10 Steps to

Standardizing processes and building a scalable tech stack are critical to your success.

Liongard helps you solve today’s problems while planning for tomorrow.

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We Help You Scale at Every Stage of Growth

Liongard's robust Unified Visibility platform provides automated documentation and full visibility into your customers’ systems across the tech stack, all in one place. Get data-driven insights that allow you to improve security and compliance, reduce time to resolution and perform comprehensive assessments of your customers' systems for easy reporting.

Follow these steps to take your MSP to 10X.

Step 1

It all starts with a pre-sales assessment

The process to quote projects for new customers—not to mention accurately billing current customers—can be tedious and cut into your bottom line. Liongard provides fast and full visibility into customer systems, saving time for your team during pre-sales assessments.

  • View user information so you can accurately price jobs
  • Discover past security incidents to create proactive security plans
  • Create comprehensive systems reports that
Identify and scope new IT project work and sales opportunities

Step 2

Ensure accurate billing, every time

Customer assessments help you put a reasonable price tag on your services, but if you’re working with inaccurate data, you could be missing out on revenue opportunities.

  • Comprehensive initial customer assessments to accurately price jobs
  • Automated auditing streamlines billing reconciliation
  • Automated reports provide visibility into billing discrepancies for faster resolution
Generate IT System Audits and Comprehensive Reports for MSP Customers

Step 3

Cut onboarding time by 50%

Full visibility cuts onboarding time, meaning you can hit the ground running and spend more time understanding customer needs and less time gathering system information. Liongard automates and standardizes documentation, alerts and reporting to minimize human error and streamline your workflow for greater productivity.

  • Increase customer satisfaction and retention with reduced time to resolution
  • Onboard customers in hours instead of weeks with automated documentation
  • Metrics and reports you can easily export and share with customers
One MSP cut onboarding time by 50%

Step 4

Secure your customers, and your MSP

The biggest challenge in cybersecurity management today is how large the digital footprint has become for each organization. Liongard’s Unified Visibility platform and Actionable Alerts give you full visibility across your customer’s whole stack, all in one place, for systems monitoring that makes it easy to standardize, secure and scale your operations to meet customer needs.

  • Automated security alerts keep you ahead of security issues
  • Historical data allows you to easily identify and resolve incidents
  • Single-pane view of security across all systems and customers
Check out our Definitive Guide to IT Security for a deeper dive

Step 5

Cost savings through consolidation

Unified Visibility across your entire tech stack helps you standardize internal processes and reduce the number of applications needed to run your MSP. Liongard automates and standardizes documentation, alerts and reporting to minimize human error and streamline your workflow for greater profitability.

  • View and eliminate unused software licenses for instant cost savings
  • Reduce the number of apps you need to manage your stack
  • Scalable at every stage of your customers’ and your MSP’s growth
One partner saved $40k in operational costs in less than a year

Step 6

Full visibility for killer QBRs

Successful MSPs know it all comes down to DREAMS—Data Rules Everything Around Managed Services—and Liongard’s advanced automation puts all that data at your fingertips. With just a few clicks, our reporting feature turns mountains of data into actionable insights.

  • Historical data and reporting to help you crush your QBRs
  • Full visibility enables proactive insights that convert break/fix to fully-managed
  • Customer reports allow you to easily assess accounts for upselling opportunities
Want to learn more about our Custom Reports?

Step 7

Predict the future with automated alerts

Imagine never setting another calendar reminder for a license or domain expiration again. Full visibility and automated, Actionable Alerts do the tedious work for you, saving time and allowing your team to focus on resolving critical issues and growing customer relationships. We’ve got over 300 IT alerts for managing critical systems, so you can finally feel confident you’re on top of every detail, every time.

  • Automated, Actionable Alerts prioritize critical issues for faster resolution
  • Automated documentation frees up time for your team, increasing productivity
  • Full visibility provides access to the data your techs need, when they need it
Never miss an expiration again with Actionable Alerts

Step 8

Track changes across systems

Liongard's IT change management software provides full visibility into your customers’ systems across the tech stack, all in one place, letting you travel back in time to see precisely when, where and what changes were made.

  • Get notified when changes happen so you can take proactive action to resolve issues
  • Increase visibility by documenting changes to environments, systems, and accounts
  • Define your ideal configurations and then set alerts to be notified when changes occur
Want to dig deeper into automated change management?

Step 9

Get Integrations that work with your stack

The average business today can use hundreds of different applications to manage operations. As an MSP, it’s almost impossible to manually keep track of documentation for each client across the entire tech stack. Liongard integrates seamlessly with leading Professional Services Automation (PSAs) software and boasts an ever-expanding list of Integrations and Inspectors to automate documentation and help you proactively manage systems across the board.

  • Effortlessly gather systems data including users and devices
  • See endpoint details like policies and network configurations for easy security checks
  • View information for all client systems without switching between apps
See our Inspectors and Integrations in action

Step 10

Go from break/fix to fully-managed to vCIO

Full visibility and reduced onboarding time mean MSPs can hit the ground running and spend more time understanding customer needs and less time gathering system information. Liongard automates and standardizes documentation, alerts and reporting, helping you build trust—and account value.

  • Increase customer satisfaction and retention with reduced time to resolution
  • Onboard customers in hours instead of weeks with automated documentation
  • Metrics and reports you can easily export and share with customers
Get The Definitive Guide to vCIO Services to see how you can make the change