Services

Where you are on the ladder determines what needs to happen next.

TruScope works through the ladder in order, foundation first. The four stages below show what that looks like — and which one your operation is most likely standing on.

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The four stages

Each stage rests on the one below it. Skipping a stage costs more later than addressing it now.

01

Architecture & Visibility

“Not sure what's actually running?”

Before anything can be automated, hardened, or handed off, you need an honest map of what exists, what it costs, and who has access. Foundational security is established here — not as a compliance checkbox, but because you can't protect what you haven't mapped.

First

Enable: IT Footprint Visibility

Second

Enable: System Architecture Visibility

02

IT-Driven Process Automation

“The team does by hand what the system should do for them.”

Once the map is real, repetitive IT work — provisioning, patching, onboarding — becomes automation that frees IT for higher-leverage work — architecture first, so the gains compound instead of breaking. Security controls are hardened and automated at this stage — patch cycles tighten, access provisioning becomes consistent and auditable.

First

Enable: Unified Login & Endpoint Control

Second

Enable: Streamlined Onboarding & Offboarding

Third

Enable: Self-Service IT Support

Fourth

Enable: Sustained IT Visibility

Fifth

Enable: Ransomware Survivability

03

Business Process Automation

“Work falls through the cracks between tools and people.”

With IT operations stable, the same discipline reaches the business itself — the handoffs between teams and systems that quietly leak time and money. As business workflows are formalized, data handling and access boundaries are defined precisely — reducing the surface area that needs to be defended.

First

Enable: Cross-System Data Flow

Second

Enable: A Single Source of Truth

04

Cybersecurity Compliance & Hardening

“You're told you need to be compliant — but not how it applies to you.”

Dedicated security and compliance work, fitted to how the requirements apply to your systems and your operations — not a one-size template you have to bend to fit. Frameworks (NIST CSF, CMMC, ISO 27001, ITIL) are treated as tools, not credentials. Baseline security isn't the final step — it's built into every stage beneath this one. This stage is where compliance becomes verifiable and defensible.

First

Enable: Compliance Framework Clarity

Second

Enable: Insurance & Audit Readiness

How an engagement works

Diagnostic first. Sequenced. Handed off.

Architecture & Visibility

Enable: IT Footprint Visibility

Enable: IT Footprint Visibility

Business Case

Recover 15 to 30% of annual software spend. Reclaim devices and reassignable licenses sitting unused from past departures — typically $800 to $1,500 each. Close the identity gaps that turn into cyber insurance exclusions or denied claims. Walk away with a defensible picture of your IT footprint and a clear view of where the next investment pays back hardest.

Scope

In Scope Out of Scope
  • Software and SaaS spend inventory
  • Device, identity, vendor, and cloud-tenant registers
  • Access matrix per business-critical system
  • One-time cleanup: orphaned accounts, shared logins, dormant third-party access
  • Overlap and redundancy mapping
  • Renewal calendar and consolidation shortlist
  • Defensible spend baseline
  • Recommended target identity model for Stage 2
  • Automated register updates and maintenance (Stage 2 — Sustained IT Visibility)
  • Recurring access certification cadence (Stage 2 — Unified Login & Endpoint Control)
  • SSO, SCIM, and unified MFA rollout (Stage 2 — Unified Login & Endpoint Control)
  • Backup scoping decisions (Stage 2 — Ransomware Survivability)
  • Integration and data-flow mapping (separate Stage 1 — System Architecture Visibility)
  • Privileged-access (just-in-time admin) hardening (Stage 4)

Milestones

#MilestoneDescription
1Engagement baselineSource systems identified, read-only access granted, register and access-matrix structure agreed before any data entry.
2Raw discoveryFive domains pulled from source-system data: software, devices, identities, vendors, cloud tenants. Access lists cross-referenced against active rosters.
3Register validatedOwners confirmed, exceptions flagged, unknowns escalated. Orphaned, shared, overprivileged, and dormant access confirmed with owners.
4Analysis and cleanupOverlap map, renewal calendar, spend baseline, prioritized consolidation shortlist. Confirmed access remediations executed with audit trail.
5Findings deliveredLeadership walkthrough, registers handed over, target identity model documented, Stage 2 inputs identified.

