The Final Step in Onboarding

Onboarding a customer for us is a serious matter.  It is more than just sending out a Welcome Aboard letter and waiting for a call.  It takes time, focus, discipline and a ton of communication to get a a business from where they start out to being a customer of ours.  The final step in our onboarding process is perhaps the most important.

We set aside an entire week to onboard a customer.  We leave nothing to chance.

Managed Services done right is more than just installing some security tools and setting up monitoring.  Our onboarding process is a detailed project template with 6 phases, 12 discrete tickets and over 125 tasks that need to be completed properly each and every time.

Documentation of how to properly perform each task and a clear view from the project template is what ensures these tasks get completed properly.  Onboarding can take between 40 and 80 hours to complete.

However, it is the very last step, “Conduct Customer Overview in Service Desk Meeting” where the real magic takes place.

Knowing everything about a customer’s IT environment and documenting everything about their environment and business is great but taking the time to assembly out IT Support team and have the project engineer responsible for that onboarding go through all the documentation, step by step, is what ensures the information gathered in the field makes it back to the office and becomes ingrained in the minds of out IT Support staff who will be delivering the bulk of our service.

We review;

  1. The customers business, what makes them tick
  2. Key users and their role in the business
  3. Network documentation showing the physical and logical layout of the environment
  4. Line of business applications and how they fit into the business
  5. Pictures of their environment along with our standard naming convention
  6. Initial workstation setup documentation

And a ton more!

Managed Services done right is WAY more than just patch, spy, spam and a bucket of hours – it is devoting the time necessary to really understand the customers business and how IT helps them support their customers.

In most cases IT Services organizations learn as the go with a new customer which causes delays, frustrations and excessive bills why customers pay for their provider to learn on the job.  We decided long ago that there was a better way – the transfer of knowledge from the customer to our staff – this is the key thing we’ve found that allows us to deliver amazing service right from the start.