ONBOARDING 101

Meeting, usually via video chat, but sometimes in person or over the phone

• Segue 
• Introductions (Client) 
• Introductions (SugarShot Onboarding Project Team) 
• Review Pain Points from original meetings 
• Confirm receipt of New Client Contact Sheet, W9 and NDA
• Confirm Headcount, Site Locations and Special Circumstances 
• Review Onboarding Project Phases and Timeframes 
• Introduction to your Onboarding Project Team (Microsoft Teams) 
• Timing and Next Steps 
• Q&A 

When you have completed the Onboarding Project Kick-off Call you will:

• Have met key members of your Onboarding Project Team
• Understand the various phases of the Onboarding Project
• Know the timing of next steps

30-45 minutes

SugarShot begins the detailed Planning & Logistics Phase

• Completed Employee Worksheet Template
• Identify Departments and Unique Workflow and Application requirements 
• Provide 3rd Vendor Information 
• Signed 3rd Party Letter of Authorization 
• Email Platform Access and Documentation 
• Provide Any Network Diagrams and Other Documentation You May Have 
• Provide Data Backup Plan Requirements If You Have Any 
• Confirm VIP Contact List 
• Optional – Establish temporary Centralized Password Management (“CPM”) so you can securely share necessary credentials with our Onboarding Team 

When you have completed the Planning & Logistics Phase we will:

• Have met the key stakeholders at SugarShot and we will have met your team 
• Know the timing and deliverables of next steps

2-3 weeks

• Schedule the 1st Planning & Logistics Workshop 
• Submit 3rd Party LOA (if applicable)
• Complete and return Employee Worksheet Template 

• Procuring equipment necessary for successful onboarding

When you have completed the Procurement Phase you will:

• Have the necessary equipment for a successful install

2-3 weeks

Onboarding & Test

• Installation of:
  • Cybersecurity and monitoring tools 
  • Asset tags 
  • Necessary equipment
  • BDR device(s) (if you chose this option) 
  • Any other tools or systems that you agreed to 
• Setting up back-end systems and testing to ensure that remote cybersecurity and monitoring is working properly 
• BDR device(s) (if you chose this option) 
• Any other tools or systems that you agreed to 

• Don’t worry about changes during onboarding, they almost always occur.  We’ll just call them “surprising discoveries” like a hidden treasure trove of extra devices.
• If we stumble upon something that’s not in the original plan, we’ll just ask for a written “permission slip” before proceeding.
• At the end of onboarding, we’ll do a final reconciliation and make sure all the devices and licenses are accounted for.
• If we accidentally onboard something you didn’t authorize, don’t sweat it, we’ll just “un-onboard” it like a bad date.
• We’ll do our best to keep the dust to a minimum, but if a little bit sneaks through, just remember: a little dust never hurt anyone, and the end result will be “spotless” (see what we did there?)

When you have completed the Onboarding & Test Phase you will:

• Have a more secure network
• Be able to work with our Helpdesk and Network Operations team
• Sleep better at night 

• Helpdesk 
• Network Operations
• 24×7 Monitoring 
• Cybersecurity Galore 
• Lots and Lots of Great Stuff 

• Have a more secure network 
• Be able to work with our Helpdesk, Network Operations and Cybersecurity teams 
• Begin your journey to reduced business risk and zen 

1 Day per Site

• First IT Steering Meeting (“ITSM”) 
• First Client Success Call (“CSC”) 
• First Cybersecurity Seminar 
• Attend MicroBoard Training