Deliverables

  • Spend, device, identity, vendor, and cloud-tenant registers in a maintainable format
  • Access matrix per critical system
  • Overlap and redundancy map
  • Renewal calendar with notice-period lead times
  • Cleanup log: orphaned, shared, dormant accounts remediated
  • Prioritized consolidation shortlist with rationale
  • Defensible spend baseline
  • Recommended target identity model for Stage 2
  • Documented practices and trained internal owners for the recurring cadence

Benchmarks drawn from SMB-scoped industry research (Productiv, Zylo, BetterCloud, NPI, SecurEnds, Insureon, SeedPod Cyber broker benchmarks; 2024–2026), refreshed on a regular cycle. Your specific numbers come from your own systems during the engagement.

#ITAM · #SAM · #SaaSManagement · #ShadowIT · #IAM · #AccessReview · #OrphanedAccounts · #LicenseManagement

Charter 1 of 2 · Architecture & Visibility Get Started
IT-Driven Process Automation

Enable: Unified Login & Endpoint Control

Enable: Unified Login & Endpoint Control

Business Case

Replace twenty-plus passwords with one secured login across every business-critical app. Enroll every device so a lost laptop is a wipe command, not a breach. Move MFA coverage from “we think so” to provable — now the single largest factor in cyber-insurance pricing and the gap that turns claims into denials. Walk away with the identity-and-endpoint platform every later stage depends on: SSO, universal MFA, managed devices, and automated patching with monthly reporting.

Scope

In Scope Out of Scope
  • Identity provider deployment or rationalization
  • SSO and SCIM for top 20–30 business-critical apps
  • Universal MFA with conditional-access policies
  • MDM/UEM enrollment for every laptop, phone, and tablet
  • Baseline device policies: encryption, screen lock, OS update, remote wipe
  • Automated OS and third-party patch management with reporting
  • Recurring access certification cadence (now sustainable)
  • Onboarding and offboarding automation
  • Backup and recovery design
  • Asset register maintenance
  • Privileged-access (just-in-time admin) hardening
  • Long-tail un-SCIM-able app automation

Milestones

#MilestoneDescription
1Engagement baselineIdentity platform selected, app inventory prioritized, device fleet sized, current MFA and patch state documented.
2Identity platform stood upIdP deployed, SSO and SCIM connections live for the top tier of apps, MFA enforced.
3Endpoint enrollment completeEvery device enrolled in MDM/UEM, baseline policies applied, compliance dashboard live.
4Patch automation operationalOS and third-party patching automated with maintenance windows; monthly compliance reporting in place.
5Handover and operating cadenceQuarterly access review scheduled, exception process documented, internal owners trained.

Deliverables

  • Deployed identity platform with SSO/SCIM for prioritized apps
  • Universal MFA with conditional-access policies
  • Enrolled, policy-managed device fleet with compliance dashboard
  • Automated patching with monthly reporting
  • Documented quarterly access certification process
  • Runbooks for internal IT operators

Benchmarks drawn from SMB-scoped identity, endpoint, and patch-management research (Pylon helpdesk economics 2025, Automox/Ponemon patch data, Infrascale MSP Patch Management Statistics USA 2025, Insureon broker benchmarks 2025–2026). Your specific results come from your baseline during the engagement.

#SSO · #MFA · #MDM · #UEM · #ZeroTrust · #PatchManagement · #EndpointSecurity

Charter 1 of 5 · IT-Driven Process Automation Get Started
Business Process Automation

Enable: Cross-System Data Flow

Enable: Cross-System Data Flow

Business Case

Give every employee back 6.5 hours a week — the equivalent of adding a part-time hire to every team without growing headcount. Replace the spreadsheet bridges between CRM, quoting, ERP, and project systems with monitored integrations. Customer entered once, flows everywhere — no more re-typing, no more drift between systems. Walk away with deployed integrations, a documented data model, error monitoring, and an integration runbook your team operates.

Scope

In Scope Out of Scope
  • Data model design (system of record per entity)
  • Integration platform deployment (iPaaS or native connectors)
  • Bi-directional sync for customer, contact, product, and order data
  • Error monitoring and alerting
  • Decommissioning of manual data bridges
  • Documented integration runbook
  • Architecture and source-of-truth discoveryPre.1
  • Unified reporting and BI layer
  • System replacement or major customization
  • AI-agent embedment in business processes

Milestones

#MilestoneDescription
1Engagement baselineStage 1 architecture map confirmed; integration platform selected; in-scope entities and systems prioritized.
2Data model agreedSystem of record declared per entity; field mappings drafted and confirmed with system owners.
3First integration liveHighest-value integration deployed, monitored, and validated; manual bridge retired.
4Remaining integrations rolled outPrioritized integrations deployed in sequence; error monitoring active across the set.
5HandoverInternal owners trained on the integration platform; runbook and exception process handed off.

