Templates
Managed Service Provider
Managed Services Process Improvement Specialist Onboarding
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Managed Services Process Improvement Specialist Onboarding

1
Welcome and Introduction to the Team
2
Provide Detailed Job Description and Expectations
3
Undergo Company Orientation
4
Review Standard Operating Procedures (SOPs)
5
Approval: SOPs Review
6
Receive Essential IT Setup
7
Setup Work Station & Access to Necessary Tools,
8
Training on Managed Services Processes
9
Review Company's Client Portfolio
10
Meet with Key Team Members for Smooth Collaboration
11
Undergo Training on Companyโ€™s CRM
12
Initiate Hands-On Project Under Supervision
13
Approval: First Project Implementation
14
Regular Check-ins and Feedback Sessions
15
Access to Regular Team Meetings & Collaborative Platform
16
Understand Reporting and Documentation Procedures
17
Approval: Reporting and Documentation Approval
18
Undergo Mandatory Legal and Compliance Trainings
19
Evaluation of Performance and Feedback
20
Create a Career Development Plan