Your First Strategic Business Review: What to Expect
Congratulations on making the switch to Multi IT & Telephony Solutions! The Strategic Solutions Team is delighted you committed, and we can’t wait to deliver on our promise to ignite your digital transformation.
As technology is further integrated across your organisation, you develop increased operating leverage to deliver superior value to your clients.
This will not happen overnight, so we must set expectations and establish a meeting cadence to plan the work and work the plan.
Strategic Solutions Objectives: The Top Five
1 - To build a strong, trusted partnership
Every new client we acquire has at least one thing in common: the desire for a better relationship.
While Multi IT & Telephony Solutions leverages a lot of innovative technology that smaller IT providers and in-house IT departments cannot afford, it’s not our primary differentiator.
We tend to attract clients who value discernment. This character trait inspires us to sit on the same side of the table as our clients and truly understand their long-term goals before making recommendations.
Multi IT & Telephony Solutions is so much more than technical support and project services.
You probably got variations of that somewhere else, but now you’re here.
It’s time to get to know each other and broach the topic of setting up an IT Steering Committee.
This is the best way to make sure key stakeholders within your organization are part of the conversation, at least on a high level.
2 - To identify business conditions or issues for improvement
This phase of the journey should be called Discovery 2.0. We already have a detailed snapshot of your IT systems from our comprehensive sales/solution development process and onboarding. Now we need to address the moving picture. And team up with you to talk through the priorities.
Technology is ever-changing, and a lot can happen in the month or two since onboarding began. Our support team has been tracking all of these new developments through the following categories of ticket requests:
End-user technical supportIncident managementAlert responseProblem managementTechnical questions or requestsMinor change requests
When you submit a ticket to our Service Desk by calling, emailing, or using Multi IT & Telephony Solutions Chat or Portal, you are dialled into a team that is maintaining the existing operational state of your technology and working on your requests in real-time.
They are also proactively responding to incidents created by automated monitoring platforms to solve issues before problems arise and force you to call the help desk.
Both activities unearth a massive volume of business intelligence which the Strategic Solutions Team uses to help you make data-driven decisions related to:
Analysing gaps in your business.Calculating the risk and impact of the findings.Taking the significant first step to keeping your budgeting and planning process on track with a detailed roadmap.
3 - To ensure your IT infrastructure meets minimum standards for compliance with industry best practices and applicable regulatory controls
Multi IT & Telephony Solutions takes a holistic approach to your digital estate and its symbiotic relationship to your particular industry’s regulation and compliance guidelines.
One hundred percent compliance is impossible since government policy changes tend to create a moving goalpost.
That’s why current, standards-based infrastructure and documentation is your best defense.
You decrease the likelihood of a disaster or data breach and lower your liability because you have evidence of due care.
Your Strategic Solutions Team provides Quarterly Executive Summaries and simplified scoring of assets under management and security monitoring.
The following snippet is from a new client.
There’s nowhere else to go but up from here. And there’s no time like the present for client collaboration.
4 - To assist with long-term planning and strategy to improve IT Return on Investment (ROI) over time
The previous section has an exhibit with a line item for Server and Network Warranty that only scored a 33%.
Warranties apply to mission-critical network systems such as web servers, mail servers, switches, and routers.
These devices affect multiple users, and therefore business can be seriously impacted when one of these critical services fails.
It is essential to have valid warranties for these critical systems as their warranties usually offer expedited resolutions.
Because this section failed to meet our expectations, further details were automatically added to the report.
Two expired Windows Servers provide a perfect example of technology that will be monitored, analysed, and reimagined through the course of any client relationship to improve ROI.
And the reimagining will probably happen sooner as opposed to later. With the worldwide exodus to the cloud, mentioning ROI in the same sentence with bare metal servers is starting to sound conspicuously counterintuitive.
5 - To increase your organization’s overall Operational Maturity Score (OMS)
Your OMS is a ranking between 0 and 100. And it goes beyond rating the sophistication of your IT operations. Its calculation is based on many factors:
How well developed are your organisation’s documented policies and procedures?Does your organisation have well-defined one, three, and 5-year business plans?Do you have a formal budgeting process?Is your IT environment in compliance with industry best practices?Is your IT security posture sufficient to protect against the ever-evolving threat landscape?Is your staff operating at peak efficiency?Are you in compliance with legally mandated regulatory requirements?Are there other high-risk conditions that could result in interruption of business operations?
Companies with higher operational maturity scores grow faster, are more profitable, and are more attractive for sales generation, recruiting, investment, or M&A activity.
Our Strategic Solutions team will benchmark your OMS and track it over time so you can see the long-term benefits of our unique approach.
Next Steps!
The following Advisory services are included in your Managed Services Agreement:
Strategic Business ReviewsParticipation in Board or Steering Committee meetingsStrategic Roadmaps (key recommendations categorised by business risk and impact)Rough Order of Magnitude cost estimates to help with budgetingIf your organisation requires an expanded scope of Strategic Advisory engagement, you are entitled to priority booking of additional hours at a reduced rate.
Strategic Business reviews and QBRs provide a great platform for business growth and allowing everyone to get on the same page. If you would like to discuss your business in further detail, get in touch with us online or on the details below:
Johannesburg – +27(0)11 435 0450, sales@multi.co.zaCape Town – +27(0)21 879 1950, sales@multi.co.zaDurban – +27(0)31 331 0735, sales@multi.co.za
Namibia – +264(0)81 353 9702, sales@multi.com.na
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One Big Reason You’ll Need a NextGen MSP in the Future
All Roads Lead to Software as a Service (SaaS)
I’ve got good news for you. Over the next five to ten years, the IT world will change dramatically for small and midsize businesses (SMBs) as we know it.
All of the core business software applications we use will be deployed by enterprise cloud vendors (ECVs) and accessed through a single secure portal managed by your MSP.
Most of the physical technology infrastructure will be much less visible.
And the executives who approve budgets will save money. They’ll also spend a lot less time trying to understand trivial details.
Several positive developments related to the costs for IT deployments within large data centres, the delivery systems for public cloud are driving this innovation:
Flash storage is becoming more affordable while its capacity is increasing. Fast, durable, and dependable auger well for longevity.Storage vendors have hit the market with NVMe (Non-Volatile Memory Express) flash devices, which simplify access to storage and further enhance performance.Intel continues to release advanced processors, which allow software to supplant the role of more expensive hardware-related functions, ramping up the speed.Hypervisors, the software behind virtualization, have become commoditised with new vendor alternatives, competitive pricing, and high availability for easy workload migration.Containers have arrived as a quick and easy alternative for developing, testing, and deploying applications.The hyperconvergence of commoditized storage and compute resources simplifies administration, decreases costs, and improves the client and customer experience, i.e., for you and your customers.
Simply put, the commoditisation of hardware drives the evolution of the software-defined data centre (SDDC).
