IT Hardware and Managed Services Optimization

Control IT hardware and managed services spend using asset inventory discipline, lifecycle workflows, invoice QA, reclaim sprints, and RFP leverage.

Collection

A curated collection to control IT hardware and managed services spend using a practical operating system: inventory → lifecycle workflows → invoice QA → reclaim sprint → renewal/RFP leverage.

This collection is cost + risk first:

  • stop paying for devices/support you don’t use
  • prevent “lost asset” and offboarding gaps
  • right-size support counts and leases
  • build defensible vendor governance for MSPs

Who this is for

  • IT leaders who want financial control without heavy bureaucracy
  • Finance/procurement teams managing MSP/support renewals
  • Ops leaders who deal with device sprawl and unclear ownership

How to use this collection

Follow in order:

  1. build/clean the asset + support inventory and lifecycle workflow
  2. size reclaim savings fast
  3. execute the reclaim sprint and lock controls
  4. if switching or benchmarking an MSP, run the MSP RFP kit

  • Contract Repository & Clause Extraction Copy Pack ()
  • Renewal Control Copy Pack ()
  • Invoice Integrity Copy Pack ()
  • Disputes + Credit Recovery System ()

1) IT Hardware + Managed Services Controls Kit

Slug:
Build the inventory truth, lifecycle workflow, contract mapping, and invoice QA rules.

Type: Starter Kit
Time: 60–90 min


2) Device Inventory Reclaim Savings Calculator

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Estimate savings from reclaiming inactive devices and right-sizing support/lease counts.

Type: Calculator/Tool
Time: 10 min


3) IT Asset Lifecycle Leakage Playbook

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Run the reclaim sprint: flag → recover/retire → adjust billing counts → prevent recurrence.

Type: Playbook
Time: 45 min


4) IT Managed Services RFP Kit

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Force comparable bids for MSP/helpdesk with SLAs, pricing templates, and transition evaluation.

Type: Starter Kit
Time: 60–90 min


Definition of Done

  • asset inventory is current and owned
  • offboarding prevents lost devices and lingering billing
  • invoices match inventory and contract expectations
  • renewals are tracked early enough to negotiate or re-bid
  • reclaim becomes a repeatable cadence, not a one-time event

Install this operating system

Generate a step-by-step implementation plan for this collection. Use it to assign owners, sequence the work, and track completion.

Generate implementation plan

Included resources and tools

Change log

v1.0 (2026-01): Latest release