✅ Step 1: Qualifying Questions for the Client
1. User & Role
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Who is this device for? (e.g., Exec, Developer, Admin Assistant, Tech)
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What kind of tasks will they perform?
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Basic office use?
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Remote work?
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Video editing / CAD / Dev work?
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Sales on-the-go?
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2. Form Factor
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Desktop or Laptop?
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Do they require portability?
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Any brand preferences (e.g., Dell, Lenovo, HP, Apple)?
3. Performance Requirements
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Any heavy workloads? (e.g., CAD, VMs, design, analytics)
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Will they run multiple monitors?
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Do they use specialized software (AutoCAD, Adobe CC, QuickBooks, etc.)?
4. Peripherals & Setup
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Are monitors, docks, webcams, keyboards/mice needed?
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Do they need a docking station for laptops?
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Will this be part of a dual- or triple-monitor setup?
5. Deployment & Setup
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Will this be shipped to the user or set up onsite?
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Is imaging or user profile migration required?
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Will the device be domain joined, Azure AD joined, or Workgroup?
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Will it be enrolled in RMM or MDM?
⚙️ Step 2: Recommended Hardware Specs
| Category | Basic Office | Power User | Executive / Mobile | CAD / Dev / Design |
|---|---|---|---|---|
| CPU | i5 / Ryzen 5 | i7 / Ryzen 7 | i7 / Ryzen 7 | i7/i9 or Ryzen 9 |
| RAM | 8–16 GB | 16–32 GB | 16–32 GB | 32–64 GB |
| Storage | 256–512GB SSD | 512GB–1TB SSD | 512GB–1TB SSD NVMe | 1TB+ SSD (NVMe) |
| GPU | Integrated | Integrated | Integrated / Light GPU | Dedicated (NVIDIA/AMD) |
| Display | External | External | 14–16” FHD/Touch | High-res, color-accurate |
| Wi-Fi | Wi-Fi 6 | Wi-Fi 6E | Wi-Fi 6E | Wi-Fi 6E |
| Ports | HDMI, USB-A | USB-C, DP | USB-C/Thunderbolt | USB-C/DP, HDMI |
| OS | Windows 11 Pro | Win 11 Pro | Win 11 Pro | Win 11 Pro |
???? Step 3: Standard Setup & Configuration
| Setup Task | Notes |
|---|---|
| Windows 11 Pro install/upgrade | Ensure Pro version for business use |
| Driver and firmware updates | Use OEM utilities or NinjaOne scripts |
| BitLocker encryption | Enable for all mobile devices |
| Antivirus install | SentinelOne agent deployment |
| RMM agent install | NinjaOne for monitoring & remote access |
| Office apps install | Microsoft 365, Acrobat, etc. |
| Printer & network mapping | Pre-configure if domain joined |
| Profile migration | From old device if applicable |
| OneDrive/Teams/Outlook setup | Optional user productivity tools |
| Backup solution | NinjaOne backup, or redirect Desktop/Documents to OneDrive |
| BIOS/UEFI settings | Disable boot from USB, enable Secure Boot, TPM |
☁️ Cloud & Security Integrations
| Service / Tool | Purpose |
|---|---|
| SentinelOne | Endpoint protection (EDR) |
| NinjaOne | RMM, patching, remote access |
| BitLocker + TPM | Disk encryption for compliance |
| Intune / Azure AD | MDM and remote management |
| NinjaOne Backup | File-level backup for endpoints |
| OneDrive / SharePoint | Redirect user folders & enable sync |
????️ Optional Add-ons
| Category | Options / Considerations |
|---|---|
| Peripherals | Monitor (24”–32”), Docking station, Keyboard/Mouse |
| Warranty | 3–5 year NBD or ProSupport (Dell/Lenovo/HP) |
| Shipping | Direct ship to client or preload in office |
| VPN | Pre-configured VPN client |
| Remote Tools | ScreenConnect / TeamViewer if needed |
| Asset Tagging | Internal asset ID + logging in PSA |
???? Order & Deployment Checklist
| Item | ✔️ |
|---|---|
| Confirm device specs & OS | |
| Purchase & license (Windows Pro, Office) | |
| SentinelOne installed | |
| NinjaOne agent deployed | |
| BitLocker enabled & recovery key stored | |
| Backup configured (NinjaOne/OneDrive) | |
| Profile/user data migrated | |
| Domain or Azure AD joined | |
| Deployment method (shipped/setup onsite) | |
| Documentation in PSA/RMM |
???? Suggested Models (2025 Refresh)
| Use Case | Recommended Models |
|---|---|
| Basic Office | Dell OptiPlex 7010 / Lenovo ThinkCentre Neo 50s |
| Power User | Dell Precision 3680 / Lenovo ThinkStation P3 |
| Executive Laptop | Dell Latitude 7450 / Lenovo ThinkPad X1 Carbon |
| Creative / Dev | Dell XPS 15 / Lenovo Legion Pro 7i / MacBook Pro M3 |
| Budget Laptop | Dell Latitude 3450 / Lenovo ThinkBook G5 |
