MSP Client Onboarding Process

We’ll need access to your current IT systems, including hardware and software inventories, network configurations, and any existing documentation. We’ll guide you through exactly what’s needed during the discovery and assessment phase.

Our goal is to minimize any disruptions to your operations and in most cases, you will not experience any down time during the onboarding. If downtime is necessary for system upgrades or migrations, we’ll schedule it during off-peak hours and coordinate closely with your team to ensure minimal impact.

We adhere to strict security protocols, including encrypted data transfers and secure authentication methods. Our team is trained in handling sensitive information to ensure your data remains confidential and protected.

You’ll be assigned a dedicated project manager who will oversee the entire onboarding process. They will be your primary point of contact for any questions or concerns you may have.

Yes, we offer comprehensive training sessions to help your team become familiar with any new technologies or procedures implemented during onboarding.

We can work collaboratively with your existing vendors or help transition services as needed. We’ll discuss the best approach during the initial consultation to ensure a smooth integration.

We take confidentiality and compliance very seriously. Our practices adhere to industry standards and regulations such as GDPR, HIPAA, and PCI DSS to ensure your data is handled appropriately.