How to Implement Co-Managed IT

Implementing a co-managed IT approach can transform how your organization handles its technology needs, combining the strengths of your internal IT team with the expertise of an external managed service provider (MSP). Whether you’re looking to enhance efficiency, reduce costs, or improve security, here’s a step-by-step guide to help you successfully implement co-managed IT.

1. Assess Your Current IT Infrastructure

Before you can integrate an MSP, you need to understand your existing IT landscape.

  • Inventory your assets: Document all hardware, software, and network components.
  • Evaluate performance: Identify any existing issues or areas for improvement.
  • Determine needs: Consider what specific services or expertise your team requires.

2. Define Your Goals

Clearly define what you hope to achieve with a co-managed IT approach.

  • Efficiency improvements: Are you looking to streamline operations?
  • Cost reduction: Is budget optimization a priority?
  • Security enhancements: Do you need to bolster your cybersecurity posture?

3. Choose the Right Managed Service Provider (MSP)

Not all MSPs are created equal. It’s crucial to find one that aligns with your goals and needs.

  • Experience and expertise: Look for an MSP with a proven track record in your industry.
  • Service offerings: Ensure they provide the services you identified as necessary.
  • Cultural fit: Choose a provider that shares your organization’s values and work ethic.

4. Develop a Detailed Service Level Agreement (SLA)

An SLA outlines the expectations and responsibilities for both parties.

  • Define services: Clearly specify what services the MSP will provide.
  • Set performance metrics: Establish key performance indicators (KPIs) to measure success.
  • Detail response times: Agree on how quickly issues will be addressed and resolved.

5. Integrate the MSP with Your Internal Team

Effective co-management requires seamless collaboration between your internal team and the MSP.

  • Communication channels: Establish clear lines of communication.
  • Roles and responsibilities: Define who is responsible for what tasks.
  • Regular meetings: Schedule frequent check-ins to review progress and address any issues.

6. Implement Robust Security Measures

Security should be a top priority when co-managing IT.

  • Data protection: Ensure that both parties adhere to strict data protection protocols.
  • Access controls: Implement role-based access controls to limit who can access sensitive information.
  • Regular audits: Conduct regular security audits to identify and address potential vulnerabilities.

7. Monitor and Adjust

Continuously monitoring performance and making adjustments as needed is key to long-term success.

  • Track KPIs: Regularly review the performance metrics established in your SLA.
  • Feedback loop: Encourage open feedback from both your internal team and the MSP.
  • Continuous improvement: Make ongoing adjustments to optimize the co-managed IT approach.


Transitioning to a co-managed IT model can provide your organization with the flexibility and expertise needed to stay competitive. By following these steps, you’ll be well on your way to successfully implementing co-managed IT and reaping the benefits it offers. Ready to take the next step? Contact us today to learn how we can help you achieve your IT goals.