The problem
Turn a new customer handover into one controlled plan, so technical work, documents, dependencies and customer actions do not disappear into email and spreadsheets.
MSP & IT
OnboardFlow MSP
Customer onboarding and migration operations for MSPs
Turn a new customer handover into one controlled plan, so technical work, documents, dependencies and customer actions do not disappear into email and spreadsheets.
Dashboard artwork is a visual design concept; application functionality and final interface may differ.
THE JOB IT DOES
Built around the work, not the software.
Who it is for
MSPs, IT support providers, Microsoft 365 specialists and telecoms providers.
The outcome
One controlled operational workflow with the records, evidence, actions and visibility needed to move work forward.
CAPABILITIES
What OnboardFlow MSP brings together
Onboarding wizard
Connected into the wider product workflow so information and action stay together.
Customer discovery
Connected into the wider product workflow so information and action stay together.
Task checklists
Connected into the wider product workflow so information and action stay together.
Document centre
Connected into the wider product workflow so information and action stay together.
Migration milestones
Connected into the wider product workflow so information and action stay together.
Technician allocation
Connected into the wider product workflow so information and action stay together.
Progress and sign-off
Connected into the wider product workflow so information and action stay together.
TECHNOLOGY
Technical depth without making the user manage the technology.
Reusable workflow templates, role-based task allocation, document/evidence handling, notifications and structured migration records.
DGi Smart uses reusable identity, tenant separation, workflow, evidence, audit and integration patterns where appropriate, while keeping each product's specialist logic separate.
Designed for controlled operations
Access: role-aware user and organisation controls.
Evidence: structured records and traceable activity.
Integration: API and external-data integration paths where required.
AI: applied where it reduces manual interpretation or surfaces useful exceptions, with people retaining control of consequential decisions.
BUSINESS VALUE & INNOVATION
Software with a measurable operational purpose.
OnboardFlow MSP is designed to reduce avoidable administration, improve visibility and create better structured operational data. That creates immediate business value and a stronger base for automation, integration and responsible AI.
Less duplicated adminClearer ownershipBetter evidenceFaster decisionsMore useful data
PRODUCT INSIGHTS
Read the practical guide
Explore the workflows, evidence and implementation considerations behind OnboardFlow MSP.
Read the OnboardFlow MSP guide →DGi SMART
Talk to DGi Smart →Talk to us about OnboardFlow MSP.
We can walk through the product, your current process and where it can remove friction from the way your team works.