Deliverables

  • Documented data model and system-of-record register
  • Deployed integration platform with monitored connections
  • Bi-directional sync across prioritized entities
  • Error-monitoring dashboard
  • Manual-process audit showing before/after
  • Integration runbook

Prerequisites

Each prerequisite can be satisfied by a prior TruScope engagement or by documented evidence you provide for our sign-off before we begin.

Pre.1 — Architecture and source-of-truth discovery — covered by Enable: System Architecture Visibility (Stage 1)


Benchmarks drawn from SMB-scoped automation and integration research (McKinsey 2024 SMB Automation Survey, Salesforce 2024 Connectivity Report, US Tech Automations 2026). Your specific time-recovery numbers come from your baseline during the engagement.

#iPaaS · #SystemsIntegration · #DataIntegration · #MasterData · #CRM_ERP · #WorkflowAutomation

Charter 1 of 2 · Business Process Automation Get Started
Cybersecurity Compliance & Hardening

Enable: Compliance Framework Clarity

Enable: Compliance Framework Clarity

Business Case

Customer questionnaires, contracts, insurance checklists, regulatory rules — and no clarity on which actually apply or how they overlap. The right anchor framework covers 70 to 80% of them at once. Pick the wrong one and you pay for the same controls twice. Walk away with an applicability map, a control crosswalk, and an anchor recommendation that drives a phased roadmap.

Scope

In Scope Out of Scope
  • Framework applicability analysis (ISO 27001, PCI DSS, CMMC, ITIL, HIPAA, SOC 2, NIST CSF, GDPR/state privacy)
  • Customer, contractual, and regulatory requirement mapping
  • Overlap and control-crosswalk analysis
  • Recommended anchor framework with rationale
  • Phased compliance roadmap with sequencing
  • Control deployment and remediation (Stage 4 — Insurance & Audit Readiness)
  • Policy and procedure authoring (Stage 4 — Insurance & Audit Readiness)
  • Formal audit or certification engagement (client-specific, follows readiness)
  • Vendor selection for compliance automation tooling (part of Insurance & Audit Readiness)

Milestones

#MilestoneDescription
1Engagement baselineCustomer/contractual/regulatory drivers captured; industry context confirmed; existing controls inventoried.
2Framework applicability mapEach candidate framework assessed for applicability — required, recommended, or out of scope.
3Control crosswalkOverlap analysis across applicable frameworks; shared controls identified.
4Anchor recommendationRecommended anchor framework documented with rationale and evidence-reuse projection.
5Roadmap deliveredPhased compliance roadmap delivered to leadership; Stage 4 readiness scope defined.

Deliverables

  • Framework applicability analysis
  • Customer/contractual/regulatory requirement map
  • Control crosswalk across applicable frameworks
  • Anchor framework recommendation with rationale
  • Phased compliance roadmap

Benchmarks and crosswalk methodology drawn from SMB and mid-market compliance research (Cynomi MSP compliance guidance 2025, Censinet HIPAA-CSF crosswalk 2025, Vanta and Drata SMB framework analyses 2025–2026, HHS December 2024 HIPAA proposed rule, PCI Security Standards Council v4.0.1 2024). Framework selection is shaped by your specific industry, customers, and contractual obligations.

#GRC · #NISTCSF · #SOC2 · #ISO27001 · #CMMC · #HIPAA · #PCIDSS · #FrameworkCrosswalk

Charter 1 of 2 · Cybersecurity Compliance & Hardening Get Started
Architecture & Visibility

Enable: System Architecture Visibility

Enable: System Architecture Visibility

Business Case

See exactly where leadership gets different answers to the same question, and why. Surface every spreadsheet bridge and broken sync quietly costing 15 to 25% of revenue in bad data and reconciliation. Walk away with an executive architecture diagram, a detailed integration map, a declared source of truth for every data domain, and a prioritized plan for where the next investment closes the gap.

