Co-managed IT Onboarding
The onboarding process that builds trust with IT pros from the onset.
Built for IT professionals who value collaboration, structure, speed of execution, and visibility. Our onboarding framework gives your team a clear path to aligned, high-performance co-managed support.
Engineered for operational maturity and transparency.
Teal’s co-managed IT onboarding process is the result of over 25 years of successful client transitions. We’ve refined our D40 framework at every step - from audits to service mapping - to ensure your team gains traction quickly.
Discover
The Teal D40 process to client success begins with Discovery. Our knowledgeable professionals meet with you and gather information to understand your current strategy, pain points better, and identify your business needs. Our detailed evaluation process allows us to discover opportunities and tailor a solution to meet your unique business goals and objectives.
- About You
- About Us
- The Process
- The Tech
- Identify Needs & Pain Points
- Business Goals & Objectives
- Discover Opportunities
Design
We take the information gathered during Discovery and work together to design a solution that aligns with – and meets the demands of – the business.
- Establish Success Criteria
- Set Expectations
- Set Scope, Schedule, and Budget
- Business Proposal
Deploy
After we design the solution that meets all the unique business and technical prerequisites, our implementation team will work to deploy the solution quickly and with minimal disruption.
- User Adoption and Ownership
- Leverage Best Practices
- Testing & Quality Assurance
Deliver
Our solution is supported by world-class customer service provided by highly skilled technicians. We will be there to help users, ensure that your systems are operational, and empower managers with insights into the potential opportunities available. We’re with you every step of the way.
- Customer Satisfaction
- Ultra-responsive Concierge Service
- Evaluate & Improve Security Posture
- Proactive System Monitoring and Alerting 7 x 24 x 365
Optimize
Our proven process doesn’t end with delivery. We proactively manage, monitor and report on the overall health of your IT infrastructure. These ongoing measurements allow us to plan and monitor all your IT needs – allowing us to optimize and exceed your expectations continually.
- Strategic Planning
- Continuous Education
- System Maintenance
- Responsive Support
- Ongoing Improvement
- Benchmarking
Process Overview
You have unique challenges. Teal Co-managed brings high-caliber solutions and seasoned talent that help you solve them.
Choose from 36 solutions to get the coverage you need, spanning across:
- Strategy & Planning
- Service
- Asset Management
- Infrastructure & Cloud Management
- Cybersecurity
Our team handles the tasks you want to offload and only steps into areas not originally discussed if they’re invited.
Plan with precision. Execute with confidence.
From projects to risk assessments to structured quarterly strategic business reviews, we help you keep your IT aligned with the business’s goals.
Get clear visibility into performance and what’s to come.
Every client receives monthly IT and cybersecurity reporting tailored to their environment.
During each business review, your dedicated account manager will walk through:
- Service KPIs and response metrics
- Risk areas
- Strategic recommendations and progress tracking
Delivering Exceptional Results
See how it all works together.
We uncovered and resolved over 15 lingering IT issues in just days – problems that had gone unnoticed for months under a previous MSP, leaving the IT Director feeling frustrated and unsupported.
Microsoft expertise that’s embedded in everything we do.
We don’t just support Microsoft. We specialize in it.
From modern workplace management to cloud security hardening, our team is built to help you get more from your Microsoft investments.
Security is an integral part of our process – not just an afterthought.
We align security operations to your posture, preferences, and regulatory needs - giving you coverage across your ecosystem.
Our support includes:
- Microsoft 365 hardening and compliance
- Managed detection and response
- Security operations center
- Endpoint detection and response
- Application control
Access certified and
compliance-capable strategies.
We’re experts in:
- NIST 800-53
- ISO 27001
- SOC2
- FINRA
- GLBA
- DFARS
- NIST 800-171
- CMMC
- HIPAA HITECH
- HITRUST CSF
Get more efficient support with Teal Co-managed.
We leverage automation and AI in-house to make more time for human connections.
It helps us:
- Handle repetitive or low-complexity processes
- Reduce errors for increased consistency
- Enhance quality of service
- Expand documentation
Get AI agents that work like an extension of your team.
Whether you want to generate content, surface insights, or execute workflows, we can help you deploy agents that empower productivity.
Forecast with confidence.
We can help you streamline budgeting by identifying redundancies, reducing tool sprawl, and aligning spend with business priorities. So, your IT budget remains optimized and predictable.
Explore what clients are saying about Teal’s co-managed IT support.
Teal Co-managed Onboarding FAQs
Q: How long will the onboarding process take?
A: Our onboarding process typically takes 30 to 45 days, depending on the complexity of your environment and how much you want us to take on. We move quickly while maintaining stability, with a clearly defined timeline, milestones, and built-in safeguards.
Q: How does Teal Co-managed onboard new clients?
A: Our onboarding process follows a proven framework called the D40, designed to deliver operational maturity and visibility from the very first day. We work together through the five phases together to meet your unique needs.
Q: What makes Teal Co-managed's onboarding different from other MSPs?
A: Our onboarding is engineered for stability and strategic alignment. Unlike some IT service providers, we use our D40 framework, provide detailed timelines, and assign a dedicated project team to align with your existing IT structure and priorities.
Q: Will I receive regular updates or reports from Teal Co-managed?
A: Yes, we are a metrics-focused co-managed IT service provider. We give our clients monthly IT and cybersecurity reports. Additionally, we have what we call a light requirement of quarterly strategic business reviews where we discuss KPIs, risk areas, project details, and roadmap alignment.
Q: How does Teal Co-managed handle security in a co-managed IT model?
A: Teal aligns security operations with your specific posture and compliance needs. From Microsoft 365 hardening to SOC oversight, we can help you build a layered defense without compromising your team’s control.
Q: Does Teal Co-managed support compliance frameworks like FINRA, SOC 2, or CMMC?
A: Yes. Our support spans major regulatory frameworks including NIST 800-53, HIPAA, GLBA, ISO 27001, and more.
Q: What will your team handle vs. my internal IT team?
A: You decide. We handle the tasks you want to offload and only step in beyond that if you ask us to, such as covering for team absences, managing projects, or other tasks.
Q: How fast can I connect with a technical expert?
A: On average, our clients connect with a technical expert in just 15 seconds by phone.
Q: Can Teal Co-managed help optimize our IT budget and reduce tool sprawl?
A: Absolutely. We help clients identify redundant tools, forecast CapEx/OpEx spend, and streamline budgets around business priorities.
Q: How do I get started with Teal’s co-managed IT services?
A: You can start with a quick discovery call to explore your goals and challenges. From there, we tailor a transition plan aligned with your business and technical environment. Send a message here, or:
Call: (833) 367-8325
Email: [email protected]