Business Services

Onboarding sets the foundation for SUCCESS.

Long term successful relationships need a strong foundation!

Onboarding is NOT something that should be rushed, hastened or corners cut. Onboarding is a project that requires formal project planning, project management and execution.

What is a vCIO?

A vCIO’s priority is to understand technical risk and business impact. They go above and beyond to understand your organization’s environment, objectives, challenges and future plans. As a trusted advisor your vCIO will work with key stakeholders in your organization to develop an IT strategy to leverage technology aliment and minimize risk.

The vCIO intimately understands the organization’s mission, objectives, leadership team and desired organizational and departmental outcomes. This individual serves as your account manager. This is a key role that First Call does provide with its agreement and can add extensive value for organizations highly regulated.

What does a vcio do?

Manage the overall account

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Onboarding

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Ongoing services and outcomes

Formal IT Planning & Budgeting

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4 formal tech steering meeting each year

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Helping the organization avoid variables/misalignment with standards

Solution Proposals (such as M365 adoption, unified communication and more)

Additional services available for additional fees

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Regulatory audits

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IT main point of contact

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Communications and reporting

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Q & A, etc.

Your vCIO is here for you

Formal IT Strategic Meetings 

Budgeting, Planning, Other Advice 

5 Year Technology Management Plan 

IT Operational Budgeting

Wants, Needs, Pains Discussions

Please don't ever hold back pain

If anyone feels IT frustration let us know

Questions on your agreement

Billing Questions

Kelly Beall

Robin Lloyd

Jack O'Brien

Shon Butterfield

What is a TAM?

Imagine a TAM (Technical Account Manager) as an IT auditor. They frequently visit your site to assess your technology against our IT and cybersecurity standards. They identify gaps, enhance documentation, proactively review the environment to minimize issues, and ensure standards are aligned, benefiting all parties involved.

The TAM and the vCIO collaborate closely to highlight issues that require the organization’s attention, ensuring that informed decisions and strategic investments are consistently made.

Each client is assigned a TAM who visits the site one to several times a year. Their role, as stated, is to audit the client’s IT and cybersecurity standards, working proactively with the team to ensure alignment and reduce issues. The higher the alignment with standards, the lower the risk and the fewer issues clients face. All client locations managed by First Call will remain audited and aligned.

The TAM enhances documentation quality continuously. Each on-site visit focuses not only on standards alignment and documentation but also on fostering strong relationships, increasing awareness of issues, needs, and various factors

Beyond our standards over time, clients may also want to implement their own standards, specific either to their organization or a division therein. The TAM helps establish these standards and then audits at a specified interval (minimum once a year) to insure alignment.

Minimizing technical gaps and variables is key to driving successful outcomes both in the day to day but also in longer term planning.

Mike Violette

Stanley Kipp

Caleb Hawk

Jonathan Gould

Solution Design – What is First Call’s Design Desk? 

Solution design is a tailored blueprint for your business’s IT environment. Our solution design team begins by diving into your unique needs and goals, examining your existing technology to understand how it can be optimized. From smaller networking projects and adding new PCs, to larger infrastructure overhauls, we assess requirements, identify gaps, and create a structured roadmap to ensure your IT aligns seamlessly with your objectives.

This team collaborates closely with our TAMs and vCIOs to develop a scalable architecture, choosing the right mix of hardware, software, and network solutions that allow your business to grow seamlessly. Every component is carefully selected to match your current and future needs, ensuring that your technology investments align with your business objectives.

Our solution design process produces clear, actionable quote proposals that bridge planning and implementation. These detailed specifications give our professional services team everything they need to execute your solution with precision.

As your business evolves, our solution design team remains by your side, adjusting configurations and expanding capacity as needed. This ongoing partnership reduces potential issues, enhances security, and builds a technology framework that supports both your daily operations and long-term goals.

What is First Call’s Delivery Department?

First Call’s delivery department is where we ensure your IT needs are met with precision and care. Our department is divided into two specialized teams that provide predictable, advisable, and secure IT solutions: The Professional Services Team and the Support/Helpdesk Team.

Professional Services Team

First Call’s delivery department is where we ensure your IT needs are met with precision and care. Our department is divided into two specialized teams that provide predictable, advisable, and secure IT solutions: The Professional Services Team and the Support/Helpdesk Team.

Support/Helpdesk Team

Our Support/Helpdesk Team is your go-to resource for technical support and break/fix services. Whenever you encounter an issue with your IT systems, our skilled technicians are ready to assist you. We provide prompt and effective solutions to minimize downtime and keep your operations running smoothly. From troubleshooting software problems to resolving hardware failures, our team is committed to delivering exceptional support.

