I'm wrapping up my contract with my current managed service provider (MSP) in about six months and I'm thinking about switching to a different one. Since we're a Microsoft shop, I'd love to hear from anyone who's done a similar switch. What challenges did you face during the transition? Are there any essential factors or must-haves I should consider when making this change?
5 Answers
The transition really depends on how cooperative your old MSP is. If they’re being difficult, it could complicate things significantly. For instance, a client of mine had a smooth transfer of M365, but getting them to hand over control of their Unifi Dream Machine has been a hassle for weeks!
Ask about the new MSP's staffing and their retention rates. If most of their techs are relatively new, that could be a red flag. Consistent turnover means less expertise on their end. I’ve seen companies lose crucial data due to inexperienced techs.
It’s crucial to know why you’re making this change. Are there things you’re missing or improvements you’re hoping to achieve? Be specific about what you want with the new vendor to ensure a smoother transition.
Make sure to get your credentials and documentation in order well before the switch. It's a common issue where people get caught off guard by needing critical info that the outgoing MSP might not provide willingly. And don’t forget to change all passwords after the switch!
Having previously worked with an MSP, I'd emphasize the importance of thorough documentation and setting clear expectations. It's also wise to review your contract with the current MSP; they may have specific requirements or fees regarding the transition. Don't get caught off-guard!
Definitely check your notice period—ours was just 30 days, and while it seemed manageable, I wanted to be sure I understood everything before handing things over.
Absolutely! A smaller, reliable MSP might offer you more personal support, especially if they're nearby.