MSP workflows

Operational workflow guides

backup-dr · workflow

Cloud-to-Cloud Backup Workflow for MSPs

Workflow for backing up SaaS data (e.g., M365/Google Workspace) with MSP ownership.

Scope

Defines MSP-owned backup for SaaS data where platform retention is not sufficient for client requirements.

Inventory and ownership

Identify SaaS tenants, data domains, and access model. Confirm backup ownership and admin credentials management.

Protect and monitor

Set backup schedules, retention, and alerting. Validate coverage for mail, files, and collaboration data as applicable.

Artifacts

Tenant list, retention policy, restore procedure, access log, periodic restore test notes.