A PRACTICAL RESOURCE FOR CHANGING IT PROVIDERS

The 10-Point Managed IT Transition Readiness Check

Before you change providers, use this check to protect ownership, reduce avoidable risk, and make sure the right questions are answered before a managed IT transition begins.

Built for business leaders—not an IT exam. Your current-provider information stays confidential.

Start With Five Questions

If any answer is unclear, resolve it before a cutover—not during one.

1. Administrative ownership
Does the business control administrator access to its critical systems?
2. Recovery access
Can you locate and test your backups and recovery process?
3. Technology inventory
Is there a current record of users, devices, vendors, licenses, and renewals?
4. Security controls
Are privileged access, protections, and escalation contacts documented?
5. A staged plan
Does the incoming provider have named owners, communications, and a sequence for the handoff?

The Full 10-Point Check

1. Administrative ownership
Domains, DNS, tenants, cloud accounts, and recovery contacts.

2. Identity and privileged access
MFA, admin accounts, break-glass access, and change authority.

3. Backup and recovery
Protection scope, retention, storage location, and recovery testing.

4. Asset and vendor inventory
Users, equipment, applications, licenses, vendors, and renewals.

5. Security controls
Endpoint, email, patching, monitoring, and response procedures.

6. Documentation
Network, account, application, credential, and support records.

7. Service expectations
Support hours, escalation, onsite needs, reporting, and ownership.

8. Business continuity
Dependencies that must remain available through the transition.

9. Communications
Internal decision-makers and a clear plan for employees and vendors.

10. A staged transition plan
Discovery, risk review, onboarding, stabilization, and a practical roadmap.

Not Ready Yet? That Is the Point of the Check.

A responsible transition begins with discovery and documentation. Triton can help you discuss dependencies, priorities, and risks, then identify the next practical step without forcing a rushed commitment.