This is a real engagement — real contract, real numbers — showing what a VeriTech-style Review, Refine, and Rebuild actually produces.
The business had one internal IT role and a fully managed MSP contract covering help desk, monitoring, patching, RMM, email security, and endpoint protection — priced and structured as if no internal IT capability existed at all.
That one internal role was the hinge the entire review turned on. Even without it, the honest recommendation wouldn't have been to simply shop for a cheaper MSP — it would have been to reduce MSP dependency by identifying and training an internal champion to absorb part of the day-to-day, paired with right-sizing the MSP's scope and bridging the rest directly through IT Concierge. With the internal role already in place here, the real question became: which parts of this contract does that role need the MSP for at all?
An unbiased audit of the existing MSP relationship — what the contract covered, what the business actually needed, and where the two didn't match.
Seven dimensions every MSP relationship can be measured against — regardless of provider, industry, or contract size.
The existing IT role had the capacity — and, with training, the platform depth — to run day-to-day identity, device, and endpoint management directly. The MSP contract assumed none of that capacity existed.
Identity and endpoint management ran through both the MSP's stack and separate standalone tools — including a dedicated identity provider layered on top of capability Microsoft 365 already licensed. Four separate management tools were doing work one platform could consolidate.
RMM, patch management, and endpoint monitoring — the bulk of the MSP's recurring bill — were functions a trained internal role could own directly, with EDR alerting kept as the one piece worth specialist attention.
A legacy phone platform was still in place alongside Microsoft 365 licensing that already included the capability to replace it. License tiers across the user base hadn't been reconciled against actual usage.
The relationship had run for years on renewal-by-default. Nothing in the contract had been re-evaluated against what the business actually needed at its current size and internal capacity.
The physical domain controller and file server were both nearing end of life. The MSP's next recommendation would have been a new physical server, new VMware licensing, and folding the replacement into the monthly maintenance agreement — all to keep running services Microsoft 365 already provided at no additional cost.
With the review's findings in hand, the internal role took over what it could reasonably run directly, and the subscriptions and tools that weren't earning their keep were cut.
The remaining piece was infrastructure: an aging on-prem server nearing a forced replacement, retired in favor of the cloud-native platform already included in the business's Microsoft 365 licensing.
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| MSP full managed contract (signed renewal) | $4,871/mo | $58,453/yr |
| MSP relationship, right-sized to backup-only | ~$1,049/mo | ~$12,588/yr |
| Cut from the MSP relationship alone | ~$45,865/yr | |
| Plus environment optimization: retiring the standalone identity provider, consolidating four management tools into one, moving the phone system to Teams, and cleaning up license tiers. | ||
| Plus retiring the on-prem domain controller and file server before a forced replacement — avoiding the ongoing maintenance a new server would have added to the MSP agreement. | ||
| Total net annual savings | ~$71,255/yr | |
~$40,812/yr from unwinding MSP-billed services (help desk, monitoring, RMM, patching, email security, EDR), ~$23,843/yr from environment optimization, and ~$6,600/yr from avoiding new server maintenance after migrating file storage to SharePoint and identity to Entra ID.
On top of the annual figure, retiring the server also avoided a one-time capital cost of ~$17,250 — the new physical server, VMware licensing, Windows Server licensing, and MSP labor a replacement project would have required.
No internal IT person to train? This model depends on having someone in-house to hand capability to. If that role doesn't exist yet, IT Concierge is built to be that person on a fractional basis — same right-sizing outcome, without requiring a new hire first.
A flat-fee, unbiased review of your MSP relationship — the same format shown above, built around your environment.
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