, technology data surfaces in several places in your Report:
Technology Part: your client's full asset list, organized by Group, with columns for age, warranty, OS, and other relevant fields
Assessment: real device data below each Assessment Item when Groups are related
Roadmap: replacement projects pulled from budgeted Flexible Items, organized by year and quarter
Budget: cost summary including all budgeted Flexible Items alongside Assessment and IT Plan items
For setup and configuration: The Technology Module