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.

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.
- Initial stakeholder meeting
- Administrative access collection
- Documentation gathering
- IPS agent deployment
- Vendor coordination
- Transition planning
- Staff introduction to IPS
- Ticketing process training
- Escalation procedures
- Service activation
- Coverage begins
- Network audit
- Infrastructure review
- Security assessment
- Backup validation
- Remediation recommendations
- Final documentation
- Environment validation
- Process review
- Optimization recommendations
- Transition completion
