Managed Services Onboarding Checklist for Business Continuity

Why use this managed services onboarding checklist?

Each section of the checklist is designed to make your onboarding process predictable, secure, and efficient. By following these steps, you’ll avoid common pitfalls, optimise IT performance, and maintain business continuity:

• Pre-onboarding planning: Align IT and business objectives, assess existing systems, and engage stakeholders effectively.
• Account and access setup: Implement secure user management and access controls.
• Network and infrastructure integration: Configure networks, prepare devices, and minimise operational disruption.
• Service deployment and testing:Deploy monitoring, backup, and reporting tools; validate systems.
• Training and policy alignment:Train staff, share security policies, and update continuity plans.
• Post-onboarding review:Monitor performance, gather feedback, and continually improve processes.