Communicating a plan is essential to the success of any relationship, particularly in the beginning. On this page, you will find a download that we use in our initial meeting and throughout the on-boarding process to keep us on track.
This document is broken down into two sections:
- The General Process Plan: This outlines the high level steps that we will go through to get completely integrated into your environment.
- The On-Boarding Checklist: This is a tool to help you and us gather the necessary information we will need to be successful as your IT Provider
We strongly suggest downloading this document prior to our On-boarding Kickoff meeting, so that you are familiar with the details and get get a head start.