TPA IT Onboarding Plan
We’ve developed a clear, phased onboarding framework that helps teams achieve stability, stronger protection, and Plan Sponsor–ready documentation.
Choose our standard 30-60-90 day plan — or a 15-30-45 day fast-track when speed matters.
Standard Plan – 30-60-90 Days
Days 1–30 – Build the Foundation
Kickoff, discovery, and full system mapping (users, vendors, recordkeepers).
Device enrollment and baseline protections applied.
Email security tightened, MFA enforced, unused access removed.
Network firewalls deployed with real-time visibility.
Backup integrity tested with a verified restore.
24/7 monitoring and documented support process activated.
Outcome: Stable systems, stronger protection, full visibility.
Days 31–60 – Strengthen & Connect
Recordkeeper and vendor data exchanges verified and monitored.
Staff receive brief, practical security and support training.
Performance fine-tuning and workflow optimization completed.
Outcome: Smoother data flow, fewer disruptions, higher confidence.
Days 61–90 – Optimize & Prove Control
Plan Sponsor-ready documentation delivered (access, protection, recovery, and tracking).
Monthly or quarterly reporting cadence established.
Outcome: Steady-state operations with audit-ready proof of control.
Fast-Track Plan – 15-30-45 Days
When deadlines are near, we condense delivery without cutting corners.
Days 1–15: Rapid stabilization, discovery, and 24/7 oversight.
Days 16–30: Security rollout, recordkeeper verification, staff training.
Days 31–45: Optimization, documentation, and reporting launch.
Outcome: Full readiness in ~6 weeks through tight collaboration.
Note: Fast-track timelines require dedicated collaboration and minimal scope changes. We’ll assess feasibility during your initial consultation.
Private Cloud: Optional & Upgrade-Ready
- Not every Third-Party Administrator (TPA) moves to the cloud on day one.
- Our team has developed migration paths designed to integrate smoothly with CRC Cloud’s U.S.-based Private Cloud — offering dedicated resources, stronger isolation, and easier audits.
- Path: Assessment → Pilot → Phased Migration → Legacy Retirement
What’s Always Included
- 24/7 Managed IT Care & Help Desk
- Practical Security & Access Controls (MFA, clean permissions)
- Verified Backup & Recovery Procedures
- Plan Sponsor Readiness Documentation
- Reliable Recordkeeper Integrations
- Monthly Executive Summary