MSP workflows

Operational workflow guides

documentation-sops · workflow

Onboarding Into Existing Documentation for MSPs

Workflow for taking over documentation when inheriting an environment.

Assess

Audit what exists; identify critical gaps; verify access; validate backups and escalation contacts.

Stabilize

Create minimum viable runbook; lock credential control; establish change logging.

Handoff

Client baseline doc package, credential registry, and documented review cadence.