What to Expect with the Onboarding Process

Are you wondering what actually happens when you engage the services of an IT service provider? The main goal of this company is to resolve current risks, bring the current infrastructure up to date, and target any specific inefficiencies your organization is currently struggling with or that it may struggle with soon.In many situations, these issues aren’t that obvious to your internal staff. It may require the help of a third-party service provider to find the issues and address them. After the risk factors are discovered, the IT service provider will begin to create and implement the customized solutions.

Here is a thorough overview of our onboarding process.

The Planning Stage

Once we have a contract signed, our team will set up an appointment with you and your team to discuss your goals, take a look at what’s going on now, and get a feel for what you need. It’s crucial that before we move forward, our team fully understands your needs. The services vary greatly from one business to another. While there are some service providers that offer basic, cookie-cutter solutions, our team creates customized solutions for each customer served.

During this initial planning process, we will develop a full understanding of our client’s existing infrastructure and create plans based on this. After a full roadmap is created, we will create and agree on a timeline for implementation.

During this phase, communication is essential. This is the best way to ensure the process being set up by our team meets your goals and growth potential.

Full Assessment

After the initial planning stage, we will conduct a more in-depth and thorough assessment. This is done to determine the existing IT environment. During this assessment, there are certain things being looked for including development opportunities, risk factors, and inefficiencies in existing methods.

The assessment helps us gain a deeper understanding of the business’s existing processes and assets. If more information is needed, this will be acquired, and the existing infrastructure further evaluated. It is at this time specific business pain points will also be discussed. These must be considered to develop a viable solution that will help clients achieve the desired results.


When we have developed a customized plan for our client’s IT needs, the deployment stage will begin. While change can be met with some push back by staff and management, the goal of our team is to make it as seamless and stress-free as possible. This includes providing information, resources, and training for each person involved in the process.

Are you ready to get started with our onboarding process? Do you need a technology update for your organization? If so, we can help. Our team is ready to provide you with the IT solutions you need to ensure ongoing success and growth for your company. It doesn’t matter if you need a complete infrastructure redesign or just a few tweaks to your existing process, we can help and provide you with the solutions we offer. Contact us today.

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