Getting Started with Our Managed IT Services

A step-by-step guide to the Managed IT Services onboarding process for businesses.

Our Managed IT Services clients rely on our friendly team to be there for their business and IT needs. Our client onboarding process is designed to be as seamless and unobtrusive as possible so you can focus on running your business.

While the timeline for Managed IT Services onboarding varies depending on the size and needs of your organization, our team communicates with you every step of the way. This guide outlines the phases and process our team follows to ensure that your information technology infrastructure is ready to go.


1. Meet & Greet

First, our Managed IT Services team comes to your place of business to document your network and establish an onboarding point-of-contact at your company. You will work with the same IT experts throughout this entire process, so this is a great time to ask any introductory questions you may have.

  

2. Productivity Migration

During the migration period, we move your team onto Microsoft software, which allows us to provide your business with cloud productivity software. We work with your point-of-contact to coordinate a list of users, email addresses, and phone numbers so we can quickly get your team migrated into Office 365. We include Office 365 in our Managed IT Services products because it offers the best value for any business when it comes to enterprise-class email, productivity, and cloud storage.

  

3. Safety & Security

Our IT pros gather all information on your existing network and build that into our secure firewall and Wi-Fi, so that your company’s network remains safe and secure. One of our IT experts will visit your locations to install new enterprise-grade hardware (firewall and Wi- Fi access points) and clean up your network rack to keep things nice and tidy!

  

4. Workstation & Server Enrollment

Our Managed IT engineers will then contact each one of your employees to do a quick introduction. From there, our team will remote into your workstations and servers to install antivirus, remote monitoring software, perform updates, and install Microsoft Office.

  

5. Back-ups & Disaster Recovery

All workstations are set-up with file and folder backups. If you have servers, we set-up Microsoft Azure Site Recovery to ensure your data is continuously monitored remotely, and always available. Our Managed IT Services team makes sure your business is secure and accessible no matter the potential business interruption.

  

6. Documentation of All Your IT Stuff

We gather all information about your IT environment including passwords, network layout, physical locations, website, email ISP account information, and your (beloved) printers. Our IT pros put this vital information together for you in case you ever need it.

  

7. Tech Meet & Greet

We want to make sure you understand all the tools you have at your disposal so you can take full advantage of our services. During this visit, we provide an overview of the tools available to you and explain how easy it is to use our friendly IT help desk service. Of course, our Managed IT Services team is always around to answer any questions that come up later on.

  

8. Virtual CIO Reviews

Our unique Quarterly Review (QR) process allows you to discuss your business needs as they change so that we can keep your company headed toward your business goals. In your custom QR, we provide detailed information about what happened with your IT during the previous quarter and what you can expect heading into the next one. After we get your company onboard, we will have a full picture of your IT needs and can then suggest IT projects that will keep your business competitive in your specific industry.

  

Sit Back and Relax! We've Got IT

You can expect some of these steps to occur simultaneously during the onboarding process, but generally, they will follow the outline covered here. Your project kickoff meeting will be scheduled once your contract is signed. At that time, you will receive a welcome package and a more detailed timeline. Now, you get to sit back and enjoy the magic of having your IT managed by Bit-Wizards’ IT pros!

Author

Jason Monroe, Associate Director, Solution Development
Jason M. Monroe

Director of Solution Consulting

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