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Four phases. Boring on purpose.

A repeatable onboarding process so the transition feels uneventful — which is exactly the point. Discover, stabilize, optimize, operate. Every client follows the same path; the duration depends on size, complexity, and how much exists to inherit.

The four-phase onboarding

From "we're talking" to "we're managing it."

The same four phases for every client — no surprise scope, no mystery downtime. The longest task at the start is documenting what already exists.

Phase 01

Discover

A walkthrough of every device, every account, every contract, and every vendor relationship. We document what exists before we change anything — and we share the document with you when it's done.

  • Network & device inventory
  • SaaS & vendor contract review
  • Risk register, ranked by likelihood & cost
  • Org-chart-based access map
  • HIPAA / PCI gap analysis (if applicable)
  • Quarterly review calendar locked
Phase 02

Stabilize

Backups, EDR, and DNS filtering get deployed first. Your network is secure before optimization begins — and if something is on fire when we arrive, this is the phase where we put it out.

  • EDR rolled out to every endpoint
  • Image-level backups verified working
  • DNS-layer filtering enabled
  • MFA enforced on every M365 account
  • Off-boarded former-employee accounts
  • Initial phishing simulation baseline
Phase 03

Optimize

Email, identity, and patching policies migrate to our managed stack. Old vendors are notified and offboarded. Your team stops getting forwarded between five different help-desk emails.

  • Identity provider consolidation
  • Patching cadence policy applied
  • Old vendor contracts cancelled
  • Single help-desk number announced
  • Conditional access & geo-blocking live
  • Documentation handed to staff
Phase 04

Operate

Daily monitoring is live. Help desk is staffed, ticketed, and SLA-tracked. The first quarterly business review is on the calendar. From here forward, this is the rhythm.

  • 24/7 monitoring & alerting active
  • Help-desk SLA in effect
  • First QBR scheduled in 90 days
  • Compliance evidence binder delivered
  • Owner brief: scorecard & risks
  • Roadmap for next 12 months agreed
After onboarding

The ongoing rhythm.

Once you're operational, the work becomes predictable. Daily tickets, monthly reports, quarterly reviews, annual planning.

Daily

Monitoring, ticketing, EDR triage, and same-business-day help desk for every covered user. The work most clients never have to think about.

Continuous

Monthly

Patching cycle, security report card, license rightsizing review, and your invoice — same number every time.

Every 1st

Quarterly

Business review with the owner: incidents, near-misses, what we changed, what's coming. Coffee included.

Every 90 days

Annually

Risk assessment, hardware refresh planning, compliance recertification, and the next year's roadmap signed.

Every Q4

Boring is the goal. Let's get there together.