myITprocess is a vCIO platform from TruMethods for strategic assessments, roadmaps and quarterly business reviews, priced from $199 per month for 10 assessment licenses on mandatory 36-month terms.
Listing updated . Checked by MSP Software .
myITprocess is a virtual CIO platform developed by TruMethods (now part of Kaseya) to help MSPs deliver strategic technology planning and advisory services to clients. It enables MSPs to conduct standards-based assessments against over 150 compliance frameworks and industry standards, then build customized IT roadmaps that prioritise technology investments by business impact, timeline and budget. The platform includes built-in QBR (quarterly business review) templates and automated reporting tools that transform technical infrastructure data into executive-level business summaries, helping MSPs communicate the value of their services to client leadership.
myITprocess suits MSPs transitioning from break-fix service delivery to high-value vCIO relationships, particularly those serving mid-market clients where strategic planning and compliance demonstration drive engagement. The platform generates assessments against frameworks such as NIST, ISO, HIPAA, PCI-DSS and others, making it valuable for MSPs in regulated industries or serving finance, healthcare, and government clients. The assessment process identifies gaps against industry standards, then feeds directly into roadmap creation that prioritises recommendations by business value and urgency. This capability appeals to MSPs wanting to move beyond reactive support into strategic advisory where they can influence purchasing decisions and grow account value.
Pricing starts at $199 per month for a minimum 10-license package, with a 30-license package at $299 per month, both on mandatory 36-month agreements, billed monthly (checked September 2026). Each license represents an assessment seat, typically used by a vCIO consultant or strategist within the MSP. The product is delivered as cloud-based SaaS with no on-premises option, accessed entirely through a web browser. TruMethods is based in Moorestown, New Jersey, and was founded in 2008; it is now owned by Kaseya and integrated with Kaseya's IT Glue documentation platform, linking infrastructure assessments to unified client records. MSPs should verify that myITprocess integrates with their existing RMM and PSA platforms before committing, and confirm that the standard assessment frameworks included match their client base's compliance requirements and industry focus.
myITprocess targets MSPs building vCIO practices and aligns well with Kaseya-centric shops already using N-central or IT Glue. The platform shines for strategic assessments and roadmap delivery but requires integration work with non-Kaseya RMMs and PSAs. Pricing is package-based rather than per-unit, which can suit smaller teams but limits flexibility for larger practices. Consider this if your vCIO model involves frequent client assessments and formal roadmap delivery; it is less suited for ad-hoc advisory. Check whether your clients' typical compliance frameworks are covered in the standard 150+ library before demo. Confirm integration paths with your existing ticketing and documentation tools, particularly if you use N-central or IT Glue already (which will integrate smoothly). Trial access requires scheduling a demo rather than self-service signup, so plan time for vendor conversation before committing to the 36-month contract term.
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ScalePad Lifecycle Manager Turns asset age and warranty data into lifecycle reports for QBRs. No reviews yet All alternatives to myITprocess| Feature | Supported | Note |
|---|---|---|
| Asset lifecycle and warranty tracking | unknown | Vendor does not explicitly document asset lifecycle features; focus is on assessments and roadmaps |
| RMM data import | unknown | No explicit mention of RMM data import or native integrations on vendor site |
| Client-facing QBR reports | yes | Core feature: customizable client-facing QBR reports from infrastructure assessments |
| Budgeting and roadmap tools | yes | Strategic roadmap builder with priority, timeline and budget categorization |
| Procurement integration | unknown | Not documented on vendor site |
| Risk and compliance scoring | yes | Over 150 compliance frameworks and standards assessment (NIST, ISO, HIPAA, PCI-DSS, etc.) |
| Documentation integration | yes | Integrates with Kaseya IT Glue for documentation and knowledge base linkage |
| PSA integration | unknown | No explicit PSA integrations documented |
| Scheduled report automation | yes | Automated QBR and assessment report generation and scheduling |
| Hardware refresh recommendations | unknown | Not explicitly documented; focus is on strategic assessments rather than hardware EOL |
| Software licence tracking | unknown | Not documented on vendor site |
| Multi-client dashboard | yes | Platform supports multiple client environments and assessments from single console |
myITprocess is a vCIO platform that helps MSPs transition from break-fix services to high-value strategic advisory relationships. It delivers standards-based assessments against over 150 compliance frameworks (NIST, ISO, HIPAA, PCI-DSS and others), then generates customized IT roadmaps that prioritise technology investments by business impact, timeline and budget. The platform creates client-facing QBR reports that transform technical data into executive-level business summaries, helping MSPs demonstrate value and identify expansion opportunities during client reviews. It is particularly valuable for MSPs serving regulated industries or mid-market clients where strategic alignment and compliance posture matter to purchasing decisions.
myITprocess uses package pricing on a mandatory 36-month commitment, billed monthly. The minimum entry is 10 licenses at $199 per month, or 30 licenses at $299 per month (checked September 2026). A license represents an assessment seat or vCIO team member within the MSP. No monthly-only billing is available; all contracts require a 36-month term. Volume discounts and custom enterprise pricing are available by contacting TruMethods directly. This pricing structure means larger MSPs may negotiate better rates for their 10-license minimum commitment.
myITprocess integrates with Kaseya IT Glue for documentation, allowing MSPs to link client infrastructure data into assessments. Native integrations with third-party RMMs (NinjaOne, Datto RMM, N-central) and PSAs (ConnectWise PSA, Autotask) are not explicitly documented on the vendor site. MSPs should contact TruMethods before purchase to confirm integration paths with their specific RMM, PSA, and ticketing platforms, particularly if using non-Kaseya tools. Those already using N-central and IT Glue will find the closest integration experience.
myITprocess is a cloud-based SaaS platform with no on-premises installation option. It is accessed entirely through a web browser, making it suitable for distributed MSP teams, remote vCIO consultants, and client engagements where local installation is not possible. All data is hosted by TruMethods on their infrastructure, and clients require only internet access and a modern web browser to use the platform.
No free trial is offered for myITprocess. Instead, TruMethods makes free live demos available through their website. Prospective customers must schedule a demo to evaluate the platform's assessment workflows and QBR reporting capabilities before committing to a 36-month licensing agreement. This approach means you should plan time for a vendor conversation and hands-on walkthrough before making a purchasing decision.
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