Managed IT | Onboarding
Most of the switch happens before your team notices.
A good IT transition is quiet. We spend the first weeks loading our tools, documenting your environment, and taking a full handover from your outgoing provider. By the time your team meets us, the work that makes support feel effortless is already done.
Quiet behind the scenes. Confident from day one.
At a glance
- Timeline
- About 30 to 45 days to cutover
- You meet us
- Day 30, over a lunch and learn
- Your data
- Stays under your firm's control
- Safety net
- Old provider on call after cutover
Before You Switch
It starts with an assessment, not a signature
You do not have to commit to switching to work with us. The Strategic Assessment comes first: we audit your environment and build your roadmap.
To run that audit we need read-only access to your systems, which means giving your current provider a heads-up so we can get in. That is the only thing the assessment asks of you. Notifying your provider is not the same as leaving them. If the roadmap makes the case to move, onboarding executes a plan you have already seen and approved. If it does not, the roadmap is yours to keep either way.
Explore the Strategic AssessmentHow It Begins
Two kickoffs, before anything changes
Onboarding opens with conversations, not configuration. Two short kickoffs set the plan and protect the handover.
Kickoff 1
Leadership kickoff
We start with your leadership to align on the plan, the timeline, and who owns what. You get an executive and staff welcome letter with your escalation contacts, so your management team knows exactly who to call from day one.
Kickoff 2
Handover kickoff with your current provider
A working session with your outgoing IT to walk the handover in full. Knowledge transfers on purpose, not by accident, and both teams agree how access moves across without a gap in coverage.
The Plan
Most of it happens behind the scenes
For the first several weeks, very little changes for your staff. The work is on the back end. A straightforward firm reaches cutover around day 30, a more complex one around day 45.
Agents, credentials, and inventory
- Monitoring, security, and backup agents deployed
- Delegated Microsoft 365 admin in place
- Every admin credential moved into our vault
- Vendor consoles re-pointed to accounts your firm controls
We build the asset inventory, the vendor and license register, and a single source-of-truth runbook, and we confirm the gaps your assessment found and start closing the quick ones.
Owned by: Lead Technician, CIO
Knowledge transfer from your current provider
Structured sessions with your outgoing IT capture the history a runbook cannot: why things are configured the way they are, which vendor relationships matter, and where the quirks live. It runs in parallel with our setup, so nothing is lost in the move.
Owned by: Lead Technician, Success Manager
Your team meets us, over lunch
A lunch and learn or webinar for all staff: faces and roles, how to reach us, and the response times to expect. Your team meets the people behind their IT before any service-impacting change happens.
Owned by: Success Manager
Support cuts over to us
We become your single point of contact, defined response times take effect, and after-hours and weekend coverage turns on. Your previous provider's access is removed. The exact date flexes with the size and complexity of your firm.
Owned by: Success Manager, CIO
Your old provider stays reachable
For a few more weeks we keep a line open to the outgoing provider for the occasional question a ticket turns up. A quiet safety net, so nothing stalls while we settle in.
Owned by: Success Manager
Your onboarding review
We sit down with you to confirm the switch delivered what we promised: response times are landing, coverage is solid, and any open items from the move are closed. A formal checkpoint, so nothing is left half-done once the dust settles.
Owned by: Success Manager, CIO
Then the roadmap projects begin
Once support is stable and your team's confidence is rebuilt, the prerequisite projects from your assessment start in priority order. Long-lead hardware goes first, so it is ready when the rest of the plan catches up.
Owned by: Lead Technician, CIO
Your first quarterly review
Onboarding formally closes and the ongoing rhythm begins. Your first Fractional CIO quarterly business review sets the technology roadmap and budget for the year ahead, and from there the reviews run every quarter.
Owned by: CIO, Success Manager
The real job after cutover
You switched for a reason. Rebuilding confidence is the work.
The weeks after cutover are about responsiveness and visibility: fast answers, a ticket system that shows your team exactly where their requests stand, and monitoring that catches issues before they become outages. When your people reach out the moment something is off, confident we will resolve it faster than they could themselves, you know the switch worked.
Under Your Authority
A takeover that never takes you hostage
The switch should make you safer, not hand a new provider the keys to lock you in. Control of your firm's technology stays with your firm, during the move and long after it.
Credentials handled securely
Admin access moves into our password vault, never over email or chat, and always from you. We do not approach your outgoing provider directly unless you ask us to.
Every account re-pointed to you
Vendor and SaaS consoles are moved onto organizational accounts your firm owns and controls, so the tools are yours, not tied to a provider.
You own your tenant and data
Your Microsoft tenant, your domains, and your data stay yours. We operate with delegated access, not ownership of your accounts, logged and reviewed with you every quarter.
A clean break from the old provider
At cutover, the previous provider's access is removed and core infrastructure credentials are rotated, so no forgotten back doors are left behind.
