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Custom onboarding plans

We create a custom onboarding project for each new client. This provides the foundation for all of the systems and documentation needed to adequately support your business.  We lock down your network, gather information, and roll out tools and software.  During this process, our team gets to know your staff and creates standard operating procedures to define and standardize critical functions like employee onboarding and separation.

In addition to the standard technical work, our client onboarding process includes steps to help ensure that we are always considering your business needs, such as:

  • Conduct initial security audit and lock-down procedure
  • Implement and test a comprehensive data backup system
  • Secure critical data in a secure offsite backup location
  • Setup monitoring and alerting for all key systems
  • Notification to all 3rd party vendors about the change
  • Discuss and plan password changes for all users (if applicable)
  • Obtain user census for the network
  • Implement and customize ticketing system, documentation platform, and user portal
  • Implement management and monitoring tools
  • Complete network support and workflow documentation
  • Inventory and document all hardware, software, and hosted apps
  • Identify and document all key third party vendors
  • Identify all single points of failure for key business processes
  • Remove  unnecessary complexity
  • Establish employee onboarding and separation procedures
  • Conduct basic end-user orientation and training
  • Consider a Virtual CIO plan


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