Step-by-step help with choosing a provider, preparing documents and planning onboarding.
Switching to a managed service provider is a project, not just a purchase. The guides here walk through the order of operations: deciding what you want outsourced, shortlisting providers, asking the right questions, reading the service agreement and preparing for the onboarding period when the provider takes over day-to-day support.
Each guide is written for a business owner, office manager or operations lead who may not have a technical background. Technical terms are explained where they first appear, and every guide ends with official or standards-body sources you can use to verify the details that matter for your industry.
If you are early in the process, begin with the step-by-step getting started guide and the provider selection guide. If you have already chosen a provider, jump to the onboarding timeline and the list of documents and access a provider will request. The checklist in the Tools section collects the main tasks in one place.
Getting Started
Evaluate managed service providers on security, scope, references, staffing and contract terms, with a scoring table and the questions that reveal real differences.
Getting Started
A practical list of the documents, inventories and administrative access a managed service provider will ask for, and how to hand over credentials safely.
Getting Started
A seven-step process for moving to managed IT services, from auditing what you have to signing an agreement and preparing your team for onboarding.
Getting Started
A week-by-week look at managed IT onboarding, from kickoff and discovery to security cleanup and the first review, with what you and the provider each do.
Getting Started
Learn what to look for in a managed service agreement and SLA, including scope, response times, credits, ownership, liability, auto-renewal and exit terms.
