Moving to a new managed IT services provider shouldn’t be a long, painful process
RIA WorkSpace has dedicated professionals focused on onboarding you as a new client. You will be assigned a primary onboarding engineer who will be your primary point of contact during the onboarding process. They will hold your hand from A to Z during the onboarding process. Once onboarding is complete, we facilitate the handover to the day-to-day support team where you work with a dedicated primary support engineer and a technical account manager.
Week 1
STEP 1
Documentation
Complete your Onboarding Workbook to share some background information on your network.
STEP 2
Kick Off Call
Meet your Onboarding Team. Brief overview of the onboarding process and expectations. Review and discuss your Workbook to align on goals and expectations.
STEP 3
Client Understanding Call
20-30 min call with your Onboarding Engineer and a power user. We observe your current systems in action so we can customize our platform accordingly.
Week 2
Platform Setup & Data Sync
Initiate the setup of our specialized platform tailored to your needs. Seamlessly synchronize your data with our platform for a smooth transition.
Week 3
STEP 1
Training
Admin training for administrators to master the platform. User training so your team knows how to effectively use the platform.
STEP 2
Cutover
Typically done on a Thursday night into Friday morning to minimize disruption. Temporary restriction on file access Thursday night after 5pm until Friday morning. Expert support available for any questions during the transition.
Your Onboarding Team
RIA WorkSpace has dedicated onboarding professionals. They are your primary contact through the entire onboarding process, and will facilitate the handover to our services team when onboarding is complete.