Table of Contents
The transition to Boost IT from your current IT provider can be done overnight, safely and securely, with no downtime.
Our transition strategy aligns with global best practices, including ITIL (Information Technology Infrastructure Library), the widely adopted framework for IT service management.
Transition to Boost IT Summary
- Assessment & Information discovery
- Strategy & Planning Meetings
- Plan a phased migration with no downtime
- Confirm access to vendor systems
- Install RMM management & remote support software
- Start network optimization in the background while you work
- Scan your network for potential improvements
- Implement help desk chat software
- Implement our backup and disaster recovery system
- Migrate e-mail and domain name services, if requested
- Prepare our Help Desk Team to help you
- Training
- Feedback loop with your dedicated Client Success Manager
The transition occurs between the Assess and Stabilize stages in Our Proven Process. This framework allows us to deliver a proactive, partnership-driven approach to IT that fuels both operational efficiency and strategic innovation.
Transition Timeline
Pre-Transition (Two Weeks Before Start)
Kickoff Call with Leadership
- Confirm goals, expectations, and known pain points.
- Gather initial documentation, credentials, and contacts.
Preliminary Assessment
- Review any existing IT documentation, MSP agreements, and network diagrams.
- Identify high-risk areas and urgent priorities.
Schedule Onboarding Milestones
- Set dates for first-day walkthroughs, user interviews, and discovery sessions.
First Day
Site Walkthrough & Infrastructure Mapping
- Physically or virtually assess servers, network gear, workstations, and cabling.
- Confirm visibility into all IT systems and services.
Meet Key Staff
- Understand how staff currently interact with IT.
- Gather informal knowledge from the in-house person or MSP.
Secure Immediate Access
- Ensure admin access to systems, cloud accounts, and critical infrastructure.
First Week
Deep-Dive Discovery & Documentation
- Perform a full audit of systems, licenses, backup status, and patching.
- Document hardware, software, vendors, and known issues.
Define IT Ownership Structure
- Clarify roles between Boost IT, internal resources, and former MSP.
- Communicate changes in process and escalation paths to staff.
Deploy Critical Tools
- Install RMM, ticketing, monitoring, and cybersecurity agents, tools and training.
Initiate Quick Wins
- Resolve any obvious risks (e.g., expired antivirus, unpatched servers, broken backups).
First Month
Stabilize Core IT Systems
- Address deferred maintenance and security vulnerabilities.
- Ensure backups are working, servers are patched, and network is stable.
Introduce Support Processes
- Begin handling tickets through Boost IT systems.
- Train staff on how to request help and what to expect.
Baseline IT Standards
- Roll out policies for MFA, password management, patch cadence, etc.
- Define documentation and change management practices.
Strategic Roadmap Meeting
- Present findings and proposed roadmap for modernization, efficiency, and alignment with business goals.
Second Month
Modernization Initiatives Begin
- Start projects such as cloud migration, hardware lifecycle upgrades, or system standardization.
Staff Onboarding & Enablement
- Offer quick training or guidance on new tools, security habits, and processes.
IT Metrics & Reporting Setup
- Begin reporting on ticket trends, response times, system health, and project progress.
Third Month and Beyond
Quarterly Business Reviews
- Align IT progress with business initiatives and upcoming needs.
Ongoing Improvement & Governance
- Continuously assess IT maturity and implement process improvements.
Deepen IT Partnership
- Boost IT becomes a strategic partner, not just a service provider — driving value, reliability, success and forward-thinking IT leadership.
Results After The Transition to Boost IT
Once the transition to Boost IT is complete, it means gaining a strategic partner that meets you where you are — whether you’re recovering from deferred maintenance, stepping away from a one-person IT operation, or replacing an ineffective MSP. Our onboarding process is structured, transparent, and designed to bring stability fast while aligning your IT with business goals. From day one, we focus on eliminating guesswork, introducing accountability, and delivering a clear roadmap to modern, efficient, and secure IT operations.
Learn more about the success of our clients in engineering, healthcare, financial services, real estate and other professional services.
Read our Case Studies
Ready for strategic IT that drives success?
Schedule an intro call to learn how Boost IT delivers success.