For MSPs & Fractional CTOs

For MSPs & fractional CTOs

Structure your client engagements strategically, and in their language

You’re contracted to deliver tech solutions, but your clients also need risk matrices, governance frameworks and board-pack material.

The Lumenas IT Check gives a board-level governance assessment, grounded in the reality of delivering best practice IT.

Lumenas IT Check, for MSPs and fractional CTOs

~80
responsibilities mapped across 8 domains

24+
typically sit with the client organisation, not the MSP

100%
of users found unowned responsibilities

$5K
flat fee for your client

Clear expectations from day one



Results by domain, all eight IT and cyber risk domains assessed

Scope

Map your client’s contract to our maturity model, so you start from what’s in scope.

Responsibility detail, owner and status for each item

Responsibilities

Show your client which responsibilities sit with you, which sit with them, and which are shared.

IT Check results, alignment score and responsibility breakdown

Evidence

A dated, independent record ready for auditors, insurers, and your next board meeting.

You’re contracted for IT delivery, but your client needs support to set strategic direction

Clients don’t just want excellent service delivery when they outsource IT, they also expect governance and executive education in business language.

This shift is being driven from boardrooms. With greater awareness of cyber security and the drive to adopt AI both quickly and safely, executives are under increased pressure to explain their tech governance strategy.

The Lumenas IT Check gives that conversation structure. A one-time check produces a responsibility matrix your client can take to their board and set expectations for delivery.

Example client-ready responsibility matrix
Alignment score
35 of 70
Responsibilities where your organisation and your IT Provider fully agree on who owns what.

Responsibility breakdown
Every responsibility has an owner and a status.
Aligned
Mis­aligned
Gap
Unclear
Total

Your organisation
4
4
9
7
24

Shared
12
7
6
1
26

IT Provider
19
0
1
0
20

Total
35
11
16
8
70

Visualise tech governance for your client
Aligned

Both parties agree on who owns it.

Misaligned

There’s a disagreement about ownership.

Gap

Neither side believes they own it.

Unclear

One or both sides aren’t sure.

Lumenas provides the tools for governance and strategy

Your RMM, your PSA, your security stack — these tools tell you what’s happening. The Lumenas IT Check translates that work into what it means for your client’s governance position: who owns what, where the gaps are, and what needs to change.

A conventional cyber audit does something similar, but costs $50K, takes weeks, and produces a technical report that neither you nor your client has time to translate into business language.

The IT Check is built to complement your existing tooling, not replace it, and delivers exec-ready output in two weeks for $5K. Good governance doesn’t have to cost everyone a full audit every year.

Lumenas Conventional audit
Cost $5K ~$50K
Time to delivery 2 weeks 4–8 weeks
Output Exec-ready matrix Technical report
Written for Business leaders IT professionals

From kickoff to clarity in two weeks




Your client signs up

Your client signs up to the Lumenas platform and uploads their MSP contract. We map that contract to our maturity model, establishing the baseline of what’s in scope — including any critical responsibilities such as cyber incident response that may be sitting outside it.

Your client completes their 20-minute survey

Business language, no IT knowledge required. They tell us what they believe their MSP handles and where they’re unsure. This gives us the view from their side of the relationship — which is often very different from yours.

Your team completes the technical survey

Scope, tooling, coverage, and SLAs: what you actually deliver. This is your opportunity to document what you do clearly and completely, without the client needing to interpret it.

We deliver the matrix — you run the meeting

A clear view across all eight domains: what’s aligned, what’s misaligned, and where there are gaps with no owner. Prioritised next steps in business language.

FAQs

How do we position it with the client?+–
As a structured strategic review you’re commissioning on their behalf. You’re the one who initiated it, which positions you as the trusted advisor who brought clarity, not the vendor who got asked difficult questions. The deliverable comes from Lumenas; the credit goes to you.
Can we run it for multiple clients?+–
Yes. Talk to us about how you want to use it across your portfolio. Some MSPs run it once per client at onboarding; others use it annually as a strategic touchpoint. We can work out what makes sense for the size and shape of your client base.
Our client recently had a cyber audit. Do they still need this?+–
A cyber audit tells you what the vulnerabilities are at a point in time. The IT Check does something different: it documents who owns what, where the client and MSP agree, and where responsibilities have been assumed rather than agreed. It’s the structured foundation for managing the relationship going forward, and something worth revisiting annually as the business evolves.

Turn a stream of tickets into a strategic meeting.