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Co-Managed Strategy & Implementation

Shape Tomorrow’s IT Today—with Our Help

Need expert guidance for technology initiatives or major implementations? Choose where our strategic consultants and project managers can add the most value to your IT leadership team. Whether you’re planning long-term technology roadmaps or managing complex migrations, you decide which strategic and implementation support will drive your success. Our seasoned professionals complement your team’s vision with specialized expertise and proven project management.

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Designing Your Strategic Framework

This is how we typically divide strategic planning and implementation responsibilities, but you can adjust these based on your team’s preferences:

Service Areas

Service Area
Responsibility of MSP
Responsibility of Internal IT
Shared Responsibilities 
Service Area

IT Strategy and Planning

Responsibility of MSP Offer strategic guidance and align IT services with business goals
Responsibility of Internal IT Focus on department-specific IT needs and initiatives
Shared Responsibilities  Create and execute the IT roadmap
Service Area

Project Management

Responsibility of MSP Lead major IT projects (e.g., migrations, upgrades, large-scale implementations)
Responsibility of Internal IT Manage internal workflows and team-specific IT projects
Shared Responsibilities  Collaborate on project planning and execution timelines

Co-Managed Cybersecurity

Protect your organization with security monitoring and management.

Co-Managed Help Desk Support

Get 24/7 tech support that works seamlessly with your team.

Co-Managed Infrastructure

Keep your systems optimized and scalable with infrastructure management.

Case Studies

  • Case Study

    Readying Sharing Settings and AI Rules for Company-Wide AI

    Execution Timeline: Q3 2026 Industry: Multifamily Property Development and Management Company Size: ~380 users Engagement: AI Governance and Roadmapping The Problem This property management company had already standardized on Claude, with about 50 staff on a company plan and a strong legal-team policy for AI-drafted documents. Enthusiasm was high, and teams were building their own…

  • Case Study

    Putting AI to Work on a Small Firm’s Own Documents

    Execution Timeline: Q3 2026 Industry: Investment Firm Company Size: ~5 employees Engagement: Forward-deployed AI Specialists The Problem This small investment firm runs on Microsoft Word, Excel, PowerPoint and email: deal trackers, diligence, and memos. The team wanted AI working on that material without the time cost of moving to a new platform or re-filing years…

  • Case Study

    Setting a Confident AI Direction for Nonprofit Leadership

    Execution Timeline: Q3 2026 Industry: Cultural and Educational NonProfit Engagement: AI Safety and Guardrails Session for Leadership The Problem Like many organizations, this nonprofit found AI arriving on its own, through individual accounts and through new features such as Copilot Chat in email. The organization cares for sensitive information, including member and donor records, youth…

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Learn more about how our co-managed services can fuel your organization’s growth by handling the IT complexities that keep you up at night.

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Service Desk Engineers providing IT Support to clients who scheduled meetings

Microsoft is making progress recovering from the M365 issue, but some users may still see problems with services. 

Follow Microsoft’s Updates Here