Onboarding & Transition
Switching IT Providers?
We Make It Easy.
We know changing IT providers feels like a big deal. Our structured onboarding process is designed to take the weight off your shoulders — we guide you through every step, keep disruption to zero, and get set up quickly so we can start supporting your team.
Typically 2–6 weeks depending on your size, number of sites, and devices.
Four Steps. Minimal Effort from You.
We do the heavy lifting. You point us in the right direction and keep doing what you do best — running your business.
Discover
We meet your team, understand the business, audit your environment, and identify quick wins and risks.
Document
We catalogue every device, user, credential, and vendor — so you have a clear picture and nothing gets lost.
Secure & Stabilise
We deploy monitoring, security tools, and backups. We patch, close gaps, and establish a stable baseline.
Ongoing Support
Your team meets the helpdesk, proactive support begins, and we agree on a maintenance and review schedule.
What to Expect
We handle the complexity. Here’s what it looks like from your side.
Throughout the process, you get:
Don’t have all the details ready? That’s normal. We’ll help you track down credentials, contacts, and contracts — it’s part of what we do. If onboarding uncovers work beyond standard transition (e.g. infrastructure upgrades), we’ll document it and propose it separately.
Common Questions
That’s completely normal — most clients don’t have everything ready to go. We’ll help you track down credentials, contacts, and contracts. Part of our onboarding process is uncovering what’s there and filling in the gaps.
Our process is designed for zero disruption. We deploy tools quietly in the background, and any changes that could affect your team are scheduled outside business hours or coordinated in advance. Your people keep working — they’ll barely notice the switch.
We’ll coordinate the handover directly with your current provider where needed — requesting documentation, credentials, and access transfers. We handle the communication so you don’t have to manage the transition yourself.
Absolutely. Our tools and support model work across office, remote, and hybrid setups. We can deploy monitoring agents, security tools, and provide helpdesk support regardless of where your team is located.
Yes — from day one you’ll have access to our team. If something urgent comes up during the onboarding window, we’ll handle it. You don’t need to wait until onboarding is finished to get support.
Ready to Make the Switch?
Book a free, no-obligation consultation and we’ll walk you through exactly how the transition works for your business.
No obligation. We typically respond within 1 business day.
Detailed Breakdown
Want to know exactly what happens at each step? Here’s the full picture — what we do and what we’ll need from you.
Discover
Typically week 1We get to know your business, map your current environment, and identify quick wins and risks.
What we do
- Stakeholder meeting to understand business priorities
- Infrastructure audit — sites, networks, devices, current state
- Identify critical systems, line-of-business apps, and dependencies
- Identify quick wins and immediate risks
- Review existing vendor contracts and licences
- Collect and review any existing documentation and environment history
What you provide
- 1–2 hour meeting with key decision-makers
- Nominated key contact for IT matters
- Current IT provider details (if applicable)
Document
Typically weeks 1–2We build a complete picture of your IT environment — devices, users, credentials, licences, and key vendors.
What we do
- Full asset inventory — devices, software, licences
- Network mapping and documentation
- Secure credential management setup
- Third-party vendor mapping — confirm key suppliers and obtain authority to liaise on your behalf
- IT knowledge base creation
What you provide
- Staff list with roles and devices
- M365 or Google Workspace admin credentials
- Domain registrar and ISP details
- Existing vendor contracts
Secure & Stabilise
Typically weeks 2–3We deploy our toolset, lock down security gaps, and establish a stable, monitored baseline.
What we do
- Deploy 24/7 monitoring and alerting
- Endpoint protection and email security
- Backup configuration and MFA enforcement
- Security baseline assessment — patching, identity, MFA posture
- OS and application patching, close security gaps
- Transition outstanding issues into our service desk — nothing gets lost
What you provide
- Access to devices for agent deployment
- Any compliance or regulatory requirements
- Known issues or pain points to prioritise
Ongoing Support
Typically weeks 3–4+The partnership begins. We align on support processes, enable your staff, and move into proactive BAU support.
What we do
- Share support process, escalation paths, and communication expectations
- Staff enablement — guide your team on how to contact support and what to expect
- Confirm steady-state plan — agree maintenance schedules and reporting cadence
- Proactive monitoring, scheduled business reviews, and IT roadmap
- Honest, ongoing technology advice
What you get
- A team that knows your environment inside out
- Proactive monitoring that catches issues early
- Honest advice you can act on