We look forward to working with you and ensuring your IT environment is optimized for success.

What is Success from an IT & Cybersecurity department 

Happy end users

IT Support Client Satisfaction Score

IT Project (end user facing) Client Satisfaction Score

Fewer Issues and Variables

Number of issues

Severity/impact of issues

Hours of technical resolution time divided by the number of endpoints (PC’s and Servers)

Risk Management

Regulatory Standards/Gaps/% of alignment

General Cybersecurity Standards/Gaps/% of alignment

Advanced Cybersecurity Standards/Gaps/% of alignment

Robust Recoverability

Recovery Time Objective

Disaster Recovery Test Success Rate

Backup Success Rate

Cloud Communication & Collaboration

Uptime & Availability

Adoption Rate

User Engagement

Operational & Financial Alignment

IT Operational Expense % of Budget

IT Capital Expense % of Budget

L10 Meetings and Enjoyable Relationships

General IT Standards/Gaps/% of alignment

Quarterly IT Objectives % Completed

(Scope, budget, schedule, satisfaction score)

Annual IT Objectives % Completed

Onboarding – STEP BY STEP 

The different phases in Onboarding

Phase 1 – Setting the Stage

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Introduction

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Internal Kick-off Meeting

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Accounting Setup

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Information Gathering

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There is a list of information and Administrative Information that is helpful for us to have

Phase 2 – Preparing Our Tools

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Internal work to setup your profile in our tools

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Establish Documentation System for Aligning Standards

Phase 3 – We get to meet!

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Onsite Meeting to go over all the details of the agreement, deploy our tools, and gather IT Infrastructure Documentation.

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TAM and vCIO are onsite for the day

Phase 4 – Implement Our Tools & Protection

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Antivirus on computers and servers

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Firewall

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A firewall is recommended for procurement based on your network

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Procurement orders the firewall

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Central Services Configures the Firewall and any Remote SSL VPN connections

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Firewall is installed

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Backup (based on the details of your agreement)

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A backup plan is designed by Central Services

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Cloud and Local Backup Hardware are order as needed

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Deployment of Backup Plan

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Any Backup Hardware installed

Phase 5 – End User Go-Live & Security

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Helpdesk goes Live – once we have enough information and access to your network and infrastructure

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Setup of Dark Web Monitoring, Security Awareness Training, and Phish Testing

Phase 6 – On-Boarding Wrap-up

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Schedule our Technology Steering Meetings

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Project Survey

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Project Close out

Helpful Resources

How do I submit a ticket request?

First Call is here to help! Submit a ticket describing your issue, in as much detail as possible, by sending an email to the Help Desk at helpdesk@firstsolution.com and if your email is not available, call 406-540-1969 to enter a ticket with a live Triage team member. If you have web access, you can also use our online ticket submission form found at https://firstsolution.com/ticket-submission/.

What information do I need to include when I need help?

As much as possible! If you can, please include the name of your computer (sometimes found on a label applied by First Call), the name of the program that is giving you trouble (if applicable), any errors that you are seeing on your screen, if the issue you are experiencing is preventing you from working, and the best way for our Support Technician to contact you. If someone other than you is a better contact for the ticket, please include that person’s information as well.

How long does it take to get help?

We will always do our best to help you as quickly as possible. Once we receive your ticket, our Dispatch team will locate the best Support Technician to assist with your specific issue and schedule the soonest available time. The assigned Support Technician will then contact you to provide assistance. If you have scheduling restrictions or would prefer a firm appointment, please include that in your original request.

Helpdesk Forms

Password Resets, New User requests, User Removal requests, and Security Changes

Each of these types of requests requires a form with a previously set-up authorization code. The Forms are located at www.firstsolution.com/forms and will not be processed without the correct authorization code. Your management team has set up approved individuals with authorization codes and those codes are not to be shared. (If you do not have a code, please speak with your management team to get a form filled out for you.) Please fill out the forms in their entirety to ensure that we can schedule a tech as quickly as possible. Form fields left blank will cause delays in scheduling your ticket.

Additional Resources

What are First Call’s Security Standards and why are they important?

ARE WE THE IT PARTNER YOU ARE LOOKING FOR?

Schedule a time to have us evaluate your current IT frustrations and show you how our Better Way can solve them.

CONTACT FIRST CALL

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NEED SUPPORT?

FOR SALES
Sales@firstsolution.com | 406.721.6462


FOR SERVICE

HelpDesk@firstsolution.com | 406.540.1969


FOR WEB SERVICES
WebHelp@firstsolution.com | 406.540.1969

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