How CompassMSP Accelerated Growth and Closed Deals 5x Faster

Building a Scalable Cyber-Advisory Practice

CompassMSP provides managed IT, security, and advisory services to SMBs. As demand for cybersecurity leadership grew, Director of Cyber Advisory Services Jim Ambrosini sought a scalable, efficient platform to expand vCISO offerings without compromising quality or consistency.

Challenges of Scaling Up

The main challenge CompassMSP faced was turning growing demand for vCISO services into an efficient, repeatable operation. Manual, spreadsheet-based processes slowed risk assessments, created inconsistencies, and limited visibility across clients. Each consultant used different methods, making it hard to maintain quality or track progress effectively. 

Onboarding new staff required significant time and oversight, while reporting and policy documentation were recreated for every engagement. These inefficiencies made it difficult to deliver consistently, stay on schedule and budget, and sustainably grow the practice.

Implementing Cynomi

Cynomi helped CompassMSP overcome these challenges. By unifying assessments, reporting, policy generation, risk management, and client communications into one platform, CompassMSP streamlined every stage of the vCISO workflow.

“We’re able to deliver on our contracts much faster than we ever were before and with a higher level of consistency and quality,” said Ambrosini. “We use Cynomi for literally all of our major customers, as it provides a framework for us to deliver services.”

Transforming the Sales and Delivery Motion

With Cynomi, CompassMSP transformed both how it sells and delivers vCISO services. The team began using live dashboards, risk scores, and tailored policies during client meetings, turning technical data into clear, visual insights. “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,” Ambrosini shared. 

With automated reporting and a unified view of technical risk, CompassMSP achieved faster, more consistent, and higher-value delivery, strengthening client relationships, boosting efficiency, and driving lasting growth.