Our New Client Process -- Part 1 : Understanding

• Initial Meeting - This is where we introduce ourselves and our philosophies to our client.
• Initial Research - Study the client's presence in their market.
  • Try to understand what they do for their clients.
  • Define how they differentiate themselves from their competition.
• Management Meeting - Talk with management about their environment
  • Where do they feel they are currently.
  • Where would they like to be in six months, a year, and five years.
• Meet with existing and if possible former providers to prevent 'reinventing the wheel.'
• Complete a systems assessment to define:
  • Where their equipment stands in comparison to their needs.
  • Where processes and procedures define controls on information and resources.
  • Define where basic security threats lye and where more might be hiding.
• Management Review Meeting - Talk with management about the assessment finding.
  • Point out weak-spots that should be resolved immediately
  • Make suggestions for additional or changes to existing policies and procedures.
  • Setup a Vision and define business goals that I.T. needs to be a part of.

Our New Client Process -- Part 2 : Implementation

• Based on the assessment findings, create a plan of attack.
• Create proposals for each phase of the suggested work.
• Include influencers and gain buy-in from those effected by the changes.
• Implement in order of criticality
  • Keeping phases within budget constraints.
  • Ensuring absolute minimal workflow disruption.

Our Ongoing Client Process -- Maintain Uptime & Reliability

• Revisit client needs, processes, and procedures on a regular basis.
  • Continue to look for places where improvement can streamline operations.
  • Teach others how to look for ways of improving and how to suggest them.
• Check that goals are being met and review why if they are not.
• Look for new ways that technology can be used to help further differentiate it from the competition.