A Comprehensive Look at the Technical and Non-Technical Steps of Your Journey
Switching MSPs can sometimes be a daunting task. Plus 1 Technology makes this process seamless through our dedication to the process and dedicated onboarding resources.
Every new client of Plus 1Technology is assigned to an onboarding specialist. This ensures you have a dedicated resource overseeing the complete process and provides your team with a single point of contact. Whether you’re integrating our solutions into your business for the first time or you’re upgrading to a more advanced suite of services, our onboarding process has been designed to be seamless, structured, and supportive. In this post, we’ll walk you through what the first 90 days typically look like, highlighting both the technical and non-technical steps that ensure you hit the ground running.
Day 1–15: Laying the Foundation
Technical Steps
- Kick-off Meeting: On day one, we start with a comprehensive kick-off meeting. Our team connects with your key stakeholders to outline the project scope, objectives, and timelines. This is also the time to address your unique requirements, ensuring our solutions are tailored to your needs.
- Data Migration Plan: For clients transferring from another platform, we devise a meticulous data migration strategy. This includes data cleansing, mapping, and setting up secure transfer protocols.
Non-Technical Steps
- Team Introductions: Building relationships is key to a successful partnership. During the first week, you’ll meet your onboarding specialist, technical leads, and support team who will be guiding you through this journey.
- Onboarding Resources: You will be assigned your designated onboarding specialist.
- Regular Check-ins: Weekly check-ins are scheduled to review progress, address questions, and ensure alignment between your goals and our efforts.
Day 16-30: Building the Framework
Technical Steps
- System Configuration: By now, the technical setup is in full swing. We configure your systems to align with your operations, ensuring all integrations, APIs, and workflows function seamlessly.
- Software Installations: We will be installing our software applications on your workstations and servers. We setup our applications in “detect” mode only so our security software can build knowledge of your current processes and typical activities.
Non-Technical Steps
- Training Sessions: In-depth, role-specific training ensures your team feels confident using our platform. Sessions are interactive and can be attended live or accessed later via our provided resources.
- Stakeholder Engagement: We communicate all the changes to your leadership and team members.
Day 31–60: Driving Momentum
Technical Steps
- System Go-Live for projects: This is where the magic happens. Following rigorous testing and validation, we transition your operations to the live environment. The transition is carefully monitored to ensure a smooth handover.
- Full Protection: We move our tools to protect mode so all threats are mitigated automatically by our tools.
- System Assessment: A thorough audit of your existing infrastructure is conducted to identify compatibility, potential bottlenecks, and areas for optimization. This step is crucial for minimizing disruptions during integration.
- Budgets provided: Next 12 month budget is provided with included capital expenditures.
- Ongoing account management meetings scheduled at your preferred cadence.
Non-Technical Steps
- Celebrating Wins: By the end of 60 days, milestones are achieved, and it’s time to celebrate the progress made. We organize a wrap-up meeting to reflect on successes and outline the next phases of growth.
- Ongoing Support: The onboarding period might be over, but our journey together is only beginning. You’ll transition seamlessly to our support and account management teams for long-term collaboration.
The Plus 1 Technology Difference
What sets our onboarding process apart is our commitment to blending the technical and non-technical aspects harmoniously. While the technical steps ensure operational excellence, the non-technical elements foster trust, collaboration, and empowerment within your team.
From day one, you’re not just a client—you’re a partner. Our goal is to make sure your first 60 days with Plus 1 Technology set the stage for long-term success. Ready to start your onboarding journey? Contact us today to take the first step toward transforming your business.
