Resources Start Date End Date

Phase 1: Provisioning

Administrative Setup Administrative

Set up Client in PSA Solution Administrative

Set up Client in Accounting and Billing Systems Administrative

Add Client to Newsletter Marketing List Administrative

Add client Email domain to internal global white list Administrative

Create Client Welcome Package Administrative

Set up Agreement in PSA Administrative

Link to Signed Managed Services Agreement Administrative

Send thank you email to Client describing the provisioning process Sales Professional

Send Thank you Gift to client Administrative

Send Thank you Cards to the Client and any people who assisted in influencing/referring Client Sales Professional

Announcement email introducing new Client to company Administrative

Call to introduce Project Manager & Schedule On-Boarding Conference Call Sales Admin

Email Vendor Letter of Agency to Client to send to their vendors Sales Admin

Prepare Agenda & Documents for On-Boarding meeting Sales Admin

Conduct On-Boarding Pre-Meeting Conference Call Company and Client

Review On-Boarding Process and Project Plan Acceptance Agreement and get sign-off Company and Client

Schedule Managed Services Implementation Training Company and Client

Send Meeting Follow Up Email to Client Sales Admin

Include Contact Import Spreadsheet Sales Admin

Include Vendor Information Spreadsheet requesting passwords for access to Vendor portals Sales Admin

Include Asset Information Spreadsheet requesting administrative passwords and logins Sales Admin

Installation of RMM Agents Project Manager

RMM agent installed on All machines NOC

RMM agent group configured for AV/Patch/Backup NOC

Monitoring and Alerts configured and tested NOC

Scripts applied NOC

Complete PSA integration NOC

Reconcile Monitored Assets against Agreement Project Manager

Resolve Asset Reconciliation Issues Project Manager

Complete Company Contact Import Spreadsheet Client

Complete Vendor Information Spreadsheet Client

Complete Asset Information Spreadsheet Client

Obtain all Contracts and Warranties for Hardware & Software Client

IT hardware manfacturer and all warranty contracts Client

IT Software license contracts (Operating system, Anti-virus, propietary applications, Backup, ect.) Client

IT Communication and Service contracts and contacts Client

Return Completed Company Contact Information Spreadsheet Client

Return Completed Vendor Information Spreadsheet Client

Return Completed Asset Information Spreadsheet Client

On-Boarding Phases

Resources Start Date End DateOn-Boarding Phases

Return Hardware and Software Contract and Warranty information Client

Service Manager send out welcome/introduction email to client Service Manager

Send Letter of Agency out to Vendors Administrative

Enter Emergency Support Information into PSA Administrative

Enter Contact Information into PSA Administrative

Enter Location Information into PSA Administrative

Enter Emergency Support configuration into PSA Administrative

Import all Contacts & Locations into PSA Administrative

Enter all Vendor Information into PSA Administrative

Enter all Warranties & Contracts into PSA Administrative

Change All Administrative Passwords NOC

Gateway Routers NOC

Firewall NOC

Wireless Access Device NOC

Printers and JetDirects NOC

Switches (Ethernet, Fiber) NOC

NAS/SAN NOC

VMWARE NOC

UPS NOC

VOIP Telephones NOC

Windows Service accounts (administrator, SQL SA,sharepoint) NOC

Local PC admin passwords NOC

Other Network Appliances NOC

Anti-Virus Console NOC

Discover all user, service and backdoor accounts and remediate as needed NOC

Identify all admin and domain admin group members and remediate as needed NOC

Identify all RRAS, groups and membership for remote access NOC

Review PCs for local admin and service accounts NOC

Scan network internal LAN for IP enabled devices and review NOC

Registrar for Web Properties and DNS NOC

VPN access to firewall or any other device NOC

Any Web Portals NOC

Any remote assistance programs like GoToMyPC NOC

Review firewall rules and modify as needed NOC

Remove old provider from all email service alerts NOC

Kick Off Meeting & Site Analysis Company and Client

Review of client's technology goals Company and Client

Status Review of On-Boarding Process Company and Client

Set up Quarterly Business Review Meeting Schedule Company and Client

Review monthly reporting and expections Company and Client

Review Letters of Agency Company and Client

Review of Internal Processes: Company and Client

- Internal Use Policy Company and Client

- Anti-Virus Company and Client

Resources Start Date End DateOn-Boarding Phases

- Anti-Spam Company and Client

- Website Hosting Company and Client

- DRBC Company and Client

Verify all configurations and licensing are entered into PSA Administrative

Asset Tag all equipment Onsite Team

Enter all non PC & Server Assets into PSA Administrative

Review Phase 1 Completion and get Sign off Project Manager

Phase 2: Training

Send welcome/introduction email to client Service Manager

Set up Portal Access for Authorized Contact Sales Admin

Email Primary contact username & password for portal access Sales Admin

Training Session: Webinar Sales Admin

Customer Portal Training Sales Admin

Helpdesk Training Sales Admin

Support Training Sales Admin

Change user passwords old provider may have known NOC

Ensure that all alerts are live in the RMM system & Reporting is functioning correctly Project Manager

Establish and agree to Go-Live date Project Manager and Client

Phase 2 Completion and get Sign off Project Manager

Phase 3: Go-Live

Enter Project Plan completion sign off into PSA solution Project Manager

Send email to Client confirming Go-Live and SLA start date Service Manager

After Go-Live

30 Day Business Review Sales Professional and Client

60 Day Business Review Sales Professional and Client

90 Day Business Review Sales Professional and Client

Quarterly Reviews Sales Professional and Client