The first three months with a new provider set the tone. A well-run onboarding is organized, communicative, and focused on risk first.

Days 1–30: Discover and stabilize

– Kickoff meeting: goals, contacts, escalation, and expectations

– Discovery: inventory of devices, users, software, network, licenses, and backups

– Credentials and documentation: secure handover of passwords and records

– Install management tools: monitoring, patching, and security agents

– Quick wins: fix urgent issues, enable MFA, verify backups, and close obvious gaps

– Introduce the help desk: how to submit tickets and what to expect

Days 31–60: Standardize and secure

– Assessment findings: a report of risks and recommendations

– Security improvements: patching, endpoint protection, email security, and access controls

– Backup and recovery testing

– Documentation: network diagrams, systems, and procedures

– Process alignment: onboarding and offboarding, change requests, and approvals

Days 61–90: Optimize and plan

– Review of results: ticket trends, response times, and satisfaction

– IT roadmap: a prioritized plan with budget estimates

– Project planning: hardware refreshes, migrations, and upgrades

– Strategic review meeting: agree on regular check-ins

What you should do

– Name a contact and give timely access

– Share information about problems and plans

– Encourage staff to use the help desk, not hallway fixes

– Give honest feedback

Signs it’s going well

Clear communication, documented findings, fewer recurring issues, and no surprises.

DBR Soft follows a structured onboarding plan so your first 90 days deliver real improvement. Contact us for more information.