RESOURCES BY ROLE
IT Resources for CIOs, CTOs & Technology Leaders
How Great IT Impacts Technology Leaders
As a Chief Information Officer, Chief Technology Officer, or tech leader, you’re tasked with translating business goals into technology strategy. This resource hub is tailored for your role: to help you evaluate platforms, mitigate technical risk, and lead digital transformation with confidence and clarity.
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Your Strategic Journey with Technology and Sourcepass
Your journey typically follows these stages:
> Assessment & Vision: Align technology goals with business direction
> Modernization & Execution: Select and implement core infrastructure
> Optimization & Assurance: Secure, monitor, and evolve systems
Use the resources below to access curated content for your current stage.
ASSESSMENT
Intro to Cybersecurity Assessments
A cybersecurity assessment from Sourcepass gives you a clear, actionable roadmap to reduce risk and align with best practices.
WEBINAR
Are Your Company Goals Driving Your Technology Decisions?
In this IT planning training, Sourcepass CCO Matt McCarthy walks through how to align your IT with key business goals.
GUIDE
IT Planning: The Anatomy of a Great IT Roadmap
What exactly should a great IT roadmap include? Let’s break down each essential component and why it matters.
ARTICLE
Cloud Migration Strategy for Hybrid Environments
This guide outlines the critical components of building a scalable and secure hybrid architecture.
GUIDE
SentinelOne vs. Microsoft Defender: Choosing the Right EDR
Understanding how each fits into your environment can help you make the right investment.
KEY SOLUTIONS
Introduction to Microsoft 365 Services by Sourcepass
Sourcepass delivers Microsoft 365 solutions designed for performance, compliance, and long-term value.
GUIDE
SOC 1 vs. SOC 2: Understanding the Difference
Understanding the distinction helps clients evaluate risk and choose partners with confidence.
QUEST TRAINING GUIDE
Introducing Security Reports: A Window Into IT Risk Management
See how this report gives you a comprehensive, real-time view of your organization’s cybersecurity health.
GUIDE
Best Practices for Strong Data Governance
This guide explores key best practices for building and maintaining strong data governance within your organization.
Featured Resources for Tech Leaders
Preparing for AI
WEBINAR
Copilot Readiness Assessment
Join us as we explore our Copilot Readiness Assessment and learn more about these key considerations.
ARTICLE
AI-Driven Cyber Threats: What Executives and IT Leaders Need to Know
Executives and IT leaders must understand the evolving threat landscape to safeguard operations, data, and reputation.
ALL ABOUT COPILOT
Intro to Copilot for Microsoft 365
From content generation and email summarization to data analysis and task automation, Copilot boosts productivity at scale.
Toolkits & Templates
WORKSHEET
IT Vendor Evaluation Scorecard
Assess and compare IT vendors or MSPs based on critical business, operational, and strategic criteria.
WORKSHEET
IT Gut Check: Are You Really Covered?
A 60-Second Reality Check for Your Technology Health—Before Small Issues Become Big Problems.
GUIDE
IT Infrastructure Assessment & Roadmap Report
Your Path to a Scalable, Secure, and High-Performing IT Future
Webinars & Panel Discussions
Future-Proof
Cybersecurity & Compliance
Worried your defenses aren’t keeping up with evolving threats? We can help!
Between emerging attack vectors, growing regulatory pressure, and limited security staff, even mature IT teams struggle to continuously harden their environment. One oversight can put the entire organization at risk.
We provide advanced cybersecurity and compliance services—risk assessments, threat detection, incident response, and regulatory guidance—designed to strengthen your posture without adding burden to your team.
From advisory to 24/7 SOC support, we help you stay secure, prove compliance, and sleep at night.
Digital Transformation
& Hybrid Workplace
Struggling to modernize while keeping daily operations afloat?
Legacy systems, fragmented tools, and rising user expectations can stall transformation efforts, especially when internal teams are stretched thin. The pressure to innovate often conflicts with the need to keep everything running.
We partner with IT leaders to design and implement modern workplace solutions—cloud migration, automation, collaboration platforms, AI integration—that align with business goals while reducing operational friction.
You set the vision; we help make it real without disrupting continuity.
Empowering Internal IT Through Co-Managed Partnership
Running out of capacity but not ready to fully outsource IT? That's where Sourcepass comes in.
CIOs and CTOs often face bottlenecks—not from lack of vision, but from the limits of time, talent, and bandwidth. Strategic initiatives take a back seat to daily support demands, slowing progress.
Our co-managed IT services extend your capabilities with on-demand expertise, scalable resources, and operational support.
We work as an extension of your team, helping you clear backlogs, deliver projects, and refocus your staff on strategic impact.
Why CIOs and CTOs
Partner with Sourcepass
> Strategic Guidance and Co-Management
Deep experience across EDR, Backup, Firewall, Email Security, RMM/PSA
> Platform Expertise
Deep experience across EDR, Backup, Firewall, Email Security, RMM/PSA
> Security Credentials
SOC 2 Type II certification underscores our operational trust
> Transparent Delivery
Visibility via the Quest® platform into project status, KPIs, and ticketing
Sourcepass is a next-generation Managed Service Provider (MSP) helping fast-moving SMBS scale with confidence.
We deliver enterprise-grade cybersecurity, infrastructure, and IT support with white-glove service and real-time visibility through our proprietary Quest® platform—built to simplify IT, not slow you down.
We understand the pressure IT leaders face. That’s why we design IT systems that don’t just work—they accelerate your projects and protect your IP.
Sourcepass’s co-managed services have seamlessly integrated with our internal IT team, providing the expertise and 24/7 support we need. We are happy with the level of service and the positive impact on our IT operations.
We had a great experience with this migration and our employees are happy with the enhanced communication services.
We are happy with the work that Sourcepass performed to refresh our network infrastructure, replacing outdated systems with advanced solutions that improved our operations. It has helped my team save time and focus more on strategic initiatives.
Sourcepass has always been quick to respond to us and has helped us tremendously over the years. When we decided to upgrade our technology, working with Sourcepass was a pleasure.
Visibility and Operational
Clarity with Quest®
Quest® empowers technology leaders with real-time visibility across infrastructure, assets, and service performance.
Instead of juggling multiple tools or waiting on status reports, CIOs and CTOs can access live data on tickets, projects, security posture, and system health—all in one unified platform.
Built on a modern, cloud-based architecture, Quest® supports proactive governance, operational scalability, and informed decision-making with transparency that drives true IT leadership.
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Dedicated to excellence.
Sourcepass has achieved SOC 2 Type II and ISO 27001 certifications, reflecting our commitment to safeguarding the confidentiality, integrity, and availability of data, environments, and cybersecurity processes for both customers and trusted partners alike.
Let's Find the Right IT Plan for You
Empower your business with flexible It services that scale with your vision. Whether you're seeking full-service IT management or strategic support for your existing team, Sourcepass has you covered.
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