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TLM Client Report Generator

Turns TLM's results into a client-friendly PDF report and PowerPoint.

The problem

TLM's results are written for technicians: terse, technical, and in a spreadsheet. A client can't act on 'CPU Intel 6th gen (EOL)', and rewriting everything by hand for every client takes time.

What it does

Takes the workbook TLM produces for a fleet and rewrites every finding in plain English: what's wrong and what to do. Then it builds a PDF report and a PowerPoint from it.

The result

A client-ready PDF to read and a PowerPoint to present, with no manual rewriting. For a real client, it can use their own colors, logo, and templates.

Every fleet below is invented. Pick one to see the report it produces.

Dental group

Small office, 14 devices
3Replace now
1Replace within a year
4Budget for in 1 to 2 years
1Upgrade or fix
1Servers needing work
4Need nothing right now

We reviewed 14 devices across your organization.

3 should be replaced now because they are too old, too slow, or can't run a supported version of Windows.

1 more should be replaced within the next year.

4 will need replacing in one to two years, so they are worth budgeting for.

Several machines can be kept longer with a simple upgrade or fix.

Replace now

  • SDG-HYGIENE-26.2 years old, past the 5-year replacement point; The processor (Intel 6th gen) is too old to run Windows 11
  • SDG-XRAY-PC5.4 years old, past the 5-year replacement point; The processor (Intel 6th gen) is too old to run Windows 11
  • DESKTOP-4K7Q9XAThe processor (Intel 7th gen) is too old to run Windows 11

Quick fixes

  • 1 deviceUpgrade to Windows 11
  • 1 deviceUpgrade Windows Home to Windows Pro
  • 1 deviceFree up disk space

How the wording changes

  • CPU Intel 6th gen (EOL) cannot run Windows 11 or is end-of-life→The processor (Intel 6th gen) is too old to run Windows 11
  • Windows 10 is past end of support→Windows 10 no longer gets security updates
  • Age 6.2 yrs - at or past the 5-year lifecycle→6.2 years old, past the 5-year replacement point
  • Spinning HDD - migrate to SSD→Old-style spinning hard drive: slower and more likely to fail
  • Windows 11 Home - upgrade to Pro required for Entra join→Windows Home can't join the company's managed sign-in. It needs Windows Pro

How it works

  1. Step 1Start with the TLM resultsThe workbook TLM produces for a fleet of devices
  2. Step 2It rewrites everything in plain EnglishTechnical findings become what is wrong and what to do
  3. Step 3It builds the reportA PDF to read and a PowerPoint to present

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