Does it take a week for new employees to be fully operational?
Automated provisioning with same-day productivity and immediate access termination
What You Gain
- Same-day onboarding for new employees
- Instant access termination for departures
- Equipment provisioning and configuration
- Training materials and documentation
Accounts and equipment are prepared before the start date, and access is revoked on a documented checklist the day someone departs
How It Works
1. Pre-arrival preparation
Equipment ordered, configured, and accounts created before start date
2. Day-one productivity
Device delivered with all systems working, credentials provided securely
3. Week-one support
Check-in to ensure productivity and adjust permissions as needed
4. Same-day termination
Instant access revocation and device wipe when employees depart
What's Included
Automated provisioning
User accounts created across all systems with role-based permissions
Equipment setup
Devices configured with apps, security software, and VPN access
Instant access termination
Same-day revocation of email, cloud, and system access
Data archival
Employee data archived per retention policies (typically 7 years)
Compliance documentation
Audit trail of access termination and equipment recovery
Monthly reporting
Onboarding SLA compliance and offboarding completion reports
Why This Matters
Professional services firms handle confidential client information. A former employee with active system access is an unacceptable security risk that could result in data breaches, regulatory violations, or malpractice claims.
Every day a new employee waits for IT access is billable time lost. For a $150,000/year professional, that's approximately $600 per day in lost productivity. Multiply that by multiple new hires per year, and streamlined onboarding has clear ROI.
SOC 2, NIST, and Canadian privacy law (PIPEDA and PIPA) require documented access control processes. Proper onboarding and offboarding isn't optional; it's a compliance requirement for firms serving enterprise clients. First impressions matter too. New hires who experience chaotic IT onboarding question whether they've joined a professional organization. Smooth onboarding sets the tone for their entire tenure.
HR System Integration
Automated workflows
Integration with HR systems (BambooHR, ADP, Namely) automatically triggers processes when employees are added or terminated
Role-based templates
Pre-configured access templates for common roles (associate, senior associate, partner, administrative) ensure consistent provisioning
Checklists & accountability
Clear checklists ensure nothing is missed. HR knows exactly what IT is responsible for, and vice versa
SLA reporting
Monthly reports showing onboarding speed (how quickly new hires became productive) and offboarding completion
Professional Services Controls
Client data access control
Role-based access control (RBAC) ensures employees only access data relevant to their responsibilities and engagement
Matter-based permissions
For law firms and matter-centric practices, provision access to specific client matters rather than firm-wide access
Partner vs. staff access
Different permission sets for partners, senior staff, junior staff, and administrative roles with appropriate segregation of duties
Temporary workers
Special handling for temporary employees, contractors, and consultants with access limitations and expiration dates
Seasonal scaling
Onboarding/offboarding processes scale to handle busy season volume spikes requiring temporary staff
Integration with HR Systems
We integrate directly with your HR platform to eliminate manual handoffs and ensure instant action when employees join or leave.
Professional Services Specific Considerations
Professional services firms require nuanced access control. We understand the difference between firm-wide access, matter-based permissions, and role-specific data access.
Ready to Get Started?
Start with the Risk & AI Controls Review: fixed scope, flat CAD $2,500, credited in full if you proceed. It covers onboarding & offboarding support and where it fits in your firm.
Streamline Your HR Processes