What is the key takeaway here? If billion-dollar public cloud vendors like AWS, Microsoft Azure, and Google (who build out, maintain, and update data centres all over the globe) are becoming less dependent on hardware, the rest of us can benefit by jumping on board.
The following sections highlight four general stages your MSP should understand and be able to guide you through.
In some instances, this could be two steps forward and one step back if a particular application doesn’t work out as promised.
The simplistic IT models and service categories are intentionally basic.
The big idea is to share useful planning tools so you can assess where you are now and where you’d like to be in the next five to ten years.
If you are with an MSP who is embracing the cloud, you should be in good stead.
Stage 1 - On-Premise
Generally speaking, in the 1990s and very early 2000s, a majority of small and midsize businesses (SMBs) had most of the following IT service categories onsite.
ApplicationsDatabasesOperating SystemsHypervisorsPhysical ServersStorageNetworks
This is a traditional, client-server software model (sales, finance, operations) with a dense equipment footprint requiring in-house and third-party monitoring, management, and support.
Legacy is the operative theme here.
The only slightly modern detail in this exhibit is the hypervisor, which signifies virtualized servers.
For instance, five different services may be running on one bare metal box instead of five services running on five bare-metal boxes.
During most of the 1990s and beyond, keeping IT systems up and running and supporting users required more physical bodies, more time, and more manual supervision to maintain and update core infrastructure.
Since fast, affordable, and reliable Internet was never mentioned in the same sentence, businesses had a choice between two extremes: inexpensive and relatively slow DSL or slightly faster and costly T1s.
Digital assets had to be onsite due to bandwidth constraints.
Developers were also actively creating software destined for servers, requiring complicated user licenses and predictable annual software maintenance agreements. These vendors were not architecting solutions with the web in mind.
This was the heyday for IT providers of all shapes and sizes to provide various flavors of IT support with a heavy reliance on maintaining a physical presence, even for tactical user support.
When the IT guy showed up in your office, he was frequently viewed as a hero who had come to save the day. Even if his handiwork was the ultimate reason, he had to make so many personal service calls.
The classic question “How responsive are you?” was born in this era because clients were so accustomed to calling tech support for emergencies (which are now mostly avoidable).
IT providers also sold a lot of equipment in three, five-year refresh cycles with 40% product resell markups and large blocks of project hours.
In 2009, the CFO of a 50-person insurance brokerage wouldn’t laugh in your face if you showed her a R300,000 project quote for a Microsoft Exchange Upgrade.
During the latter part of the 2000s, Internet innovations started to make significant strides, and the business world began warming up to the cloud.
According to Stats SA, the average internet connection speed in South Africa grew from 3Mbps in 2007 to 18.75 Mbps in 2019.
And costs fell. In 2004, a 1.5Mbps X 1.54Mbps T1 was R5000 per month. In 2020, 100Mbps X 100Mbps (6666% more) is yours for the same price.
No wonder most SMBs are now running more than 80% of their workloads in the cloud and partnering with MSPs to receive various levels of consulting and support.
While I would be hard-pressed to identify any businesses with a 100% Stage 1 profile in 2020, it’s essential to provide a walk down memory lane to illuminate the rapid rate of technology realignment happening right now.
If the first part of that last sentence created a sinking feeling in your stomach, please start doing more research on Cloud-centric MSPs with the following logos on their website right now:
Stage 2 - Infrastructure as a Service
We are now in the present day, where most businesses have shifted to Infrastructure as a Service (IaaS).
This is a hybrid environment with a mixture of onsite and cloud deployments. The following three categories still sit in your office:
ApplicationsDatabasesOperating Systems
Everything else is located in private clouds or public clouds:
HypervisorsPhysical ServersStorageNetworks
Private clouds and public clouds are two different things. Private clouds were popular about ten years ago.
Forward-thinking MSPs (at the time) would either build out small network operating centers in their offices or lease rack space in larger data centers and put client assets on servers there.
Moving assets offsite creates several benefits:
Greater disaster recovery resilienceLess reliance upon power issues in the officeReal estate space savingsEasier remote access for employeesLower administrative overhead for full-time IT employeesCapital expenditure reductions
Moving assets offsite also creates new challenges when old worlds and new worlds collide.
Assets in private clouds require expensive legacy hardware, operating system, and software licensure, as well as ongoing updates, maintenance, and refreshes.Much of this technology was not designed to run over the Internet and requires architectural workarounds to integrate with applications, databases, and operating systems back in the office.In this setting, file and sequel servers are not accessed by a web browser or mobile app and require a VPN or Remote Desktop.These factors contribute to availability issues, lower quality of service incidents, user frustration, and inefficiencies.Private clouds are expensive and can’t compete with the pricing and flexibility of hyper-growth public cloud providers like AWS, Microsoft Azure, and Google.If your MSP has your assets in their private cloud, you may stay joined at the hip because you’re not ready to deal with the expense and perceived hassle of a transition.Many private cloud MSPs don’t have a gameplan for moving clients to public clouds and aren’t sure how to make money with this new business model.If you still have in-house IT overseeing your MSP relationship, they may not be current on certifications, comfortable with managing change, and reluctant to make recommendations that potentially jeopardize their job security.Your average in-house IT professional came up in the ‘90s and probably still has a workstation and server-first mentality.They’re in their late 40’s or early 50’s. They have families, new responsibilities, and may not be ready for the pivot to software in the public cloud.
Stage 3 - Platform as a Service
We are getting closer to the full transition with Platform as a Service (PaaS) as the next stepping-stone.
In this stage, applications are the only category of services that still require onsite support and attention, either internally for a larger SMB or through an MSP for smaller entities.
Everything else is in the public cloud:
DatabasesOperating SystemsHypervisorsPhysical ServersStorageNetworks
Most smaller entities can skip this phase and go straight to Stage 4.
However, there are exceptions to the rule. Here’s one example where the client would have no choice but to adopt a hybrid set up:
They’ve made the big pivot. All applications are hosted in the enterprise cloud - Salesforce, Dynamics 365, NetSuite, Workday, QuickBooks, Morningstar Office Cloud, NextGen Healthcare, Sage Business Cloud, Thomson Reuters CS Professional Suite, etc.Some cloud-based storage solutions may not synchronize and update files quickly enough without errors, so they require some form of onsite-network attached storage.The client may be unwilling to clean up their data or have multi-year retention policies dictated by compliance.Bandwidth availability and cost is still a concern. While Internet access is becoming faster and more affordable, high speed and lower cost is not the norm for every business location on the map.
I also don’t envision a future - at least five to ten years from now - where an office with fifty people would not have a physical network (firewall, switch, low-voltage cabling and wiring, UPS, redundant power).
