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Infiniwiz Process

Details of our process from the first discovery call to service onboarding to best practice alignment.

Discovery Meeting

The purpose of this meeting, which usually takes 30 minutes, is to gain an understanding of your requirements, present our abilities, and determine if there is compatibility between us.

Consultation Meeting

In this 1-2 hour on-site meeting, our consultant will evaluate your environment, offer options, and collaborate with you to determine the appropriate solution.

Proposal Meeting

Our representative will go through the proposal with you and answer any questions you have. Once you sign on the dotted line, we'll give you details about what happens next.

Project Launch

After the commitment is received, the sales executive who is knowledgeable about the matter will promptly review the signed proposal with the internal team, which will initiate subsequent activities:

  • President of the company will send you a Welcome Email explaining our processes, our contact information and what to expect next.
  • We will set up your account in all of our primary applications suchs Professional Services Automation (PSA) and Remote Monitoring & Management (RMM).
  • Use templates to set up Onbording and Aligment Projects. Customize them per your needs.
  • Service Coordinator will contact you to schedule the first onboarding visit.

Documentation Phase

During the first onboarding visit and several days after, the dispatched engineer will work with you collect enough information and install enough tools so that our tehcnical teams can start assisting you:

  • Deploy Managed Detection & Response security software.
  • Document network layout.
  • Collect information about Internet Service Provider (ISP), email provider, registrar, phone service and get a list of other vendors related to technology.
  • Complile a list of Line-of-Business applications, software licensing information, and 3rd-party services used within the organization.
  • Get a detailed list of employees including their contact information and roles within the company.
  • Document employee onboarding and offboarding workflows.

Knowledge Transfer

Onboarding engineer will organize a hand-off meeting with helpdesk, present documented information, train the team, and provide specifics of customer environment.

Helpdesk Team Launch

This is where our Helpdesk team is now able to support your organziation.

  • As your employees contact our Tech Support, our Service Coordinator will document requests and assign engineers as needed.
  • We will now do employee Onboarding & Offboarding for you.
  • Your team can submit support tickets via email, phone or web portal.
  • The helpdesk will provide remote and/or onsite support depending on your agreement with us.
  • We take on technology procurement.
  • We will manage your technology related vendors.
  • Project management is now available.

Proactive Team Launch - Alignment Part 1

Once onboarding is completed, our Proactive Team will start aligning your organization with our best practices.

  • Refine onboarding and offboarding documentation, and start documenting other processes.
  • Set up email backup and filtering.
  • Ensure firewall is aligned with our best practices.
  • Deploy necessary measures for DDoS mitigation.
  • Transfer registrar and align with best practices.
  • Set up Dark Web Monitoring.
  • Configure Security Awareness & Training.
  • Ensure there is a Backup and Disaster Recovery solution.
  • Ongoing patching of workstations and servers.

First Business Technology Review

During this meeting, our virtual CIO will explore the technological requirements of the business, covering a range of areas such as network infrastructure, cybersecurity, data backup and recovery, cloud computing, and software applications.

We will address any challenges that your organization may be encountering and offer recommendations to overcome them.

Additionally, we will provide guidance on technology strategy, planning, and implementation. Our primary objective is to assist the company in utilizing technology to enhance efficiency, productivity, and overall business performance.

Proactive Team - Alignment Part 2

Our Proactive Team will continue alignment with our best practices.

  • Ensure disk encryption policies are implemented where necessary.
  • Set up IPsec Tunnels & ISP Monitoring
  • Implement Backup Monitoring
  • Start automating admin credentials with Privileged Access Management
  • Configure Multi-Factor Authentication for applications with sensitive data.
  • Set up System Information Display
  • Configure Micorosoft Office 365 or Google Suite on Email Signature platform.
  • Set up Email Delivery Platform

You won't believe how easy it is to start

  1. Schedule a free call with our team

    Book a free call to talk about your needs.
  2. Get the plan from our team

    We provide with detailed information directly for your needs.
  3. Enjoy the Easy IT support

    You can leverage all our services for a simple, monthly payment that is easy to budget.
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See What Our Customers Say

See What Our Customers Say

Exceptional IT Support and Growth with Infiniwiz

Infiniwiz has been our IT company for over 7 years - what I love most about working with them is how quick they are to respond and resolve issues. We started working with them as a smaller firm, and as we grew, they were still able to accommodate our increased needs. They are extremely professional and knowledgeable in the tech space, and their employees are very kind and easy to work with. I highly recommend Infiniwiz whether you have a small, medium, or large size company.
Krystina B.
Real Estate / Financial
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Infiniwiz: Where Innovation Meets Customer Excellence

Infiniwiz! One of the best customer-focused, technology-advanced IT companies I have worked with. Infiniwiz is shaping future products and implementing innovation. Amazing customer experience and effective results. Highly recommended.
Eleanor K.
Mortgage Industry
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Experience Smooth and Efficient IT Operations with Infiniwiz: A Dedicated Team of Support Experts

Infiniwiz has been our IT provider for many years at this point. Their quick response times and the entirety of their support staff are always helpful and courteous. Their quick responses get us back online and running for smooth operation. The team has been helpful in teaching me how to prevent issues from happening repeatedly, and has provided valuable education, helping us understand the 'why' behind issues that we've faced. Much appreciated, Infiniwiz Team.
Tyler Z.
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Experience Excellence with Infiniwiz: A Stellar Company with Unmatched Expertise and Customer Service

Infiniwiz is an excellent company, all-around. Their combined knowledge and expertise are robust, and their customer service team is outstanding to work with - extremely responsive and professional. Great to do business with!
David S.
Financial Industry
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Infiniwiz: A Reliable Partner for Your IT Infrastructure Needs.

Our company partnered with Infiniwiz to manage our IT infrastructure, and my experience working with them has been stellar. Their staff is friendly, knowledgeable, and competent. When we run into IT issues, their response time is great. They are an outstanding organization, and I've been extremely satisfied with their service.
Lee S.
Medical Office
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A Highly Recommended Solution for Your Business Needs!

Infiniwiz has been very professional, accommodating, and has resolved every issue we have had so far. I would highly recommend them to anyone who is looking for an outstanding IT company.
Alex N.
Accounting Firm
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Exceeding Expectations: Infiniwiz's Unwavering Commitment to Customer Satisfaction

The folks at Infiniwiz went above and beyond to make sure every little request is taken care of for us. When they didn't have an answer right away, they did their due diligence to find a solution. They also gave assurances that if anything related to this project needs to be adjusted or reconfigured, they'll be there to take care of it.
Gene K.
Homecare / Home Health
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Unleashing the Power of IT Support: Our Experience with Infiniwiz

Infiniwiz does a fantastic job of responding to our IT needs. They go above and beyond in ensuring their clients are satisfied. We're extremely grateful for their services and highly recommend them.
Patricia S.
Charter School
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Infiniwiz: A Partner You Can Count On!

It is my pleasure working with Infiniwiz. The IT team is helpful when needed and follows up to make sure all issues are solved in a timely manner.
Frances C.
Sleep Medicine
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