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Service coverage decision

Match a partner situation to a delivery line-and qualify what must enter and leave it.

A catalogue is useful only when it identifies inputs, outputs, exclusions, and the commercial decisions the partner still owns.

Four delivery lines

User supportYour firm needs a repeatable lane for day-to-day user issues without transferring account ownership.
Microsoft 365 administrationRecurring tenant administration is consuming senior time or falling between project engagements.
Endpoint managementQualified managed devices need consistent routine attention across a defined client set.
Security baselineThe partner wants practical configuration follow-up attached to the Plus reference band without presenting a managed SOC.

Delivery line

User support

Your firm needs a repeatable lane for day-to-day user issues without transferring account ownership.

Inputs required
Branded intake, entitled users, supported device pattern, known context, escalation owner.
Useful output
Request handling record, user-facing update in the agreed identity, resolution or a bounded escalation.
Explicit exclusions
Undefined emergency coverage, unsupported devices, procurement, projects, and promises outside the agreed request lane.

Delivery line

Microsoft 365 administration

Recurring tenant administration is consuming senior time or falling between project engagements.

Inputs required
Tenant assumptions, delegated role plan, approved administration tasks, change authority, vendor ownership.
Useful output
Documented routine administration, change context, exception routing, and recurring hygiene follow-up within scope.
Explicit exclusions
Automatic security operations, migrations, licensing advice beyond agreed responsibility, and unrestricted tenant authority.

See the full Microsoft 365 fulfilment note →

Delivery line

Endpoint management

Qualified managed devices need consistent routine attention across a defined client set.

Inputs required
Device profile, management tooling, supported configurations, access method, ownership and replacement path.
Useful output
Agreed routine endpoint work, documented exceptions, and escalation when a device falls outside the supported pattern.
Explicit exclusions
Unknown legacy estates, onsite work not agreed, warranty ownership, hardware procurement, and every possible operating system.

Read the full endpoint boundary guide →

Delivery line

Security baseline

The partner wants practical configuration follow-up attached to the Plus reference band without presenting a managed SOC.

Inputs required
Agreed baseline, systems in scope, review cadence decision, remediation authority, incident and escalation ownership.
Useful output
Configuration observations, agreed follow-up actions, and a clear record of issues requiring partner or client decisions.
Explicit exclusions
Continuous monitoring, incident-response promises, certification, penetration testing, or a guarantee against compromise.

Read what the baseline does and does not cover →

Commercial qualification

Connect each delivery line to the partner’s final offer.

Your firm keeps retail pricing and client terms. These variables turn a candidate line into a specific client promise.

VariableWhy it changes the decisionOwner to name
Environment and toolingDetermines whether work is repeatable, reachable, and supportable.Partner confirms client context; delivery validates fit.
Users, devices, and tenantsDefines entitlement and the boundaries of recurring demand.Partner owns the client agreement.
Access and authorityControls which actions can proceed and which require approval.Partner/client authorize; delivery uses agreed access.
Projects and exceptionsKeeps non-recurring work visible as a separate operating and commercial decision.Partner owns quoting and expectation.
Response and coverage expectationsTurn service windows, escalation, and urgency into written commitments.Partner and delivery agree before the client promise.

Service deliverables

What proof-by-process can look like

  • A qualified catalogue and exclusion record
  • A responsibility and approval matrix
  • A branded intake and communication definition
  • A representative routine-request walkthrough
  • An escalation path for scope, access, vendor, and risk exceptions
  • An operating-review agenda for recurring issues and proposed changes

These planning documents make the proposed model easy to review before client-facing delivery begins.

See how requests and exceptions move →

Compare help desk tiers before qualifying the support lane →

See where backup and disaster recovery fits as a separate scope →

See how project work is qualified as its own separately-priced lane →

Scope decision

Five questions before a service enters the offer

  1. What recurring client outcome is the line intended to support?
  2. Which environments, users, tools, and access must be qualified?
  3. What concrete record or result should leave the delivery lane?
  4. Which requests are exceptions, projects, vendor work, or exclusions?
  5. Who approves price, risk, and client-impacting change?

Sell from the full delivery lane.

Use the situation, inputs, outputs, exclusions, and commercial variables to decide whether the line belongs in your offer.

Discuss the qualified mix