Onboarding Process Overview
The Kaseya Help Desk onboarding process is designed to ensure a smooth transition and integration of our services into your existing IT operations. Our structured approach prioritizes efficiency, reliability, and collaboration.
Onboarding Steps
- Initial consultation and needs assessment
- Service scope definition and customization
- Technical integration and setup
- Team training and familiarization
- Soft launch and testing
- Full service activation
- Post-launch review and optimization
Onboarding Milestones and Timeline
Our onboarding process is divided into four phases, each with specific milestones to ensure a comprehensive and efficient integration of Kaseya Help Desk services.
Table: Onboarding Phases and Milestones
| Phase | Timeline | Key Milestones |
|---|---|---|
| I: Intake | Day 1 |
|
| II: Integrate | Day 3 - 10 |
|
| III: Initiate | Day 10 - 14 |
|
| IV: Implement | 1-21 days post go-live |
|
👉🏼 Onboarding Tips and Best Practices
To ensure a successful onboarding experience, we recommend the following best practices:
- Review provided onboarding resources thoroughly
- Complete the customer onboarding welcome questionnaire
- Update client point-of-contact information in your databases
- Centralize client-specific documentation and SOPs
- Invite key team members to onboarding sessions
- Prepare questions and concerns for discussion during sessions
- Allocate sufficient time and resources for the onboarding process
- Communicate changes to your team and clients as appropriate
Remember, our onboarding team is here to support you every step of the way. Don't hesitate to ask questions or request clarification on any aspect of the process.