1
Accessing the Tools Dashboard
The Salamander Tools Dashboard is hosted on our public website behind a password. Your team lead will share the URL and credentials via email. Once you have these, getting started takes just a few seconds.
How to log in
Open the link — Click the URL provided in the email (or paste it into your browser).
Enter the password — Type the shared password when prompted and press Enter.
You’re in — The Tools Dashboard will load immediately. Bookmark the page for next time.
Note
The password is shared across the team. If it changes, your team lead will circulate the new one. Do not share the link or password outside Salamander.
The Dashboard is the central hub for all Salamander advisory tools. It is divided into two categories: Internal Tools (for Salamander team use) and Client-Facing Tools (used during engagements with clients).
What you’ll see
Internal Tools — Associate Matcher, Proposal Cover Letter, Introducer Agreement, Schedule 2, Expense Claim, Quick-Start Guide, and Analytics. These are for Salamander team members only.
Client-Facing Tools — grouped by client type (Scale-up B2B tech, Listed / mature tech, Channel partners, and tools that apply across all client types). Includes the Assessment Launcher, NDA Generator, Runway & Burn Calculator, Valuation Quick Check, Fundraising Readiness, Funding Options, Business Continuity Assessment, Channel Strategy Diagnostic, MS Readiness, and AI MS Readiness.
Launch Tool button — Each card has a “Launch Tool” button. Clicking it opens that tool in a new browser tab.
Tip
Each tool opens in its own tab, so you can run multiple tools at the same time without losing your place.
3
Launching the Assessment Launcher
The Assessment Launcher is the primary tool for running structured client assessments. It guides you through a two-step process: first a quick triage to identify the priority practice area, then a detailed deep-dive assessment.
To open it
From the Dashboard, find the “Assessment Launcher” card in the Client-Facing Tools section.
Click “Launch Tool” — the Assessment Launcher opens in a new tab.
The four-step workflow
Step 1
Identify client type
Scale-up / Listed / Channel
Step 2
Run the triage
Finance, GTM or Ops priority
Step 3
Deploy deep-dive
Full diagnostic on priority
Step 4
Build the SOW
Gaps inform scope
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Step 1 — Running the Client Triage
The Client Triage is a short diagnostic (approximately 15 minutes) that identifies which practice area — Finance, GTM (Go-to-Market), or Operations — is the highest priority for a given client.
How to run the triage
Click “Open triage” on the triage card. The triage tool opens in a full-screen overlay.
Select the client type — choose from Scale-up B2B tech, Listed / mature tech, or Channel partners (global — UK, EU, Middle East, Africa, Asia Pacific). This tailors the questions to the client’s profile.
Answer 6 questions — two per practice area (Finance, GTM, Operations). For each question, select a rating from 1 (significant gaps) to 5 (fully mature).
Review the results — The tool ranks the three practice areas by priority and recommends which deep-dive assessment to open next.
Click “Back to launcher” when you’re ready to proceed to the deep-dive.
Tip
You can go back and change your client type selection at any time — the questions will update automatically to match the new profile.
5
Step 2 — Deep-Dive Assessments
After the triage identifies the priority practice area, you’ll run the corresponding deep-dive assessment. There are nine assessments in total — three per practice area, one for each client type.
| Scale-up B2B tech | Listed / mature tech | Channel partner |
|---|
| Finance | 28 questions | 25 questions | 21 questions |
| GTM | 34 questions | 34 questions | 34 questions |
| Operations | 32 questions | 32 questions | 32 questions |
How to run a deep-dive
Find the right card — In the Step 2 grid, locate the card matching your practice area and client type.
Click “Open” — The assessment opens in a full-screen overlay, just like the triage.
Work through all questions — Each question uses a 1–5 rating scale. Guidance text appears for each rating level to help you calibrate.
Review the results summary — When you’ve answered every question, a results panel appears with scores by sub-category and an overall maturity rating.
Tip
The deep-dive remembers your client details (company name, etc.) from the triage, so you won’t need to re-enter them.
6
Exporting to the Scoping Tool
Once you’ve completed a deep-dive assessment, the next step is to export your results into the Scoping Tool. This takes your assessment scores, gaps, and priorities and packages them into a structured Excel workbook.
