{"id":41522,"date":"2020-02-04T12:29:38","date_gmt":"2020-02-04T12:29:38","guid":{"rendered":"https:\/\/www.n-able.com\/?p=41522"},"modified":"2023-03-22T08:51:26","modified_gmt":"2023-03-22T08:51:26","slug":"it-documentation-for-msps","status":"publish","type":"post","link":"https:\/\/www.n-able.com\/pt-br\/blog\/it-documentation-for-msps","title":{"rendered":"A beginner&#8217;s guide to IT documentation for MSPs"},"content":{"rendered":"<p class=\"p5\"><span class=\"s1\">As a managed services provider (MSP), you know the importance of keeping your customers satisfied by providing them with efficient, high-quality services. You likely rely on your employees for any number of critical tasks, including their direct work with their customers. But if your critical information and processes only live inside the heads of your employees, you\u2019re likely wasting time and resources via redundant operations and onboarding.<\/span><\/p>\n<p class=\"p5\"><span class=\"s1\">Not only are you wasting time, you\u2019re also putting your MSP at risk by not carrying out proper client documentation. For example, if an employee suddenly leaves the organization, they may take client-specific knowledge with them and force your MSP to start the relationship from scratch. Keeping that kind of disaster from occurring is just one of the reasons that consistent, thorough\u00a0<a href=\"https:\/\/www.passportalmsp.com\/use-cases\/it-document-management-system\" target=\"_blank\" rel=\"noopener\"><span class=\"s3\">IT documentation<\/span><\/a>\u00a0is critical to the long-term success of an MSP.<\/span><\/p>\n<h2 class=\"p6\"><span class=\"s1\">What is IT documentation and why is it important?<\/span><\/h2>\n<p class=\"p5\"><span class=\"s1\">At its core, IT documentation is simply an organized survey of all the information an IT team needs to operate effectively. Documentation involves creating written records of all key business information, which can be referred to for onboarding or simply to help technicians run more efficiently. Strong IT documentation should include everything from details about your customers to step-by-step guides for specific operations. Essentially, it exists so MSPs don\u2019t need to keep reinventing the wheel.<\/span><\/p>\n<p class=\"p5\"><span class=\"s1\">The importance of IT documentation has been overlooked for too long, but its many\u00a0<a href=\"https:\/\/www.n-able.com\/blog\/using-documentation-boost-msp-efficiency-and-drive-profitability\" target=\"_blank\" rel=\"noopener\"><span class=\"s4\">benefits cannot be overstated.<\/span><\/a> At its core, IT documentation is about increasing efficiency. Increased efficiency leads to increased productivity, which means you can more easily grow your business and make more money. That may seem like an oversimplification, but many MSPs don\u2019t realize just how much time and money they\u2019re losing due to a lack of IT documentation.<\/span><\/p>\n<p class=\"p5\"><span class=\"s1\">Here are just a few of the specific benefits that make IT documentation important:<\/span><\/p>\n<ul class=\"ul1\">\n<li class=\"li5\"><b><\/b><span class=\"s1\"><b>Reduce your wasted time and improve consistency<\/b>. Without clear, documented processes, many individual employees are likely wasting a few minutes here and there every single day. This may not seem like a lot of time in the short run, but it can truly add up across your business. For example, if there isn\u2019t an outlined standard procedure for completing a task, processes will inevitably vary across staff members. Choosing one efficient method to document for all your staff to refer to will save time and improve consistency. Documentation also saves you time and energy when training new hires, since they can learn from clear step-by-step processes instead of needing to rely entirely on an already-busy employee to train them.<\/span><\/li>\n<li class=\"li5\"><b><\/b><span class=\"s1\"><b>Make fewer errors<\/b>. When you leave processes\u2014especially complex ones\u2014up to individual discretion, errors are almost guaranteed. With clear, detailed documentation, your employees can have a guide to utilize as they get up to speed, ensuring reduced errors.<\/span><\/li>\n<li class=\"li5\"><b><\/b><span class=\"s1\"><b>Protect your business<\/b>. Whether it\u2019s about your customers or about specific processes,\u00a0<\/span><span class=\"s5\">having critical information stored exclusively in the mind of a single technician is incredibly risky<\/span><span class=\"s1\">. Without ensuring this information exists elsewhere in the organization, you put the future success of your organization in the hands of one technician\u2014which can leave you scrambling to provide support to customers if that specific employee leaves unexpectedly. With consistent documentation, you can keep your MSP business protected against the unexpected.