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Best Practices for Working With MSPs

suitecase
May 8, 2025
Business team and MSP consultant discussing best practices for MSP partnership in modern office
Article At A Glance:
Discover best practices working with MSP to boost efficiency, security, and ROI. Learn expert tips for a successful MSP partnership. Read more now!

Navigating the MSP Partnership Landscape

Cybersecurity now dominates the conversation between businesses and Managed Service Providers (MSPs)—Datto reports 74% of MSPs see it as their clients’ top concern. But here’s where many organizations get tripped up: treating an MSP as just another vendor rather than a strategic partner undermines results from day one. The best MSP relationships are anything but transactional. As Patrick Johnson put it, “The best MSPs are those who listen...” Genuine partnership calls for active engagement on both sides, not just a set-and-forget contract.

We’ve watched the role of MSPs shift rapidly—what started as outsourced IT help has evolved into comprehensive, always-on support for security, compliance, business continuity, and innovation. For organizations that want real value from these partnerships? Thoughtful, collaborative groundwork matters more than ever.

Laying the Foundation: Onboarding and Selection Essentials

Selecting an MSP isn’t just about ticking boxes on a service checklist—it’s about aligning their strengths with your business goals right from the beginning. The most successful partnerships we’ve seen start with a project manager who maps out a clear onboarding roadmap, setting milestones and clarifying expectations up front. Detailed documentation is critical; it’s not glamorous, but it pays dividends when issues arise months down the line. Think of onboarding as less of a tech handoff, more like integrating a new department into your organization’s culture and rhythm. When both sides invest in this process, surprises get minimized—and real synergy starts to take hold.

What Makes a Smooth MSP Onboarding?

A smooth MSP onboarding hinges on clarity—a tailored checklist and a thorough network assessment set the stage. We’ve seen that clearly documented responsibilities and escalation paths prevent confusion later. Mutual understanding from the start drives real, lasting success.

Choosing an MSP: What Should You Look For?

Customer-centricity and SOC 2 Type II compliance aren’t optional—they’re essential. Flexibility matters, too; a rigid “one-size-fits-all” approach rarely works in real business environments. We’ve seen MSPs deliver more value when they adapt services instead of sticking to standardized packages.

Building a Collaborative and Secure MSP Relationship

A dedicated project manager can make all the difference: we’ve seen organizations thrive when there’s a single point of contact orchestrating everything from status updates to security audits. Regular reviews, not just annual check-ins, create space for feedback and help catch issues before they spiral—especially as 92% of MSPs, per Kaseya, cite proactive communication as essential. Security standards like SOC 2 Type II and enforced MFA aren’t checkbox items; they’re non-negotiable baselines that protect both sides. Automation, AI-driven ticketing, predictive alerts—these innovations let us jump on problems early and transparently share insights. True partnership means embracing accountability, never settling for silence or surprises.

How Can You Foster Transparent Communication?

Transparent communication starts with clear expectations—then regular feedback cycles keep conversations real. We’ve found monthly check-ins and AI dashboards (with instant updates) leave no room for confusion. When something’s off, direct communication fixes it fast. That’s genuine collaboration.

Why Security and Compliance Can’t Be Overlooked

SOC 2 Type II and MFA are table stakes now—real security means ongoing vulnerability checks, AI-driven threat detection, and compliance-as-a-service. Annual audits aren’t enough; organizations need continuous vigilance and an MSP who treats security as a living practice. Anything less leaves you exposed.

The Automation Advantage: AI and Predictive Support

Predictive monitoring has transformed MSP partnerships: AI spots issues before users notice, enabling proactive fixes. Real-time reporting and automated incident response mean fewer surprises and faster recovery. We see these tools shifting MSPs from reactive service to true, ongoing collaboration.

Optimizing Performance and Overcoming Challenges Together

Performance with an MSP isn’t static—a robust SLA should spell out not just response times but also uptime, ticket resolution speed, and user satisfaction. Too often we see organizations struggle with ‘vendor sprawl,’ creating more noise than value. Consolidating providers or shifting to a hybrid MSP model (keeping critical functions close while outsourcing the rest) can tighten control without losing flexibility. When metrics go undefined, it opens doors to disputes or missed objectives; transparency is non-negotiable here. We build our reporting around deep, actionable insights—think real-time dashboards and quarterly consults—so you’re not left chasing data or wondering where accountability lies. After all, clear measurement is what turns partnerships into progress.

What Should Go in Your MSP SLA?

A strong MSP SLA spells out more than speedy responses—it sets uptime targets, clear escalation paths, and regular review intervals (quarterly works best in our experience). Skip the “best effort” phrasing. Precise details—like remote vs. onsite support—make accountability real.

Measuring Success: Setting the Right Performance Metrics

Uptime stats only tell part of the story. We look at incident response, project delivery against deadlines, and trends from real-time dashboards. Paired with regular check-ins, these metrics reveal patterns and drive real, ongoing improvement—not just numbers on a spreadsheet.

Turning Challenges Into Opportunities for Growth

Tough moments happen—docs go missing, disputes arise. Revisiting agreements and process maps together (not just logging tickets) usually resolves issues fast. Consolidating vendors or trying a co-managed model can add clarity and keep your team agile when things get complicated.

Key Takeaways: Achieving Long-Term Value With Your MSP

Sustained MSP value comes from genuine partnership—proactive, not reactive. Transparent reporting, regular check-ins, and AI-driven automation set apart those who simply provide service from those driving real outcomes. We’ve seen clients thrive when they treat their MSP less like a vendor, more like a strategic extension (just as Patrick Johnson emphasized). Sure, challenges will always surface; it’s how you address them together that matters. Ready to benchmark your approach or explore custom solutions? Let’s connect and make it happen.

Frequently Asked Questions

Q: What steps should I take to ensure a smooth onboarding process with an MSP?

When onboarding with an MSP, clear communication and planning set the tone. We recommend mapping out a detailed onboarding roadmap that assigns responsibilities and timelines—think Gantt chart style for tracking progress. A thorough network and security assessment (including asset inventory) helps prevent surprises later. Assigning a dedicated project manager on both sides keeps everyone accountable and reduces delays; we’ve seen projects run 30% faster with this approach. Don’t skip documentation—comprehensive checklists and SOPs prevent knowledge gaps as your teams shift or expand over time.

Q: How can I measure the performance of my MSP effectively?

Measuring your MSP’s performance isn’t just about numbers—it’s about clarity and accountability. We recommend tracking SLAs like 99.9% uptime and one-hour response times using real-time dashboards. Quarterly reviews let you spot trends, address gaps, and hold everyone to concrete standards.

Q: Which security standards should my MSP comply with?

Your MSP should meet SOC 2 Type II standards, require multi-factor authentication for all access, and perform quarterly security reviews. We’ve found that MSPs who update their defense playbook every six months respond faster to new vulnerabilities and threats.

Q: How do I maintain transparent and effective communication with my MSP?

We suggest weekly check-ins, shared project dashboards, and clearly defined response time expectations. Using tools like Slack or Teams for daily updates keeps everyone in sync, while open feedback sessions every quarter help strengthen the partnership and uncover hidden issues early.

Q: How can I address challenges or disputes with my MSP?

We recommend referencing SLAs, documenting concerns, and holding open discussions early. For ongoing issues, consider vendor consolidation or a hybrid MSP model to regain control and flexibility. External mediation sometimes helps resolve complex disputes efficiently.

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