Client Onboarding
William Pote
I would love a crate that would allow us to move a prospect to client status in manage and have it then build out the onboarding checklist and do most of if not all the work.
Create autoelevate,duo,huntress,immy,synnex, etc.
Sophos would be big for making a monthly client then pulling in the install link to immy and setting up the deployment for onboarding.
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Aleks Pavlinik
I think what keeps this request in the weeds is the scope of the ask. If we manage our expectations to a Client onboarding that is form driven that gets at least the client account created in the products across the integrations that would be a huge win to start.
Example:
Get customer name from PSA or manual entry to create account in PSA.
Then use customer name to create the new client org accounts in the various products:
Phase 1 - Org Account Creation
RMM
Liongard
Bitdefender
immyBot
DUO
Auvik
other integrations that support client org account creation.
Bonus Feature - Org Mapping of the Rewst integrations to the newly created customer orgs in the products.
We can always circle around after creation to do more advanced product configuration with a success completion handler.
This achieves first a foundation to start the Client Onboarding crate and standardizes client org names across the products.
This can then be easily adapted as a Client offboarding workflow with a remove account separate workflow.
Logan Cook
I typed up a lot of ideas here- to keep a very long reply short: Yes, please!
I can envision this helping out with the following:
* Account Setup in PSA
* Integrations between MSP platforms
* DSC on company endpoints (set up exclusions for x-tenant immy deploys and adding tenant-specific ones) and send EXE/PPKG to technical POC
* Billing config, i.e., set up agreement according to type option gen from PSA
* Possibly using the default Org Variables as a sort of DSC on the company-level
* Using CIPP/MS Partner to send out two GDAP invites, one non-GA for auto-renewal and one with GA.
Brian Mead
Would love this for Automate, Immy, Sophos, Duo, Pax8, Huntress.
Dana Ayala
I too like this but would need it for PSA/Autotask