Confidential Document
CSL Reporting Platform
Proposal
Proposal
This document is prepared exclusively for
Computer Services Ltd. Enter your PIN to view.
Confidential Document
This document is prepared exclusively for
Computer Services Ltd. Enter your PIN to view.
Computer Services Ltd manages over 200 clients across eight separate platforms, each producing its own view of the world. Chase & Marshal will build the platform that unifies all of it: one ingestion layer, three powerful outputs, and a single pane of glass for your team and your clients.
Each month your team logs into NinjaOne, Huntress, DefensX, Duo, ScalePad, ConnectSecure, Veeam, and Halo separately. Each produces its own report under its own branding. Your clients receive several of them and are expected to piece together their own security picture. That is not how a market-leading MSP should present itself.
A device missing a Huntress agent is simultaneously a billing error and a security risk. Without a unified view, these gaps exist in the space between systems. You currently have no reliable way to see them all in one place, by name, with status tracked. Your NinjaOne report already shows 7 devices across 6 clients missing Huntress coverage right now.
Some clients pay a monthly fee and barely raise a ticket. Others generate 20 hours of support time against a fee that does not cover three. Without effort-versus-revenue visibility, you are managing client relationships without the financial data to make good decisions about them. That changes with Objective Two.
You are not building three separate tools that each connect to everything. You are building one ingestion layer with a shared client mapping foundation, and three presentations on top of it.
For every managed client, a real-time view of what is installed across every platform, by device, by category, by agent. Named exceptions for every gap, markable as intentional or requiring action, persisted between runs. Billing variances against Halo invoiced quantities highlighted immediately.
For any calendar month, a per-client comparison of support hours logged against the monthly recurring fee. Realised rate calculated automatically, fee divided by hours. Clients flagged where effort is disproportionate to revenue. Both figures drawn entirely from Halo, no additional connectors required.
One branded report per client per month, answering two questions in plain language: what did Computer Services Ltd do for us this month, and how protected are we? Built on the existing Python/Jinja2/WeasyPrint generator, extended and redesigned in CSL branding. NZ English, no contractions, no jargon.
The build is front-loaded and intentional. The entire platform is built in the first four weeks. Weeks five to eight are dedicated to testing across 200+ real clients and ironing out every edge case before the retainer begins.
Because CSL is already building on the platform, we are including a Sales Pipeline and a Proposal Builder at no additional cost. These are production tools drawn from an existing system — not mockups.
Every prospect and client in one board. Drag accounts between stages and the database updates instantly. Switch between Kanban and sortable list view. Filter by region, account type, or name. Click any card for the full account detail page.
A sales document builder tied to accounts and contacts. Build proposals from content blocks, save templates for reuse, and track every view. The built-in AI assistant can write sections on request.
Both tools are live and production-ready — drawn from an existing system and included at no additional cost to CSL.
Once the core platform is built, everything needed to give each of your clients their own live security portal already exists. The data is flowing. The connectors are live. Adding a client-facing portal is an architectural extension, not a rebuild.
Right now your clients receive a PDF once a month, if they read it, they file it and forget it. The Client Portal gives every managed client a secure, CSL-branded login where they can see their own live security posture at any time. Not a report. A relationship tool.
Every metric in the portal comes directly from the same platform feeding your internal tools. No double entry. No extra work for your team. The data is already flowing, the portal is simply a client-facing window into it.
A single cyber resilience number showing overall protection, updated in real time from DefensX. Clients see their score, how it compares to last month, and what is driving any changes. Non-technical decision makers understand immediately whether they are in a healthy position or need to act.
A clean list of every device CSL manages for them, workstations, servers, laptops, with health status at a glance. Clients can see exactly what they are paying to protect. No more "how many machines do we actually have?" conversations. This view builds confidence in the relationship instantly.
Every threat detected this month, every identity alert raised, every incident remediated, with plain-language explanations of what happened and what was done about it. This is the section that answers "are we actually protected?" with evidence, not reassurance. It demonstrates the ongoing value of the CSL relationship in concrete terms.
Open vulnerabilities across their environment, sorted by severity, with a month-on-month comparison showing how many were found and how many were closed. Clients see their attack surface shrinking over time. This is a powerful retention tool, it shows proactive work happening continuously, not just when something breaks.
A straightforward yes/no answer to the question every business owner actually has: "Is our data backed up?" Every workload, every server, last successful backup date, any failures, and what was done about them. Presented without technical jargon. The kind of answer that prevents sleepless nights and reduces support calls to CSL.
Which devices are in warranty, which are overdue for replacement, and what a sensible replacement budget looks like spread across four quarters. Clients stop being surprised by hardware failures and start planning for them. CSL becomes a trusted advisor on IT investment, not just a break-fix call. This section alone drives meaningful upsell conversations.
How the team is tracking on their security training, modules assigned, completion rates, average scores, and phishing simulation results. Business owners care about whether their people are a security risk. Showing this data builds trust in CSL's wider security programme and creates natural conversations about improving completion rates.
Current licence assignments, active users, and any gaps or over-provisioning, so clients always know what they are paying Microsoft for and whether it matches what they actually use. This eliminates the "are we paying for licences nobody is using?" question and positions CSL as a steward of the client's Microsoft spend, not just their hardware.
A client who receives a monthly PDF might switch MSPs if a competitor offers a better price. A client who logs into your portal to check their security score, sees their device history, tracks their hardware replacement plan, and monitors their team's training. That client is embedded in your relationship. Their data is in your platform. Their history is in your system. The switching cost stops being contractual and becomes psychological. The portal does not just serve clients. It keeps them.
Builds on top of the core platform. Available from Month 2 once the data layer is live.
The engagement is structured as a monthly retainer so the build cost is spread across the year. You get a live platform in four weeks, twelve months of support, and a clear view of what you pay each month.
All code, templates, connectors, and platform architecture produced during this engagement are the property of Computer Services Ltd upon completion of the twelve-month engagement. Chase & Marshal retains no rights to the platform. The Replit project and all credentials are transferred in full.
Chase & Marshal is a New Zealand-based consulting firm specialising in strategy, AI and technology, and fractional technical leadership. We work with founders and operators who want to build properly, not fast and wrong.
We reviewed Alex's brief the evening it arrived and returned with architectural recommendations the next morning. That is how we work, as a genuine partner in the room, not a contractor waiting to be told what to build.
Nardus Oelofse, MBA
Chief Consultant, Chase & Marshal