Process of transitioning a new client onto managed services, including discovery, documentation, and tool deployment.
Onboarding is the process of bringing a new client into managed services—discovering their environment, documenting systems and configurations, deploying management tools, and establishing support processes. Effective onboarding sets the foundation for successful ongoing service. It typically includes network documentation, security baseline assessment, tool deployment (RMM, backup, security), and user communication about how to get support.
Why It Matters
The DSC Perspective:
Onboarding quality determines ongoing service quality. Thorough onboarding means your MSP understands your environment and can support it effectively. Poor onboarding leads to ongoing gaps and frustration.