Buyer journey · Onboarding
A good start clarifies the tenant before promising changes.
Un bon démarrage clarifie le locataire avant de promettre des changements.
lire cette page en françaisOnboarding establishes the team, existing responsibilities, dependencies, and priorities. It does not begin with a password request or a series of silent configuration changes.
The decision to make
This guide helps a buyer prepare scoping, identify dependencies, and know what should be confirmed in writing before the first cycle.
Prepare context without sending secrets
Approximate team size, working languages, current providers, planned changes, and known friction are enough for initial scoping. Never send a password, MFA code, token, or confidential export.
- Approximate users and office context
- Business and technical owners
- Upcoming projects, departures, or renewals
Define the starting perimeter
Scoping separates recurring maintenance, reasonable corrections, user support, and projects. A migration, tenant consolidation, investigation, or broad redesign receives separate scope before work starts.
Establish a useful baseline
The baseline records the starting state needed for care: responsibilities, licences, groups, guests, roles, and change practices. It supports future decisions without claiming to replace a full security audit.
Confirm cadence and approvals
The team agrees on review topics, authorized approvers, and the follow-up format. Sensitive changes wait for approval; routine tasks follow confirmed rules.
Close the first cycle
The first record separates what was observed, decided, completed, and deferred. It also confirms out-of-scope items so the relationship does not depend on implicit expectations.
A simple matrix for assigning the work.
| Situation | Owner | Cadence | Useful evidence |
|---|---|---|---|
| Before scoping | Buyer | General context | Secret-free list |
| Baseline | M365 owner + service | Start of relationship | Agreed starting state |
| First cycle | Named owners | After approval | Decisions and actions |
Decision checklist
What should be true before considering this area under control.
- A business owner is named
- Providers and dependencies are known
- Projects are separated from recurring work
- Approvers are confirmed
- The first deliverable is defined
Next step
Prepare scoping that protects your team and time.
Use the no-collection readiness list, then compare CAD levels and their boundaries before describing your context.