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IT Assessment
When IT costs are spread across vendors and budgets, we map total cost, ownership, and risk — and deliver a practical 30/60/90 plan.
Vendor-neutral. NDA available. Plain-English deliverables.
How we run your IT assessment
We run your IT assessment as a live working session using our own assessment method — the same process behind our AI assessment, focused on your IT cost, coverage, and risk. We capture findings as we go and turn them into a practical 30/60/90 plan and an executive report you keep.
The assessment, walked through together, live.
Cost, coverage, and risk captured as we go.
Your 30/60/90 roadmap and executive report.
What you get
A clear view of tools, identity, endpoints, vendors, and who owns what.
✔Tooling + vendor inventory
✔Identity + access overview
✔Endpoint + device posture snapshot
✔TCO view by vendor category (per user/device where possible)
Translate what's covered vs assumed, and document the gaps that create risk.
✔MSP scope decoded (covered vs unclear)
✔Exclusions and hidden constraints
✔SLA and response expectations
✔Escalation + decision paths
Prioritize issues based on impact, likelihood, and remediation effort.
✔Security + operational risks
✔Compliance / insurance considerations
✔Single points of failure
✔“Fix now vs plan later” ranking
A practical sequence of projects with suggested budget ranges and next steps.
✔Sequenced initiatives
✔Budget ranges + effort level
✔Quick wins vs foundational work
✔Keep, renegotiate, or transition guidance
How it works
Typical timeline: ~2 weeks (varies with availability and complexity).
We align on goals and collect the deeper input set.
Short interviews with IT, finance/ops, and any vendor-facing owners to understand reality vs paperwork.
We build the map, identify risks, and draft the roadmap.
You leave with the risk register, 30/60/90 plan, and a clear recommendation: keep, renegotiate, transition, or move into an operating cadence (retainer).
Timeline depends on stakeholder availability and how quickly documents are provided.
Before we start
This lets us build a complete TCO picture across vendors, map ownership, and identify renewal and risk hotspots.
✔MSP contract + most recent invoice(s)
✔Microsoft 365 / security billing (or equivalent)
✔ISP / telecom invoice(s) (internet + phones/UC)
✔Device list or endpoint report (basic export is fine)
✔Vendor list + renewal dates (spreadsheet is fine)
✔Backup/DR billing or vendor invoice
✔Identity/security tools billing (EDR, MFA, email security, firewall, etc.)
✔Line-of-business SaaS list (top 10–20 tools is fine)
✔Cloud/hosting billing (Azure/AWS/GCP if applicable)
✔Any IT contractor / pro services invoices (if used)
✔Insurance/security questionnaire or compliance requirements
✔Any recent audit/assessment summary
✔“Who owns what” list (IT + vendor-facing owners)
✔Known pain points + upcoming projects
Results
✔Current-state map (tools, vendors, ownership)
✔Coverage clarity (covered vs unclear + gaps)
✔Risk register with priorities
✔30/60/90 roadmap with budget ranges
✔Vendor strategy recommendation (keep, renegotiate, transition)
✔Total cost of IT baseline (by vendor category)
✔Cost per employee (and cost per device where possible)
FAQ
How long does it take?
Typically ~2 weeks. Faster is possible with rapid access to inputs and stakeholders.
Do you need admin access?
Not to start. Most of the work begins with documents and interviews. If system access becomes useful, we'll discuss it first.
Is this vendor-neutral?
Yes — recommendations are based on fit, coverage, and cost-effectiveness across vendors, not tied to one brand. When you choose to procure through us, we're upfront about how we're paid.
Your next step
Start with a vendor-neutral assessment — a plain-English read on cost, coverage, and risk, and a clear next step.
Mon–Fri 9AM–8PM ET · support@endpointin.com