The hum of anticipation filled the offices of Synergy Solutions, a growing professional services firm. After months of planning and growth, Sarah, CEO, and her team recognized the need for IT support and had recently signed a NetVisor contract with Net Friends. This partnership marked a crucial step towards building a resilient and secure technological backbone for her growing team.
The journey began with an email announcing the launch of their Net Friends implementation project. Sarah, the CEO, appreciated the proactive communication, understanding this was the crucial first step for a smooth transition.
Phase 1: Project Kickoff
The initial phase kicked off with a virtual meeting – Synergy Solution’s introduction to their dedicated Net Friends project team. Behind the scenes, Net Friends was busy with their own internal Project Kick-Off, ensuring their entire team was aligned.
Key activities:
- Internal Project Kick-Off: A meeting to launch the project internally, setting the stage for the entire team. During this meeting, the information that Synergy Solutions gave sales will be shared with the project team to make the implementation smoother.
- Tooling Configuration and Readiness: Ensuring all necessary tools and resources are set up and ready for use.
- Vendor Assignment and Registration: We will start purchasing any licenses we will need to successfully on-board Synergy Solutions so that we can provide the highest quality support.
- Partner Vendor details: Communicating details about partner vendors and delegating authority as needed. This might include their existing MSP and any line-of-business software.
- User/Employee Information gathering: Collecting necessary information from users and employees.
By carefully executing these activities, we can ensure a successful project launch and lay the groundwork for a smooth and efficient implementation.
Phase 2: Assessments and Taking Stock
Following the successful project launch, Net Friends transitions into a more analytical phase. This involved a thorough assessment of Synergy Solution’s current environment and identifying potential challenges.
Key activities:
- Backup Assessment: Evaluating the current backup and recovery strategy.
- Infrastructure Assessment: A thorough assessment of infrastructure, including a detailed network diagram and an executive summary of findings.
- Vulnerability Scan: Conducting a comprehensive vulnerability scan to identify and address security risks.
- Credential Handoff: Securely receiving and managing login credentials for various systems.
- Microsoft 365 Licensing: Reviewing Microsoft 365 licenses and configuring partner settings.
- End User Support Access: Providing clear instructions to users on how to contact Net Friends for support.
- Partner Documentation: Updating or creating documentation for partner relationships within Net Friends systems.
- Perform On-site Tasks: Conducting on-site work as needed to gather information and complete tasks.
- Technical Discovery/Documentation: Conducting technical discovery and documenting findings.
Through these assessments, we gained valuable insights into the Synergy Solutions environment, allowing us to identify potential risks and develop a comprehensive implementation plan.
Phase 3: Tool Deployment
This phase focused on deploying essential tools and resources for Synergy Solutions to ensure a smooth and efficient implementation.
Key Activities:
- Deploy Tools and Software: Adding all necessary software and tools, such as any updated licenses and tools to help us manage your systems.
- Reporting Setup: Configuring reporting tools to gather critical data for analysis and monitoring.
- Maintenance Window Planning: Reviewing and finalizing maintenance windows to minimize disruption to the client's operations.
- Internal Documentation Review: Ensuring all internal documentation related to the project is accurate and up-to-date.
- Support Readiness: Obtaining internal sign-off confirming that support processes are ready for the implementation.
- Microsoft 365 Security Standards: Implementing security standards for Microsoft 365, including email security measures and multi-factor authentication (MFA) enforcement.
- Existing Issues: Identifying and documenting any existing issues or problems.
Upon completion, Synergy Solutions was ready to begin receiving support. There is a kick-off training to help staff submit tickets. Having a reliable IT Expert to help solve any problems has allowed the staff to focus on their jobs and growing the business.
Phase 4: Compile Findings
As the deployment progressed, the Net Friends team gathered and organized all the notes and findings. This was not just about recording data; it was about carefully synthesizing and analyzing every detail of Synergy's environment. This thorough process allowed the team to prioritize tasks effectively and identify any areas that required immediate attention before the final go-live.
Phase 5: Presenting Findings and Go-Live
The culmination of the implementation project arrived with a presentation of Net Friends' findings to Sarah and her team. The Technical Business Review (TBR) is a critical step in creating an overview of Synergy's IT landscape, highlighting key insights, and outlining the strategic path forward.
Launch!
For Sarah and Synergy Solutions, the implementation project with Net Friends was a resounding success. The success was a testament to the importance of planning, communication, and collaboration. By taking the time to thoroughly assess Synergy's unique needs, strategically deploying their tools, and consistently focusing on data-driven insights, Net Friends laid a foundation for a solid partnership. As Synergy continued to grow, they knew they had a reliable partner in Net Friends to support their journey.
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At Net Friends, we believe in the power of human expertise. While we leverage AI to enhance our content and processes, all blog posts are written and edited by our knowledgeable staff. You can trust you are getting insights directly from our team.