Making the Move: A Step-by-Step Guide to Switching MSPs
Switching from one Managed Service Provider (MSP) to another can seem overwhelming, especially if you’ve built a relationship with your current provider. But when it’s time for a change, a structured process can make all the difference.
At Verve IT, we follow a clear, 4-week process that ensures your transition is smooth and efficient. Here’s what you can expect, plus why some overlap with your current MSP is a smart move.
Step 1: Kickoff Meeting – Aligning on Expectations
We start with an initial kickoff meeting with your key stakeholders. Here, we discuss your business goals, current IT challenges, and how we can best support you. We also address any immediate issues you need resolved.
Our aim is to get everyone on the same page right from the start, ensuring we understand your needs and establish open communication.
Step 2: Discovery Phase – Documenting Your IT Environment
Next, during the discovery phase, we gather and document all your IT assets, systems, and configurations. This gives us a full picture of your current infrastructure and helps identify any potential risks or inefficiencies.
This phase is crucial for building a customized service approach—no two businesses are the same, and we make sure your IT setup is handled with precision.
Step 3: Tooling Deployment – Getting Systems Ready
Once we understand your environment, we begin the tooling deployment. This involves setting up our monitoring and management systems to ensure seamless service. Everything is done behind the scenes while your current provider remains responsible for daily operations.
During this phase, we work in tight coordination with your outgoing provider. Ensuring both providers are aligned reduces any risk of service disruption.
Step 4: Go-Live – Seamless Handover
Finally, we schedule the Go-Live date. This is when Verve officially takes over as your MSP. With our tools already in place, we’re fully prepared to support your systems. Our team monitors closely post-Go-Live to address any unexpected issues.
Coordinating with Your Outgoing MSP
One of the most delicate aspects of transitioning providers is notifying your current MSP. It’s best to notify them as early as possible, but ideally, at least four weeks before your Go-Live date, in line with your contract. This gives them adequate time to prepare for the handover and ensures they continue their responsibilities until the transition is complete.
The Value of Overlapping Providers
If possible, planning a few weeks of overlap between your old MSP and Verve is a best practice. Here’s why:
- Service Continuity: Overlapping ensures there’s no gap in coverage while Verve gets set up.
- Knowledge Transfer: Your outgoing MSP likely has deep insights into your environment. Having them available for any final questions ensures a smoother handoff.
- Stress-Free Transition: Should any issues arise during the Go-Live, your old provider is still around to help, easing the transition for your team.
Conclusion: A Smooth 4-Week Transition with Verve
Transitioning MSPs doesn’t have to be complicated. Verve’s structured, 4-week process—featuring a kickoff meeting, discovery phase, tooling deployment, and coordinated Go-Live—ensures minimal disruption and a seamless handover. By working closely with your outgoing MSP, we make sure your IT environment is in good hands from start to finish.
Thinking about switching providers? Get in touch with us today—we’re happy to guide you through the process.