How CompassMSP Drives Growth And Closes Deals 5x Faster with Cynomi

Background

CompassMSP is a full-service IT and cybersecurity partner for small and mid-sized businesses. With over two decades of experience in the field, Director of Cyber Advisory Services Jim Ambrosini sought a platform that could streamline delivery, enable CompassMSP’s security team to expand services efficiently, and maintain high quality, all at a reasonable price point.

The Challenge

For years, Jim Ambrosini, Director of Cyber Advisory Services at CompassMSP, explored tools that could support the company’s growth, but came up short. Most platforms were either overly complex and priced for the enterprise, or too simplistic to be effective.

“I’d been on a mission to find a suitable GRC tool for literally eight or nine years. Most of the solutions I saw were either designed for enterprise and way too expensive, or were just glorified spreadsheets on a website.”

– Jim Ambrosini, Director of Cyber Advisory Services, CompassMSP

At the core of the challenge was the difficulty in delivering consistent,high-quality results at scale, within the time and budget constraints expected by SMB and mid-market clients.

“The fundamental challenge with delivering advisory services is executing within time and budget – while also ensuring consistency and quality of the deliverables.”
– Jim Ambrosini, Director of Cyber Advisory Services, CompassMSP

Some of their key pain points were:

• Challenges maintaining consistency Varying templates and methods led to inconsistent delivery across engagements.
• Time and budget constraints: Clients needed faster, more affordable engagements that still delivered depth.
• Limited tools for engagement and delivery: Lack of resources available to demonstrate impact during sales conversations made it difficult to convey the full value of CompassMSP’s offerings.
• Manual, spreadsheet-based processes: Excel spreadsheets slowed delivery and limited efficiency.
• Difficulty managing a growing team: With no standardized workflow, bringing new hires up to speed required significant oversight and slowed growth.
• No fit-for-purpose GRC tools: Available tools were either overpriced or lacked real functionality for SMB and mid-market clients.

CompassMSP needed a platform that could streamline delivery, create structure, and support growth, without sacrificing quality, speed, or budget alignment.

The Solution

Cynomi enabled CompassMSP to dramatically improve efficiency by replacing spreadsheets, templates, and fragmented processes with a streamlined, data-driven workflow. Assessments, policy creation, reporting, and client communication became faster, more consistent, and higher in quality.

“We’re able to deliver on our contracts much faster than what we ever were able to do before and with a higher level of consistency and quality”

 – Jim Ambrosini, Director of Cyber Advisory Services, CompassMSP

This operational leap allowed CompassMSP to scale its services while maintaining affordability for the SMB and mid-market clients it serves. With Cynomi at the core of delivery, staffing, and sales, the team now handles a greater volume of engagements, delivering consistently high-value results at a price point aligned with client expectations.

“We use Cynomi for literally all of our major customers…it provides a framework for us to deliver services.”
– Jim Ambrosini, Director of Cyber Advisory Services, CompassMSP

The results of implementing Cynomi:

Live demos in sales conversations
Cynomi became a core part of the sales process – replacing static slides with an interactive walkthrough that showcased how CompassMSP tracks metrics, delivers policies, and provides reports. Seeing the platform in action helped prospects connect with the value instantly and accelerated the sales cycle.

“When we started integrating Cynomi into the pitch… it was a game changer. We were able to close deals in days or weeks instead of months.” 

 – Jim Ambrosini, Director of Cyber Advisory Services, CompassMSP

Guided, multi-framework risk assessments
Assessments are run using built-in frameworks with Cynomi automatically mapping controls and updates behind the scenes.

Centralized vCISO service delivery
A single platform powers all vCISO engagements – replacing spreadsheets and bringing structure to assessments, reporting, and remediation.

Automated policy generation at scale
Client-specific policies are generated directly from the platform – tailored to assessment results and aligned with security standards.

Technical data ingestion for full risk visibility
Microsoft 365 Secure Scores and vulnerability scans are pulled directly into Cynomi – creating clear, visual insights that connect technical findings with business context in a way that’s easy for clients to understand..

“My favorite feature is the ability to ingest technical information… because what this allows is giving a complete picture of risk.”
– Jim Ambrosini, Director of Cyber Advisory Services, CompassMSP

Visual, real-time risk reporting
Dashboards and reports are shared with clients during meetings – helping teams present posture clearly and track changes over time.

“One of my other favorite pieces of Cynomi is the risk register. Because risk is the language of executives – and using that tool to deliver that risk report, we can track that and manage that risk to the appropriate risk tolerance of the organization.”   

– Jim Ambrosini, Director of Cyber Advisory Services, CompassMSP

Scalable staffing and service delivery
With Cynomi’s structured, intuitive workflows, junior analysts can ramp up quickly and start delivering value almost immediately – a major advantage for a fast-growing security practice like CompassMSP’s.