Customer Onboarding & Service Activation Process
1. Payment Collection for License Pack
Customers make the initial payment through our payment gateway, which is integrated into our license pack landing page.
Outcome:
Initial customer intent is validated, and a payment trail is established for processing the order.
2. Issuance of Final Quote
Based on the latest OEM price list, we prepare and share a formal quote with the customer for approval and signature.
Outcome:
Customer receives an official price confirmation aligned with Microsoft OEM pricing, enabling formal acceptance.
3. Payment Reconciliation
After receiving the signed quote:
If the customer has underpaid, we request payment of the balance amount.
If there is an overpayment, we refund the excess amount to the customer.
Outcome:
The payment amount fully matches the signed quote, ensuring financial accuracy before proceeding.
4. Contract Documentation
We share the following documents with the customer for electronic signature:
Microsoft Customer Agreement (MCA)
Our Terms of Business
Outcome:
Customer’s legal acceptance is captured, establishing the contractual basis for license provisioning
5. Tenant Setup & License Allocation
Once all documents are signed and full payment is received and confirmed in our bank account, we proceed to:
Set up the customer’s Microsoft tenant
Allocate the purchased licenses
Outcome:
Customer’s Microsoft tenant is ready and the purchased licenses are activated, making the environment operationally ready.
6. Service Pack (Optional Add-on)
If the customer opts for our service pack:
We provide a link to the service pack landing page, integrated with a payment gateway to collect the first month’s subscription payment.
We share the Master Service Agreement (MSA) and Statement of Work (SoW) for electronic signature.
Outcome:
Customer is enrolled for additional managed services beyond license provisioning (optional step).
7. Service Initiation
After all documents are signed and first-month payments for both the license pack and service pack are fully realized:
We schedule and conduct the project kick-off meeting within two calendar weeks.
We begin delivering the service activities as per the SOW.
Outcome:
Customer successfully enters the active delivery phase, and the engagement officially begins.
Work Flow
