Start with discovery workshops, ticket taxonomy cleanup, and shared dashboards. Agree on change categories, maintenance windows, and documentation standards. Establish a joint backlog, daily standups, and a two-tier escalation matrix. The first quarter should reduce noise, surface risk, and build psychological safety between every on-call rotation.
Choose integrations over replacements. Connect your PSA and their RMM, unify alerts through a shared SIEM, and standardize SSO with clean role-based access. Preserve admin rights where necessary through just-in-time elevation. The outcome feels seamless to users while giving engineers traceability, context, and unified runbooks.
Document who wakes up for what, and when. Define severity levels, notification channels, and decision authorities before alarms ring. Include after-hours coverage, vendor bridges, and executive updates. Practiced drills make escalations boringly predictable, reducing downtime while preserving sleep, trust, and empathy across both organizations.
Pick workloads with clear boundaries and measurable value: M365 administration, backups, vulnerability management, or after-hours coverage. Co-design runbooks, entry and exit criteria, and feedback loops. Learning happens faster when scope is crisp, politics are low, and champions can showcase quick wins without risking mission-critical systems.
Transparency builds trust. Spell out data ownership, documentation handover, termination assistance, and license portability before doing any work. When departure is painless, partnership becomes attractive. Ironically, the best assurance you will not need the exit is demonstrating that leaving would be simple, humane, and fully reversible.
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