Scope

In Scope Out of Scope
  • Current-state architecture diagram (executive one-page + detailed)
  • Integration and data-flow mapping across business-critical systems
  • Source-of-truth declaration per data domain
  • Inventory of manual data bridges (spreadsheets, copy-paste workflows)
  • Identification of integration debt and known weak points
  • Target-state architecture design (client-specific, follows discovery)
  • Building or replacing integrations (Stage 3 — Cross-System Data Flow)
  • System or vendor inventory (separate Stage 1 — IT Footprint Visibility)
  • Unified reporting layer (Stage 3 — Single Source of Truth)
  • Network and infrastructure documentation (separate Stage 1 deliverable available on request)

Milestones

#MilestoneDescription
1Engagement baselineBusiness-critical systems identified, stakeholder interviews scheduled, diagram conventions agreed.
2System and data-flow discoveryEach system walked through with its operational owner; data origin, flow, and destinations recorded.
3Source-of-truth resolutionFor every contested data domain, the system of record is declared and confirmed by leadership.
4Integration debt mappedManual bridges, broken syncs, and known weak points catalogued with business impact.
5Findings deliveredExecutive walkthrough, diagrams handed over in maintainable formats, Stage 3 candidate integrations flagged.

Deliverables

  • Executive one-page architecture diagram
  • Detailed integration and data-flow diagram
  • Source-of-truth register by data domain
  • Manual-bridge inventory with business-impact notes
  • Integration debt list, prioritized
  • Stage 3 candidate-integration shortlist

Benchmarks and source-of-truth methodology drawn from SMB-scoped integration and architecture research (Salesforce Connectivity Report, McKinsey SMB automation studies; 2024–2025). Your specific architecture comes from your systems during the engagement.

#EnterpriseArchitecture · #DataFlow · #SystemsIntegration · #SourceOfTruth · #TechDebt

Charter 2 of 2 · Architecture & Visibility Get Started
IT-Driven Process Automation

Enable: Streamlined Onboarding & Offboarding

Enable: Streamlined Onboarding & Offboarding

Business Case

Cut onboarding admin from 8 to 12 hours per hire down to under 2. Get every new hire productive on day one with the right access, not waiting on tickets. Close every departing account the same day they leave — with the audit trail to prove it. Walk away with a tested joiner/leaver automation connecting HR, identity, and endpoint, and an operating runbook your team owns.

Scope

In Scope Out of Scope
  • Joiner workflow: HR trigger → identity → license → device → access
  • Leaver workflow: deprovisioning, license reclamation, data preservation, device wipe
  • Role-to-access mapping (RBAC starter)
  • Documented audit trail per event
  • Manual exception checklist for non-integrated systems
  • Building the identity platform itselfPre.1
  • HRIS replacement or migration
  • Long-tail un-SCIM-able app automation
  • Recurring access certificationPre.1

Milestones

#MilestoneDescription
1Engagement baselineHRIS, identity platform, and MDM confirmed and connected; current process documented.
2Role-to-access modelRoles defined, default access mapped per role, exceptions captured for review.
3Joiner workflow builtEnd-to-end automation from HR trigger through device handoff; tested with sample hire.
4Leaver workflow builtDeprovisioning, license reclamation, and device handling automated; tested with sample departure.
5Handover and operating cadenceInternal owners trained; documentation, exception process, and review cadence handed off.

Deliverables

  • Documented joiner and leaver workflows
  • Role-to-access map (RBAC starter)
  • Tested automation across HRIS, identity, and endpoint
  • Exception checklist for non-integrated systems
  • Audit-trail format and operating runbook

Prerequisites

Each prerequisite can be satisfied by a prior TruScope engagement or by documented evidence you provide for our sign-off before we begin.

Pre.1 — Building the identity platform itself — covered by Enable: Unified Login & Endpoint Control (Stage 2)


Benchmarks drawn from SMB-scoped HR and IT automation research (SHRM 2025 HR Benchmarking, NFIB 2025, McKinsey SMB Automation Survey 2024; figures cited US Tech Automations 2026). Your specific time savings come from your baseline during the engagement.

