Leave an RMM without losing asset coverage, configurations, automation, records, access control, monitoring, commercial visibility, or a defensible acceptance trail.
Map contract dates, final costs, exit triggers, inventories, configuration objects, records, export coverage, and retention obligations before access or leverage changes. Capture those terms in the vendor due-diligence register before signing or renewal.
Capture scripts, automation, dependencies, integrations, identities, credentials, monitoring logic, patch policy, and reports without copying secrets into the register.
Test target security, enrollment, telemetry, alerts, patching, automation, remote support, reporting, coexistence, rollback, and per-endpoint acceptance before source removal.
Verify agent cleanup with the uninstall evidence checklist, then reconcile inventory, revoke access, document data disposition and billing closure, monitor stabilization, and record residual-risk acceptance.
Cover contracts, inventory and exports, scripts and integrations, credentials, replacement readiness, coexistence, rollback, endpoint reconciliation, source removal, data disposition, billing closure, acceptance, and monitoring.
Build and test it during due diligence and contract review, before renewal or termination pressure reduces access, time, or vendor assistance. Refresh it before each material platform or service change.
Reconcile every endpoint and exception, verify destination workflows, remove old agents and access paths, revoke obsolete credentials, preserve required records, close billing, and record acceptance.
Use only the shortest controlled overlap needed for evidence and rollback. Assign each active control to one system, define stop conditions, and give the overlap an owner and end date.