Partner Guide

ECP Baseline Scan (nulmeting)

Turn a client's connected sources into a report you can hand them, and a phase-1 proposal you can quote. Two documents, one flow, your branding on both.

Where to find it

Open a client from the Partner Dashboard, then click ECP Baseline in the client header. You land on the generator page: a Client report card and a Phase-1 proposal editor.

ECP Baseline Scan page with a Client report card (View report, Download PDF, sample-watermark toggle) above a Phase-1 proposal editor showing a day-rate field, monthly follow-up fee, validity date, and an editable line table with a live amount column
The report card sits on top; the proposal editor is below it.

1. The client report: facts only

The report is built from what the client's connected sources actually show: Microsoft 365 (Entra ID, Intune, Defender) plus any connected EDR/RMM. It states scan facts and nothing else: no effort estimates, no prices, and no guesses about work that hasn't been measured. That's deliberate: it's the document the client can forward to their own customer or insurer, so it has to read as a measurement, not a sales pitch. It carries your brand name, logo, and colour, not ECP's.

Generated client report headed with the partner brand, addressed to the client, showing the scanned environment (Microsoft 365 and Checkpoint Harmony with user and device counts), an overall picture badge, and the numbered report sections
Your branding, the client's scan data and an overall picture. Facts only: no prices in the report.

Use View report to open it in a new tab, or Download PDF to save it. The Sample version toggle adds a VOORBEELD watermark, handy when you want to show a prospect the format before running a real scan.

The report names your recurring monthly follow-up fee but never shows what you pay ECP for the platform.

2. The phase-1 proposal: you set the numbers

The proposal lines come pre-filled from the scan findings, but the days and day rate are yours to set: the platform never estimates effort for you. Enter a day rate, adjust the days per line, add or remove lines, set an optional monthly follow-up fee and a validity date. Amounts and the total update live.

Generated Phase 1 proposal: technical remediation, with a scope-and-investment table of days and euro amounts, included and not-included lists, a risks table, and signature boxes for client and partner
Only phase 1 is priced, from your day rate and the work items. Later phases get their own offer at each go/no-go.

When it looks right, View proposal opens it or Download proposal (PDF) saves it. The proposal is the document you attach to your quote; the report is the one that justifies it.

The scan measures the technical controls. Policy and procedure work (CyFun's organizational controls) can't be scoped from a scan, so the report lists what CyFun additionally requires without pricing it: that's phase 2, quoted after a short inventory.

Good to know

  • Documents are generated on demand. Nothing is stored, so re-open the page any time for a fresh copy against the latest scan.
  • You can only generate for your own clients; the platform checks the partner-client relationship on every request.
  • Both documents render in the client's document language (Dutch, French, or English), set per organization.
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