Jobs to be done
Practical guides for executing major IT projects without disruption or rework
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Growth introduces predictable but high-stakes challenges, from opening new offices to passing security audits. These tactical playbooks break down common projects into actionable checklists to help your team execute with confidence.
Open the First Location
- Lock in your primary fiber and 5G backup ISP contract at least 60 days out (lead times are real).
- Develop structured cable management plan with a thoughtful design partner like Lerner Solutions.
- Document your network with rack diagrams and port maps.
- Deploy a single-vendor, cloud-managed stack (e.g., Meraki) for simple remote management.
- Secure corporate Wi-Fi with enterprise authentication tied to your IdP (no shared passwords).
- Install and test physical security controls from day one (access control, cameras).
Hire 50 People in 90 Days
- Lock in zero-touch deployment workflow process and documentation (Jamf for macOS and Intune for Windows).
- Build a spare hardware pool (5% of fleet size) to prevent new hire delays.
- Automate the Joiner, Mover, Leaver (JML) process, triggered by your HRIS.
- Audit SaaS licenses weekly during the hiring blitz (costs spiral fast).
- Proactively expand Help Desk and IT support capacity to handle the increased load.
- Pre-load a “First Day” KB article to cut duplicate tickets.
Pass the First SOC 2
- Engage a reputable third-party firm for a readiness assessment before the real audit.
- Enforce your core technical controls (MFA, MDM, EDR) across 100% of the fleet.
- Establish your core policy library (InfoSec, AUP, IR are non-negotiable).
- Start capturing evidence now (screenshots, logs, tickets); don't wait for the audit to begin.
- Conduct and document quarterly access reviews for all critical systems.
Add Contractors Safely
- Deploy a ZTNA solution for granular, application-level access (traditional VPNs are too broad).
- Issue named accounts for all contractors; strictly prohibit any shared logins.
- Leverage DLP in your core SaaS apps to monitor and block unauthorized data exfiltration.
- Consult legal on regional compliance rules (e.g., GDPR) that apply to contractor data.
- Define minimum security standards for contractor devices and always require attestation.
Go From 1 to 10 Sites
- Partner with national MSP like Lerner Solutions to provide local “hands and eyes” support for all remote site buildouts and troubleshooting.
- Develop a standardized “office-in-a-box” template that includes your hardware bill of materials, cabling spec, and network configuration.
- Use templated configurations from your cloud-managed network vendor to ensure consistency.
- Deploy remote monitoring tools to centrally manage the health and uptime of all locations.
- Create a standardized budget template for new site buildouts to ensure predictable costs.
- Maintain an “ISP cut sheet” for each of your sites (account #, support #, demarc photo).
- Standardize SSID naming, VLAN mapping, and IP plan across all sites.
1000
Customer Locations
20,000
Customer End Points
10,000
End Users Supported
400
Businesses Served
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