IPS Onboarding &Discovery

A structured handover before day one

Before providing managed services, IPS performs a structured onboarding and discovery process to understand your environment, validate access, and establish operational readiness. Depending on environment complexity, a one-time onboarding fee may apply.

IPS-onboarding-2_converted

Onboarding & Discovery

A structured handoverbefore day one

Before providing managed services, IPS performs an onboarding and discovery process. A one-time onboarding fee may apply depending on environment complexity.

Step 01

Microsoft 365 assessment

Step 05

User & device inventory

Step 2

Cloud assessment

Step 6

Documentation validation

Step 3

Security posture review

Step 7

Backup verification

Step 4

Network review

Step 8

Administrative access validation

What Happens Next

A simple pathto getting started

IPS primarily sizes managed service engagements based on users, supported devices, operational complexity, and business requirements.

Discovery Review

We assess your users, devices, infrastructure, security posture, and business objectives.

Solution Recommendation

We identify the most suitable IPS package, service model, and support structure.

Proposal & Scope

You receive a detailed proposal outlining services, responsibilities, timelines, and pricing.

Onboarding

Once approved, IPS begins onboarding, service activation, and transition activities.

ServiceActivation

Once your service agreement is approved, IPS begins the onboarding process by collecting required documentation, validating administrative access, reviewing infrastructure, and coordinating with key stakeholders. Our team manages the technical transition while maintaining service continuity and minimizing disruption to daily operations.

Training and service activation are typically completed within the first few weeks of onboarding, ensuring users understand how to access support, submit requests, and engage with the IPS team effectively.

Throughout the onboarding process, designated client contacts maintain direct communication with the IPS project lead to ensure a seamless transition and continuous coverage.

Built for continuity, security, and long-term success

OnboardingTimeline

Our onboarding methodology combines technical discovery, security validation, knowledge transfer, and operational planning to ensure your organization is fully prepared for ongoing support and service delivery. Every step is structured to reduce risk, maintain business continuity, and establish a strong foundation for the partnership ahead.