How to export
Complete the assessment and scroll down to view the results summary.
Click “Export to Scoping Tool” — the button is in the top toolbar, visible whenever an assessment is open.
Save the Excel file — your browser will download a file named Salamander_Scoping_[CompanyName].xlsx.
Open the file in Excel — the Scoping Tool opens as a pre-populated workbook with your assessment data already loaded.
Note
If you click Export before completing the assessment, you’ll see a reminder to finish and scroll to the results first.
Working in the Scoping Tool
The Scoping Tool Excel workbook is where you turn assessment findings into a concrete engagement plan. Once open, you can:
Define the scope — Use the assessment gaps and priority scores to outline the areas of work.
Assign team members — Add Salamander associates to each workstream, matching skills and availability.
Set timelines — Build out the project timeline with milestones, deliverables, and target dates.
Create the proposal — Bring together scope, team, and timeline into a proposal-ready format, complete with Salamander’s standard Terms and Conditions.
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Creating the Proposal Cover Letter
Once your proposal is ready in the Scoping Tool, the final step is to generate a branded cover letter to accompany it. The Proposal Cover Letter tool creates a polished, Salamander-branded Word document ready to send to the client.
How to generate a cover letter
Go back to the Dashboard — open it in your browser or switch to the tab.
Find “Proposal Cover Letter” in the Internal Tools section and click “Launch Tool.”
Enter the client and engagement details — the tool will ask for company name, contact details, and key engagement information.
Generate and download — the tool produces a formatted Word document with Salamander branding.
Tip
The cover letter and the proposal from the Scoping Tool are designed to work together as a package. Send them as a pair to present a professional, consistent deliverable to the client.
The NDA Generator produces a draft Non-Disclosure Agreement governed by Singapore law, ready to send to a counterparty for review and signing. It is based on Salamander’s standard NDA templates and offers two modes: Mutual (both parties protect each other’s confidential information) and One-Way (the client discloses confidential information to Salamander, which acts as Recipient).
When to use each mode
Mutual NDA — Use when both parties expect to share confidential information. This is the typical choice for early advisory discussions where Salamander may also share market views, working papers, or deal intelligence.
One-Way NDA — Use when the client will share confidential information with Salamander but Salamander will not be disclosing its own confidential information in return. The client is the Disclosing Party; Salamander is the Recipient.
How to generate an NDA
Launch the tool — find “NDA Generator” in the Client-Facing Tools section of the Dashboard.
Select the type — choose Mutual or One-Way. The party roles, Whereas clause, notices block, and signature order all adjust automatically.
Enter counterparty details — full legal name, company registration number, country of incorporation, registered address, and notices contact.
Confirm the key terms — effective date, the Purpose of discussions, agreement term (default 1 year), and the post-termination survival period (default 2 years).
Enter the Salamander signatory — name and title. Salamander’s registered address and company details are auto-filled.
Generate the document — produces a clean Word document in Salamander house style. Use the “Email to Counterparty” button to open a pre-filled email draft.
Important
Review the generated NDA before sending. The tool produces a structured draft based on the standard template, but every agreement should be sense-checked — in particular the counterparty details, the Purpose wording, and the term / survival period.
Tip
If a counterparty asks for amendments (different term, different governing law, extended survival), note them clearly in your email reply and escalate to Bill before accepting.
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Runway & Burn Calculator
The Runway & Burn Calculator models how long a client’s cash will last at current burn and revenue levels. It produces a clear runway figure in months, the projected zero-cash date, net burn per month, and a chart of the projected cash balance over the next five years.
When to use
Early diagnostic — during initial triage, to sense-check whether a client is short-runway and needs to raise, cut costs, or accelerate revenue.
Fundraising prep — alongside the Fundraising Readiness tool, to show investors a credible runway position and the amount needed to reach the next milestone.
Scenario testing — adjust burn or revenue growth rates to show the impact of a cost programme, a new deal, or a slower sales cycle.
How to use the tool
Launch the tool — find “Runway & Burn Calculator” in the Client-Facing Tools section of the Dashboard.
