Why Onboarding Matters
Ongoing support fails when onboarding is skipped. Without documentation and access, every ticket starts from scratch. Onboarding builds the foundation for faster support and fewer surprises.
What We Look For
- Microsoft 365 tenants, admin accounts, MFA, mail flow, and licensing
- Workstations, servers, printers, and network equipment
- Backup status and recovery expectations
- Endpoint protection and security controls
- DNS, domains, websites, and vendors
- Internet providers, firewalls, switches, VLANs, and Wi-Fi
- Phone systems, cameras, and cabling where relevant
Frequently Asked Questions
What is managed IT onboarding?
Managed IT onboarding is the process of documenting the environment, securing access, installing tools, reviewing vendors, and preparing the business for ongoing support.
What information is needed for onboarding?
Typical information includes users, devices, Microsoft 365 access, domain/DNS access, internet provider details, firewall/switch details, backups, vendors, software, and admin credentials.
Do you need passwords from the old provider?
Ideally yes. If not, access may need to be recovered or rebuilt depending on the system.
How long does onboarding take?
It depends on the size and condition of the environment. Small environments may be quick; undocumented or messy environments take longer.
Does onboarding include security review?
Yes. MFA, admin accounts, endpoint protection, backups, DNS, and Microsoft 365 security should be reviewed.