Executive Summary

Led client through transition from in-house to Managed IT to enable successful sale of company.

Challenge

Client was preparing for a sale and requested assistance with addressing due diligence questions and outsourcing their IT function to a Managed Services Provider (MSP).

What I did

• Developed catalog of IT assets (contracts, systems, devices, etc) and documented IT operating environment (administrative accounts, passwords, etc)
• Reviewed status of in-flight and planned projects and provided recommendations to management team on prioritization and path to completion
• Reviewed existing IT contracts and made recommendations on which ones to keep or terminate
• Led confidential Request for Proposal (RFP) process to identify potential Managed IT vendors to replace IT team
• Supported client through transition from in-house IT to Managed IT service

Outcome

The client fully transitioned to a Managed IT provider in 30 days and subsequently closed on the sale of the company.