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Making the Switch – An Onboarding Guide to Compass Consulting

So, you’ve decided to make the switch away from your current IT provider.  Perhaps they brought little value-add to your business, were rarely proactive in their solutions/recommendations, had little understanding of your specific industry, or failed to provide that personal touch with their communication – congratulations, the most difficult part of your transition is already behind you.  Leave it to Compass Consulting to make the ensuing transition process smooth and easy!  Making the switch:


When a new client is welcomed to Compass Consulting, Discovery is our first step of the process.  Here, we begin gathering all pertinent information about your company’s IT infrastructure, perform an assessment of all computer and network equipment, and sculpt our initial IT and management plan.  Working in conjunction with your prior IT provider, Compass will administer an IT Transition questionnaire for a complete “knowledge transfer” of domain information, passwords, licensing etc.  We clearly define to the customer that Compass Consulting is more than basic help desk and procurement tasks.  We wish to be your ongoing IT partner and will proactively demonstrate this to you through our expertise, professionalism, and best practices.

Ongoing Auditing of Systems

A well-defined onboarding process quickly disintegrates without a solid foundation.  But with Compass Consulting’s Managed Services One Plan, a client can rely on 24x7x365 cloud-based monitoring and alerting.  Customers can rest easy in the knowledge that their system is being monitored every hour of the day, every day of the year.  Using a combination of state-of-the-art Remote Monitoring Management (RMM) and Automation combined with on-site visits, we will not only bring your infrastructure up to industry standards, but even higher to Compass Consulting standards.  We are eager to share our experience and knowledge in caring for key pieces of your capital investment:

  • Server Management
  • Email System Management
  • Network Device Management
  • Network Security Device Management
  • Vertical Application Management
  • Workstation Management
  • Backup System Management
  • Internet Connectivity & Router Management
  • Software and Device Licensing Management

Issues Resolution

The next step in the Compass on-boarding process is Issues Resolution.  When problems arise, how are they addressed?  Compass Consulting offers comprehensive 8×5 or 24x7x365 Help Desk with remote access in which you are personally interacting with one of our skilled engineers and not stuck in a telephone queue.  And what about updates and backups?  Many IT firms place their clients in peril because of little emphasis on system backups, cloud replication, operating system patching, or Disaster Recovery plans. These items require strategic, proactive planning and frequent testing to ensure their reliability.  Patch Management and Critical Updates are crucial to a network’s well being.  Compass’ RaaS (Recovery-as-a-Service) leads the industry with Endpoint Security Management, Remediation & PC Virus Removal.  Let Compass Consulting create a tailored business continuity strategy for your office with hourly snapshots that allow closer Recovery Point Objectives (RPO) and faster Recovery Time Objectives (RTO).


Compass Consulting is not your typical IT firm.  Our clients consider us IT professionals as well as integral business partners.  Our goal is to earn your trust and build a lasting relationship all while adding value to your business and helping you succeed.  As such, we guarantee ongoing communication to review the overall state of your investment and make recommendations to benefit you.  Disaster Recovery Plans, UCaaS communications solutions, vCIO Management, Technology Recommendations/Partner Equipment Purchasing Incentives.  These are just a handful of the innovative recommendations we offer our clients.  We are glad you made the switch to Compass Consulting.  You will be glad you did too!

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