Set the currency — defaults to SGD. Select the currency the client reports in (USD, EUR, GBP, MYR, IDR, AUD, JPY, INR, HKD also available).
Enter current cash — the client’s cash and cash-equivalents balance as of the chosen date.
Enter monthly burn and monthly revenue — use the average of the last three months, or the client’s current forecast.
Optional growth rates — apply a monthly growth rate to burn (e.g. planned hiring) or to revenue (e.g. expected expansion). Leave at 0% for a flat model.
Review the outputs — the runway metric is colour-coded: red under 6 months, amber under 12 months, green at 12 months or longer. The chart and narrative update live as you change inputs.
Important
The tool is a directional model, not a full cashflow forecast. It assumes steady-state monthly burn and revenue with optional compounding growth — it does not model one-off receipts, seasonality, or working-capital swings. For anything client-facing, sense-check against the client’s own forecast.
Tip
If monthly revenue is higher than monthly burn and growth rates are flat, the client is cash-positive and has no runway cliff — the chart will trend up and the runway metric will read “No runway cliff”. This is the right answer; no fix needed.
Important
It is up to each Senior Associate to keep their own information up to date in the Associate Matcher. Maintaining an accurate and current profile — including skills, technology domains, availability, and experience — gives you the best opportunity to be matched to future engagements.
The Associate Matcher helps engagement leads find the right Salamander associates for a project based on skills, experience, availability, and geography. It has two main views: the Directory and Match to Project.
The Directory tab
Summary bar — Shows total associates, how many are available, and regions covered.
Filter bar — Search by name, skill, technology, or region. Use dropdowns to narrow by Practice, Skill, Technology, Geography, or Availability.
Associate cards — Each associate appears as a card showing name, role, practice area, key skills, technologies, geography, and availability.
Updating your profile
Find your card in the Directory (use the search bar if needed).
Click “Edit” on your card to open the edit form.
Update your details — title, practice team, skills, technology domains, geography, languages, previous companies, roles, experience notes, and availability.
Click “Save Associate” to save. Your updated profile is immediately visible to the team.
Match to Project tab
Switch to the “Match to Project” tab at the top of the page.
Select the required skills — tick the skills and practice areas the engagement needs. Filter to available associates only if required.
Click “Find Best Matches” — the tool scores every associate and displays them ranked by match strength.
Review the results — each result shows match score, relevant skills, and availability.
Adding a new associate
Click “+ Add Associate” in the filter bar, fill in their details, and click “Save Associate”. They’ll appear in the Directory immediately.
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Schedule 2 — Engagement Letter
The Schedule 2 tool is used whenever a Senior Associate engages on a project. It ensures that Salamander and the Senior Associate are aligned on the scope, deliverables, timeline, and remuneration before work begins. It also serves as the formal record for deliverable acceptance and billing.
When to use this tool
Complete a Schedule 2 at the start of every new engagement. If the scope, deliverables, timeline, or fee change materially during the project, a revised Schedule 2 should be completed.
How to complete the form
Launch the tool — from the Dashboard, find “Schedule 2” in the Internal Tools section and click “Launch Tool”.
Fill in Engagement Details — enter the date, Senior Associate name(s), project/client, proposal reference, Salamander Project Lead, client contact, engagement period, and select the engagement type (Company-Sourced, Self-Sourced, or Referral Involved).
Define the Scope of Work — add one or more deliverables with target dates, descriptions, acceptance criteria, and milestone references. Use “Add Row” for additional deliverables.
Set the Project Fee & Split — select the currency, enter the total project fee, and review the auto-calculated split between the Senior Associate(s) and Salamander. The split percentages pre-fill based on the engagement type (75% company-sourced, 80% self-sourced, 5% referral) per the SA Incentive Plan.
Complete the remaining sections — review the Billing responsibility notice, list anticipated expenses, and note the Change of Scope terms.
Obtain sign-off — the Salamander Project Lead completes the Deliverable Acceptance section, and the Senior Associate completes the Acknowledgement section.
Print or save — click “Print / Save as PDF” to generate a clean PDF for your records.
