Your part
- A half-hour check-in each week
- A decision now and then, when we bring you a recommendation
- Telling your team the go-live date
Onboarding
We call it the Security and Technology Foundation.
It is more than onboarding. It is a full audit of your firm's technology and the implementation of our security and compliance standards, handled from start to finish by a dedicated project team. Your part is about half an hour a week.
Book your discovery call now- 30 min a week from your primary contact. One check-in. That is the whole commitment.
- 2 named people on your project: a Project Manager and a Project Engineer.
- 4 weeks from kickoff to go-live for most firms.
- 1 visit to your office, included when you have one.
Low effort, by design
A concierge transition. We do the work.
Changing IT providers has a reputation for being painful. We built the Foundation so it is not: a hands-off, white-glove move where we handle everything, soup to nuts.
Our part
- Working directly with your former IT provider on access, credentials, and the handover
- Auditing every computer, account, application, and network device
- Implementing our security standards and baselines
- Securing and enrolling every computer so we can manage it remotely
- Documenting everything, clearly
- Planning and running go-live
- Visiting your office, if you have one
- Training your team
Your project team
Two named people. Two smooth handoffs.
Every Foundation has a Project Manager and a Project Engineer assigned to it. They take your firm from your former IT, and they hand it to your support team fully documented.
- Before
Your former IT
We coordinate with them directly: access, credentials, and what they know about your systems.
- The Foundation
Your project team
Project Manager Owns the plan, the schedule, and your weekly check-in. One person to ask.Project Engineer Does the technical work: the audit, the build, and the cutover. - After go-live
Your support team
Live help, 24/7/365. They start with your firm fully documented, so day one feels like day one hundred.
The plan
Four weeks, with your other projects running alongside.
Most firms do more than switch providers. A phone system, a migration, or a new network runs as its own workstream beside the Foundation, on one plan, with one check-in.
Your time One half-hour check-in each week
Security and Technology Foundation Project Manager and Project Engineer
The visit to your office Included when you have one
Often running alongside
Cloud migration Applications and files move off the office server.
Teams Voice rollout Your phone system moves into Microsoft Teams.
SharePoint migration Shared files move to SharePoint.
Network modernization Our standard Ubiquiti network, deployed at your office.
Server decommission The old server is retired.
An illustration, not a schedule. Most firms go live in about four weeks. Each additional workstream is scoped on its own and scheduled with you, and the visit is timed to suit your office.
What the Foundation covers
A full audit. Then our standards, implemented.
This is where your firm becomes stable, secure, and ready for us to manage remotely. It is why our clients see so little downtime afterward.
A full audit
We inventory and assess every computer, account, application, and network device in the firm, so nothing surprises you later.
Our security standards, implemented
The current Tech Guru platform standards for security and compliance, applied to every account and every device. The same baseline for every firm we serve.
Every endpoint secured
Each computer is inventoried, assessed, secured, and enrolled, so from then on we manage and support it remotely.
Everything documented
Your network, systems, vendors, and accounts written down clearly. Support never starts from zero, and neither does the next person you hire.
Your former IT, handled
We coordinate directly with your outgoing provider. You are never the go-between, and nothing is lost in the move.
A smooth go-live
A planned cutover with your team ready for it, and live help from the first minute.
On go-live day you have
- Every person on a managed device
- MFA everywhere
- Your WISP written
- Your firm fully documented
- Live help 24/7/365, with a 15-minute response
Included when you have an office
We come to you.
Most providers onboard you over email. We show up in person. The visit sets your office up for minimal headaches and minimal downtime, and for us to manage everything remotely from then on.
-
Label and clean up everything
Every cable, port, and device labeled, and the equipment tidied up.
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Deploy our standard network
Ubiquiti networking gear, the same reliable setup we run at every client office.
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Deploy new equipment
New computers and gear set up and working before we leave.
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Document everything
What is where and how it connects, written down while we are standing in front of it.
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Train and enroll your team
Training in person, and every user enrolled and signed in.
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Your first strategic planning session
When time allows, we sit down for your first technology planning session before we go.
After that, you should rarely need anyone onsite again. See how we handle onsite support.
What it costs
One price, quoted up front.
The Security and Technology Foundation is part of the one-time, up-front cost in your proposal. The visit to your office is included in it. No hourly billing, and no surprise invoice at the end.
Common questions
What firms ask before they start.
- How much of my time does this take?
- About half an hour a week from one person, your primary contact. That check-in is where we report progress and bring you any decision we need. Everything else is on us.
- Do I have to manage the handover from my current IT provider?
- No. We work with your former IT directly on access, credentials, and documentation. You introduce us, and we take it from there.
- Can a migration or a phone rollout happen at the same time?
- Yes, and it usually does. Teams Voice, a cloud or SharePoint migration, a new network, or retiring the server each run as their own workstream alongside the Foundation, on one plan, with the same weekly check-in.
- We do not have an office. What changes?
- Only the visit. The Foundation itself runs the same way for a remote firm: the audit, the standards, the documentation, the training, and go-live all happen remotely.
- What does it cost?
- The Foundation is part of the one-time, up-front cost in your proposal, quoted before you sign. When you have an office, the visit is included in it.
A hands-off transition starts with one call.
Book a 30-minute discovery call. You will have a full proposal, including the one-time cost of your Foundation, within 24 hours.
Book your discovery call nowNot ready to talk? Score your firm's security in two minutes.
No long-term contract. No hour caps. No minimums. 60-day cancellation any time. Full proposal within 24 hours of your call. (800) 692-6096