New Company Setup - Checklist

New Company Setup - Checklist

When propelling a new company for the first time, you should follow this checklist:
  1. Confirm the vCIO and Account Manager assignment
  2. Assign a vCIO Process to the company
  3. Check the quality of the asset data
    1. Confirm the Asset Mapping
    2. Fix up the RMM data
  4. Move some assets to other categories (if necessary)
  5. Review the Asset Categories values
  6. Add missing purchase date and warranty expiration dates

Confirm the vCIO and Account Manager assignment

vCIO Process notifications and audit review notifications are sent to the vCIO and/or the Account Manager, so it's important that they be assigned. The Overview module also allows grouping by vCIO or Account Manager, so having them assigned is beneficial.

Assign a vCIO Process to Company

This will create the important items (Audit and Meetings) that need to happen and schedule reminders to be sent to the vCIO and/or Account Manager. This is done from the "vCIO Process" screen.

Check the quality of the asset data

To facilitate the budget automation, the asset data needs to be of good quality. Namely, you want to make sure that:
  1. All assets are present, no duplicate, no missing assets
  2. The purchase date and warranty expiration date (if applicable) are present

Check the Asset Mapping

The Asset Mapping is copied from the Master Account Asset Mapping template over to the Company when first propelling a company. You may wish to tweak it for that individual company if, for example, you don't wish to see Printers or you use a certain type of asset in your PSA to track one specificity of that individual company.

Fix up the RMM to PSA data integration

Sometimes, the RMM is misconfigured and its content is either not pushed to the PSA at all, only partially pushed with some fields missing or the asset type is not flowing correctly from the RMM to the PSA type. This all causes Propel to retrieve "bad / incomplete" data as Propel imports from the PSA. If you notice missing assets or missing information, you'll want to make sure that your PSA has those correctly synced from the RMM (or were manually created in the PSA).

Move assets to another category

Often, RMM will wrongly flag Virtual Servers as Physical Servers, or Laptops as Workstations. Some other times, you have a couple of Workstations sub-type that your RMM couldn't possibly know about but that significantly impact the budget (e.g. CAD workstations have a different lifespan and cost than regular, office, workstations), Since all these assets will first be imported in Propel according to the Asset Mapping mentioned above, you may want to reorganize them either by:
  1. Moving some assets to another, existing asset category
  2. Moving some assets to a new asset category (possibly modeled after an existing one)
Once an asset has being moved to another category in Propel, it will remaining in its new category  upon the subsequent PSA syncs.
Hint: use the column sort and the asset search bar to filter on known characteristics (CPU, RAM, OS Type, etc.) to make the asset selection faster before . One classic example is to filter on VMWare to identify misplaced Worksations

Review the Asset Categories values

Each customer is different and there is no "one-size-fits-all" policy as some as on a tighter budget and some have higher end needs. Your master account templates may represent your best recommendation, but you will want to personalize each Company's Asset Categories to fit their own reality. Furthermore, we recommend that you review the policy with your client and have them "sign-off" on it. Ask them something like: "Mr/Mrs Client, should we keep laptops 3 or 4 years? We normally recommend 3 years for such and such reason, but we can do 4 as well. More than that is pushing it". Do the same for warranty coverage, etc. This will make the client aware that lifecycle policies exists and that expect the budget to reflect that. 


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