What Good Looks Like
The standard we hold every onboarding to
30 to 45 days
To cutover, with most of the work behind the scenes
Day 30
Your whole team meets us, before anything changes
Tested
Backups proven with real restores, documented for insurance
Yours
Every vendor account re-pointed to your firm's control
Sound Familiar?
What a good onboarding removes
The fear of a messy transition keeps firms stuck with the wrong provider. Here is what ours is built to take off the table.
Downtime during the move
The heavy lifting happens on the back end, sequenced around your deadlines, so the switch does not cost you billable hours.
Knowledge trapped in one head
We document your environment and take a real handover, so support never depends on one person's memory, theirs or ours.
A cold, confusing first week
Your team meets us over lunch before cutover, so getting help feels familiar the moment support switches over.
A gap in coverage
The outgoing provider stays reachable after cutover, so an odd question never leaves you stranded.
Forgotten back doors
Old provider access is removed and core credentials rotated, so no one who should not have access still does.
Doubt that it worked
Fast answers, a ticket system that shows where every request stands, and monitoring that catches issues early make the difference visible.
Where It Fits
Step two of a proven path
Onboarding is not where we meet you. It follows a Strategic Assessment that has already mapped your environment, so the transition executes a plan you have seen and approved.
01
Strategic Assessment
A fixed-fee diagnostic that audits your environment and builds your roadmap. Yours to keep, and credited toward onboarding if you proceed.
Learn more02
Onboarding
This: a quiet, structured transition that executes a plan you have already seen and approved.
03
Ongoing partnership
Quarterly strategy reviews that keep your technology aligned with where the firm is going.
Learn moreYour assessment fee is credited
If you came from a paid Strategic Assessment, that fee is credited toward onboarding. You do not pay twice for us to get to know your firm.
Who You'll Meet
The people who onboard your firm
Onboarding is a real handoff, not a form. You sit down with the people who moved your firm across, and meet the person who looks after your account from there.
Jackson Eagle
Strategic Account Executive
Jackson has been your main contact through the whole conversation. At onboarding he hands the relationship over cleanly, so everything you discussed carries through to the team that supports you.
Chris Briggs
Chief Information Officer
Chris shaped the technical plan for your firm from the start. He is in the room to make sure what was scoped is what actually gets delivered, with nothing lost in the handover.
Navjot Bling
Customer Success
Nav becomes your ongoing point of contact once you are up and running. She takes the handoff from Jackson and stays close to your account, so you always have someone who knows your firm.
Michael Logan
Chief Operating Officer
Mike leads operations and client success at Resolved, and he usually joins onboarding in person, so the person accountable for how we serve you is there from day one.
In Their Words
Firms that made the switch
I did not know managed IT could be this good. Where IT was a recurring burden, it is now the cherry on top.
Jonathan | General Manager
Resolved has been an outstanding partner. What truly sets them apart is their commitment to going above and beyond to make sure our needs are met and issues are resolved efficiently. Reid's leadership and expertise have made a meaningful impact on our firm.
Shezmin Jiwa | Principal
Kirsten Reite Architecture
Reid was highly professional and provided highly specific advice to our business. His transparency and communication skills made the process so much easier than our previous provider.
Sarah | Office Manager
Trusted by firms like yours
Next Step
Make the switch the easy part
It begins with a free 30-minute discovery call. From there, a Strategic Assessment maps your technology to your business goals, and onboarding turns that plan into a firm that runs on secure, well-documented, well-supported systems.
- Timeline
- About 30 to 45 days to cutover
- Runs on
- A plan you have already approved
- You keep
- Ownership of your tenant and data
- If you proceed
- Assessment fee credited
FAQ
Switching-providers questions
How long does switching to Resolved take? +
About 30 to 45 days to cutover. A straightforward firm reaches cutover around day 30, a more complex one around day 45, and most of the work happens behind the scenes before your team notices.
Will switching providers cause downtime or cost us billable hours? +
The heavy lifting happens on the back end, sequenced around your deadlines, so the switch does not cost you billable hours. For the first several weeks very little changes for your staff.
What happens to our data and Microsoft tenant during the move? +
Your Microsoft tenant, your domains, and your data stay yours. We operate with delegated access, not ownership of your accounts, admin credentials move into a secure vault (never over email or chat), and vendor consoles are re-pointed to accounts your firm owns and controls.
Do we have to commit to switching before you assess us? +
No. The Strategic Assessment comes first: we audit your environment and build your roadmap, which is yours to keep either way. Notifying your current provider so we get read-only access is not the same as leaving them, and onboarding only executes a plan you have already seen and approved.
What stops us being stranded right after the switch? +
Your outgoing provider stays reachable for the following 15 to 30 days as a safety net, while at cutover their access is removed and core credentials rotated so no back doors are left behind. An onboarding review around day 45 to 60 confirms nothing was left half-done.