Client Onboarding & Lifecycle

BrightPath MSP · Tracking onboarding velocity, milestone completion & offboarding discipline

Last Updated
2024-01-15 09:30 EST
Avg Time-to-Steady-State
24d
-3d vs target
Active Onboardings
11
3 at-risk
Milestone Completion
87%
+4% MoM
RMM Agent Coverage
94%
174/185 devices
Documentation Score
78%
-2% target
Post-Onboarding NPS
+42
Day 60 survey

Client Lifecycle Overview

Client Stage Service Pod Tier Day Progress Status
Summit CPA Deployment Pod Alpha Premium 28
At Risk
TechStart Ventures Documentation Pod Beta Standard 19
On Time
Greenfield Legal Initial Config Pod Alpha Premium 7
On Time
Harbor Insurance Migration Pod Gamma Enterprise 33
Delayed
Riverside Medical Testing Pod Beta Premium 21
On Time
CloudFirst Apps Steady-State Pod Alpha Standard 18
Complete
Acme Retail Offboarding Pod Gamma Standard 3
Creds Overdue

Onboarding Pipeline by Stage

Kickoff
Vista Corp
Day 2
Zenith Labs
Day 1
2
Initial Config
Greenfield Legal
Day 7
1
Deployment
Summit CPA
Day 28
TechStart
Day 19
2
Migration
Harbor Ins
Day 33
1
Testing
Riverside Med
Day 21
1

Milestone Burndown (Active Projects)

RMM Agent Deployment Coverage

Stalled Onboarding Projects

Client Stage Days Stalled Blocker Owner Next Action
Summit CPA Deployment 7 Firewall migration approval pending M. Chen Client meeting Wed
Harbor Insurance Migration 12 Legacy system data extraction blocked R. Patel Vendor call scheduled
Acme Retail Offboarding 2 2 credential revocations overdue S. Kumar Escalate to security team

Documentation Completeness Score

First 90-Day Ticket Volume vs Baseline

Onboarding SLA Breaches

3
This month
Agent deployment delay 2
Documentation lag 1

Post-Onboarding NPS

+42
Day 60 survey (n=8)
Promoters
75%
Passives
12%
Detractors
13%

Active Offboardings

2
Projects in progress
Acme Retail Day 3
Legacy Systems Inc Day 1

Offboarding Checklist Progress

Acme Retail Day 3 · 62% complete
RMM agents removed
Final backup completed
Admin credential revocation (2 overdue)
Knowledge base archive
Final billing reconciliation
Legacy Systems Inc Day 1 · 20% complete
Offboarding kickoff complete
RMM agents removal scheduled

Credential Revocation Status

Within SLA 94%
Overdue Items
Acme Retail
2 admin accounts · 18h overdue
Target: 100% revocation within 48h of offboarding start
BrightPath MSP · Client Lifecycle Dashboard v2.1.0
Project Template Version: 2024-Q1-Standard