ManageIT Onboarding Overview
We are thrilled to welcome you to our ManageIT service. At Proactive Risk, we are committed to providing unparalleled Managed Services that ensure the stability, security, and efficiency of your IT infrastructure. As we embark on this partnership, we want to outline the onboarding process to give you a clear understanding of what to expect in the coming weeks.
Our Onboarding Process
1. Initial Assessment and Documentation
We begin by gathering critical information about your business and IT infrastructure. Our team will conduct a comprehensive IT assessment to understand your current setup, identify any vulnerabilities, and document your existing IT policies. This phase is crucial for tailoring our services to meet your unique needs. Any adjustments needed to the agreements of monthly invoices will be discussed on completion of this phase.
2. Setup and Configuration in ManageIT
Our experts will create your account in ManageIT Portal and configure your Remote Monitoring and Management (RMM). This includes deploying agents on your devices, setting up monitoring and alerting, and integrating any third-party solutions you rely on.
3. Security and Compliance
We will implement robust security policies, manage antivirus and firewall settings, and configure data backup and recovery procedures. Our goal is to ensure your operations are resilient against threats and compliant with relevant regulations.
4. Training and Documentation
Our team will provide comprehensive training to ensure your staff are comfortable using ManageIT for service requests. We’ll also share best practices for IT security and document all aspects of your IT infrastructure and the services we provide for easy reference.
5. Setting Service Level Agreement (SLA) Expectations
Understanding the Service Level Agreement (SLA) is crucial for ensuring transparency and accountability in our service delivery. We will provide a detailed explanation of the SLA terms, including response times for service requests, resolution timelines for issues, and escalation procedures for critical incidents. Our goal is to align our service commitments with your business needs so we will work closely with you to ensure that the SLA meets your expectations.
6. Assignment of your Technical Account Manager (TAM)
A Technical Account Manager (TAM) serves as your dedicated point of contact throughout the onboarding process and beyond. Their role is multifaceted, focusing on understanding your technical requirements, aligning our services with your business objectives, and ensuring a seamless experience with our solutions. Depending on the level of service required this is a variable and can be remote of onsite.
Key Responsibilities of a TAM Include:
• Understanding Your Technical Environment: The TAM will delve deep into your IT infrastructure, applications, and workflows to gain a comprehensive understanding of your technical landscape.
• Strategic Planning: The TAM will collaborate with you to develop strategic plans that leverage our services to optimize your IT operations and drive business growth.
• Customized Solutions: Based on their understanding of your needs, the TAM will work closely with our technical team to tailor solutions that address your specific challenges and goals.
• Proactive Support: The TAM takes a proactive approach to support, anticipating issues before they arise and implementing preventive measures to ensure uninterrupted operations.
• Advocacy: As your advocate within our organization, the TAM represents your interests, ensuring that your voice is heard and that our services continually evolve to meet your changing needs.
• Continuous Communication: The TAM will maintain regular communication to keep you informed of new developments, upcoming enhancements, and any changes in our services that may impact your operations.
• Issue Resolution: In the event of technical issues or concerns, the TAM will serve as your escalation point, coordinating with our technical teams to expedite resolution and minimize downtime.
• Performance Reviews: The TAM will conduct periodic performance reviews to assess the effectiveness of our services, gather feedback, and identify areas for improvement.
Having a fractional or dedicated Technical Account Manager ensures that you receive personalized attention and support, allowing you to maximize the value of our services and achieve your business objectives effectively.
Next Steps
• Credentials: Provision of necessary access to your IT systems and infrastructure for assessments and setup.
• Availability: Allocation of time for initial meetings, assessments, and training sessions.
• Our onboarding team will reach out to schedule the initial kick-off meeting. In the meantime, should you have any questions or require further information, please don't hesitate to contact us.
Thank you for choosing ManageIT by Proactive Risk. We look forward to a successful partnership and to supporting your business needs!!
24/7 Assistance is available by submitting a request inside the client portal.
Our Onboarding Process
1. Initial Assessment and Documentation
We begin by gathering critical information about your business and IT infrastructure. Our team will conduct a comprehensive IT assessment to understand your current setup, identify any vulnerabilities, and document your existing IT policies. This phase is crucial for tailoring our services to meet your unique needs. Any adjustments needed to the agreements of monthly invoices will be discussed on completion of this phase.
2. Setup and Configuration in ManageIT
Our experts will create your account in ManageIT Portal and configure your Remote Monitoring and Management (RMM). This includes deploying agents on your devices, setting up monitoring and alerting, and integrating any third-party solutions you rely on.
3. Security and Compliance
We will implement robust security policies, manage antivirus and firewall settings, and configure data backup and recovery procedures. Our goal is to ensure your operations are resilient against threats and compliant with relevant regulations.
4. Training and Documentation
Our team will provide comprehensive training to ensure your staff are comfortable using ManageIT for service requests. We’ll also share best practices for IT security and document all aspects of your IT infrastructure and the services we provide for easy reference.
5. Setting Service Level Agreement (SLA) Expectations
Understanding the Service Level Agreement (SLA) is crucial for ensuring transparency and accountability in our service delivery. We will provide a detailed explanation of the SLA terms, including response times for service requests, resolution timelines for issues, and escalation procedures for critical incidents. Our goal is to align our service commitments with your business needs so we will work closely with you to ensure that the SLA meets your expectations.
6. Assignment of your Technical Account Manager (TAM)
A Technical Account Manager (TAM) serves as your dedicated point of contact throughout the onboarding process and beyond. Their role is multifaceted, focusing on understanding your technical requirements, aligning our services with your business objectives, and ensuring a seamless experience with our solutions. Depending on the level of service required this is a variable and can be remote of onsite.
Key Responsibilities of a TAM Include:
• Understanding Your Technical Environment: The TAM will delve deep into your IT infrastructure, applications, and workflows to gain a comprehensive understanding of your technical landscape.
• Strategic Planning: The TAM will collaborate with you to develop strategic plans that leverage our services to optimize your IT operations and drive business growth.
• Customized Solutions: Based on their understanding of your needs, the TAM will work closely with our technical team to tailor solutions that address your specific challenges and goals.
• Proactive Support: The TAM takes a proactive approach to support, anticipating issues before they arise and implementing preventive measures to ensure uninterrupted operations.
• Advocacy: As your advocate within our organization, the TAM represents your interests, ensuring that your voice is heard and that our services continually evolve to meet your changing needs.
• Continuous Communication: The TAM will maintain regular communication to keep you informed of new developments, upcoming enhancements, and any changes in our services that may impact your operations.
• Issue Resolution: In the event of technical issues or concerns, the TAM will serve as your escalation point, coordinating with our technical teams to expedite resolution and minimize downtime.
• Performance Reviews: The TAM will conduct periodic performance reviews to assess the effectiveness of our services, gather feedback, and identify areas for improvement.
Having a fractional or dedicated Technical Account Manager ensures that you receive personalized attention and support, allowing you to maximize the value of our services and achieve your business objectives effectively.
Next Steps
• Credentials: Provision of necessary access to your IT systems and infrastructure for assessments and setup.
• Availability: Allocation of time for initial meetings, assessments, and training sessions.
• Our onboarding team will reach out to schedule the initial kick-off meeting. In the meantime, should you have any questions or require further information, please don't hesitate to contact us.
Thank you for choosing ManageIT by Proactive Risk. We look forward to a successful partnership and to supporting your business needs!!
24/7 Assistance is available by submitting a request inside the client portal.