IT-provider customer-review checklist
Provider evaluation and onboarding questions, plus a reusable customer evidence, responsibility and review worksheet.
For IT providers
Asset Management
Connect the asset register to assessment findings and replacement discussions.
The health check is an indicative questionnaire. For platform access and onboarding, request a conversation.
Age, condition, assignment and support status provide context. Check data completeness before relying on totals or estimated replacement costs.
Bring available asset information into a defined inventory scope.
Review data completeness, assignments and lifecycle assumptions.
Use the reviewed inventory to discuss replacement priorities and costs.
Example product view · demonstration data
Review categories and replacement estimates alongside assessment findings. Investigate gaps before treating the inventory as a complete picture.
Collection methods and coverage depend on configuration. An inventory is not a guarantee that every asset has been discovered.

Understand scope, responsibilities and the next step before you enquire.
Coverage depends on data sources, configuration and the devices in scope. Reconcile imported or discovered information with local records and review missing or unassigned assets.
No. Review condition, security support, workload and business or teaching requirements alongside age. Replacement estimates are inputs to a decision.
Identify the organisations and sites in scope, the people who own decisions, your available asset information and the frameworks you want to assess. Discuss any integrations or Windows-agent requirements before enabling them.
Material for IT providers. Download, share and discuss. No form or account needed.
Provider evaluation and onboarding questions, plus a reusable customer evidence, responsibility and review worksheet.
For IT providers
A fictional provider-led customer review showing evidence ownership, customer approvals, a phased hardware plan and delivery boundaries.
For IT providers
Tell us about your organisation, priorities and any existing IT partner. We review your enquiry and pass relevant details to our distributor, who can coordinate a suitable partner or handle larger customers directly.
We will discuss scope and onboarding before access is arranged. This request does not book a demo or activate an account.