Client Onboarding - Scribe IT

What to Expect

Our onboarding process is designed to minimize disruption while ensuring your IT infrastructure is properly documented, secured, and optimized. The entire process typically takes 2-4 weeks.

2-4 Weeks

Complete onboarding timeframe depending on your infrastructure complexity

Zero Disruption

We work around your schedule and existing operations

Thorough Documentation

Your entire IT environment documented for ongoing support

Onboarding Timeline

A step-by-step overview of what happens during onboarding.

1

Week 1: Discovery & Documentation

Understanding your current IT environment

What We Do

• Review your current IT infrastructure
• Document network topology and systems
• Identify all servers, workstations, and devices
• Assess current security posture
• Review backup and disaster recovery setup
• Meet with key staff to understand workflows

What We Need

• Access to network documentation (if available)
• Admin credentials and access permissions
• List of all software and licenses
• Current backup information
• Key staff availability for meetings
• Any compliance or special requirements

2-3

Week 2-3: Implementation & Configuration

Deploying tools and optimizing your environment

Deployment

• Install monitoring agents on all devices
• Deploy endpoint security and management
• Configure backup systems
• Set up email security and filtering
• Implement password policies and MFA
• Configure network security devices

Optimization

• Review and optimize current configurations
• Patch and update all systems
• Secure network settings
• Test backup and recovery procedures
• Implement security best practices
• Create service accounts and access controls

4

Week 4: Handoff & Training

Completing the transition and empowering your team

Training

• Train your team on support procedures
• Demonstrate how to submit support tickets
• Review security best practices
• Share knowledge base resources
• Train on backup and recovery processes
• Answer any questions

Documentation

• Provide comprehensive documentation
• Deliver network diagrams
• Share password management setup
• Create emergency contact procedures
• Document system configurations
• Provide monthly reporting preview

Onboarding Checklist

Help us prepare by providing this information when possible.

Network Information

Network diagrams and documentation
IP addressing scheme
VPN configuration details
WiFi network names and passwords

Server Information

Server inventory and specifications
Domain controller and directory services
Virtualization platform (VMware/Hyper-V)
Server operating systems and versions

Software & Licensing

Software inventory and licenses
Microsoft 365 tenant information
Line of business applications
Custom software documentation

Backups & Recovery

Current backup solutions and schedules
Recovery time objectives (RTO)
Recovery point objectives (RPO)
Testing procedures and last restore test

What to Expect After Onboarding

Ongoing support and services once onboarding is complete.

Monthly Reports

Receive detailed reports on system health, security, backups, and support metrics.

Proactive Monitoring

24/7 monitoring means we catch and fix issues before they impact your business.

Helpdesk Support

Submit support requests via email, phone, or our ticket portal with SLA-guaranteed response times.

Quarterly Reviews

Quarterly business reviews (Pro and Elite) to discuss IT strategy and improvements.

Strategic Planning

vCIO services (Elite) include technology roadmapping and IT strategy alignment.

Proactive Maintenance

Automated patching, updates, and system optimization keep everything running smoothly.

Ready to Get Started?

Let's begin your journey to better IT management. Contact us to start the onboarding process.

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Client Onboarding Process