Embarking on the journey of onboarding with a new IT Managed Service Provider can often seem like a daunting task, whether it’s your first time or you’re transitioning from a previous provider.
At Advisory, we understand the importance of a seamless onboarding process. If implementation is not done completely, it can lead to inconsistent support once services go live. This can manifest in various issues, such as devices not being properly managed or insufficiently documented processes. To prevent these problems, we ensure that our clients experience a smooth transition and begin to reap the benefits of our IT support services as quickly as possible.
Here’s a glimpse into how we navigate the onboarding process with our clients:
- MDM Instance Setup or Optimization: We start by building out a new Mobile Device Management (MDM) instance or optimizing an existing one to streamline device management. This includes configuring auto-deployment of company-wide applications, implementing security policies such as disk encryption, ensuring regular OS updates, and setting up zero-touch deployment for future device purchases.
- Access to Managed Applications: We ensure that Advisory has appropriate access to all applications managed for the client, facilitating seamless integration into their IT ecosystem.
- Onboarding/Offboarding Procedures: We create comprehensive onboarding and offboarding forms to ensure that users are properly onboarded or offboarded. This includes managing access to applications and facilitating device provisioning or retrieval as needed.
- Documentation:We provide clients with detailed documentation that outlines our role, how to access our service desk for support, and any other relevant information to ensure clarity and transparency. In addition to external documentation, we also create internal documentation for our support team to ensure the client is going to be provided consistent support when services go live.
- Warehousing Services: For clients utilizing warehousing services, we set up warehousing at our New York office to facilitate smooth logistics management.
- Introduction to Customer Success Manager: Clients are introduced to their dedicated Customer Success Manager, who serves as their main point of contact once services are live, ensuring personalized and attentive support.
To ensure a smooth onboarding experience, we employ a variety of strategies:
- Detailed Checklist: We create and share a detailed checklist with the client, which is continuously updated throughout the implementation process. This promotes transparency and clarity, allowing clients to know exactly what to expect at each stage.
- Weekly Cadence Calls: We establish a weekly cadence call with the client to provide updates, address any questions or concerns they may have, and ensure that progress is being made according to plan.
We understand that implementation is a critical phase requiring meticulous attention to detail. Our goal is to make the onboarding process as seamless as possible, alleviating any burden on the client. By ensuring a smooth transition, Advisory seamlessly integrates into your operations, providing IT support that feels like an extension of your internal IT team.
Now that you have insight into our onboarding process, don’t let the fear of implementation deter you from partnering with an IT company. With the right support, the transition can be smooth and stress-free.
