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Client Onboarding Process

ICS streamlines the move to a new IT partner with a five-stage onboarding process that keeps disruption to your daily operations to a minimum.

Kickoff, documentation, onboarding day, security audit, success call
No downtime during onboarding
We collect information directly from your previous provider

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200+ five-star Google reviewsSOC 2 Type IISince 2002

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2-4 WeeksTypical Onboarding Time

90%Work Done on Day One

5Clear Onboarding Stages

99%Client Retention

CRN MSP 500Named for 2026

MicrosoftAI Cloud Partner

Stage 1

Kickoff Meeting

After enrollment, we will arrange a meeting for you to connect with our Onboarding team. During this call, we will discuss your company's objectives, and IT infrastructure. Next, we will request detailed information, which may include user details, network diagrams, and existing vendor contracts. We can obtain this information directly from your previous provider, alleviating you of the efforts.

Stage 2

Documentation

We will meticulously document all IT-related aspects of your company, including hardware models, software licenses, network configurations, and user details. Our team will also begin preparing all deliverables and services to ensure they are ready for deployment on the onboarding day.

Stage 3

Onboarding Day

This is the day we will start deploying all our software solutions for your business, including our management software, cybersecurity tools, and disaster recovery solutions. Additionally, our team will be onsite to take photos, continue documenting your infrastructure, and address any immediate concerns. Finally, we will ensure your previous vendor is completely offboarded from your systems.

Stage 4

Security Auditing

Within days of onboarding, our cybersecurity team will start auditing all your systems and providing recommendations to enhance overall security. This process typically involves running an automated security assessment, as well as a manual review of your current solutions and policies.

Stage 5

Client Success Call

After the onboarding is complete, we will schedule a call to review the process and begin planning for any upcoming projects or changes. This is also an excellent opportunity to provide feedback on our team's performance, helping us establish a strong partnership from the start.

FAQ

Frequently Asked Questions

What does the onboarding process with ICS look like from start to finish?

The onboarding process begins with a kick-off call to review the transition plan and select a start date that best fits your business schedule. After that, we begin documenting your IT environment by gathering all relevant infrastructure details. Our technicians then come onsite to onboard your systems, capture photos of equipment, and deploy our latest cybersecurity and disaster recovery solutions. Once your environment is fully integrated into our management platform, our cybersecurity team conducts a comprehensive audit and hardens all IT infrastructure. Throughout the process, your dedicated onboarding manager keeps you informed every step of the way, and the transition concludes with a final success call to ensure everything is aligned and operating smoothly.

Will there be any downtime during onboarding?

There is no downtime during the onboarding process. However, we’ll need to briefly access each user’s computer (typically in about 10 minutes or less) to document their setup, update administrative credentials, install our monitoring and support tools, configure cybersecurity protections, and remove any previously installed software or agents.

How long does the onboarding process typically take?

The onboarding process typically takes 2-4 weeks to fully complete. However, about 90% of the work is finished on the first day. The remaining time is dedicated to thoroughly reviewing your IT environment, refining documentation, and completing our comprehensive security hardening procedures.

What information do you need before onboarding begins?

We strive to collect all account information and credentials prior to the start of onboarding. This ensures our team has the proper access to your systems and equipment, allowing us to provide complete and uninterrupted support from day one.

Call now to speak with a technology specialist: (201) 365-9716

ICS is an award winning Microsoft Certified Partner

As a Microsoft Certified Partner, we are experts at managing and deploying Microsoft Windows networks. Our network solutions help you protect your data, increase productivity, and present a more professional image to customers.

Independently audited and ranked. Ranked #43 worldwide on the 2026 MSP 501, SOC 2 Type II audited, BBB A+, and named to the 2026 CRN MSP 500.

What NJ businesses say after switching to ICS

200+ five-star Google reviews

ICS handles 100% of our Windows environment, network, office devices and cyber security. They have helped with 3rd party vendors including our cyber insurance carrier to recommend and implement the proper tools. In the instances we needed support ASAP, they responded within minutes.

Mel WeidnerGoogle review

We had another IT vendor that just wanted to sell us stuff and tried repeatedly to take away my admin rights. ALL the techs at ICS are professional, personable, courteous, and knowledgeable, and they work WITH me, not against me. ICS has been one of the best decisions our company ever made.

Andrea SigismondiGoogle review

Our company has been working with ICS for 4+ years. We are a fast growing company and always in need of technical support and they are always there to help. They respond to our requests in a timely manner and are able to fix the problem remotely.

Linda ModugnoGoogle review