IT Team checklist 

for

Client Onboarding / ODC Setup

This checklist is designed to ensure all key aspects of client onboarding and ODC setup are properly addressed.  Details to be provided by the sponsoring business group within the organization for client onboarding or ODC setup.

1. Client Name:

2. Brief description of the Client

3. Client website:

4. Client HQ: (Country & City)

5. Deal Type:

FPP (Fixed Price Project) | T&M (Time & Milestone) | Managed Services Contract | 

Revenue Sharing Model | Unit-Based Pricing

6. Offshore location details (City & Office Location)

7. Delivery Manager:

Name, Email id, and Mobile details

8. Project Manager

Name, Email id, and Mobile details

9. Select which Type of ODC is required as per SOW/MSA? selection form below list. 

   1. Fully Isolated ODC: Dedicated LAN/WAN infra with physical isolation

   2. Semi Isolated ODC: Physically Isolated workspace; shared LAN & WAN with logical isolation through VLAN & L3-ACL.  Shared Internet from location Internet Gateway.

   3. ODC Lite: No dedicated workspace, shared LAN & WAN with logical isolation through VLAN & L3-ACL. Shared Internet from location Internet Gateway.

10. Projected offshore headcount

    1. Initial phase headcount:

    2. Peak Size:

    3. Rampdown period: 

11. Type of Network Connectivity required: (select one from below)

    1. Citrix/VDI Access through SSL VPN

    2. C2S (Client to Site) VPN over Internet\

    3. S2S (Site to Site) VPN over Internet

    4. MPLS / Leased lines

12. End Point Configuration Details:

a.      Standard Configuration (i5 8th Gen or above/16GB/512GB SSD/15” screen)

b.     Any specific high-end configuration is required:

13. Project Working Model:

a.100% Work from Office

b. 100% Work from Home

c. Hybrid: 

14. If WFH is allowed, will WFH users be able to directly access the client’s environment via client VPN or remote virtual access from Home? 

15. Do WFH users need to access the ODC network via VPN to access client resources? 

16. Client Application Details: <list out the client application details going to accessed from the ODC> 

    1. Applicaton Name

    2. URL:

    3. Port Number: 

17. Project users Email & SIP Requrirements

    1. Will the client provide email IDs to ODC users? If yes, provide the client's email domain to whiteliste.

    2. Will Teams/ Federation access required to communicate between Clinet SIP ID and our SIP ID? If so which options are to be enabled? 

       1. only Text Chat

       2. Voice Call

       3. Video Call 

       4. Screenshare

       5. All the above

18. Mention the requirements of any Onpremise Servers?

19. Mention the requirements of any Virutal Machines Servers?

20. Mention the requirements of any Cloud Infra?

21. Mention the requirements of any Cdedicated Firewall requirement within the ODC?

22. BCP/DR site Requirements from client: Mention BCP & DR requirements.

23. On and above standard Cybersecurity controls further any specific restrictions/ enforcements that Client is expecting?

    1. End Point / Device Control Restrictions :

    2. Internet Access Restrictions 

    3. VPN / Infra Access Restrictions 

    4. Other Areas