Our 90‑Day Onboarding Plan

We don’t just promise peace of mind — we prove it. Here’s how we get you from firefighting to stability in three months.

Days 0–15: Assessment & Stabilization

  • Document Sage environment, licensing, integrations.
  • Verify backup jobs and perform a Sage database restore test.
  • Patch servers and endpoints with minimal disruption.

Days 16–45: Secure & Standardize

  • Implement MFA and role‑based access controls.
  • Migrate or optimize Sage databases to supported SQL versions.
  • Set up proactive monitoring for Sage services and integrations.

Days 46–90: Optimize & Prove Value

  • Run a disaster recovery drill during payroll week.
  • Deliver a performance report on uptime, backups, and integrations.
  • Propose a roadmap — cloud hosting vs. on‑prem refresh.
Scroll to Top