Client Onboarding

When you sign up with our managed Microsoft 365 service offering, the first step is our smooth onboarding process. Here’s the breakdown:

Migration
First, we assess where you are today and where we need to take you. Whether you are already using Microsoft 365, Google Workspace, or something else entirely, we map out the best path to get you onto a secure and modern foundation with minimal disruption. This includes migrating email, calendars, files, and identities — securely and without surprises.

Security and Identity Setup
Next, we lock in identity and access controls. Entra ID becomes your central hub, giving you unified sign in, multifactor authentication, and the groundwork for app protection policies. If you are choosing the lightweight version where employees use their own devices, this is where we apply security protections without interfering with personal data.

Device Configuration (If Applicable)
For clients who go the fully managed route, we enroll devices in Microsoft Intune and configure them with company policies, apps, and a secure setup. Employees get the tools they need right away, and you get peace of mind knowing every device is compliant and protected.

App and Workflow Optimization
We also make sure your core business apps are connected, working, and secure. Whether it is Outlook, Teams, SharePoint, or even third party apps like QuickBooks or Slack, we make sure everything runs the way it should.

Training and Support
Last, we provide quick and helpful training and give your team an easy way to reach us when support is needed. That means fewer IT headaches for you and a smarter, more productive team from the start.

Want to see what onboarding could look like for your business? Book a quick consult and let us map it out together.