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What’s included in the Rapid Assessment
A vendor-neutral readout of spend, coverage, and upcoming renewals plus a clear next step.
Spend Summary
We normalize your core IT vendor spend by user/device using the invoices you share, then flag likely missing categories.”
Sample output: $___ / user / month • Top 3 cost drivers • Likely missing cost areas
Coverage Map
We translate MSP scope into plain English, flag what’s unclear, and list the questions you should be asking.
Sample output: Covered vs Unclear • Gaps list
Renewal Timeline
A forward view of what’s coming due based on what’s visible, so you don’t get trapped by auto-renewal terms.
Sample output: Next 90 days • Owners + dates
This is a document-based readout. If you need stakeholder interviews, a full current-state map, or a roadmap, that’s the Full Assessment.
Outputs you’ll get (plain-English)
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Spend snapshot: $/user/month and top cost drivers
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Covered vs unclear: what your MSP contract actually includes
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Renewal timeline: what’s due in the next 60–90 days
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Decision path: keep, renegotiate, or assess deeper
What we need from you
These inputs let us calculate your IT total cost of ownership (TCO) and normalize it per employee and per device, so you can compare options and plan renewals.
Core (required)
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MSP contract + most recent invoice(s)
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Microsoft 365 / security billing (or equivalent)
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Device list or endpoint report (basic export is fine)
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Vendor list + renewal dates (spreadsheet is fine)
Optional (fills TCO gaps)
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Backup/DR or key security tool invoices (if separate)
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Any upcoming projects you already know about (1–2 bullets)
TCO categories we typically uncover
How it works
Upload Documents
MSP invoice or statement, Microsoft 365 billing, and a basic user/device list. We can sign an NDA if needed. If anything is missing, we’ll provide a short request list. If you don’t have one of these, we’ll show you the fastest way to pull it.
Benchmark + coverage map
Normalize spend per user. Translate coverage. Identify what’s clear, what’s unclear, and where risk is likely hiding.
Review call + next steps
20–30 minutes. You leave with a decision and a plan: keep, renegotiate, or move into a Full Assessment.
Not sure what you need?
Start with a quick intro call…
