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:
- π οΈCore Services & Capabilities - Help desk, infrastructure, cybersecurity, cloud, customization, and industry alignment.
- πSecurity & Compliance - From endpoint protection and Zero Trust to certifications and strategic compliance support.
- πService Delivery & SLAs -SLA targets, escalation handling, transparency, and client satisfaction tracking.
- π§³Onboarding & Offboarding -Structured processes, timelines, documentation, and secure handoff.
- π§°Technology Stack & Tooling -RMM/PSA quality, integration fit, vendor neutrality, and productivity stack support.
- π€Team & Culture Fit - Executive contact quality, collaboration style, and alignment with your goals and values.
- πScalability & Strategic Guidance - Ability to grow with you, offer vCIO services, roadmap planning, and phase-specific experience.
- πPartnerships & Vendor Collaboration - Third-party service management, vendor certifications, and escalation support.
- π£οΈClient References & Reputation - Industry-relevant references, sentiment analysis, case studies, and retention metrics.
- π΅Pricing & Contract Terms - Transparent pricing, flexibility, termination terms, and hidden fee detection.
This is an Excel File.