new client onboarding - algol it solutions
TRANSCRIPT
NEW CLIENT ONBOARDING
PROCESS
Introduction
Algol IT Solutions welcomes you onboard. At Algol, we ensure that you get our excellent services from the very beginning of your partnership with us. Our thoughtfully developed onboarding process is effective to have you a unique experience while using our services across our industry verticals. With the help of our onboarding process, we aim to collect vital technical information and knowledge of your business to customize our service offerings as per your business needs. This way, we ensure that you keep on having unparalleled experience while working with us. Before onboarding, we provide you a welcome kit including onboarding summary and the questionnaire that help us get the requested information about you. Our process of getting you on-board is precise and gives you a better understanding of doing business with us. During onboarding, we collect the required information about your business and review its IT environment. We then document the collected information as client manual and examine it at the completion of your on-boarding process. It helps us better understand your business needs and your expectations from us. While processing your onboarding, we also suggest recommendations on business operation efficiency to help it achieve success in the future.
Process SummaryWe complete your onboarding process in the following phases:
Defining Services Data Gathering Information Assessment Service Handover
Documented below are the details of each onboarding phase:
New Client Onboarding Process
New Client Onboarding Process
Defining ServicesEvery service mentioned in the Service Agreement is thoroughly discussed by our team comprising Solution Consultant, Customer Relationship Manager, Project Manager, and Technical Operation Manager. This process enables our team to understand your business and helps them to collect the needed information as well as prepare the document.
Data GatheringThis process begins when our team visits you on-site to collect the information related to your business IT environment. The collected information is stored in a document management system that enables us to securely access it if needed. During data collection, we perform the following procedures: Security Review Investigating Network Survey a Site & Documentation Inspecting Server Room Verifying Backup Documenting Policy Categorizing hardware/software, logging and gathering warranty information Appointing agents on appropriate devices for monitoring Once the data gathering process is complete, we document the information, upload it, and sent to our team for review and planning purpose. In case we find any critical concerns during the data gathering process, we immediately communicate with you in that regard.
Information Assessment
The main function of this process is to assure that your IT environment is fulfilling your business needs and you have the right IT in place to help your business grow. A designated member of our team will be responsible to document a clear definition of your expectations, IT issues, and possible challenges. This helps better prepare our expert team who will be going on-site with advance information on where any pitfalls might be, specific items they may have to collect, or if they need to pay extra attention to areas that need additional care. The information gathered in the previous phase is assessed by our team. It helps us have a good understanding of your business IT environment. This assessment process also looks into the changes and improvements as well as the areas of immediate concerns. For instance, this could be reviewing the license of your software and recommend changes suitable to your business as well as suggest recovery and backup plans. While assessment, if we find any outdated system or unnecessary layers of hardware or software, we suggest replacing them with cost-efficient solutions. Once we assess and verify all the information, we then document it into the client manual. The client manual includes names and contacts of team members, support procedures, and proposed plans for any changes or upgrades to your IT environment.
Service HandoverThis is where our on-boarding process ends and our delivery of the services begins.
In case you need help with any IT issues or require recurring onsite visits, we schedule the meeting between you and the customer relationship manager to serve you with our effective IT solutions. At the end of the service handover process, you can start contacting our Service Desk for support. We can also help you to learn the right procedures for contacting the Service Desk. If needed, we provide onsite training and make you learn to create emails and organize webinars as well.
New Client Onboarding Process
SummaryWe are continually working to improve our onboarding process for your successful IT transition. At the end of onboarding process, you will receive a feedback survey that will be assessed by our IT team. We will appreciate your honest feedback and will use it to further improve our onboarding process. If you have any questions while on-boarding, you can reach out to our team. We are committed to make your onboarding a smooth process and help your business grow.
About Algol IT SolutionsAlgol is an IT solution company that helps you succeed in this technology-driven world. We offer optimal IT services and assist you to accelerate your IT transformation. Our best-in-class managed services fulfill your industry-specific IT needs. We solve the most complex IT challenges of your business and improve the efficiency of your business operations.
Algol IT Solutions Inc.
39 Durward Place Unit 2Waterloo, OntarioN2L 4E5
Phone: (833) 781-7706Phone: (833) 781-7706Email : [email protected] : [email protected]
www.algolitsolutions.com
New Client Onboarding Process
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