Guest blog courtesy of AugmenttThe market for Microsoft 365 management tools has grown significantly, and with it, the complexity of the buying decision. MSPs evaluating platforms are faced with vendor claims that all sound similar — multi-tenant management, security automation, centralized reporting — but mask real differences in capability, architecture, and fit for the MSP business model.Making the wrong choice is expensive. Replacing a management platform after onboarding 80 clients onto it isn't a pleasant project. Getting the evaluation right upfront requires asking specific questions and being skeptical of marketing language that doesn't translate to operational reality.
Pay particular attention to how vendors answer the last question. A company that has genuinely thought through data portability and off-boarding is a different partner than one that stumbles over the question.
Start With Architecture, Not Features
The most important distinction to establish early in any evaluation is whether a platform was built for MSPs from the ground up, or whether multi-tenancy was added to an enterprise product as an afterthought. The difference matters more than any individual feature comparison.A platform built for MSPs structures everything around the client-provider relationship: separate client tenants, MSP-level policy management, per-client billing, branded reporting, and technician access tiers. A platform with bolted-on multi-tenancy typically shows its seams — clunky tenant-switching, limited aggregation across clients, and enterprise-oriented workflows that don't map to how MSPs actually operate.Ask vendors directly: what percentage of your customer base is MSPs or MSSPs? How long has multi-tenant management been a core feature versus a recent addition? The answers will be informative.Key Capabilities to Evaluate
Once architecture is established, there are specific capabilities that separate platforms that work in practice from those that look good in a demo. Evaluate each of the following critically:- Baseline deployment: Can you define a security baseline template and apply it across all tenants in a single action? Or does deployment require per-tenant configuration?
- Drift detection and remediation: Does the platform continuously monitor for configuration changes? Can it auto-remediate, or does it only alert?
- User lifecycle automation: Are onboarding and offboarding workflows built-in and automatable, or do they require manual steps through Microsoft portals?
- Reporting: Are reports automated and schedulable? Can they be white-labeled with your branding? Are they designed for non-technical client audiences?
- License coverage: Does the platform work across all M365 license tiers, including Business Basic and Standard? Or are capabilities gated behind premium licensing?
- PSA and RMM integration: Does the platform connect with ConnectWise, Autotask, and your RMM? Does it create tickets automatically for alerts?
Questions to Ask During the Sales Process
Vendor demos are optimized to show the platform at its best. Getting to an honest assessment requires asking questions that go beyond the demo script:- What does the onboarding process look like for a new MSP partner? How long before I can manage my first 20 clients?
- What compliance certifications does the platform hold? (SOC 2 Type II and GDPR compliance are the baseline expectation.)
- What is your support model for MSP partners, and what SLAs apply to support tickets?
- Can you share your product roadmap for the next 12 months, and how do MSP partners influence it?
- What happens to my clients' data if I terminate the relationship with your platform?