#IGA · #JoinerMoverLeaver · #IdentityLifecycle · #SCIM · #HRIS

Charter 2 of 5 · IT-Driven Process Automation Get Started
Business Process Automation

Enable: A Single Source of Truth

Enable: A Single Source of Truth

Business Case

End the “which number is right?” debate. Reclaim the 12 hours a week your managers spend hand-building reports nobody fully trusts. Stop the 3% of annual revenue that slips through the cracks waiting for clean numbers to act on. Walk away with leadership dashboards built on a documented metric dictionary, a unified data layer pulling from CRM, ERP, finance, and ops, and the operational visibility your business has been missing.

Scope

In Scope Out of Scope
  • Data warehouse or semantic model selection and deployment
  • Connectors to CRM, ERP, finance, and ops source systems
  • Documented metric dictionary (definitions, owners, refresh cadence)
  • Leadership-facing dashboards
  • Data-quality monitoring
  • Source-system integrationPre.1
  • Source-of-truth resolutionPre.2
  • AI/agent embedment in reporting
  • Replacement of departmental spreadsheets

Milestones

#MilestoneDescription
1Engagement baselineSource-of-truth decisions confirmed; leadership KPIs and questions captured; platform selected.
2Metric dictionary draftedDefinitions agreed, owners assigned, refresh cadence set per metric.
3Data layer deployedWarehouse or semantic model live with prioritized connectors; first metrics computed.
4Leadership dashboards liveAuthored dashboards delivered, validated against source systems, signed off by stakeholders.
5Handover and cadenceInternal owners trained; data-quality monitoring active; review cadence established.

Deliverables

  • Deployed data warehouse or semantic model
  • Source-system connectors
  • Documented metric dictionary
  • Leadership-facing dashboards
  • Data-quality monitoring
  • Review cadence and ownership documentation

Prerequisites

Each prerequisite can be satisfied by a prior TruScope engagement or by documented evidence you provide for our sign-off before we begin.

Pre.1 — Source-system integration — covered by Enable: Cross-System Data Flow (Stage 3)

Pre.2 — Source-of-truth resolution — covered by Enable: System Architecture Visibility (Stage 1)


Benchmarks and patterns drawn from SMB and mid-market reporting research (Salesforce 2024 Connectivity Report, Microsoft Power Platform Forrester TEI 2024 — enterprise NPV figures used directionally only). Your specific reporting layer is shaped by your systems during the engagement.

#BI · #DataWarehouse · #KPIs · #PowerBI_Fabric · #MetricsDictionary · #DataQuality

Charter 2 of 2 · Business Process Automation Get Started
Cybersecurity Compliance & Hardening

Enable: Insurance & Audit Readiness

Enable: Insurance & Audit Readiness

Business Case

Insurers, auditors, and customers ask for the same controls, described differently — and want documented evidence, not verbal assurance. Documented controls move premiums 20 to 40% in your favor and cut audit time in half. Build the evidence package once; use it for every party that asks. Walk away with closed control gaps, a tabletop-tested IR plan, and a compliance platform collecting evidence continuously.

Scope

In Scope Out of Scope
  • Control deployment for any gaps (MFA, EDR, immutable backup, email security, DNS filtering, awareness training)
  • Privileged-access hardening (admin separation, JIT where viable, legacy auth off)
  • Documented incident response plan with tabletop rehearsal
  • Right-sized policy set (security, AUP, access, change, IR, BCDR, vendor, data classification, retention)
  • Compliance automation platform deployment (evidence collection)
  • MDR (managed detection and response) selection and integration
  • Framework applicability analysisPre.1
  • Foundational identity and endpoint platformPre.2
  • Backup architecture itselfPre.3
  • vCISO retainer (separate ongoing engagement)
  • HRIS replacement or major system customization

Milestones

#MilestoneDescription
1Engagement baselineAnchor framework confirmed; control gap analysis run against insurer application and framework requirements.
2Control gaps closedMissing controls deployed and configured; baseline policies and conditional access tuned.
3Documentation layer builtRight-sized policy set authored; IR plan documented and tabletop-tested with decision tree.
4Evidence platform liveCompliance automation platform integrated with cloud, identity, MDM, and ticketing; evidence auto-collecting.
5Readiness package deliveredInsurance application, customer questionnaires, and audit evidence package complete; MDR operational; operating cadence handed off.

Deliverables

  • Deployed control gaps closed against the anchor framework
  • Hardened privileged-access model
  • Right-sized policy set with documented review cadence
  • Tabletop-tested incident response plan
  • Compliance automation platform with continuous evidence collection
  • Operational MDR with defined escalation
  • Insurance and audit evidence package

Prerequisites

Each prerequisite can be satisfied by a prior TruScope engagement or by documented evidence you provide for our sign-off before we begin.

