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  1. Home
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  3. MSP Onboarding
  4. Phase 3
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3

Phase 3: Infrastructure Audit

8 tasks~3-5 days

Comprehensive audit of your IT infrastructure documenting every system, credential, and configuration. This foundation enables proactive issue prevention and fast troubleshooting.

Key Outcome

Complete documentation of your entire IT environment accessible for fast troubleshooting and knowledge retention.

Tools & Systems:IT GlueConnectWise RMM

Detailed Task Breakdown

1

Comprehensive IT Infrastructure Audit

Thorough assessment of your entire IT environment including servers, workstations, networking, and cloud services to identify risks and optimization opportunities.

Why It Matters

Understanding your complete environment enables proactive issue prevention rather than reactive firefighting.

If Skipped

Blind spots in monitoring, unknown risks, reactive support that costs more and takes longer.

Onboarding Engineer~2-3 hoursTools: IT Glue, ConnectWise RMM
2

Obtain Company Contact List

Collect comprehensive contact information for all users including roles, communication preferences, and authorization levels.

Why It Matters

We know who can authorize changes, who to call for emergencies, and how each person prefers to communicate.

If Skipped

Unauthorized changes, missed communications, wrong people contacted.

Onboarding Engineer~30 minTools: IT Glue
3

Document Printers & Configurations

Document all printers including IP addresses, driver versions, scan configurations, and supply accounts.

Why It Matters

Printer issues are common. Good documentation means fast fixes without repeating discovery every time.

If Skipped

Every printer issue requires rediscovery, repeated troubleshooting.

Onboarding Engineer~30 minTools: IT Glue
4

Document Remote Access Solutions

Document all VPN configurations, remote desktop services, and third-party remote access tools in your environment.

Why It Matters

Remote access is critical for both your team and ours. Understanding your setup enables secure, seamless support.

If Skipped

Unable to access systems when needed, security blind spots from unknown remote access tools.

Onboarding Engineer~30 minTools: IT Glue
5

Document Switching and Routing

Document all network switches, port configurations, VLANs, routing tables, and uplink connections.

Why It Matters

Understanding network topology enables fast troubleshooting of connectivity issues and safe network changes.

If Skipped

Network troubleshooting takes longer, VLAN changes become risky.

Onboarding Engineer~45 minTools: IT Glue
6

Document Voice / PBX Systems

Document phone system configuration, extensions, voicemail settings, and any integrations with other systems.

Why It Matters

Phone issues are urgent and disruptive. Documentation enables fast resolution when calls are affected.

If Skipped

Phone outages extended while we discover the system configuration.

Onboarding Engineer~30 minTools: IT Glue
7

Document Wireless Management

Document all wireless networks including SSIDs, security settings, guest networks, and access point locations.

Why It Matters

Complete wireless visibility enables security management and troubleshooting of connectivity issues.

If Skipped

Rogue networks undetected, guest access uncontrolled, Wi-Fi issues take longer to resolve.

Onboarding Engineer~20 minTools: IT Glue
8

Document UPS & Configure Shutdown Alerts

Document all UPS devices, configure shutdown alerts, verify battery health, and set up proper shutdown procedures.

Why It Matters

Protected against power events with proper shutdown during outages prevents data loss and hardware damage.

If Skipped

Servers crash during power events, data loss, hardware damage.

Onboarding Engineer~30 minTools: IT Glue
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Phase 2: Deployment
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Phase 4: Handoff
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Questions About Our Onboarding Process?

We're happy to walk through what onboarding would look like for your specific environment—no commitment required.

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