Documentation Resources

IT Glue is committed to your success. To help you get the most out of our documentation platform, we have a number of resources at your disposal. Our IT Glue Express video series provides advice on specific documentation topics, while our e-books and webinars tackle higher-level topics to help you improve efficiency and increase revenues.


Webinar: Technology Alignment: The Changing Role of Compliance for MSPs

The changing technology needs of an MSPs target market and the need to be compliant with new government regulations means it’s time for MSPs to take a new approach to compliance. Top MSPs are combating these changing needs with process and discipline focused on developing and maintaining technology standards and proactively ensuring that every client is aligned with those standards. Gary Pica and his team have developed multiple training manuals and hours of training content on delivering a repeatable technology alignment process that will ensure happy customers and fewer support requests.


IT Documentation Template

Are you struggling with documenting loads of IT information the right way? Luckily, you no longer have to. Download this IT Documentation template to document all your data and SOPs in a uniform manner. Increase company-wide consistency, enhance your team’s productivity and save a ton of time with this template.


MSP Discovery Checklist

With the IT environments becoming more complex every day due to the sudden transition to a remote work environment, it is time for MSPs to streamline their documentation process and stay organized. This is where an MSP discovery checklist comes in handy. With an MSP discovery checklist, you can stay organized and not miss out on any critical information regarding your clients’ IT environments. More importantly, it saves you and your techs from last-minute scrambles.


Data Privacy Compliance and IT Documentation Checklist

Do you have the right compliance policies in place required for the growth and success of your business? Our checklist covers important pointers for developing a comprehensive compliance strategy that keeps you aligned with the regulatory requirements of your industry and ensures that you don’t end up with hefty penalties and reputation damage as a result of non-compliance.


Webinar: Building a Data-Driven MSP Business

“Data is the new oil” is a much used (and abused) quote, but that doesn’t change its relevance. Unlike oil, the more businesses properly use data, the more it gains in value. Empowering your MSP through data-driven decision-making is the key to moving away from a break-fix service and becoming a genuine Managed Services Provider. However, many MSPs still struggle to build a data-driven culture. The challenges are manifold: lack of quick access to the right data, inability to keep data up-to-date, inadequate data protection and security, among others. We dive into how to overcome these challenges in our upcoming webinar “Building a Data-driven MSP Business” hosted in partnership with Channel Pro. Watch now to hear from IT Glue Sales Engineer Travis Brittain.


The Ultimate MSP COVID Era Recovery Guide

As organizations prepare for their return to offices, it is likely to bring forth a range of new challenges. It is time for MSPs to be prepared for these challenges. This eBook will guide you with your COVID era recovery plans and shed light on the different ways you can prepare for unforeseen circumstances.


Webinar: Building your Documentation with Compliance in Mind

There are many reasons why you should document your MSP practice, but where should you start? When it comes to actually documenting elements of their managed services business, many MSPs have wildly divergent views and practices. Join us for a documentation building session where we will address common documentation requirements, practical steps to beginning your documentation process and discuss realistic compliance and audit scenarios for your service delivery documentation.


COVID-19 Era Transformation Checklist for MSPs

Planning your COVID era transformation path can be daunting. There are so many things you need to be on top of: business continuity contingencies, workforce management, cybersecurity preparedness, recall procedures, and more. Here’s a checklist of things you should consider to ensure your COVID era transformation is a success. Download it now.


Webinar: MSP How To #8 – Automate client onboarding with just a few clicks!

Join Session #8 in the MSP How To Series where we deliver 20-minute bitesize sessions to demonstrate how IT Glue can help you quickly resolve common MSP issues and overcome efficiency-draining barriers. Make bringing on new clients totally seamless giving your team the right tools to onboard in just a few clicks. This webinar will show you how you can enhance efficiency, guarantee accuracy and delight new clients through the use of IT Glue during on-boarding.