Onboarding | Proactive

When you join us as a new client, we take all the necessary steps upfront to gather information about your organization. Additionally, we install our software and hardware tools. The process involves the following:

Documenting every detail about your network and business, so we can support you quickly when issues arise (account numbers, IP info, login credentials, staff contact information).
Installing workstation/server protectionWe install two tools during our onboarding session to provid....
Installing network protectionWe install a firewall security appliance during the onboardi....
Installing a server backupWe use NinjaOne backup for workstations and Cove Data Protec... (if you have a server) and workstation backupWe use NinjaOne backup for workstations and Cove Data Protec... (if required).
Performing a security audit.
Making recommendations for places to improve your IT environment. We send you an onboard digest after the process is complete. You decide if you’d like to move forward with any projects or not.
You’re given access afterward to all data collected about your organization. We use IT Glue as our secure documentation platform. It’s a web-based portal with multi-factor authentication (MFA).
Your primary technicianYour primary technician is your main point of contact at our... comes out for the onboard and is joined by a team leader.