Key points to remember
Billing responsibility — it is the Senior Associate’s responsibility to notify Salamander Finance when a deliverable has been accepted and billing should be raised.
Multi-associate projects — if more than one SA is delivering, tick “Multiple associates” and enter each associate’s split percentage. Use the Fee Arrangement Notes field to record any special split arrangements.
Referral fee — if a referral is involved, the 5% referral fee row appears automatically when you select “Referral Involved” as the engagement type.
Payouts — all payouts are made after the client has paid Salamander, per the SA Incentive Plan.
Important
Any material change to the scope, deliverables, timeline, or fee must be agreed in writing and documented via a revised Schedule 2. Do not proceed with changed terms without an updated form.
The Expense Claim form is used to submit project, travel, and out-of-pocket expenses for reimbursement. It replaces the standalone Excel template — complete the form in the browser, then download as Excel for finance processing or as PDF for a signed archive copy. The Excel output preserves the original template layout and includes a live =SUM() formula on the total row.
When to use this tool
Use the Expense Claim form whenever you incur reimbursable costs — client travel, project disbursements, software licences, hospitality, or any out-of-pocket spend on behalf of Salamander or a client engagement. Submit one claim per trip or per calendar month for routine running costs.
How to complete the form
Launch the tool — from the Dashboard, find “Expense Claim” in the Internal Tools section and click “Launch Tool”.
Fill in Claimant Details — your name, the date of claim, the project or client name, whether the cost should be charged back to the client, the currency, and an optional claim reference (e.g. EXP-2026-001). Currency defaults to SGD; ASEAN currencies plus USD/GBP/EUR/AUD/HKD are available from the dropdown.
Add expense lines — the form starts with 10 rows pre-numbered. For each expense, enter the date, a clear description, the amount, tick the “Receipt” box if attached, and add comments where useful. Use “Add row” for additional lines or “Remove last row” to trim. The total recalculates live as you type.
Complete the Approval block — for each approver, enter name, designation, signature note, date, and any remarks. Three approval rows are provided.
Enter Payment Details — the bank account name, bank, and account number that finance should pay to.
Add additional remarks — use the free-text box for context such as policy exceptions, missing receipt explanations, or FX notes.
Download — click Download Excel for the finance-ready spreadsheet (recommended), or Download PDF for an A4 signed copy. Filenames auto-generate as Salamander_Expense_Claim_{Name}_{Date}.
Excel vs PDF — which to use
Excel (default) — preferred for submission to finance. Preserves the original template structure, includes a live SUM formula on the total, and lets finance edit, reconcile, or post into accounting without re-keying.
PDF — use when a frozen, signed archive copy is required (e.g. director sign-off on hard copy). A4 portrait, branded with the firm address.
Key points to remember
Director-level approval is required for any claim over SGD 2,000 equivalent. Use the Approval block to capture the director’s sign-off.
Currency — claim in the currency you actually paid in. Don’t convert in your head; finance will apply the correct FX rate when reimbursing in your home currency.
Charge Back to Client — tick “Yes” only when there is an explicit agreement that expenses will be billed onward. The default is “No” (internal cost).
Receipts — attach receipts to the email when submitting the claim to finance. The checkbox in the form is a confirmation that the receipt is attached, not a substitute for the receipt itself.
Tip
For multi-trip months, one claim per trip is cleaner than one consolidated claim — it keeps the client/project allocation and approval trail clear.
Indicative Only
This tool produces an indicative, back-of-the-envelope valuation range. It is not a formal valuation and should never be shared verbatim with a client without director review.
The Valuation Quick Check gives the team a quick, defensible range for a prospect or portfolio company. It supports two methods — an EBIT multiple for profitable businesses and a revenue multiple for the subset of clients that are not yet profitable. The tool auto-detects which method to use based on the numbers you enter, but you can override the choice at any time.
How to run a valuation
Launch the tool — find “Valuation Quick Check” in Client-Facing Tools (Scale-up B2B tech) on the Dashboard.
Enter the financials — latest-year revenue and EBIT in the company’s reporting currency. If EBIT is negative or zero, the tool will switch to the revenue-multiple method automatically.