<\/span><\/li>\n<\/ul>\n<h2 class=\"p6\"><span class=\"s1\">How to make your IT documentation effective<\/span><\/h2>\n<p class=\"p5\"><span class=\"s1\">Good IT documentation is defined by clarity and comprehensiveness. Any information that is omitted could cause serious problems down the road, so the best approach is to try to provide as much detail as possible when first documenting all your information.<\/span><\/p>\n<p class=\"p5\"><span class=\"s1\">The information that MSPs should collect for effective documentation falls into two general categories: customer data and internal data. Customer data includes all the details of your customers\u2019 IT environments, as well as information on any previous IT issues and how you went about solving them. Internal data includes documentation of all the processes related to your business operations, such as information policies, security policies, and more.<\/span><\/p>\n<p class=\"p5\"><span class=\"s1\">While it\u2019s critical you have all this information documented, that documentation is only useful and effective if it\u2019s written clearly and organized well. Make sure that you write your processes in simple language without jargon to ensure that anyone could execute your standard processes in an emergency.<\/span><\/p>\n<p class=\"p5\"><span class=\"s1\">It\u2019s also imperative that you update your documentation regularly to make sure it\u2019s both relevant and useful. MSPs should instruct employees to always update IT documentation whenever they establish a new procedure, onboard a customer, or install new software or hardware.<\/span><\/p>\n<h2 class=\"p6\"><span class=\"s1\">Getting started with IT documentation and organization<\/span><\/h2>\n<p class=\"p5\"><span class=\"s1\">Beginning IT documentation can often feel intimidating due to the overwhelming amount of information that needs to be recorded. The best way to get started is to just dive in by documenting small repetitive tasks and move out from there. The reality is that documentation is a significant time commitment, especially in the beginning. It\u2019s important to remember that the time you spend documenting is time that will be saved in the future. Your technicians will thank you once all relevant customer information is at their fingertips.<\/span><\/p>\n<p class=\"p5\"><strong><span class=\"s1\">For all your work to pay off, it\u2019s critical that you have all that documentation clearly organized and accessible. While it\u2019s possible to perform documentation manually, using IT documentation software maximizes your efforts and makes the process that much easier. Documentation software can not only save you time, but it can also provide tried-and-true frameworks to guide your work as well as allowing you to build out <\/span><span class=\"s6\">IT documentation templates<\/span><span class=\"s1\">.\u00a0<a href=\"https:\/\/www.n-able.com\/products\/passportal\" target=\"_blank\" rel=\"noopener\"><span class=\"s4\">N&#8209;able<\/span><span class=\"s7\"><sup>\u00ae<\/sup><\/span><span class=\"s4\">\u00a0Passportal + Documentation Manager\u00a0<\/span><\/a>enables powerful\u00a0<\/span><span class=\"s5\">password management<\/span><span class=\"s1\">\u00a0alongside a fully featured documentation manager to simplify the process for MSPs. With Passportal + Documentation Manager, beginning the documentation process no longer has to be intimidating.<\/span><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This blog looks at what IT documentation is and why keeping proper client IT documentation it is so important to MSPs and their customers.<\/p>\n","protected":false},"author":24,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-41522","post","type-post","status-publish","format-standard","hentry","topic-msp-business","topic-security"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>A beginner&#039;s guide to IT documentation for MSPs - N-able<\/title>\n<meta name=\"description\" content=\"This blog looks at what IT documentation is and why keeping proper client IT documentation it is so important to MSPs and their customers.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.n-able.com\/pt-br\/blog\/it-documentation-for-msps\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A beginner&#039;s guide to IT documentation for MSPs - 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