How Smart Documentation Can Keep Your Business Running During Holiday Season

BY IT GLUE | November 25, 2021

While the holiday season is all about spending time with family and having fun, it is also the most demanding time of the year for those running a business. If you are running an MSP, you are most likely juggling celebrating, shopping, traveling, entertaining and a whole lot more while also trying to keep your business running to close out the year in the black.

In addition to holiday activities, you may also have to deal with multiple challenges on the business front, including approving vacation leaves for employees and consequently having a smaller team on hand to manage higher than usual service requests and to finalize budgets for the new year

If you don’t want to be overwhelmed during this holiday season, the best solution you can employ is smart documentation. In this article, we’ll explore how smart documentation can keep your business up and running even during the most demanding time of the year.

1. Provides automation

Documentation helps decrease dependency and makes the process more self-reliant. Therefore, the chances of delays or things going off track can reduce. When you automate the documentation process, your team can do more with fewer resources and manage service requests even with fewer technicians. Most importantly, automation makes the process more efficient and the time saved can be utilized elsewhere. During the holiday season, resource allocation could prove to be a huge issue. When your processes get more efficient, your team can manage tasks more effectively and keep your business running smoothly.

2. Helps with prioritization

Creating checklists and documenting upcoming tasks will help you prioritize better, enabling you to complete important tasks on time. Hence, you will have less workload during the holiday season. Planning is a critical part of dealing with challenges. Documentation helps you plan ahead and deal with challenging scenarios effectively.

Technicians can easily take up their tasks based on priority and manage their workload effectively. When you plan ahead and prioritize tasks, you can also create contingency plans to minimize losses when things go out of control. This is essential if you want your business to run smoothly even when you are not there.

3. Standardizes process

MSPs often support multiple clients. Internal IT departments, on the other hand, support multiple departments within their organization. Without a standard process, technicians will follow random solutions when fixing things, which creates a possibility of confusion for other technicians who happen to work on a similar task. Documentation will ensure a standard procedure for each task. Even when someone is on leave, clients or other team members won’t have to suffer.

With a documentation tool, you can create standard operating procedures (SOPs) and share them with your team members. High-end documentation tools like IT Glue can also provide you with a standard template to easily capture your SOPs and illustrate them with screenshots or other reference images.

4. Maintains consistency

When you document your processes, it brings consistency to your operations. Without consistency, you are likely to face many issues when dealing with IT problems. This becomes a crucial factor during holiday seasons when you are running short of resources. If you are unable to attend to client requests, it can lead to dissatisfaction and can affect your business adversely in the long run.

Increasing or gaining more business during the holiday season might be difficult but losing it is in our own hands. Documentation will ensure that you stay consistent and keep your clients happy even with the shortage of manpower or other resources.

How IT Glue can help

IT Glue is a smart documentation solution that provides a documentation roadmap for MSPs and IT departments to make their work easy and efficient. IT Glue can also act as a central hub for all your data and processes. Documentation can promote a culture of smart work, help individuals to follow a consistent approach towards their daily tasks, decrease dependency and standardize processes across teams, which in turn ensures minimum loss of focus and productivity.

IT Glue’s SOC 2-compliant documentation platform features an immutable audit trail, multifactor authentication and next-generation password management engine, all of which are fully integrated and linked with all your documentation. All these exciting features can help you run your business smoothly during the holiday season.

Learn more about how IT Glue can help run your business by requesting a demo.


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