Onboarding with Nucleus Networks

Transitioning from one IT vendor to another is a heavily weighed leadership decision that generally takes months of consideration. The process typically involves a series of well-planned out steps, ongoing communication and collaboration to facilitate a smooth integration between the two companies. In this blog post, we'll share what you can generally expect when you onboard with Nucleus.

Process! Process! Process!

We follow a standard and proven set of processes for the transition of IT support services. Whether your business is working with an outsourced IT support provider or an internal IT support team, we adhere to several key steps to provide a seamless transition.

From the commencement of onboarding, our transition time is typically four weeks. We understand how important it is to establish a transparent transition timeline. A longer transition period allows for better preparation and understanding of your environment. This generally improves the experience and allows us to support your business more efficiently from the beginning. 

The Onboarding Project

We develop a formal internal ‘onboarding’ project to prepare all new clients for support; this includes a dedicated onboarding team comprised of a Project Manager, your Client Success Manager and POD Support Manager, among others! During the onboarding project, we manage the transition with the current MSP/internal IT resources (if applicable), deploy our support and security tools, Managed Backups, provide an in-person user training session, and deliver a detailed technical assessment on your current-state of IT infrastructure. We refer to this as a technology scorecard. Essentially, we run a fine-tooth comb through your infrastructure to complete all required documentation of your physical hardware, licensing, IT processes/policies, and ensure your business is setup for success once support commences.

• Core documentation
• Meet the onboarding team and your POD
• Administrative documentation
• Remote site analysis
• Visual documentation
• Core networking and infrastructure documentation
• Process and policy documentation
• Needs assessment (Technology Scorecard)
• Managed Security Services deployment
• Deploy support portal
• IT training

We see onboarding as an opportunity to establish best practices, start new relationships and ensure everything is in place to launch a smooth transition. We also seek to continuously improve our process, as both the needs of our clients, technology and the regulatory landscape evolve. We're committed to ensuring an epic client experience. Reach out to us to learn more!