Environment audit
Network topology, vendor inventory, tooling stack, identity model, backup state, and incident history. Read-only data collection.
The 30-day onboarding plan we run when a new client moves to us from another provider. Predictable, parallel-run, and reversible until you sign off.
"How painful is the switch?" is the question we get on every introduction call. The honest answer is: almost nothing changes for your end users, and a great deal changes for your IT leadership. The work is in the cutover plan, not the day-to-day.
This page describes how we run that plan. It is the same template for every engagement, adjusted for size — a 50-user single-site environment is two or three weeks; a 600-user multi-site is six to eight.
Read-only. We document the existing environment without making a single production change.
Network topology, vendor inventory, tooling stack, identity model, backup state, and incident history. Read-only data collection.
Time with your existing team and key vendors. We learn what works, what does not, and what tribal knowledge needs documenting.
Existing MSP and tool contracts. We map renewal dates, exit clauses, and any data-portability concerns.
First-cut target architecture and transition plan, framed as options rather than a final answer.
Side-by-side monitoring goes in. The outgoing MSP keeps operating; we shadow.
Our NOC and SOC tooling deployed in parallel with the existing tools. Discovery alerts only — we are watching, not intervening.
Site runbook, incident-response runbook, and change-management runbook drafted from the audit. Reviewed with you.
First test restore of a tier-1 system from existing backups. Either confirms the prior backup posture or surfaces gaps to be fixed before cutover.
Named account team introduced. Ticketing portal, escalation paths, and on-call schedule shared. End users see no change yet.
Phased takeover, one service at a time. Roll back at any step if something is unexpected.
Network management first, then security operations, then backup & DR, then user support. One service per day or per week, depending on environment size.
User-facing tickets routed to our help desk. The outgoing provider remains on warm standby for the first two weeks.
Vendor accounts, admin credentials, and API keys rotated to our managed identities. Old credentials retained read-only for audit.
Each service has a written go/no-go checkpoint. You sign off before the next service hands over. Nothing is irreversible up to this point.
Operations mode. The transition project closes; the long-term engagement begins.
Most clients hit steady state within the first 30 days. From there the relationship looks more like an embedded function than a vendor — the kind of MSP relationship that is rare enough that it is the main reason we wrote this page.
Every cutover step has a documented rollback. We do not flip irreversible switches without your written go-ahead.
If you have an internal IT team, we work alongside them. Most of our long-running engagements have an in-house lead we report to.
Onboarding is a fixed-fee project. The recurring monthly fee starts when the transition closes — not before.
A 30-minute scoping call. No commitment. We can usually tell within that call whether the fit is right.