Compliance as a
Service
Packaging and Pricing
August 2023
Stephen
Robert
Lobo
Lawson
Intro
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What is CaaS?
Who needs CaaS?
How do I package a CaaS solution?
How do I explain CaaS?
What do I charge for CaaS?
What is CaaS?
• Compliance as a Service is an offering where
MSPs deliver a range of compliance-related
functions and expertise to businesses.
• One of the primary aspects of CaaS is helping
businesses adhere to regulatory requirements.
• Various regulations require at least a risk
assessment and custom business and cyber
policies.
Who needs CaaS?
• MSPs typically target companies with
between 20 and 500 employees
• That ignores 98% of SMBs
• There are over 33 Million SMBs in the
US.
• 27 Million have no Employees
• 5.4 Million have less than 20
Employees
• 650,000 are between 20 and 500
Employees
FTC Safeguard Rule
PCI DSS
13 examples of the kinds of entities that are financial institutions
If you are a merchant who
accepts or processes
payment cards, you must
comply with the PCI DSS.
• Retailer that extends credit
• Automobile dealership
• Personal property or real estate appraiser
• Career counselor specializing in financial organizations
• Business that prints and sell checks for consumers
• Business that wires money to and from consumers
• Check cashing business
• Accountant or tax preparation service
• Travel agency in connection with financial services
• Real estate settlement services
• Mortgage broker
• Investment advisory company and a credit counseling service
• Company acting as a finder for transactions
How do I package a CaaS solution?
• What am I trying to accomplish?
• New CaaS offering complementing my existing MSP services
• Can be offered as a stand-alone service
• Specifically does not include IT support
• Labor is administrative vs. technical
How do I package a CaaS solution?
How do I explain CaaS?
• CaaS is a complementary service to
your existing MSP business.
• Managing Risk vs Maintaining an IT
infrastructure
• Custom Business and Cybersecurity
policies
• Technology components needed
• Many instances will be co-managed with
existing IT presence
What do I charge for CaaS?
• There two ways to approach CaaS.
• Be the provider of a compliance portal where
your clients can do the items needed to be
complaint at their own pace and paired with
the technology components of their choosing
• White Glove approach where you will guide
your clients through the aspects of their
compliance requirements. This will include
utilizing your existing stack of vetted MSP tools
to address the risk and regulations.
• What do I charge for CaaS?
MSRP Client Pricing Guide
Before we move along to the pricing calculator
• FTC Safeguards Rule
and PCI DSS One Pagers
• Will be available in the
portal under:
Resources -> Webinars
CyberGuard360 Pricing Calculator!
Partner Referral Offering
When someone signs up and sits for their onboarding
session you get $50 Amazon Gift Card!
If they stay a partner for 4 months, you get your choice of:
$250 Amazon Gift Card
OR
Apple iPad
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