I just started a job as a SaaS admin this week. I'll be taking over from the current admin, who's leaving in two weeks. I'm hoping to get some advice on what priorities or to-do items I should focus on during the handover to make sure I'm prepared. The company is in the insurance sector, and I'll be working with platforms like M365, Zoom, Adobe, and Power Apps. Any suggestions on what I should keep an eye on to avoid feeling overwhelmed when the transition happens?
2 Answers
Congrats on your new position! Here's a quick checklist to consider:
— Audit Access & Permissions
— Set up Security & Compliance measures (if that's part of your job)
— Look into Licensing & Provisioning needs
— Review Automations & Workflows
— Keep track of Ongoing Operations, like reporting to your manager.
You have two weeks to gather all this info from the current admin, so make the most of it!
It might be a good idea to check in with the person who's leaving and your manager about what's essential in your role. Every company's needs can differ quite a bit. Generally, it’s crucial to ensure that all processes are well documented, understand compliance requirements, and review the ticketing system for any recurring issues to identify major pain points. Familiarize yourself with the line-of-business applications too, since Azure and 365 cover a lot.
Thanks, my manager isn't very helpful in this. I'll definitely talk to the person leaving—he's shared some insights, and some processes are documented.
Thanks a lot for the great list! I've already got some of this in my to-do list.