Transitioning from one IT provider to another can be a daunting task for any business. The complexity of data migration, the potential for downtime, and the challenge of integrating new systems have the potential to create significant disruptions. At Proven IT we’ve onboarded hundreds of customers over the years, and we’re confident our process will ensure a smooth transition, personalized experience, and successful partnership!
Discover more about our onboarding process and how we strive to ensure a seamless experience for you and your team throughout the onboarding journey.
Pre-Boarding
Before the official onboarding begins, we conduct a series of pre-boarding activities designed to set the stage for a smooth transition:
- Initial Meeting: This session introduces you to the Proven IT team and lays the groundwork for the onboarding process.
- Team Introduction: Meeting the team responsible for your account helps establish a relationship and sets the tone for open communication.
- Data Gathering: Proven IT collects essential business information, vendor contracts, hardware, software, and service data to ensure a complete understanding of your IT environment.
- Securing the Environment: Security measures are a top priority, and we’ll always go the extra mile to make sure that your data and systems are protected throughout the transition.
- Knowledge Transfer: Proven IT works closely with your current IT provider to transfer all necessary knowledge and credentials, ensuring a seamless handover.
What to Expect Throughout the Process
Our focus in the first week is on gathering data and setting up transparent, open lines of communication. Team meetings and full-circle discussions help foster collaboration, alignment, and a full understanding of your needs and expectations. You will receive an onboarding guide with videos, program documentation, and more to ensure you have all the information you need. We’ll put together an onboarding timeline that clarifies key milestones, tasks, and deadlines to make sure the process is well-organized, efficient, and transparent. Our goal is to make your team feel comfortable and confident!
MyGlue, BrightGauge, and Auvik Dashboards
At Proven IT we leverage software platforms MyGlue, BrightGauge, and Auvik Dashboards to streamline and simplify the transition process. They help in the following ways:
- Secure Information Sharing: MyGlue ensures secure sharing of sensitive information such as login credentials, documentation, and account details. This secure platform aids in a smooth transfer of critical data during the onboarding phase.
- Centralized Data Access: BrightGauge and Auvik Dashboards consolidate important data into a single interface, eliminating the need for you to navigate multiple systems or interfaces. This centralized access simplifies the onboarding experience by providing a comprehensive view of key metrics and performance indicators in one place.
- Efficient Decision-Making: With consolidated data and KPI tracking capabilities offered by BrightGauge and Auvik Dashboards, you can make informed decisions quickly. This efficiency in decision-making enables swift responses to IT management tasks, troubleshooting issues, and monitoring performance metrics, ultimately expediting the onboarding process.
- Personalized Dashboard Setup: The ability to create custom dashboards based on individual requirements with BrightGauge and Auvik allows us to tailor the onboarding experience. By displaying relevant data specific to your needs, preferences, and goals, we can ensure a more personalized and effective transition.
- Enhanced Communication and Collaboration: By providing a unified platform for data sharing and analysis, team members can collaborate easily, share insights, address issues promptly, and work together seamlessly.
Training and Support
Training is key for a smooth transition. We provide comprehensive training programs tailored to your needs to make sure your team is comfortable with the new systems and processes. Additionally, ongoing support is provided throughout the onboarding phase, addressing any issues you may have promptly and keeping your business running smoothly.
Switching IT providers doesn’t have to be a stressful experience. Our streamlined onboarding process removes the typical pain points associated with such transitions, ensuring a smooth and efficient transfer of services. With our tailored onboarding strategies, comprehensive training programs, and ongoing support, we’ll make the transition as easy as possible for you and your team.
About Proven IT
Proven IT helps organizations leverage technology to boost productivity, control costs and protect confidential data. Headquartered in Illinois with customers throughout the United States, popular solutions include Managed IT, Cybersecurity, Managed Office Services, Integrated Voice & Data, Physical Security Systems and Business Process Automation.