Pre.1 — Framework applicability analysis — covered by Enable: Compliance Framework Clarity (Stage 4)

Pre.2 — Foundational identity and endpoint platform — covered by Enable: Unified Login & Endpoint Control (Stage 2)

Pre.3 — Backup architecture itself — covered by Enable: Ransomware Survivability (Stage 2)


Benchmarks drawn from SMB-scoped insurance and compliance research (Insureon and SeedPod Cyber broker benchmarks 2025–2026, Inteltech 2025–2026 audit requirements, IBM Cost of a Data Breach 2025, Cynomi 2025 State of the vCISO Report). Your specific control gaps and premium impact come from your environment and your insurer during the engagement.

#CyberInsurance · #vCISO · #MDR · #GRC · #IncidentResponse · #SecurityControls · #AuditReadiness · #ComplianceAutomation

Charter 2 of 2 · Cybersecurity Compliance & Hardening Get Started
IT-Driven Process Automation

Enable: Self-Service IT Support

Enable: Self-Service IT Support

Business Case

Deflect 30 to 60% of tier-1 tickets before they ever reach IT. Drop cost-per-ticket from $15-$30 down to around $2 for anything resolved through self-service. Free your IT function from password resets and account-creation grind so it can do work that compounds. Walk away with a self-service catalog, a usable knowledge base, automated password reset, and the deflection metrics to prove it’s working.

Scope

In Scope Out of Scope
  • Ticketing tool selection or rationalization
  • Self-service password reset (relies on the identity platform)
  • Top-20 self-service request catalog
  • Knowledge base structure, seed content, and ownership model
  • AI helpdesk agent deployment (where fit-for-purpose)
  • Deflection metrics and operating cadence
  • Identity platform itselfPre.1
  • Tier-3 escalation engineering or vendor management
  • Major incident response
  • Business-process automation

Milestones

#MilestoneDescription
1Engagement baselineCurrent ticket data analyzed; top categories identified; identity platform readiness confirmed.
2Catalog and knowledge base builtTop-20 self-service items defined; knowledge base seeded with the highest-volume topics.
3Self-service password reset liveEnd-user flow tested; communication and rollout completed.
4AI agent piloted (if in scope)Narrow, well-defined use cases deployed with human-escalation paths; metrics established.
5Handover and metrics cadenceDeflection metrics live; internal owners trained on catalog and knowledge base maintenance.

Deliverables

  • Configured ticketing tool with self-service surface
  • Top-20 self-service request catalog
  • Seeded knowledge base with ownership and update cadence
  • Automated password-reset flow
  • AI helpdesk agent (where deployed) with escalation playbook
  • Deflection and cost-per-ticket dashboard

Prerequisites

Each prerequisite can be satisfied by a prior TruScope engagement or by documented evidence you provide for our sign-off before we begin.

Pre.1 — Identity platform itself — covered by Enable: Unified Login & Endpoint Control (Stage 2)


Benchmarks drawn from SMB and mid-market helpdesk research (Pylon 2025–2026, Aisera, Moveworks, eesel deflection data 2025). Your specific deflection rate and cost-per-ticket come from your baseline during the engagement.

#ITSM · #ServiceDesk · #TicketDeflection · #AIOps · #SelfService · #KnowledgeManagement

Charter 3 of 5 · IT-Driven Process Automation Get Started
IT-Driven Process Automation

Enable: Sustained IT Visibility

Enable: Sustained IT Visibility

Business Case

Stop the 15-30% spend drift that creeps back within a year of a one-time cleanup. Replace the static spreadsheet with a register that updates itself from SSO logs, expense feeds, and your identity provider. Make “what do we own and who’s using it?” a query, not a project. Walk away with deployed tooling, automated drift alerts, and a quarterly review cadence your team runs.

When to use this: This project deploys tooling and is the right next step only when your current register — built through the Stage 1 IT Footprint engagement or otherwise — can’t be kept current by hand. Common signals: more than 100 active users, 50+ applications in active use, or new tools appearing between quarterly reviews. Smaller environments are served better by a documented manual cadence.

