Your Tech Checklist For Setting Up a Remote Team

May 01, 2020

Your Tech Checklist For Setting Up a Remote Team

By Todd Nemeth

Whether you’re an MSP with a remote workforce, or if you’re helping a number of clients work from home, you have to take certain measures to ensure a successful transition to remote work. Security, communication, and connectivity are just a few of the technical aspects you’ll have to evaluate in order to develop your transition strategy.

The steps I outline below helped us make the switch successfully. I hope these tactics will help you, the MSP, ensure your business and your clients’ businesses have a seamless technical transition as well.

  1. Audit Your Tech Stack: Evaluate the technology you have for your own team and the technology that you offer to your clients. What do you have that would benefit work from home teams and enable their success? What might be missing?
  2. Capacity Planning: Audit of the technology that different departments need. What is in place and what does the company need to ensure people can work from home? General connectivity, communication sets, backup technologies, and technology sets are all pieces of this puzzle. Look at your VPN capacity as well as your licensing for video conferencing.
  3. Test if you have time: We realize for some, the order to work from home came so quickly that testing was not possible. However, if you can, work from home tests are very useful. See what’s possible so when the time comes you can make sure teams are able to work from home easily.
  4. Communication is Key:
    1. Communicate with Employees: The following aspects of our communication plan have been essential in our success while working from home. Whether you use an intranet site, email, internal instant messaging tools, or even text chains or a combination of to keep all of the employees updated during the transition.
    2. Communicate with Clients: Provide frequent updates to clients and customers over a variety of mediums that are easy for them to access and receive.
  5. Security: Maintain your vigilance. Understand where the edge of your network is. With people working from home your network is expanding beyond your office walls and your corporate WAN and you need to adjust accordingly.
  6. Support: Make sure you have a process set up for both internal and external support needs. What kind of support will your team need, what do your clients need, and how can you provide that support remotely? These are all questions you should be asking to be sure that you can continue to provide the same level of support from remote locations that you do from your office.

In a time like this, when so many are transitioning to a new normal, it is often difficult to lose sight of the small steps we can take to ensure success for our businesses and our clients. I hope this article has provided some insights and value for your MSP business. If you’d like to hear more about each of these steps in more detail please listen to the full podcast we did on the topic, “The Tech You Need to Enable Remote Workers”.

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