Client onboarding begins once we receive a Sales Agreement from the client. Every new client is onboarded via a tailored plan that includes:

  • Installation of BlackRock IT management tools
  • Installation of security tools
  • Installation of backup tools and media
  • Setup and testing of backup
  • Cleanup of the physical environment
  • Labeling of all equipment, cabling, etc.
  • Network assessment
  • Configuration of client equipment to align with BlackRock IT standards and best practices (addressing any concerns or recommendations from the network assessment)
  • Documentation of all aspects of the client environment in our documentation system (includes photos of the environment)
  • Implementation timeline of approximately 2 weeks, depending on client size and environment complexity

Follow-up approximately 3 weeks following onboarding to resolve any issues, check in with key contacts