Pick a sector — the sector sets the baseline multiple range (low / mid / high) for both methods.
Set growth and scale — growth tier adjusts the multiple up or down; scale reflects the revenue size of the business. Revenue multiples are more growth-sensitive than EBIT multiples.
Optional override — enter a specific multiple if you have a comparable transaction or want to stress-test a number.
Review the range — the tool shows a low/mid/high enterprise value, the multiple bar, and commentary flagging anything unusual.
When to use which method
EBIT multiple — default for profitable businesses. Anchored to sector norms, adjusted for growth and scale.
Revenue multiple — used when EBIT is negative or zero. Appropriate for earlier-stage or growth-stage businesses that are reinvesting ahead of profitability.
Auto-detect — the tool’s default. Uses EBIT multiple when EBIT > 0, switches to revenue when it isn’t.
Tip
This is a triangulation tool — pair it with a DCF or comparable transactions before quoting anything externally. The output is a sense-check, not a deliverable.
The Analytics tool turns the diagnostic outputs from Salamander’s assessment tools (Channel Strategy, Business Continuity, MS Readiness, AI MS Readiness, Fundraising Readiness, Funding Options) into pattern-level insight. Drop in the JSON exports from individual engagements and the tool aggregates them into a filterable view across tools, stages, sectors, associates, and dates.
When to use it
Quarterly reviews — spot recurring themes across the diagnostics we’ve run, e.g. which categories most consistently score low, which concerns are flagged most often, where the firm is delivering value.
Cross-tool client view — see every diagnostic Salamander has run with a given client across the full toolkit in one place.
Associate scoring patterns — check whether different associates are scoring consistently, or whether one is materially harsher / more lenient.
Thought-leadership inputs — the aggregated view is a useful source of evidence when writing white papers, board updates, or pitch material.
How to use the tool
Launch the tool — from the Dashboard, find “Analytics” in the Internal Tools section and click “Launch Tool”.
Load data — drop one or more Salamander assessment JSON files into the data-source card (or click “Load JSON files…”). Files are validated and stored in your browser; they persist across sessions on the same device. Use “Load sample data” to preview with 30 synthetic assessments.
Filter the set — pill filters at the top let you narrow by tool, stage, sector, associate, or date.
Read across the six sections — Overview, Score distribution & percentile lookup, Category heatmap, Concerns & priority flags, Cross-tool engagement view, Associate scoring patterns.
Export — click “Export CSV” to pull the filtered set out for ad-hoc analysis in Excel.
Important
Data lives in your browser only — no assessment JSON is sent off your device. If you clear browser storage or move to a different machine, you’ll need to re-load the JSON files. The “Clear all” button removes them immediately.
Tip
Each diagnostic tool offers a JSON export from its results screen — that’s the file the Analytics tool reads. Save those JSONs alongside the client’s PDF report so they can be re-loaded any time.
15
Fundraising Readiness Assessment
Salamander Advisory works with well-qualified early-stage companies that are looking for fundraising support. We act as an introducer to private capital funds. Salamander does not handle or process any funds directly, as this is a regulated activity. Our role is strictly to introduce companies to appropriate funding sources.
The Fundraising Readiness tool evaluates whether a business is ready to raise investment, surfacing gaps and priorities across the key criteria that investors look at.
How to run the assessment
Launch the tool — from the Dashboard, find “Fundraising Readiness” in Client-Facing Tools.
Select the target round — choose Seed, Series A, or Series B. Questions adapt to the stage.
Enter company details — company name, sector, and basic information.
Complete the assessment — 35 questions across 7 categories.
Review the scorecard — radar chart, gap analysis, category scores, and a prioritised readiness plan.
What to do with the results
High score — pass the results to the Head of Fundraising for review and a decision on whether to pursue the opportunity.
Medium score — discuss with the prospect whether Salamander can help close the gaps before approaching investors.
Low score — use the recommendations to advise the prospect on what they need to work on before fundraising.
Tip
You can print or export the scorecard for the prospect. The results section includes a print-friendly view with the radar chart and all category scores.