Stage 4 - Software as a Service
This section will be a lot shorter because Software as a Service (SaaS) simplifies your IT footprint. There’s a lot less to talk about since everything is offsite (at least theoretically):
ApplicationsDatabasesOperating SystemsHypervisorPhysical ServersStorageNetwork
With IoT (The Internet of things), every device on the planet seems to be network-enabled and software-based these days.
Why is the world heading in this direction?
Enterprise software vendors (ESVs) want to sell more software with fewer obstacles to adoption.Who wants to rely on end-users making expensive and ongoing upgrades to their hardware and operating systems BEFORE they can buy more software?End-users can’t stand complex software licensing requirements, and ESVs have increasing disdain for their high administrative costs.They are phasing out client-server software and putting development resources behind software designed for Internet browsers and mobile devices.ESVs already use the major public cloud platforms to deliver their applications directly to us.Although in the number two position relative to AWS, Microsoft's $1.5 trillion market cap is not based on Windows 10 or Windows Server operating systems; it’s based on Microsoft 365 cloud services and Microsoft Azure.This is great news for SMBs already accustomed to using Microsoft because these tried and true applications work seamlessly in the Microsoft Cloud.Competition with public cloud providers will bring pricing down while introducing heightened cybersecurity protection and business continuity with geographically diverse data centers.Software solutions to manage diverse public clouds from a single pane of glass are making big waves. These tools give in-house IT and MSPs increased visibility and control.In very short order, IT pros can improve operations with a few clicks of a mouse or automated settings and shift workloads to other providers to avoid vendor lock-in.Finally, with growing standardization, workloads and applications can be moved back on-site to accommodate changing business requirements. While a move like this would be more likely with a larger enterprise with a more extensive in-house IT staff, it’s nice to have options.
What’s Next?
I hope I helped you understand the dominant role software will play in your organization’s digital transformation over the next five to ten years.
Paying for only what you consume during business hours is a much more attractive proposition than sinking money into applications and hardware that sit dormant from the close of business until the following day. That’s the big allure of SaaS.
Is your MSP driving this conversation about the road ahead?
Historically, many MSPs have resisted change and lost customers as a result. Many IT providers kept clients on Hosted Exchange and completely missed the boat on Office 365 (now Microsoft 365).
Do you have confidence in your internal IT resources?
Forward-thinking MSPs see an opportunity to partner with in-house IT professionals and give them new tools to add value.
Get in touch with us online or on the details below:
Johannesburg – +27(0)11 435 0450, sales@multi.co.zaCape Town – +27(0)21 879 1950, sales@multi.co.zaDurban – +27(0)31 331 0735, sales@multi.co.za
Namibia – +264(0)81 353 9702, sales@multi.com.na
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4 MSP Problems: Is it Time to Switch Providers?
When the Trust Factor Starts to Erode
When trust is gone, all of your doubts seem to snowball into a never-ending stream of questions and complaints:
Does anyone at my MSP know how to follow up via phone or email?Isn’t this the tenth time I’ve submitted a ticket about recurring issues with OneDrive?Where is my contract? The service is supposed to be all you can eat, but I’m seeing extra charges on this month’s invoice.I’ve added twenty people, and it doesn’t look like I’m getting any kind of volume discount.I used to talk to the owner all the time. It seems like she’s disappeared since they sold out to that copier company from Cape Town.
Are you losing confidence? You’re entitled. I’ve met hundreds of people like you over the last 13 years.
MSP services are relatively new and getting them right is part art and part science. Especially finding ideal provider/client matches.
At Multi IT & Telephony Solutions, we may be an MSP, but our first objective is to help you figure out where you are having issues so you can research solutions with eyes wide open without salespeople stalking you through InMail on LinkedIn.
As your guide, we’ve assembled four simple sections highlighting significant areas of concern that ruin most IT support relationships.
1 - Major System Fails
According to Veritis, “45% of companies reported downtime from hardware failure.”
System disruption includes but is not limited to servers, workstations, and networking equipment like switches, firewalls, and data backup appliances.
Each node is similar to the patchwork in a figurative digital quilt.
Dynamic Technologies cites five more statistics for widely reported causes of total unplanned downtime:
Loss of power (35%)Software failure (34%)Data corruption (24%)External security breaches (23%)Accidental user error (20%)
Are you exhausted yet? Up to 60% of all data backups are incomplete.
I’ve been advising SMBs on technology solutions since 2003 and don’t have any doubts about the validity of these figures.
Astonishingly, at least half of the new clients I’ve ever acquired didn’t make a move until they experienced a significant disaster.
Are you comfortable with the old saying, ‘If it ain’t broke, don’t fix it’? No judgment if you are, you’re not alone.
2 - Slow Response Times
When you have a deadline and something isn’t working, five minutes seems like five hours.
And if tech support is slow to respond, you’re not only frustrated, your productivity is also taking a nosedive.
Slow response times have many root causes, and the reasons are related to every section in this article. The following questions will help you decide which considerations are most relevant to your company:
Are your workstations standardised and up to date? (Make, Model, Year, etc.)What about the warranties, are they current?Can each member of your team open tickets with your MSP, or do you have one individual running point on behalf of everyone else?Are you running one file share on a traditional server and another in the cloud?What percentage of your team is working from home on personal computers shared by other members of their family?Does everybody have the correct M365 license, so it integrates with their specific line of business applications?Do you have any way of verifying if your users are storing data on unauthorized cloud services?Is your team using Multi-Factor Authentication?What percentage of your team is allowing automatic updates to take place? (Hint: a lot of people put this off because no one likes to reboot when there’s a deadline.)Is everyone prompted to log into the network with a user ID and a unique password?Does your MSP’s Service Level Agreement (SLA) have explicit language about response times and the specific conditions that make time-bound guarantees possible?
There are so many other valid questions. Hopefully, these widespread concerns will stimulate your curiosity to dig deeper.
Now for something fairly obvious but frequently tolerated.
Many companies are in a constant state of tug of war with their MSP. For instance, MSPs with higher levels of operating maturity will advise the client to have up to date, standardized equipment. This combination maximizes stability and is less prone to malfunction.
When an MSP is trying to serve a business with a lower level of operating maturity, the client may be reluctant to invest.
“Upgrade the WIFI network? My budget is all gone paying for you guys to support me!”
At the same time, it’s not uncommon for the business to expect the MSP to respond whenever there’s a problem.
Over time, the issues will grow in frequency, and the MSP will never be able to intervene rapidly enough to keep the client happy.
Or recover. This is commonly called “death by a thousand cuts.”
3 - Regulation & Compliance Gaps
The previous section is a perfect icebreaker for regulation and compliance. It’s doubtful, the company in my hypothetical example would be a good prospect for a compliance upgrade.
