Scope the customer
Create the customer record, define sites and scope, and keep contacts, discovery status, assessment history, and open items together.
Platform Overview
From infrastructure discovery to assessment delivery.
TraceDown gives MSPs one working system for customer infrastructure intelligence, risk review, compliance evidence, and assessment history. It is designed for teams that need to explain what exists, how it is connected, and what should be fixed first.
Workflow
How MSP teams use TraceDown
TraceDown is organized around repeatable customer review work. Each customer has its own assets, relationships, findings, questionnaires, evidence, overrides, and assessment history, while the MSP keeps a clear view across the client base.
Discover the environment
Collect asset details, exposed services, operating system data, network identity, installed software, and infrastructure signals.
Map relationships
Review how systems connect: virtual hosts, servers, network boundaries, communication paths, exposed services, and dependencies.
Assess and document
Work findings through risk review, control review, evidence collection, uploads, overrides with justification, and customer-ready documentation.
Customer View
Start with the customer portfolio.
The customer view is a working queue for the MSP. It shows where risk, coverage gaps, stale discovery, and incomplete assessment work need attention.
- Customer-level risk score and trend
- Agent, asset, and discovery coverage
- Security gap and review counts
- Quick filtering for operational follow-up
Inventory
Build asset intelligence, not just a device list.
TraceDown organizes discovered asset data with operational context so technicians can review identity, services, exposure, operating system details, and customer scope from the same place.
- Asset identity and classification
- Operating system and lifecycle details
- Detected services and exposure indicators
- Discovery history by customer and site
Infrastructure Mapping
Show relationships, dependencies, and context.
Most tools show devices. TraceDown is focused on how systems relate to each other: where traffic flows, which systems depend on shared infrastructure, and why a finding matters to the customer environment.
- Hypervisors, virtual machines, and servers
- Network zones and communication paths
- Storage and infrastructure dependencies
- Context for remediation planning
Compliance Workflow
Manage compliance as an ongoing project.
TraceDown supports guided control reviews, questionnaires, documentation uploads, historical projects, and override decisions with justification. Evidence stays connected to the customer, framework, and assessment history.
- Multiple compliance projects with preserved history
- Guided control reviews and evidence collection
- Documentation uploads tied to customer records
- Override workflow with documented justification
Assessment Delivery
Turn infrastructure understanding into customer-facing service.
TraceDown is intended to help MSPs and consultants deliver practical security and compliance assessments for frameworks such as NIST, CIS, CMMC, HIPAA, and similar customer requirements.
For technicians
Find the systems, services, relationships, and configuration details needed to investigate and remediate issues.
For vCIOs and consultants
Explain customer risk with evidence, infrastructure context, and a clear record of what was reviewed.
For compliance work
Keep questionnaires, findings, evidence, overrides, and reporting aligned to the same assessment history.
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