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Client Onboarding Portal

Last Updated

Client

Acme Corporation

Project Manager

Sarah Johnson

Start Date

Oct 1, 2025

Est. Completion

Dec 30, 2025

Onboarding Progress

Current Phase: Technical Implementation

62%

Overall Completion

62%
Completed
2
In Progress
4
Scheduled
2
Risks
2

Devices Managed

189/247

Patch Compliance

78%

Backup Success

94%

MFA Adoption

85%

Network Discovery Results

Servers 18
Workstations 164
Network Devices 31
Mobile Devices 34
Cloud Services 12
Applications 87
Vulnerabilities 23
EOL Devices 12

Security Posture Score

72 Security Score
Endpoint Protection
92%
Documentation
88%

Upcoming Milestones

Oct 30
Complete Webroot deployment to all endpoints
HIGH
Nov 5
SonicWall firewall policy optimization
HIGH
Nov 12
First backup restore test for critical systems
CRITICAL
Nov 18
Microsoft 365 security baseline implementation
MEDIUM
Nov 25
Security awareness training launch
MEDIUM

Onboarding Phase Progress

Pre-Engagement Due: Oct 7, 2025
100%
Network Discovery Due: Oct 14, 2025
100%
Documentation Due: Oct 21, 2025
95%
Security Implementation Due: Nov 15, 2025
75%
Backup & DR Due: Nov 22, 2025
60%
Modern Workplace Due: Dec 6, 2025
40%
Training & Handoff Due: Dec 20, 2025
15%
30-Day Review Due: Dec 30, 2025
0%

Recent Activities

Deployed ThreatLocker to 45 workstations

October 28, 2025

COMPLETED

Configured Acronis backup for file servers

October 27, 2025

COMPLETED

Completed Network Glue discovery - 247 devices found

October 26, 2025

COMPLETED

Enabled MFA for all admin accounts

October 25, 2025

COMPLETED

Deployed Datto RMM agents to 120 endpoints

October 24, 2025

COMPLETED
92%

Endpoint Protection

189 devices protected

85%

MFA Adoption

Multi-factor authentication enabled

78%

Patch Compliance

Systems up to date

Active Risks & Remediation

CRITICAL IN PROGRESS

23 critical vulnerabilities pending remediation

HIGH OPEN

12 EOL devices identified requiring replacement

MEDIUM OPEN

Legacy VPN solution needs migration planning

MEDIUM IN PROGRESS

Shadow IT devices discovered on network

SOC 2

IN PROGRESS
Completion 65%

Target Date: Mar 1, 2026

HIPAA

COMPLIANT
Completion 98%

Target Date: Nov 15, 2025

Cyber Insurance

IN PROGRESS
Completion 72%

Target Date: Dec 1, 2025

Activity Timeline

Deployed ThreatLocker to 45 workstations

October 28, 2025

COMPLETED

Configured Acronis backup for file servers

October 27, 2025

COMPLETED

Completed Network Glue discovery - 247 devices found

October 26, 2025

COMPLETED

Enabled MFA for all admin accounts

October 25, 2025

COMPLETED

Deployed Datto RMM agents to 120 endpoints

October 24, 2025

COMPLETED

Your CMTG Support Team

Project Manager

Sarah Johnson

sarah.johnson@cmtg.com

(555) 123-4567

Technical Lead

Mike Chen

mike.chen@cmtg.com

(555) 123-4568

24/7 Emergency Support

(855) CMTG-911

support@cmtg.com