FROM SIGN-UP TO ASSESSMENT.
Connecting project delivery, endpoint checks and Microsoft 365 configuration into one repeatable service.
Simplified workflow illustration · no live systems connected
THE PROBLEM.
Cyber Essentials Plus preparation spans people, endpoints and cloud configuration. Technical checks alone do not tell a service desk who owns the next action or what remains outstanding.
MY ROLE.
I worked directly with a director to design the MSP’s delivery process, then built project templates, task workflows, site-level EDFs and supporting technical automation.
HOW IT WORKED.
Structure the service
Use ConnectWise Manage project templates to generate relevant tasks, assign technicians and track progress.
Connect technical scope
Use site-level EDFs in Automate to identify scope and support endpoint security and compliance checks.
Prepare for assessment
Use SkyKick scripts for Microsoft 365 configuration and feed outstanding work into the delivery process.
MAKE IT TRUSTWORTHY.
Project tasks, site scope and configuration checks need to agree. My approach is to validate a template against a sample delivery, review generated tasks with the service team and retain the previous template when changing the process.
Controls that matter
- Explicit customer and site scope
- Named task ownership
- Tracked preparation work
- Endpoint and cloud checks
- Human review of assessment readiness
WHY IT MATTERS.
The service becomes easier to coordinate from customer sign-up through assessment preparation. Technical findings have somewhere to go, and the team can see what still needs attention. Automation supports preparation; it does not award certification.
A SERVICE NEEDS A WORKFLOW. NOT JUST A SCRIPT.
Targeted patch remediation
GOT SOMETHING
WORTH AUTOMATING?
Tell me where your RMM is creating work.
Let’s look at what could run better —
and how to get there.