Scope

In Scope Out of Scope
  • Tool selection: SaaS Management Platform, CAASM, or modern CMDB-lite
  • Integration to source systems (SSO, MDM, expense, HRIS, cloud tenants)
  • Unified register design (software, devices, identities, vendors, cloud)
  • Quarterly review cadence with defined owners and decisions
  • Drift and exception alerting
  • Initial inventory and cleanupPre.1
  • Identity platform itself
  • Vendor risk assessment
  • Cost-allocation by department

Milestones

#MilestoneDescription
1Engagement baselineStage 1 register confirmed as input; integration sources mapped; tool category selected.
2Tool deployedChosen platform deployed and connected to source systems; initial sync validated against Stage 1 register.
3Unified register liveRegister surfaces software, devices, identities, vendors, and cloud tenants in one view.
4Cadence operatingQuarterly review process running with defined owners; drift alerts active.
5HandoverInternal owners trained on the platform and the cadence; decision log format handed off.

Deliverables

  • Deployed SaaS Management / CAASM / CMDB-lite platform
  • Source-system integrations
  • Unified, queryable register across five domains
  • Quarterly review cadence with documented owners
  • Drift and exception alerting

Prerequisites

Each prerequisite can be satisfied by a prior TruScope engagement or by documented evidence you provide for our sign-off before we begin.

Pre.1 — Initial inventory and cleanup — covered by Enable: IT Footprint Visibility (Stage 1)


Benchmarks drawn from SMB and mid-market ITAM and CAASM research (Productiv 2025, Zylo 2025 SaaS Management Index, BetterCloud 2025 State of SaaS, Market Report Analytics CAASM SME forecast 2025). Your specific drift profile comes from your data during the engagement.

#ITAM · #SAM · #CMDB · #CAASM · #AssetManagement · #LicenseManagement

Charter 4 of 5 · IT-Driven Process Automation Get Started
IT-Driven Process Automation

Enable: Ransomware Survivability

Enable: Ransomware Survivability

Business Case

Survive a ransomware event instead of negotiating one. 88% of SMB breaches now include ransomware, and the difference between a bad week and an existential one comes down to whether your backups actually work when you need them. Recover within a week — 53% of organizations with tested, intact backups do; without them, recovery costs run 8x higher. Walk away with a 3-2-1 backup architecture, immutable offline copies, documented RTO/RPO targets, and an annual tested-restore runbook.

Scope

In Scope Out of Scope
  • 3-2-1 (or equivalent) backup architecture design
  • Coverage scope: endpoints, M365/Google Workspace, key SaaS, on-prem systems
  • Documented RTO/RPO targets per system
  • Automated backup verification
  • Annual tested restore with documented results
  • Immutable/offline copy strategy
  • Identity and endpoint platformPre.1
  • Asset and data inventoryPre.2
  • Incident response plan and rehearsal
  • Cyber insurance claim coordination

Milestones

#MilestoneDescription
1Engagement baselineAsset and data inventory confirmed; current backup state documented; RTO/RPO targets agreed with leadership.
2Architecture designed3-2-1 design with immutable copy; coverage map per system; tooling selected.
3Backups deployedBackup jobs configured and running; automated verification active; immutable copy in place.
4Restore testedEnd-to-end tested restore of a representative system; results documented; gaps remediated.
5Handover and annual cadenceInternal owners trained; annual restore test scheduled; runbook handed off.

Deliverables

  • Documented backup architecture and coverage map
  • RTO/RPO targets per system
  • Deployed backup tooling with immutable/offline copy
  • Automated verification and alerting
  • Tested-restore report with findings
  • Annual restore-test runbook and schedule

Prerequisites

Each prerequisite can be satisfied by a prior TruScope engagement or by documented evidence you provide for our sign-off before we begin.

Pre.1 — Identity and endpoint platform — covered by Enable: Unified Login & Endpoint Control (Stage 2)

Pre.2 — Asset and data inventory — covered by Enable: IT Footprint Visibility (Stage 1)


Benchmarks drawn from SMB-scoped ransomware and recovery research (Verizon DBIR 2025, Sophos State of Ransomware 2025, Huntress 2025, VikingCloud 2025). Your specific RTO/RPO and recovery posture come from your environment during the engagement.

#BCDR · #3-2-1Backup · #RansomwareRecovery · #ImmutableBackup · #RTO_RPO · #DisasterRecovery