Self-Assess Your IT Posture

Take our Managed Services Provider Assessment, which lets you evaluate your IT status across critical areas:

Hardware management
Software management
Security
IT management
Business continuity

When you have completed the self-assessment, you will receive your score.

Name

Company Name

Phone

Hardware

Do you maintain a complete and up-to-date inventory of all hardware assets?

0 - Unsure

1 - No hardware asset list or very out of date.

2 - Hardware asset inventory is incomplete or outdated (over 6 months old).

3 - Hardware asset inventory is in place, complete, and updated within the last month.

None

Are your desktops and notebooks business-grade models from HP, Dell, Lenovo, Microsoft, or Apple?

0 - Unsure

1- Computers are a mix of brands and consumer- and business-grade devices.

2 - Computers are business grade but multiple brands.

3 - All computers are business grade and one brand.

None

Do you have a Next-Gen firewall with active security services that is less than 5 years old and still under warranty?

0 - Unsure

1 - No Next-Gen firewall, only ISP modem or consumer router.

2 - Firewall is Next-Gen model but is without active security services or is 5+ years old.

3 - Firewall is a Next-Gen model, with active security services, and is <5 years old.

None

Page 1 of 5

Software

Do you maintain a complete and up-to-date inventory of all software and software versions on all computers?

0 - Unsure

1 - Installed software asset list is not in place.

2 - There is a software list, but it is over 6 months old and does not list what computers it is installed on.

3 - Installed software asset list is in place, up to date, with version information and updated continuously.

None

Is your workstation OS past End of Life (EOL)?

0 - Unsure

1 - Some computers have Windows XP, 7, or 8 installed.

2 - All computers have Windows 10 or 11 installed but are not on either of the last two feature releases.

3 - All computers have Windows 10 or 11 installed and are on one of the two latest feature releases.

None

Is your server operating system (OS) past End of Life (EOL)?

0 - Unsure

1 - Some server OSes are past EOL, i.e., Server 2012 R2 or earlier.

2 - Some server OSes are approaching EOL, i.e., Server 2016.

3 - All server OSes are 2019 or newer.

None

Page 2 of 5

Security

Do all your computers have Managed Endpoint Detection and Response (MDR) in place?

0 - Unsure

1 - Have classic anti-virus.

2 - Have Endpoint Detection and Response (EDR), but it is not monitored 24/7.

3 - MDR is in place and monitored by a Security Operation Center (SOC) 24/7.

None

Do you have automated patching in place for all computers and servers?

0 - Unsure

1 - No automated patching.

2 - Automated patching is in place, but it is inconsistent. Some computers are up to date, and others are not.

3 - Automated patching systems are in place and all computers are up to date.

None

Do you have Web Filtering and DNS Security in place both on and off the corporate network?

0 - Unsure

1 - No web filter/DNS security implemented.

2 - Web Filter/DNS Security is in place (on the Corp network only).

3 - Web filter/DNS security is in place (both on/off Corp network).

None

Are all your endpoint hard drives encrypted using BitLocker for Windows or FileVault for Mac?

0 - Unsure

1 - Computer encryption is not in place.

2 - Some computers may have encryption enabled and centralized key storage has not been set up.

3 - Endpoint encryption is implemented and encryption keys are stored in a centralized system.

None

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IT Management

Do you have a three year IT budget in place?

0 - Unsure

1 - Three year IT budget not in place.

2 - Have a rough idea of what to spend on IT this year.

3 - Three year IT budget is in place and is updated regularly.

None

Do you have a Cyber Liability Policy in place?

0 - Unsure

1 - Cyber Liability Policy not in place.

2 - Discussed Cyber Liability with insurance company.

3 - Have a Cyber Liability Policy in place.

None

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Business Continuity

Are your servers automatically backed up daily (or more frequently) with immediate off-site replication?

0 - Unsure

1 - Servers are backed up manually.

2 - Servers are backed up, and backup is stored on local server or attached hard drive.

3 - Servers are backed up automatically and image is sent off-site immediately.

None

Are backups of your Microsoft 365 mailboxes taking place?

0 - Unsure

1 - No M365 backup in place.

2 - Some mailboxes are backed up; others rely on M365 30-day retention.

3 - All mailboxes are backed up with unlimited retention.

None

Are backups of your Microsoft OneDrive and SharePoint taking place?

0 - Unsure

1 - No M365 backup in place.

2 - Some mailboxes are backed up; others rely on M365 30-day retention.

3 - OneDrive and SharePoint data is backed up with unlimited retention.

None

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