If they can’t make the budgetary justification to replace essential equipment, their MSP’s recommendations to consider a more formal commitment to any of the following popular frameworks would no doubt fall on deaf ears:
HIPAAPCI DSSNIST SP 800-53NIST Cybersecurity FrameworkHITRUSTISO 27000 SeriesNERC 1300ANSI/ISA 62443
To add a little intrigue and cost to the discussion (Sorry!), your organization can be compliant with the latest regulatory guidelines, have dynamic, sustainable systems, and still not achieve 100% security. It’s not attainable.
No matter how advanced technology gets, over 95% of data breaches are caused by human error.
Is your provider promoting compliance initiatives you don’t embrace? Or can’t afford? That’s enough to inspire some businesses to find an MSP with lower standards.
I once worked with a real estate investment client who had merged with another company two years prior, and they were still operating on two separate file servers.
One had their domain on a bare metal server. The other had their domain in a private cloud running desktop as a service.
They were very successful but very set in their ways. The firm refused to merge their file shares or even attend training on desktop as a service (which they were adamant about keeping as a carryover from their previous provider).
It was an operational nightmare and a compliance mess. They didn’t care. Some things were never meant to be.
Are you ready to get more intentional about hardening your systems for better business performance and evolving compliance challenges?
Make sure your MSP is not only versed in your particular compliance requirements but also has documentation to show they are compliant as well.
It’s not enough to take care of your systems. You now have to worry about everybody else.
“Third-party vendors were responsible for two out of every three data breaches,” according to The Internal Auditors Research Foundation.
4 - The Absence of an IT Strategy
One, three, and five are very significant numbers to consider when thinking about your business goals and the value of strategic IT.
Has your MSP asked to review your business plan? Have you offered to share your one, three, and five-year targets with them?
A reactive provider is playing checkers with your digital estate. A proactive one is running a chess match and looks ahead to:
Develop your technology frameworkMake a strong business case for supporting the foundation with a budgetEnsure all endpoints are standardized, scalable, fault-tolerant, and moveable as more and more technology is shifted to the cloudBuild a coalition with your Technology Planning Committee to reduce single points of failure and keep all relevant stakeholders in the know (and energised)Plan for changes like office expansions, hiring upswings, work from home initiatives, partnership changes, mergers & acquisitions, regulation, and compliance readiness, and moreReview and revise the plans on a routine basis with supporting documentation
Documentation is conspicuously underdelivered in the MSP space. If your MSP has fallen behind on this detail, it’s tough to catch up.
Some providers even fall behind at the very beginning. We’re talking day one.
Learn More: The Truth About MSP Onboarding
The developers of IT Glue have somehow managed to make the dry topic of documentation engaging and funny.
Learn More: IT Glue YouTube Commercial
Do you ever read compelling articles about AWS and Azure and wonder why your IT provider hasn’t brought any of these innovations to your attention?
That’s a subtle warning sign you may need more strategic guidance.
Without a trusted advisor leading you with a strategy-first mindset, everything else in your IT environment will produce symptoms that sour the relationship.
Where To Go From Here?
Figuring out exactly why you need to make a move takes time, focus, and clarity.
Are you willing to read multiple MSP service level agreements to fully understand what is included for a fixed fee and what isn’t?Do the MSPs have a clearly defined technical support request process?Is your team clear on the differences between a mom and pop provider, a boutique, and a large provider?If you are growing, are you willing to pay more? The standard economies of scale logic doesn’t apply to MSPs because they require more resources and time to serve companies with expanding headcounts.
I hope you are further along in your quest to develop the right criteria for finding an MSP you can trust.
Get in touch with us online or on the details below:
Johannesburg – +27(0)11 435 0450, sales@multi.co.zaCape Town – +27(0)21 879 1950, sales@multi.co.zaDurban – +27(0)31 331 0735, sales@multi.co.za
Namibia – +264(0)81 353 9702, sales@multi.com.na
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Five Ways Vendor Management Can Accelerate Your Digital Transformation
First Things First
Let’s start with a quick definition of a term that sounds way too trendy to take seriously - until you dig a little deeper.
If you’re like most people trying to leverage technology to grow your business and innovate, you probably get a little perturbed when something doesn’t function as intended.
Have you ever had an exchange like this when you called your MSP?
Tech support: “Thank you for calling MSPMax. Mark speaking. How may I help you?”
You: “Hi, I’m Erin from Sandton Commercial Real Estate. I can’t get on the Internet.”
Tech Support: “Who is your provider?”
You: “Vodacom.”
Tech Support: “Just one second. [One minute later] it looks like you went direct on that one. I’m sorry. We can’t troubleshoot on our end. You’ll need to call Vodacom.”
To the client, this looks like finger-pointing and passing the buck. You want it to work and in the heat of the moment, you’re not overly concerned with the back story.
And in all fairness to the MSP, they don’t appear to include vendor management in their service offering. If they did, they would be the administrator on the account and have a backline to Vodacom tech support to provide vendor technical assistance on your behalf.
Wouldn’t it be nice to have a “wing-team” running point: providing vendor technical assistance, managing tickets, playing referee, talking to engineers?
What about sharing information across their organisation and others you happen to work with, coordinating, identifying new vendors, documenting, updating, and being available for moves, adds, and changes?
Multi IT & Telephony Solutions vendor management offering herds all of these cats so you don’t have to.
The goal of this article is to share real-world examples of Multi IT & Telephony Solutions vendor management in action.
Brief scenarios appear under each of the top five critical technology improvements cited by numerous SMBs in the Southern Africa.
To provide further context: help desk ticket requests that come into Multi IT & Telephony Solutions professional services automation system are classified by category (Vendor, Server, Cloud, etc.) and assembled into a knowledge base. As engineers interact with third-party vendors, they gain insights into what is working well and what needs to be fine-tuned or replaced.
We then generate reports that our vCIOs use to make data-driven recommendations to all of our clients during Strategic Business Reviews or sooner if the situation is dire.
By constantly keeping a pulse on internal and external moving parts, we're in a very advantageous position to make recommendations.
Learn More: IT Advisory
Explore one or all of the following links. Each category contributes to a dictionary definition of Digital Transformation - the drive for businesses to integrate digital technology into every area of the organization, reshape operations, and deliver superior value to clients.
Integrate different applications, data sources, platforms, and devicesImprove cyber and data securityModernize equipment or softwareImplement new technologyImprove operations through better execution
1 - Integrate different applications, data sources, platforms, and devices
For better or worse, everything is connected to the Internet these days. The trick is getting the disparate pieces to synchronize and collaborate as a team.
Industry: Financial Services/Mortgage
Client Problem: Two-hundred-person mortgage provider was using two different office productivity applications, Microsoft 365, and G-Suite.
The two platforms were incapable of being unified, creating company-wide issues with file sharing, data backup, calendar sharing, scheduling meetings, reserving conference rooms, cybersecurity, and compliance.
This also caused delays when interacting with third-party quoting and proposal applications.
