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3 Common IT Onboarding Mistakes and How to Avoid Them

Three Common IT Onboarding Mistakes and How to Avoid Them
Three Common IT Onboarding Mistakes and How to Avoid Them

Starting with a new IT provider can be exciting but also overwhelming. IT onboarding—the process of setting up your systems and integrating them into your organization—can sometimes go wrong, leading to wasted time, money, or frustration. At Stringfellow Technology Group, we’ve created a step-by-step onboarding process that avoids these common pitfalls, ensuring your transition is smooth and stress-free.

IT Onboarding Mistake 1: Not Having a Clear Plan

Jumping into IT onboarding with a new provider without a clear, proven and trusted plan is a recipe for disaster. When systems aren’t carefully reviewed beforehand, you might end up with technology that doesn’t meet your needs or fails to support your growth.

How We Fix It:

We spend the first 30 days creating a clear roadmap. This includes:

  • Discovery Calls: We talk with you to understand your current systems and what you need.
  • Surveys and Research: We gather all the details about your IT setup, from software to security protocols.
  • Recommendations: We provide a 12-month plan for aligning technology with your goals and budget.
  • Assessments (if needed): For complex setups, we offer an optional technical assessment to avoid surprises.

With these steps, you’ll know exactly what’s happening and why.

IT Onboarding Mistake 2: A Disorganized Setup Process

Without a structured setup process, IT onboarding can feel chaotic. Problems like missing data, downtime, or systems that don’t connect properly are common if things aren’t done carefully.

How We Fix It:

During the next 60 days, we take a methodical approach to implementation:

  • Onsite Documentation: We fully map out your current IT environment, getting lots of pictures and diagrams to communicate your existing setup so we can find pain points and room to improve.
  • Baseline Projects: We align your network and systems to make sure they work efficiently and securely, while not rocking the boat to the point of making things more difficult for your employees.
  • Data Migration: Moving your data safely is a top priority, ensuring everything transfers correctly. Cloud migrations are something we do frequently, so getting those perfect is our specialty. If you’re already in the cloud, we make sure its setup right and your data is safe.
  • Service Desk Activation: We set up a “Go Live” date, so you know exactly when to start relying on our support team. We also work with the losing IT provider, so they know when to hand over the keys to the kingdom and step away to let us go.

This approach makes sure your new systems integrate seamlessly, with no confusion or downtime.

IT Onboarding Mistake 3: Not Supporting Staff or Ongoing Needs

Even with the best systems in place, your team might struggle to use them effectively without training or support. Many IT providers fail to follow up after onboarding, leaving businesses to fend for themselves.

How We Fix It:

Our commitment doesn’t end on day one. Here’s what we do to ensure long-term success:

  • Training: We provide extensive training and educational resources to teach your team how to use your new IT systems, so they feel confident and prepared.
  • Follow-Up Reviews: After the first 30 days, we conduct a checkup to ensure everything is running smoothly.
  • Ongoing Support: We schedule regular meetings to address any issues and adjust your systems as needed.

By staying engaged, we help you get the most from your technology long after onboarding is complete.

Why Stringfellow Technology Group?

Whether you’re a healthcare organization using HealthSafeIT or a professional services firm with ProSafeIT, we deliver more than just IT solutions—we provide peace of mind. Our structured onboarding process ensures that your systems are ready to perform, your team is prepared, and your business can thrive without interruptions.

Ready to Move Away from your Current Provider and Start IT Onboarding with Stringfellow?

Contact Stringfellow Technology Group today to learn more about how we can make your transition seamless and successful and receive detailed information about how we’ll improve and secure your IT in alignment with best practices and your business strategy.

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Glenn Harris
Glenn Harris

Head of Sales

Glenn leads our efforts in delivering HealthSafeIT and ProSafeIT to growing businesses looking to expand their operations and achieve success.

Brad Morrow
Brad Morrow

Head of Sales, Alabama

Brad’s focus is on delivering HealthSafeIT and ProSafeIT to our clients, ensuring they can dedicate their efforts to running their business rather than worrying about technology.

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