Managed IT Services Details Managed Services – Onboarding Timeline Estimated reading: 2 minutes 383 views Contributors Initial ConsultationThe initial consultation typically consists of a walkthrough of your workplace followed by a short sit down to discuss available packages and pricing based on your current and future needs. This also allows us to develop an agreement and guidelines for our partnership. The primary purpose of this meeting is to provide estimates for monthly services and labour and to pre-plan the onboarding stages.Paperwork & OnboardingOnce we reach an agreement, we will sign our Managed IT Services Agreement, SLA, and other required legal documents.An onboarding fee (ordinarily equal to 3x estimated monthly service fees) will be collected to cover starting costs and onboarding labour.Week One through TwoWe’ll start to collect details on your network, endpoints, platforms, systems and more;We’ll have a technician aid you in completing our “Initial Information Collection Form” (usually your book of passwords, journal/notes of your last technician, etc.)We’ll help you provide access and transfer management for online services like Google, Microsoft, etc.We’ll ask all employees, regardless of HelpDesk status, to complete our Entry Form.We will add these employees as contacts under your account;These contacts can be converted into HelpDesk users at any time!Week Two through ThreeWe’ll start accepting support requests from your authorized HelpDesk users;Install our various network performance monitoring, remote access, and security systems;Invite your staff to our customer portal to assist with self-management and guided training;Install our computer management and security suite on all your computers, including software that enforces the installation of Microsoft and third-party patches, anti-virus software, malicious website filtering, and our endpoint privilege management platform;Provide all authorized HelpDesk users access to our “Active Knowledgebase” via our Customer Portal.First Few MonthsPerform the first technical review of your environment;Business continuity and disaster recovery planning, testing and implementation;Digital Security Package installation, configuration testing and assessment;First YearOur first year typically focuses on improving day-to-day operations, collecting and creating documentation to assist you and your users and training staff on our foundational offerings, such as email, file management, and security awareness with process and procedure planning.Growth & FutureYour vCTO will meet with you and your team at least twice a year to review ongoing services and projects, get approval for implementing our recommendations and help plan for your future.