Funding Options is a companion tool to the Fundraising Readiness assessment. While the readiness tool assesses whether a company is ready to raise, Funding Options helps determine which type of funding is most appropriate.
How it works
Launch the tool — find “Funding Options” in Client-Facing Tools on the Dashboard.
Enter company details — sector, stage, and revenue.
Answer the diagnostic questions — covering profile, growth trajectory, capital needs, and preferences.
Review the recommendation — the tool recommends Venture/PE, SAFE Notes, or Venture Debt, with a comparison scorecard and detailed reasoning.
Tip
Run the Fundraising Readiness assessment first to confirm the company is ready, then use Funding Options to determine the best type of capital. Together they give a complete picture to present to the Head of Fundraising.
Restricted — Fundraising Team Only
This tool is for use by the Fundraising team only. It should not be used by other team members.
Once the Head of Fundraising has approved an opportunity, the fundraising team uses this tool to draft the formal introducer agreement. This sets out the terms under which Salamander will introduce the company to private capital funds. As a reminder, no funds pass through Salamander at any point.
How to generate an agreement
Launch the tool — find “Introducer Agreement” in Internal Tools on the Dashboard.
Enter the party details — Salamander’s details and the client company’s registered name, address, and contact.
Configure the terms — scope of introduction services, exclusivity arrangements, and term duration.
Set the fee schedule — configure the introducer fee structure as agreed with the client.
Generate the document — produces a structured Word document ready for review and signing.
Important
Always have the generated agreement reviewed before sending to the client. The tool provides a structured draft, but each agreement should be checked to ensure the terms accurately reflect what has been discussed.
18
Business Continuity Assessment
The Business Continuity Assessment is a structured diagnostic for use with the founder, CEO or board of a Scale-up B2B tech client. It surfaces key-person dependency and gaps in transferable value across operations, governance, commercial relationships, legal & IP, and advisory bench — grounded in Salamander’s Building a Founder-Resilient Business white paper. The output is an A4 PDF report with associate commentary, calibrated to the company’s funding and growth stage (Seed, Series A–C+, Bootstrapped, or PE-backed).
When to use it
Pre-fundraise diligence prep — show founders where their business will fail diligence on a key-person basis before investors raise the issue.
Pre-exit / liquidity planning — transferable value is what a buyer pays for. The diagnostic flags where the founder is the value rather than the business.
Board / governance reviews — concrete agenda items for the board on resilience, succession, and risk.
How to run the assessment
Launch the tool — find “Business Continuity Assessment” in Client-Facing Tools (Scale-up B2B tech) on the Dashboard.
Part 1 — Engagement context — enter company, founder/CEO present, Salamander lead, session date, currency, ARR/revenue, headcount, jurisdiction, number of co-founders.
Pick stage and concerns — select the funding/growth stage and up to three known areas of concern. The diagnostic re-weights category importance based on stage.
Part 2 — 29-question diagnostic — work through the questions across five categories (20–30 minutes). Unanswered questions count as neutral; you need to complete at least 80% to unlock results.
Add associate commentary — capture interpretation, narrative, and recommendations alongside the numbers.
Generate the report — produces an A4, Salamander-branded PDF report with the resilience score and a stage-aligned action plan, plus a JSON export for the Analytics tool.
Tip
Save the JSON export alongside the PDF — that’s the file the Analytics tool consumes when looking at patterns across all engagements.
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Channel Strategy Diagnostic
The Channel Strategy Diagnostic is a structured session run with a Listed / mature tech client’s Head of Channels. It surfaces where the issues sit across 10 categories — programme design, partner economics, enablement, conflict, marketplace, APAC coverage, AI transformation, and more — grounded in Salamander’s Partner & Channel Strategy Playbook. The output is a consulting-grade A4 PDF report with associate commentary, adaptive to the client’s situation (building from scratch, scaling, fixing underperformance, transforming the model, or expanding geographically).
When to use it
New channel engagements — use as the first session with a Head of Channels to scope the gaps and frame the work.
Programme reviews — pressure-test an existing partner programme against the playbook’s 10 categories.
Region-specific work — particularly useful for APAC coverage assessments and channel transformation programmes.
