Onboarding a Managed Service Provider

Onboarding Phases

We’ve onboarded hundreds (if not thousands) of clients, and have derived a process that helps clients navigate it with ease. Still, every managed-services relationship is different, so you’ll determine your own precise phases during your MSP onboarding process.

If you have a specific question about your onboarding, we’re happy to answer it. Open communication channels are vital to a business partnership, and we want this process to be as stress-free as possible for your business.

Onboarding Preparation & Planning

Your onboarding includes deploying all of the solutions necessary to deliver contracted services and the documentation required to deliver those services efficiently and effectively. If possible, we recommend a 30-day overlap between your new and existing IT companies to allow a smooth transition and thorough knowledge transfer.

To establish a good partnership, we’ll start with a kickoff meeting between all of your key stakeholders and the our team’s primary players. We’ll collect any relevant information to begin the onboarding, and establish the best methods for requesting support. Once all of this information is collected, we can devise a plan and move to the next stage of the process.

Onboarding Execution

The execution stage might look a little bit different for each client, but it typically includes these steps:

• Obtain administrative credentials

• Install essential management tools, including monitoring, remote access and applicable cybersecurity tools.

• Evaluate various network components and infrastructure.

• Migrate key services like Microsoft 365 or Google Workspace, network infrastructure, security solutions, etc.

• Document all relevant information, including contacts, configuration items and vendors.

• Collect information to support your business (such as internet connectivity, line-of-business applications, and passwords)

Onboarding Evaluation and Handoff

Once execution and implementation are complete, we will double-check that all components are properly implemented, configured, and that they reflect the contracted services.

Now, your solutions should be up and running as expected, and you are ready to enjoy effective day-to-day support!