The MSP Assessment Tool is a structured evaluation system designed to help organizations compare and score potential (or existing) Managed Service Providers. Whether you're seeking a new partner or validating current performance, our tool brings clarity to a complex decision.
Built by IT leaders, for IT leaders.
Backed by decades of technology operations, compliance, and vendor management experience, this tool goes beyond surface-level checklists.
What It Covers
Assess providers across 10 essential areas:
- 🛠️Core Services & Capabilities - Help desk, infrastructure, cybersecurity, cloud, customization, and industry alignment.
- 🔐Security & Compliance - From endpoint protection and Zero Trust to certifications and strategic compliance support.
- 📄Service Delivery & SLAs -SLA targets, escalation handling, transparency, and client satisfaction tracking.
- 🧳Onboarding & Offboarding -Structured processes, timelines, documentation, and secure handoff.
- 🧰Technology Stack & Tooling -RMM/PSA quality, integration fit, vendor neutrality, and productivity stack support.
- 🤝Team & Culture Fit - Executive contact quality, collaboration style, and alignment with your goals and values.
- 📈Scalability & Strategic Guidance - Ability to grow with you, offer vCIO services, roadmap planning, and phase-specific experience.
- 🔗Partnerships & Vendor Collaboration - Third-party service management, vendor certifications, and escalation support.
- 🗣️Client References & Reputation - Industry-relevant references, sentiment analysis, case studies, and retention metrics.
- 💵Pricing & Contract Terms - Transparent pricing, flexibility, termination terms, and hidden fee detection.
This is an Excel File.