Business Intelligence Sources: Help desk ticket history and client feedback from Strategic Business Reviews.
The Solution: Multi IT & Telephony Solutions migrated the entire user base to M365, simplifying, standardising, and driving better performance and tighter integration with their critical line of business applications and best in class security tools.
2 - Improve cyber and data security
When you consider over 35% of all computers worldwide are infected with malware, cyber-attacks will not go away any time soon or ever.
It doesn’t help when 23% of us tend to open phishing emails.
No matter how sophisticated technology gets, 95% of data breaches are related to human error. We’re all very distracted. And curious.
Industry: Executive Search Services
Client Problem: One-hundred-person healthcare IT staffing firm with a distributed workforce saw an increase in the volume of phishing emails and users clicking on links and downloading malicious attachments.
Business Intelligence Sources: Help desk ticket history and client feedback from Strategic Business Reviews.
The Solution: Multi IT & Telephony Solutions helped to identify and institute a formal computer-based cyber training program and administer the program on behalf of the client. Selected a vendor with several consecutive years as a Leader in the Gartner Magic Quadrant like KnowBe4
3 - Modernise equipment or software
Sometimes it takes a worldwide health crisis to understand the real utility of your business continuity plan.
The work from home pivot prompted by COVID 19 raised a lot of questions:
Is it safe for employees to use their home computers?Can we monitor employees to make sure they’re working?Does everyone know how to use Teams and Zoom?Why didn’t we replace our 10-year old Avaya phone system five years ago to something like Multi's Hosted 3CX?
Industry: Nonprofit
Client Problem: One-hundred-and-twenty-person animal welfare organisation with three physical locations had to vacate their offices and work from home when the pandemic struck with a vengeance.
Their premise-based legacy phone system lacked the functionality to accommodate a shift to virtual office.
Call centre, auto attendant, simultaneous ring, voicemail to email, extension dialling were all put on hold. Call volume handling was limited and required many employees to pick up the slack with cell phones.
Business Intelligence Sources: Help desk ticket history and client feedback from Strategic Business Reviews.
The Solution: Multi IT & Telephony Solutions vetted several different vendors to identify a VoIP solution to fit their needs - now and for years to come when they return to their physical locations.
This included meetings with the client, several demos, and challenging their thought process to encourage out of the box thinking.
Multi IT & Telephony Solutions was also involved in the project work with the chosen telephony platform to migrate the legacy telephony configuration.
Learn More: Multi IT & Telephony Solutions 3CX
4 - Implement new technology
In the SMB space, there’s a tendency to let third-party IT providers conduct their technical duties without close supervision.
It’s also difficult to provide oversight because most people don’t know what questions to ask nor do they have the tools to administer meaningful checks and balances.
Getting a second set of eyes on your systems every few years is always a good idea.
Industry: Healthcare
Client Problem: Two separate but related corporate entities with 30 people specialising in Medical Devices and Implants were operating on an aging makeshift IT platform, supported by an IT guy who was doing this as a side gig.
The red flags included unsupported operating systems, former employees/inactive users still listed in Active Directory, no password policy, out of date anti-virus, anti-spyware, security patches, and very little documentation.
This was causing performance issues and creating elevated compliance risk.
One of the companies was interested in being acquired in a few years, so things needed to be cleaned up and separated for the upcoming due diligence.
Business Intelligence Sources: Help desk ticket history and client feedback from Strategic Business Reviews.
The Solution: Multi IT & Telephony Solutions redesigned, separated, and partitioned the two company networks, retired older servers, and configured a new bare-metal server hosting several virtual servers. This enabled secure file access, shared network services, storage, and increased capacity to support a significant migration to Great Plains ERP and SolidWorks 3D CAD Design Software. Multi IT & Telephony Solutions collaborated with both third-party vendors to identify the best migration path and timeline. This included several group meetings with the client, countless email exchanges, and document shares. The client was pleased with the performance and security upgrades.
5 - Improve operations through better execution
Service duplication is rampant in the SMB space. Businesses are paying for Zoom when the same capabilities are available in M365 via Teams.
A lot of organizations have contracts with different copier/printer companies. This means their networks and users have to make accommodations for dissimilar manufacturers and standards.
There’s also a good chance the copier leases have different end dates and auto-renewals.
Wouldn’t you like to put those trapped dollars to better use somewhere else?
That’s why identifying redundancies, excess costs, and ironing out operating glitches is always easier with a partner who has the people, best practices, and tools to sort through all the details.
Industry: Nonprofit
Client Problem: A 200-person Family Services organisation with five locations was under multiple contracts for several dozen printers that were out of commission. And all of this equipment was being financed through a vendor who wasn’t doing a very good job explaining better alternatives. (Like downsizing and securing lower lease rates.)
Business Intelligence Sources: Client feedback from Strategic Business Reviews.
The Solution: Multi IT & Telephony Solutions advised the client and met with the vendor to audit, consolidate, cancel, and relocate printers.
What’s Next?
Are you starting to get a better handle on the benefits of merging service ticket data, vendor performance details, and insights from client meetings to make better business decisions?
Successfully integrating new technologies from dozens of different vendors isn’t easy, which is why the need for hands-on vendor technical assistance has never been more vital.
We just scratched the surface, but I hope you have a better idea of how our approach differs from other IT providers you are considering.
If you have questions about anything I've covered, we'd be more than happy to help!
Get in touch with us online or on the details below:
Johannesburg – +27(0)11 435 0450, sales@multi.co.zaCape Town – +27(0)21 879 1950, sales@multi.co.zaDurban – +27(0)31 331 0735, sales@multi.co.za
Namibia – +264(0)81 353 9702, sales@multi.com.na
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4 IT Support Options: Insource vs Outsource vs Mixed
What changes and challenges are happening in your business?
A number of factors inspire companies to analyse their IT support: office moves, sales growth, adding headcount, quality of service issues, data breaches, compliance concerns, lack of proactive guidance, or strategy.
Are you getting a lot of user complaints? Working from home and using cloud applications doesn’t always work as planned.
Maybe you’re a well-funded startup or just doing some due diligence to make sure your current arrangement is delivering the competitive advantage you deserve.
Is your provider or small IT department slow to respond? (No offense if you’re this person.)
At Multi IT & Telephony Solutions, we help businesses just like yours solve IT problems every day. And one of the most common questions we hear from prospective clients is, 'should I insource or outsource my IT?'
While Multi IT’s only two offerings are managed IT and co-managed IT, we’re realists and understand our model is not always the best option for every business.
The goal of this article is to show you a variety of business solutions and help you find the right fit.
Which IT Support Plan is Best For Your Small to Midsize Business or Nonprofit?
Do-It-Yourself ITDedicated IT StaffHourly Break/Fix ServicesManaged IT Services
Do-It-Yourself IT Support
You, or a colleague, take ownership of managing all of your technology in addition to your primary job duties.
