IT Support Process
We support our clients by focusing on their business processes and outcomes, and finding the ideal technical solutions to improve both. Before partnering with us, we perform our Technology Survey – a thorough review of your business and IT needs – to ensure that we are a good fit for each other. We will then present our findings to you with either a proposal for our services or our recommendation for finding another provider.
Technology Survey and Onboarding Processes:
Technology Survey and Interview with Engineer
Get in touch, and one of our representatives will contact you as soon as possible. We’ll ask some questions to get a better idea of your business, then go over our assessment plan with you so there are no surprises. Then, after we settle all the paperwork, we’ll schedule a time for the assessment that works for you.
Immediately after your survey, you will have an in-person or virtual meeting with our Head Guru to present the results and discuss how they apply to your organization’s IT needs. We combine your business information with your IT infrastructure details to create an accurate and relevant proposal. The proposal could be for either IT services management, co-managed IT, IT project management services, or some combination.
After approving our proposal and becoming a client, you will be assigned a dedicated Account Manager and a team of engineers.
They will document your existing technology and install our remote agents on your machines, including our remote management and automation tools, antivirus software, and backup software.
From this point forward, your business IT will be monitored and maintained around the clock.
The information gathered in the Technology Survey and interview is shared with our entire team so that everyone at a COUPLE of GURUS understands your business and is familiar with your IT ecosystem, your site, and your key stakeholders. We will also review your vendor contracts and any regulatory obligations (HIPAA, CMMC, etc) and then report our findings.
Since we already performed your Technology Survey and reviewed your processes, we will be able to respond to any service requests immediately. To facilitate this, your account manager will schedule a meeting to discuss our Service Request Kit. This covers our service procedures and outlines all the ways you can contact us, including training for our Client Portal. Your account manager will also explain our finance team’s Payment Portal.
Within the first month, your account manager will schedule the first of your executive business reviews (EBRs) to go over reports, findings, and solutions, discuss how onboarding went, and begin your Technology Planning/Roadmap.
Our business model is based on regular communication, transparency, and accountability. We keep automated security and performance scans running on your network and devices, and receive real time alerts which we act upon immediately. These are then reported to you if warranted.
Your ongoing support experience will include monthly check-in calls and update reports, yearly EBRs, regular performance reviews, technology planning, and our 24/7 Live Desk support which includes onsite response when warranted.
Your ongoing support includes:
Ready for your Technology Survey?
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