Onboarding challenges: On task and on time! 

An Iowa-based sales and customer service agency had a small team (two people) dedicated to IT Infrastructure. The second in command had recently quit just before the lead was about to take a long term leave of absence.

This created a major gap in resources to support this important element of the organization’s infrastructure. They needed to get a solution in place quickly before this leave of absence for business continuity reasons.  

This situation also put a focus on the fact that being short-staffed in such a critical area to the business could put the business at risk. The client reached out to WIN to help fill in the gap.  We used a sightline assessment to help identify the client’s current state and propose paths for improvements going forward.  We were able to fill the gap and identify areas for improvement.  

What was the unique solution provided by WIN Technology?   

With a quick turn time, WIN IT staff leveraged our proven onboarding process and modified it to accommodate the timing needs of the customer.  

Project work was planned in phases to help us get to a point where their environment could quickly be supported. The project manager worked diligently to get buy-in from all stakeholders and guided the client’s and WIN’s team to stay on track to hit major milestones. A key senior member of WIN’s team spent considerable time onsite with the IT Infrastructure lead to get a good understanding of their environment and what was needed. 

What were the results and the client’s response? 

The client had a very positive response to WIN’s ability to quickly get up to speed and improve their IT infrastructure. This experience also opened their eyes to the need for additional support for their small IT team. Once their IT Infrastructure lead person returns, WIN can continue to supplement their IT team by leveraging  co-managed support. With this approach, WIN can work alongside the client to drive the best value from their IT efforts.