Transition & choosing a provider · 3 min read
Switching IT provider without disruption
Thinking of switching IT provider? The timeline, the access rights to recover and the steps for a transition that keeps service interruption to a minimum.
Changing IT provider is a common decision: the company has grown, its needs have changed, or the relationship no longer meets expectations. With proper preparation, the switch keeps disruption for your teams to a minimum.
The principle is simple: first recover what belongs to you, then organize the transfer, and only remove the old setup once the new one has been verified.
Check your current contract
- Term and notice period: the date on which you can terminate sets the timeline.
- Handover obligations: documentation, access, data.
- Hardware: what you bought and paid for belongs to you; what is leased must be returned or bought out.
- Licenses: those purchased through the provider (Microsoft 365 in particular) can usually be transferred, but annual commitments in progress remain payable until their term: check the dates and plan the transfer accordingly.
Recover what belongs to you
- The domain name and access to the DNS zone, at the registrar.
- A global administrator account for the Microsoft 365 tenant, in your name.
- Administrator access to the firewall, Wi-Fi, servers and business applications.
- The documentation: network diagram, inventory, procedures, passwords.
- An export of your backed-up data, and the date until which the history remains available.
- Carrier contracts (internet, telephony) and their reference numbers.
Organize the transfer
The new provider starts with an assessment: it documents the existing environment, checks access and identifies risks. A transition plan then sets the order of operations and an overlap period during which both setups run side by side.
Monitoring, endpoint protection and backup tools are replaced one at a time: the new tool is installed and verified before the old one is removed, so that no computer is left unprotected. Plan this replacement before the current contract ends: at the end, the old provider deactivates its tools within a short period.
- 1
Check the contract
Notice, handover, hardware and licenses.
- 2
Retrieve the access
Domain, tenant, firewall, servers, backups.
- 3
Assessment
The new provider documents the existing setup.
- 4
Overlap
Both setups run side by side during the checks.
- 5
Remove the old one
Only once the new setup has been checked.
Classic pitfalls
- Removing the old provider's antivirus or EDR before the new one is active.
- Forgetting the backup history: you need to know how long the old storage remains accessible.
- Discovering, at the last minute, licenses or subscriptions held in the provider's name.
- Not telling staff about the new support channel.
Stay on good terms with the old provider
A clear, dated written request makes the handover easier. Your old provider knows your environment: its cooperation during the transition helps everyone, and a switch handled properly keeps the relationship intact.
Further reading
-
Transition & choosing a provider · 3 min read
Moving away from Swisscom BWS: plan the handover
Thinking of moving away from Swisscom BWS? The access rights, licenses, data and steps to check when preparing your SME's IT handover.
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Transition & choosing a provider · 3 min read
Alternative to Swisscom BWS for SMEs
Looking for an alternative to Swisscom's Business Workplace Service (BWS)? The realistic options for a Swiss SME, honestly compared.
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Transition & choosing a provider · 2 min read
In-house, outsourced or co-managed IT: which to choose?
The three models for managing an SME's IT, with their real strengths and limits. An honest comparison, without sales talk.