Illustrative sample — not a client report
See how a scoped technical assessment turns evidence and open questions into a practical action plan.
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This example demonstrates the report format. No client systems were inspected, no evidence was collected, and no results or client relationship are claimed. Dates and roles are illustrative.
In this example, one account control has evidence, a former worker’s access needs attention, and recovery remains unverified. A successful backup job alone would not demonstrate that a usable restore is possible.
“Verified” applies only to the named check and evidence date. It is not a declaration that the organization is secure.
The illustrative sign-in records and policy export support an MFA requirement for the two named administrator accounts reviewed.
Example evidence: E-01 policy export and E-02 sign-in records, dated September 21, 2026. Other accounts were outside this check.
The illustrative account list contains an enabled account for a person recorded as having left the organization. The business owner needs to confirm status and approve the appropriate access change.
Example evidence: E-03 account export and E-04 departure record, dated September 21, 2026. No change has been performed in this example.
An illustrative job log reports success, but no recent restore-test record was supplied. Recovery time, completeness, and usability remain unknown.
Example evidence: E-05 backup job log, dated September 20, 2026. Missing: an authorized test plan and recorded restore result.
Example owner: business owner approves; authorized IT provider implements. Target: September 22, 2026. Close with the approved change record and a fresh account check.
Example owner: IT provider, with the business owner confirming the test data and acceptable interruption. Target: September 28, 2026. Close with the test scope, result, date, and any unresolved gaps.
Example owner: IT provider. Target: September 30, 2026. Agree the remaining account scope and collect policy and sign-in evidence before expanding the “Verified” finding.
The $399 assessment provides scoped technical review and written findings. Remediation, licenses, and ongoing services are agreed separately. The assessment is credited toward onboarding when you become a managed client within 30 days.
An ongoing managed service can keep this action list current, revisit agreed controls, and record evidence of completed work. The service agreement identifies the checks, review frequency, support coverage, and responsibilities. Compare PBM plans and pricing.
Talk with Brady about your team, current tools, and next step. The free call is an introductory conversation; technical work begins only after scope and pricing are agreed.
Book a free 15-minute callOpens PBM’s IT Risk Call calendar. Prefer to call? (406) 957-1576. Review the service scope.