Pine IT · Fixed-fee review
Know what is working, what is exposed, and what to fix first.
The Technology Operations Review is a fixed-fee assessment of the systems and operating practices your firm depends on. We run a standard evidence baseline across your technology environment, investigate the concern that matters most to your leadership team, and turn the findings into a practical 90-day plan.
- CAD $2,500 fixed fee.
- 100% credited toward remediation or Managed Technology Operations.
- Standard evidence baseline.
- One priority focus included.
- Read-only review with a senior-led results meeting.
- Findings and deliverables belong to the client.
The standard baseline
Evidence across the technology your firm depends on.
We review material systems, access, endpoints, recovery, support responsibilities, and unknowns. Existing systems stay where the evidence shows they are adequate.
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Business-critical systems and ownership
Systems, dependencies, vendors, and who owns each material responsibility.
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Microsoft 365, identity, and access
Tenant configuration, permissions, privileged access, and account lifecycle evidence.
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Endpoint management and protection
Device inventory, management, patching, encryption, and protection coverage.
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Backup and recovery evidence
Coverage, administration, recent job evidence, and whether recovery can be demonstrated.
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Support, incident, and escalation responsibilities
Named owners, decision paths, monitoring handoffs, and usable escalation procedures.
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Material unknowns
Unavailable or insufficient evidence is recorded as Not Verified, not assumed.
What you walk away with
Buyer-owned findings and a practical plan.
You receive a current-state technology, dependency, and ownership map; a concise evidence appendix; 5–10 prioritized actions with owners, timing, and relative effort; and a 90-day improvement or transition plan.
A senior Pine IT operator leads the results meeting. Findings are reported as Red, Amber, Green, or Not Verified, with evidence and limitations. The deliverables belong to you.
This is not a penetration test, formal audit, certification, legal, privacy, or insurance opinion, or a guarantee of any outcome.
How it works
Baseline, focus, and senior judgment.
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Standard evidence baseline
We review the systems, operating practices, ownership, and evidence your firm depends on.
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One priority focus
At intake, leadership chooses one bounded concern for a deeper investigation.
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Senior synthesis
An experienced operator turns the evidence into prioritized actions and a practical 90-day plan.
Choose your priority
One deeper focus, selected at intake.
Risk, AI, cyber-insurance, client questionnaires, Microsoft 365, recovery, and vertical-specific concerns are focus lenses within the same review.
Provider accountability
Incumbent provider, vendor, and ownership clarity
Backup and recovery
Recovery evidence, responsibilities, and confidence
Microsoft 365
Permissions, identity, access, and operating ownership
Campaign concerns
Cyber-insurance, client questionnaires, AI/Copilot, or a vertical-specific concern
After the review
A paid entry into Managed Technology Operations.
The review remains useful if you do no follow-on work with Pine IT. If you want Pine IT to own the next steps, the full CAD $2,500 is credited toward remediation or Managed Technology Operations.
See the compliance model- Observe
Every endpoint, identity, network, and cloud system is monitored.
- Operate
Senior engineers resolve, patch, recover, and improve the environment.
- Evidence
The work produces the records insurers and regulators ask to see.
- Plan
Your roadmap stays tied to business risk, client needs, and real system state.
Start with the review
Start with a 20-minute fit call.
Booking is two fields and a calendar pick. Prefer email? Write to info@pineit.ca or use the contact form and we reply within one business day.