MSP workflows

Operational workflow guides

documentation-sops · workflow

MSP Documentation Workflow

A practical workflow for creating and maintaining MSP documentation.

Scope and assumptions

Defines a documentation workflow for MSPs managing multiple client environments. Focus is completeness, retrievability, and maintenance cadence.

Workflow overview

Documentation runs as a cycle: collect → normalize → store → review → audit → remediate → report.

Establish baseline docs

Capture network map, tenant/admin access, assets, ISP circuits, key vendors, backup details, and escalation contacts.

Maintenance cadence

Update docs on change events and on a recurring schedule; assign ownership and review checkpoints.

Outputs and artifacts

Client runbook, credentials registry, KB structure, change logs, periodic audit results.

Related pages

Documentation checklist; KB structure template; Tools; Documentation pricing; Quality audit KPIs.