Do-It-Yourself IT falls squarely in the spare time category.
What Are The Pros?
Doing it yourself saves money if you can’t afford to pay someone else to do this. Business owners with fewer than five employees find this hard cost reduction irresistible.
Some people like IT and enjoy tinkering. I know a closing attorney who has a server stack in his office. He also reads software manuals on long flights.
You get a sense of control, calling all the shots on the technology used to grow your business.
For organizations with relatively simple technology needs, you enjoy independence and immediacy.
Applications like O365, Vonage, Gmail, and DropBox give smaller organizations many easy to manage subscription-based, cloud solutions.
What Are The Cons?
Doing it yourself increases soft costs. As business demands increase, self-managed IT will require more of a time commitment.
Security breaches and data loss due to failed backups are most prevalent with this model.
As you expand, you may start to lose control but not know it. Applications are easy to buy online. However, many have confusing control panels that look like the cockpit of a Boeing 747.
O365 has a host of features that your average person will not know how to set up. For example, user email accounts in O365 require configuration for automatic backup. Missing this detail can equate to years of lost data.
Cloud applications from different companies may be relatively simple to operate independently. Complexity arises when multiple applications need to be integrated, making you more dependent on disparate parties. Unless they cooperate promptly, the immediacy factor evaporates.
Executives who self-resolve IT problems - conservatively speaking - spend an average of two hours a week or 100 hours a year on this activity. This is not enough time to keep systems healthy and secure.
Self-resolvers focus almost exclusively on breakdowns instead of leveraging automated monitoring and maintenance tools which keep systems working optimally.
When handling your own IT needs, you waste valuable time working in the business rather than on the business.
This model typically leaves everyone in the business to fend for themselves. This can often lead to users signing up for their own services, known as “shadow IT.” According to KnowBe4, Shadow IT is responsible for 33% of all cyber-attacks.
Finally, if you’re not a cloud specialist, system engineer, network engineer, or security professional undergoing regular training and earning updated certifications, it’s impossible to keep up.
Dedicated IT Support Staff
Your team includes one or several full-time IT specialists who manage infrastructure: servers, cloud applications, user help desk, network, firewall, backup and disaster recovery, telecom, and vendor management. Wikipedia Definition of Typical Services
Application specialists are a different breed from the infrastructure team. They have the skill sets to provide a line of business application support, software development, project, and program management.
The size and technology needs of your organisation will dictate the combination you require.
What Are The Pros?
The larger your headcount, the more likely you’ll have users with varying levels of competency and patience. Have you met many Type A personalities who politely suffer a printer error or forgotten password when a deadline is looming?
If your business has over 100 people, an in-house IT team consisting of infrastructure and application specialists can be convenient for grab-by-the-collar, just-in-time help requests.
Technology adoption and enthusiasm are also affected by the age of your team. Younger employees, who have grown up around technology, are going to jump right in.
Older employees may be less engaged. I have a good friend whose father retired ten years early because he didn’t like using email.
A robust in-house presence also makes sense if IT is your core business and service delivery depends on a unique IT application that requires full-time support.
You may even get team members who want to work in your particular industry because it’s part of their life’s mission. They wish to stop human trafficking, promote better healthcare outcomes, or help people attain financial freedom.
What could be better than passionate employees who become a valuable part of your culture?
What Are The Cons?
Full-time IT employees are easily accessible to everyone, including demanding users who may not follow standard support request protocols. When stronger personalities push and shove, attention can get diverted from higher priority issues and projects. This political dynamic creates strife, hinders your operating efficiency, and could increase your legal exposure.
Would you rather have someone help a forceful executive format a PowerPoint or finish patching a mission-critical web infrastructure? An unpatched web server triggered the Equifax data breach.
In-house IT professionals are also likely to be on call 24/7 or be in a rotation to share this duty with others. Their workdays can be unpredictable. Vacations and sick leave can also create gaps.
And it’s not uncommon for executives to expect assistance with home computing needs after-hours or on weekends. These factors lead to burnout and staff turnover.
Cloud specialists, system engineers, network engineers, project managers, CISOs, CIOs, and CTOs, are expensive resources. An IT Help Desk/Technical Support Professional can command R630,000 a year while an IT Manager can fetch R1,000,000.
Not only is the median pay for IT professionals more than double the salary of all other Southern African occupations, but compensation also rises every year and boasts an unemployment rate of 2.8% versus the national average of 10.2% in the industry.
Strong IT professionals are always in high demand. Recruiters call them regularly with lucrative financial incentives to jump ship. So the ambitious ones tend to leave for new challenges while the less enterprising ones stick around.
When key personnel leave, they depart with institutional knowledge. Quality documentation is not always maintained and shared. Other IT professionals see knowledge as job security and don’t want to give away the keys to the kingdom.
Are you comfortable with either scenario? If you have concerns around single points of failure and risk, I can’t imagine your answer would be yes.
How do you feel about having to manage and mentor IT people? Many businesses don’t have this expertise. Many companies also have no idea if their IT people are doing a good job or how to evaluate their performance.
Finally, your expenses climb when you add the cost of employee benefits, training, real estate space, and the hardware/software required to build out in-house IT management infrastructure.
Hourly or Break/Fix IT Support
Break/Fix IT is prevalent in the small business market. The model is very similar to that of a plumber, electrician, or HVAC vendor. Clients pay for services “by the drink” on an as-needed basis. An IT consultant is essentially “on-call” to solve technical problems as they arise.
The mentality is very similar to Do-It-Yourself IT, except you recognize the need to get help from a more qualified third-party. Hourly IT support is a cottage industry with hundreds of sole proprietors in any major city, including national brands.
What Are The Pros?
Break/fix IT support doesn’t require any upfront financial commitments, making it cost-effective for companies with fewer than ten people, basic systems, and minimal reliance on technology.
In some cases, monthly retainers, fees for block-time agreements, or budgeted hours apply.
Some business owners are so practical they can’t fathom paying for something unless it’s broken.
The client maintains a tighter control on spending and is empowered to authorize all activities and associated costs, including selecting different vendors for different IT initiatives: Internet, phone system, AV, etc.
Break/fix might be all you can afford when getting started.
Or it could be a convenient band aid while an IT resource is unavailable or being hired/replaced.
What Are The Cons?
There is a direct correlation between reactive hourly services and less favorable business outcomes. What can go wrong? The hourly resource is seldom available the exact moment you need them.
Break/Fix resources don’t have the luxury of using pre-installed professional services automation or 24/7 remote monitoring and management software, which puts them at a severe disadvantage.
Since they lack visibility, data insights, and control of all the moving parts of your IT systems, they have to begin every encounter from the ground up. In many cases, they’re learning on the job.
Their technical expertise is limited to tactical fixes rather than understanding how individual technologies fit and should perform within a broader system. This means they lack the visibility to identify the root causes of problems.
