Do’s and Don’ts of Client Onboarding when Managing IAM Managed Services

Do’s and Don’ts of Client Onboarding when Managing IAM Managed Services

Deploying IAM managed services is now a rule for employees for tracking and securing their business information, no matter if it is financial or the employee information. When you own a business, your client shouldn’t be bothered about the stats and security features that harm their companies. IAM managed services and IDM security is a serious business and people often wonder how they are the ultimate solution for successful business. Hence, client onboarding with IAM Managed Services calls for priority IT security solutions that maintain a good client relationship. Here are the do’s and don’ts to follow for the same.


  • Have proper contact details of your clients. There should be no chaos when needing to have clarity for service delivery.
  • Ensure that solutions align with the resolution of IT security needs that you promised your client.
  • Have a checklist ready that has an implementation roadmap for aligning the needs of the client requirement.
  • Always use best security practices and pay heed to security guidelines, regulations and laws.
  • Always take client support seriously when maintaining IAM managed services on a monthly basis.
  • Always be clear and transparent when communicating with your client.
  • Basic setup and tooling must always be a must and be done in a timely manner.

  • Make sure that your clients are in touch with a single point of contact for clearing the confusion.
  • Have cloud directories for speeding the client onboarding time.
  • Always have a written doc about the offered services to keep things managed.


  • Assigning a common password to every user. This will put every account to risk and may create a chaotic environment.
  • Over promising your services to your clients. Only deliver what you can with the resources available.
  • Skipping the backups by not encrypting them. This makes the entire system vulnerable to many cyber attacks.
  • Not looking after the IAM setup.
  • Zero follow up post client onboarding.
  • Changing client’s need to align it with the services you offer.

  • Accidentally creating users or admins.
  • Having multiple channels of communication for confusing the client. Always have a single point of contact so as to avoid miscommunications at all costs.
  • Offering a lot of services or products that overwhelm the client. Always provide straightforward services that you know the client needs and you can offer the same.