Service Pack Onboarding Workflow

1. License Pack Purchase Confirmation

Before initiating the Service Pack onboarding, we verify that:

  • The customer has already purchased the required License Pack

  • License Pack payment is fully realized in our bank

  • Tenant setup and license allocation are complete

  • MCA and Terms of Business are already signed

Outcome:
Customer is confirmed as “license‑ready” for Service Pack onboarding

2. Customer Requests Service Pack

Customer expresses interest in purchasing the Service Pack (via website, sales interaction, email, etc.)

Outcome:
Formal request captured and handed over for processing.

3. Issuance of Contract Documents

We share all Service Pack legal documents for electronic signature:

  • Master Service Agreement (MSA)

  • Statement of Work (SOW)

  • Applicable policy annexures (if any)

Outcome:
Customer receives the contractual framework governing Service Pack delivery.

4. First‑Month Subscription Payment Collection

We send a secure payment link (service pack landing page) for:

  • First month’s subscription fee

  • Billing profile capture (if applicable)

Outcome:
Initial Service Pack payment is successfully initiated.

5. Collection of Signed Documents

Customer reviews and signs:

  • MSA

  • SOW

Outcome:
Contractual acceptance is formally captured.

6. Payment Realization Check

Finance verifies:

  • First‑month Service Pack subscription payment is fully realized in the bank

  • No discrepancies (underpayment/overpayment)

  • Billing cycle is established

Outcome:
Customer becomes financially cleared for onboarding.

7. Kickoff Meeting Scheduling

Once both (a) signed documents and (b) full payment are confirmed:

  • We schedule a project kickoff meeting within two calendar weeks

  • Customer receives a kickoff agenda and onboarding checklist

Outcome:
Customer formally enters the onboarding phase.

8. Service Pack Onboarding Execution

Service delivery team performs:

  • Environment assessment

  • Tool enablement and access setup

  • Baseline configuration

  • Initial optimization activities (as applicable)

Outcome:
Customer environment becomes fully prepared for sustained service delivery.

9. Start of Recurring Service Delivery

The monthly Service Pack operations begin:

  • SLA‑backed support

  • Proactive monitoring

  • Scheduled tasks

  • Monthly reviews

  • Reporting & recommendations

Outcome:
Customer transitions into the active managed services phase.

Work Flow

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