Your business can be disrupted when problems emerge outside standard business hours. And since system alerts will not be activated automatically, you must identify the issue and report it to the provider.
Break/fix service does not come with Service Level Agreements or guaranteed response times which leads to extended wait times and escalated emergency fees.
This is a less mature business model consisting of smaller providers and independent contractors. Both usually have limited resources and domain expertise across interdependent technology disciplines: network, cloud, security. In today’s connected world, you can’t afford to have gaps.
The hourly resource can also go on vacation, have other clients to visit, go on maternity leave, or exit the business without warning. Is this single point of failure worth the risk?
Multi IT & Telephony Solutions once received a call on a Saturday from a frantic CPA who suffered a catastrophic data loss. Her 10-year old small business server had crashed, and the various break/fix vendors she had used over the years were nowhere to be found—ditto on any backups or network diagrams. Smart CPA. Bad IT decision-maker.
Managed IT Services & Support
Managed IT Services is a fully outsourced solution for small and midsize businesses to enjoy a portfolio of people, processes, and technology on a fixed-fee basis. It’s a subscription model where you essentially rent fractional ownership of a corporate IT department instead of building it and managing it yourself.
The managed services model initially gained popularity in the early ’90s in the large enterprise market, which produced innovations that are now available to much smaller entities.
What Are The Pros?
Best in class IT providers put a great deal of emphasis on understanding your strategy before making recommendations. This consultative approach sets the stage to optimise the performance of your environment. They can also lower your exposure to downtime, data loss, theft, or intrusion.
Managed IT gives you flexibility for 10 or 1000 employees. It can be scaled up or down. Do you need fully managed IT this quarter and Co-Managed IT next quarter? Either service can be expanded or contracted in short order
Outsourcing replaces capital expense with operating expenses. Instead of paying an in-house IT Director over R1,000,000 a year to serve a 50-person firm, an MSP with as few as ten employees can offer a more comprehensive array of services for R600,000 per year. 24/7 remote monitoring and proactive maintenance also included, have the net effect of issue prevention.
Many full-service MSPs subscribe to client management tools with annual costs in the range of R5,000,000 to R7,500,000. These expenses are easy to justify in an outsourced model because 50-100 different clients pay fixed fees that more than offset the MSP’s operating expenditures.
IT providers have cross-trained specialists on staff with deep expertise in constantly changing technology services and compliance frameworks. They stay ahead of the minutia, so you don’t have to.
Like every industry these days, managed IT services is a competitive field. It’s not uncommon for providers to structure agreements with 60-day out clauses. By making the contract terms less threatening, businesses can move forward without the pressure to make a 12, 24, or 36-month commitment. What if you hate your IT provider?
Hiring an MSP simplifies operations. Instead of devoting employees to co-ordinating vendors, evaluating, deploying, and supporting technology, you outsource these functions to a single reliable company to manage your computing infrastructure. This frees your team to focus on core business needs and strategic initiatives.
What Are The Cons?
The managed IT space has very low barriers to entry with hundreds of options in any given market. Many operators use the buzzword “MSP” very loosely. And some are more professional than others. You’ve got national companies who advertise on billboards as well as “MSPs” being run out of basements by four guys in their NASCAR pajamas.
Your cybersecurity may be at risk. You can’t count on every vendor to follow standards and best practices or provide leadership and inspiration for you to do the same. You’re only as strong as your weakest link. Take for example the ransomware attack that hit a Durban MSP and affected 100 of its clients.
Some companies don’t like giving up any control to an MSP. Multi IT & Telephony Solutions once signed a 12-month agreement with a client who wanted to transition from in-house IT to outsourced IT. They were paying us R70,000 a month and never allowed us to install remote monitoring and management software on their servers.
New MSP services would be a lot easier to roll out in the small and midsized business sector if there were also a budgetary line item for Change Management. Larger companies can afford change management, while smaller organisations cannot.
When Coca-Cola’s IT department initiates a laptop refresh with new Microsoft Azure services, they hire management consulting companies to handle the pivot.
Doing the same project on a much smaller scale with a privately held, 40-person insurance brokerage could easily turn into a hot mess.
Smaller businesses may change IT providers and not change the deep-seated organisational behaviours that caused their previous IT vendor relationship to sour.
If you hire any sort of professional services organization - MSP, Law Firm, CPA, Financial Advisor - and refuse to follow their recommendations, the relationship will not last.
A successful partnership requires the provider to have an advisory relationship with the client’s primary influencers and/or IT Steering Committee. These key stakeholders need to be committed to meeting on a regular basis to share strategy, business goals, best practices, and approve projects that will impact the business.
Some clients enthusiastically embrace replacing old or unsupported hardware and implementing cyber security best practices. Other clients won’t upgrade consumer-grade Wireless Access Points - even if they frequently lose connectivity, are unsecured, and required to process credit card transactions.
If you assign one person to exclusively manage the relationship - including running interference on every support ticket - you create an information vacuum, a quality of service bottleneck, and a single point of failure. Each has a negative effect on your business continuity.
MSPs can’t predict or prevent every one of your unplanned technology costs.
Some MSPs may be incapable of learning your business or be a bad fit for your culture.
With some IT companies, you’re just a number.
Where To Go From Here?
Figuring out what works best for you requires due diligence. And you may experience a few setbacks along the way.
Multi IT & Telephony Solutions has kissed a few proverbial frogs in our quest to find the right digital marketing partner. We’ve had to change hardware and software vendors when their business practices and pricing models no longer made sense.
We used to own servers and lease space in a data centre. Now we use managed services specifically designed for managed services providers. And we didn’t outsource all of our HR until 2020!
We know what you’re going through because we’re learning and doing new things every day.
Get in touch with us online or on the details below:
Johannesburg – +27(0)11 435 0450, sales@multi.co.zaCape Town – +27(0)21 879 1950, sales@multi.co.zaDurban – +27(0)31 331 0735, sales@multi.co.za
Namibia – +264(0)81 353 9702, sales@multi.com.na
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The Truth About MSP Onboarding (A Checklist for Success)
Not All MSP Onboardings Are Designed Equal
If you’re reading this article about onboarding, you probably need someone with experience to empathize with your fears and provide clarity where there is confusion.
Multi IT & Telephony Solutions have been in the managed services business for over 36 years and know exactly how you feel. Let me share a personal anecdote from a prior employer as a brief study in contrasts.
The Night Part of the Story
I got my start working for a VoIP provider who offered very reliable, high-touch hosted telephony and Internet service. VoIP was red hot back in 2003. Our success in this area inspired an expansion into managed IT.
Awesome, right? Not really.
While we had no struggles turning up microbusinesses with five to ten people, larger entities were problematic. Regrettably, since I was the one who sold the deals, I ended up getting a Ph.D. in apologies and letting clients out of the IT portion of their service.
