18
Assessments
AssessmentsAssessments clients will actually read and act on.
Assessments gives your team a visual, structured way to open business conversations about risk, maturity, and the next investment your client should make.
Acme Corp
Assessments
18Score by status mix18 assessments
At Risk · 61%Needs Attention · 6%On Track · 0%N/A · 33%
11
Items at risk· Scored below 60
16
Pending actions· Awaiting review
12 days ago
Last completed· Sep 3 · Quarterly Technology Health Check
Search Assessments
Title ↕Performed byDate ↓Score ↕ItemsAnswersCompletion
AI Readiness AssessmentCNCallie NewsomeSep 13, 2026—2800%⋮
Cybersecurity Maturity AssessmentTNTim NelsonSep 8, 202622241563%⋮
Quarterly Technology Health CheckCNCallie NewsomeSep 3, 2026792424100%Complete⋮
New Client Assessment (Quick)TNTim NelsonAug 28, 202647241042%⋮
Business Continuity ReadinessCNCallie NewsomeAug 19, 20263324417%⋮
Microsoft 365 Productivity AssessmentTNTim NelsonAug 5, 2026—1600%⋮
Digital Workplace Analytics AssessmentCNCallie NewsomeJul 19, 2026016213%⋮
Cyber Insurance ReadinessTNTim NelsonJul 1, 2026332015%⋮
VISUAL RISK STORY
Show the gaps in a format clients can understand fast.
Assessments turns technical findings into a visual narrative your client can actually absorb. Instead of walking them through jargon or scattered findings, your team can show where the risk sits, why it matters, and what the next corrective move should be.
This creates a structured, repeatable way to open planning conversations instead of relying on instinct alone.
Acme Corp
Insights
261
High-risk insights· 25 assets affected
26
Affected assets· across 2 insights
0
Trending up (30d)· No recent increases
8
Setup required· Connect integrations to activate
InsightCategoryRiskAffectedTrend (30d)Scope
High-risk serversHigh-riskHighAll clear—Hardware
Servers with an unsupported OSHigh-riskHigh25—Hardware
Servers with expired warrantiesHigh-riskHighAll clear—Hardware
Assets without endpoint protectionHigh-riskHighSetup required—Hardware
Old servers without configured backupsHigh-riskHighSetup required—Hardware
Slow workstationsHardware modernizationLowAll clear—Hardware
Old serversHardware modernizationLowAll clear—Hardware
Workstations with an unsupported OSSoftware modernizationLowAll clear—Hardware
Microsoft Office that is not cloud-basedSoftware modernizationLowSetup required—Hardware
Virtual machines with an unsupported OSSoftware modernizationLow1—Hardware
Workstations with expired warrantiesWarranty coverageLowAll clear—Hardware
Expired warranties that can be renewedWarranty coverageLowAll clear—Hardware
Client-readable output
Present findings in a visual format that is built for the client conversation, not just the technical team.
Clearer risk framing
Help clients understand what is exposed, what is lagging, and where they should focus next.
Natural upsell motion
Use the assessment to create a business case for the improvements your team is already recommending.
MATURITY + BENCHMARKING
Turn maturity into a score the client can track over time.
Assessments works alongside the Digital Maturity Index so your team has a more objective baseline for the strategic conversation. Clients can see where they stand today, what better looks like, and whether the work is actually moving them forward over time.
Stop describing problems. Show the score. Then show how it moves.
Alignment
PlanCompare current coverage, target packages, and catalog alignment for Acme Corp.
Search gaps...
Maturity
29%
55 / 192 catalog items
Target uplift
+25%
+48 new items
Baseline
69d ago
55 service entitlements
Packages
6 / 7
Packages with active assignment
Baseline
Current baseline
ActiveSaved 2 months ago
AuditIncluded Items56 items
vs prior+4View changes
Ready for a check-in? Update the baseline.
Coverage progression
70%40%20%0%
Mar 26Mar 26Mar 26Mar 26
Gap Analysis
PackageAgreementBaselineTarget planCoverage
Managed ServicesManaged ServicesBaselineSelect plan...-
Cybersecurity ServicesManaged ServicesBaselineSelect plan...-
Backup & DRManaged ServicesBaselineSelect plan...-
Structured scoring
Replace gut-feel evaluations with a repeatable model the team can use across the client base.
Progress over time
Give clients a way to see whether their posture is improving rather than treating each review as a standalone event.
More credible strategy work
Anchor recommendations in a baseline that feels measurable and easier to defend to leadership.
FROM FINDINGS TO ACTION
Connect what you find to the next strategic move.
The real job of an assessment is not to produce another artifact. It is to create forward motion. Once the gaps are visible, your team can connect them to the roadmap, the budget, and the next review so the client sees a path instead of a pile of issues.
Assessments should create action, not just awareness.
Acme Corp
Roadmap
7InitiativesTemplates
7
Total
0
Unscheduled
$29K
One-time
$220K$18K/mo
Recurring
—0 of 7 estimated
Estimated hours
—0 of 7 recorded
Actual hours
Find initiative...
7 initiatives
Q3 2026
2＋···Draft• 1
AAcme Corp
Cloud Cost Optimization
$2,500/Mo
CD34
In Progress• 1
AAcme Corp
Virtual CISO Security Leadership Engagement
$7,500/Mo
BP51
Q4 2026
2＋···Draft• 1
AAcme Corp
IT Asset Management Program
$5,000 + $900/Mo
CD34
In Progress• 1
AAcme Corp
Microsoft 365 Productivity Enablement
$3,500 + $1,200/Mo
BP41
Q1 2027
2＋···Draft• 1
AAcme Corp
Business Continuity & Disaster Recovery Program
$8,000 + $650/Mo
CD62
In Progress• 1
AAcme Corp
Compliance & Risk Readiness
$4,500/Mo
BP42
Q2 2027
1＋···Draft• 1
AAcme Corp
Workforce Technology Modernization
$12,000 + $1,100/Mo
CD51
Gap-to-roadmap motion
Turn findings into roadmap items and recommendations that already fit the larger account plan.
Better budget conversations
Use visible gaps and maturity context to support investment decisions with less friction.
Repeatable strategic reviews
Bring the same assessment framework into future reviews so the story keeps building instead of resetting.
SEE IT LIVE
Make risk conversations feel clearer, faster, and more actionable.
See how Lifecycle Manager helps your team turn assessments into stronger planning and easier client buy-in.