Smoother Start, Stronger IT
Switching IT partners can feel like a high-stakes move. Our structured onboarding process helps you get it right from day one. Whether you’re fully outsourcing or working with us in a co-managed model, Solve iT makes onboarding clear, calm, and customized.
We work in designated phases based on a timeline that works best for you. Our goal is to set clear expectations and build a team that will effectively manage your IT needs from onboarding through to ongoing support.
Why Our Onboarding Works
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Clear timelines, realistic deliverables
(most clients transition on the 1st or 15th of the month) -
Secure coordination with outgoing IT providers
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People-first communication and plain-language training
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No hidden surprises or rushed rollouts
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Built-in cybersecurity, not bolted on
Welcome to Solve iT!
Preparing to Get iT Right
Before tools are deployed or logins are assigned, we begin with Phase Zero. This is a mutual-discovery, trust-building step designed to prevent rushed decisions and protect your time, tech, and budget.
What You Can Expect:
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Stakeholder alignment meeting
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Review of current risks, responsibilities, and expectations
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Analysis of current vendors, systems, and software to ensure compatibility
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Clear go/no-go decision point
Phase Zero removes pressure, reduces confusion, and lays the groundwork for success. If either party isn’t confident in a successful rollout, we pause, no pressure, no fluff, no hype.
Creating a Robust Foundation
We build the relationship, not just the infrastructure. This phase sets up both our teams for success.
What Happens:
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Introductory meetings with key personnel
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Review of your business goals and IT priorities
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Documentation of systems, access, and dependencies
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Deployment of Solve iT tools (monitoring, backup, ticketing, antivirus)
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Coordination with outgoing IT provider (if applicable)
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Welcome emails with support instructions and training resources
Your users gain access to support systems immediately. We work quietly behind the scenes to avoid disrupting productivity.
Teamwork Makes the Dream Work
Now that the basics are in place, we dive deeper. This is where we bring cybersecurity, co-management, and collaboration to life.
Key Activities:
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Cybersecurity awareness training and phishing simulations
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Security configuration (firewalls, patching, user controls)
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Set up of self-service portals and compliance tracking
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CoMITs playbook and shared responsibility documentation
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Deployment of tools like Sophos and PII onboarding
Your internal team gets access to a partner, not a vendor. We equip your staff with the tools and training to stay secure.
Hit the Ground Running
This is where everything clicks into place. Solve iT becomes a natural extension of your team.
Deliverables Include:
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Enhancement of systems, tools, and workflows
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Integration with internal IT and leadership
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Documentation of responsibilities and reporting structure
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Set up the Quarterly Business Review (QBR) cadence
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Final walkthrough of deliverables and remaining action items
We keep communication high-touch, direct, and practical. By this point, our partnership will feel like second nature.
And just like that, Onboarding is Complete!
Teaming Up
Ongoing Review & Optimization
We don’t disappear after onboarding. We stay engaged with regular check-ins, performance reviews, and shared planning.
Expect:
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Quarterly Business Reviews (QBRs)
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Budget and project planning support
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Roadmapping to keep tech aligned with your goals
Our Average Response Time... 3 minutes! |
We're passionate about delivering the best for our customers.