A clumsy onboarding can tarnish a relationship for years. In some cases, a shoddily managed transition creates operating problems the MSP can never fix.
The Day Part of the Story
Situations like this, inspired me to join Multi IT & Telephony Solutions in early 2014. I now provide educational content on all facets of Managed IT, Cybersecurity, VoIP and Telephony, and Cloud solutions, tailored to larger SMBs interested in growing and using standards-based IT as a strategic lever.
The following new client testimonial sums up one of the many reasons I made the right career choice:
“Our Johannesburg based organisation just recently moved to Multi IT & Telephony Solutions to be our Managed Service Provider. The onboarding process was easy and seamless, with zero downtime. Multi IT & Telephony Solutions was diligent in getting information and keeping us updated on the process and making sure that they were prepared for any potential issues that may come up unexpectedly. Every employee or representative, I have had the pleasure of working with has been professional, friendly, informative, and willing to help in any manner that I may have needed. The project team always kept me up to date on the status and progress on the onboarding. The transition from our former MSP over to Multi IT & Telephony Solutions has been the smoothest and easiest transition I have experienced to date. We are excited about our future and partnership with Multi IT & Telephony Solutions and look forward to all the things we can accomplish together.”
Johan J.COOFinance Industry
Are you wondering what Multi IT & Telephony Solutions did to make an impression like this?
Here’s a quick summary of key onboarding activities, followed by a deep dive into one singularly unique part of our process that will give your organisation operating leverage for years to come.
Key Onboarding Highlights
To guarantee quality control, Multi IT & Telephony Solutions onboards a maximum of two clients per month.Every client gets a dedicated Onboarding Project Manager.The transition includes an executive kick-off meeting with several site visits and client interviews.Engineers and project managers handle everything: coordinate the transition with your existing vendors, document all IT systems and users, create new hire/exit checklists, deploy management tools, migrate data and mailboxes, conduct a security assessment, and implement Multi-Factor Authentication (MFA).The Multi IT & Telephony Solutions Account Team will conduct user orientation to introduce the service and demonstrate the four different ways to request support.The entire onboarding process takes 60 to 120 hours and spans 30-90 days.
There’s one pivotal detail in this process that many providers overlook: the transfer, capture, and creation of comprehensive IT system documentation.
Assembling this single source of truth is a simple idea that produces exponential benefits:
UptimeQuality of serviceOperating maturityGrowthRisk reductionLower liabilityBusiness continuityTransferable records if you ever want to sell the business or change IT providers
While we love the idea of having you as a forever client, we strive to keep your digital assets so well-documented, future IT providers or owners will say, “Wow, these guys have some tight systems in place!”
Multi IT & Telephony Solutions incorporates 102 different data points for the following six categories to create our version of secure Electronic IT Records for your technology stack:
1 - Business Information
Business entity legal nameAdditional DBAsPrimary web addressTax exemption classificationLocation detailsFloor plans and drawingsOrganisational chart(s)
Authorization formCore business systemsUser ListRegulationsPending litigationOngoing and pending initiatives
2 - Policies and Processes
Acceptable use policyEmployee-owned device policyInformation security policyCybersecurity policyData retention policyIncident response policySocial media policySystem patch policyChange management policyDocument management policyCommunications policyRemote access policyUser training processesIncident management processes
Vendor management policyBusiness continuity planDisaster recovery planRisk assessment processesUser management processesProcurement processesData protection processesNetwork security processesAsset management processesAuditing processes
3 - Forms and Standards
Change request formsUser provisioning formsHardware standardsDevice provisioning formsUser naming conventionsDevice naming conventionsIP addressing conventions
Maintenance windowsOutage handling rulesRole-based user/system standardsBackup requirementsUptime requirements
4 - Reports
Risk assessmentsImpact analysesRegulatory compliance auditsAsset reportsWarranty reportsLicense compliance audits
Disaster recovery test resultsTicket history reportsProject history reportsKnowledge base exportsWiFi signal spectrum reports
5 - Vendor Information
Telephony vendorsInternet service providersPower companyHVAC vendorDatacentre providersCloud services providersFacilities supportPrinter/copier vendorsSoftware OEM and support vendors
Audio/visual vendorsSecurity vendorsWebsite design vendorsWebsite hosting vendorsDomain registrarsSSL certificate authoritiesAuditing vendorsHardware support vendors
6 - Technical Information
Hardware technical specificationsNetwork diagramsLights out managementSite and equipment photosActive Directory domain detailVLAN definitionsNetwork port mappingsWiFi networksWAN circuit detailsSite to site VPN informationGroup policy and active scriptsScheduled tasks
File replicationDisk encryptionEmail protection systemsLAN structure and routingBackup systemsMonitoring systemsLine of business applicationsSaaS applicationsTicketing systemsEnd-user how-to documentationApplication support documentationApplication licensingCredentials
I know you’re probably thinking, "WOW! that's a lot of data to capture. If only there were a simplified way to track all of it." You’re in luck.
Multi IT CONNECT
Multi IT & Telephony Solutions makes the electronic document collection process safe and easy by giving you access to a secure onboarding documentation portal known as Multi IT CONNECT.
You simply log in and enter information directly into the Client Onboarding Documentation Worksheet. This collaboration-friendly checklist tracks each piece of required information through every step of the process.
Documents can also be uploaded directly.
This information is carefully reviewed and assimilated into our information management system. It’s okay if you don’t have all of these details at your fingertips. Most companies don’t.
It’s a team effort. We’ll work diligently with your team to fill in any remaining gaps via automated, manual, remote, and on-site collection methods.
What’s Next?
Let’s face it, MSP onboardings can be about as much fun as trying to untangle Christmas Tree lights. That’s why so many of them don’t go well.
Your business is too important to allow an MSP to simply take over everything, open up the phones, and see what happens.
Project management of overlapping IT services is critical. Don’t abruptly pull the plug on your existing provider when you decide to make a change. Hot cuts are almost always a bad idea.
A 4-week overlap is recommended. This allows for a smooth transition. It also gives your current provider an incentive to cooperate with a competitor. And you avoid surprises.
Full disclosure: Multi IT & Telephony Solutions can’t force your team to participate. However, we have a proven framework that makes it easier for your team to engage.
By streamlining the process to ensure the completeness and accuracy of your documentation, we invest the time and effort to keep everyone organizsd.
The quality of your service depends on it.
Do you have any other questions about harmonizing and tightening your migration to a new provider? Get in touch with us online or on the details below:
Johannesburg – +27(0)11 435 0450, sales@multi.co.zaCape Town – +27(0)21 879 1950, sales@multi.co.zaDurban – +27(0)31 331 0735, sales@multi.co.za
Namibia – +264(0)81 353 9702, sales@multi.com.na
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