How to run the diagnostic
Launch the tool — find “Channel Strategy Diagnostic” in Client-Facing Tools (Listed / mature tech) on the Dashboard.
Part 1 — Engagement context — enter company, Head of Channels, Salamander lead, session date, reporting currency, and annual revenue.
Pick the channel situation and pain points — one situation (build / scale / fix / transform / expand) plus up to three top pain points. The weighting adapts to emphasise the categories most relevant to the situation.
Capture current channel shape — share of revenue via channel today, partner count, partner tiers, and supporting data.
Part 2 — 45-question diagnostic — work through the categories with the Head of Channels (30–40 minutes). Each answer maps to a specific recommended action.
Add associate commentary — capture your read on what the scores actually mean for this client.
Generate the report — produces a consulting-grade A4 PDF with category scores, prioritised actions, and Salamander commentary, plus a JSON export for the Analytics tool.
Important
Run this with the Head of Channels in the room, not as a desk exercise. The associate commentary is what differentiates the deliverable from a generic survey output — don’t skip it.
20
MS Readiness Assessment
Limited Use
This tool is currently in place for a specific project. It is not yet recommended for general use unless you have real managed services experience.
The Managed Services Readiness Assessment evaluates a channel partner’s readiness to build or scale a managed services practice. It assesses capability across six key dimensions: organisation overview, people and skills, tools and systems, current processes, ambition, and overall readiness.
How to run the assessment
Launch the tool — find “MS Readiness Assessment” in Client-Facing Tools (Channel partners) on the Dashboard.
Enter partner information — company name, current revenue mix, and customer base details.
Work through the six sections — Organisation Overview, People and Skills, Current Tools and Systems, Current Processes, and Ambition.
Complete the tools inventory — catalogue the client’s current tooling including costs and usage levels.
Review the results — readiness summary with scores, radar chart, and gap analysis.
The results can be exported as a PDF report for inclusion in engagement scoping materials.
Important
If you are unsure whether this tool is appropriate for your engagement, speak to the project lead before using it.
22
AI MS Readiness Assessment
Specialist Tool
Use this assessment when a channel partner is moving beyond traditional managed services and looking to deliver AI-enabled MS offerings. Pair with the standard MS Readiness Assessment for partners building both capabilities.
The AI Managed Services Readiness Assessment evaluates a channel partner’s readiness to design, deliver and scale AI-enabled managed services. It covers AI strategy, data foundations, MLOps and tooling, governance and responsible AI, the commercial model for AI services, and customer adoption and change management.
How to run the assessment
Launch the tool — find “AI MS Readiness Assessment” in Client-Facing Tools (Channel partners) on the Dashboard.
Enter partner information — company name, current AI/MS revenue mix, customer base, and existing AI service lines.
Work through the sections — AI strategy & ambition, data foundations, MLOps & tooling, governance & responsible AI, commercial model, and customer adoption.
Capture tooling and platforms — record current AI/ML platforms, data tooling, model providers and governance controls.
Review the results — readiness summary with scores, radar chart, gap analysis and a stage-aligned action plan.
Results export as a PDF for inclusion in engagement scoping materials, and the JSON export feeds the Analytics tool for cross-engagement pattern analysis.
Tip
If the partner already has a mature traditional MS practice, focus the conversation on the AI-specific dimensions (data, MLOps, governance and commercial model) rather than re-running ground covered by the standard MS Readiness Assessment.
Bookmark the Dashboard — Save the Dashboard URL in your browser for quick access.
Use a modern browser — Chrome, Edge, or Safari all work well.
Multiple assessments — You can run the triage once and then open multiple deep-dives in sequence without losing your triage results.
Client data carries forward — Company name and client type are automatically passed from the triage to deep-dives and through to the Scoping Tool export.
Tools open in overlays — Both the triage and deep-dives open as full-screen overlays. Use “Back to launcher” to return.
End-to-end workflow — Dashboard → Assessment Launcher → Triage → Deep-dive → Scoping Tool (Excel) → Proposal Cover Letter.
Page not loading? — Check you’re using the correct URL and password. Try refreshing. If problems persist, contact your team lead.