Could your IT survive if your main contact left tomorrow?
Comprehensive documentation that ensures business continuity
Complete inventory and documentation eliminates single points of failure
How It Works
1. Initial discovery
Comprehensive documentation of your existing environment (40-80 hours)
2. Continuous updates
Every change is immediately documented in IT Glue platform
3. Quarterly reviews
Full environment reviews every 90 days to ensure accuracy
4. Annual audits
Comprehensive annual review with cleanup of outdated information
What's Included
Asset inventory
Complete tracking of hardware, software, and lifecycle status
Network documentation
Topology diagrams, IP schemes, and firewall configurations
Cloud infrastructure
Microsoft 365, Azure/AWS architecture and security policies
User accounts
Complete account inventory with permissions and group memberships
Standard procedures
Runbooks for common tasks and troubleshooting guides
Security documentation
Compliance-ready documentation for SOC2 and audit requirements
Why Professional Services Firms Need This
Professional services firms manage risk for clients every day. Your own IT operations deserve the same rigorous risk management through comprehensive documentation. Your clients expect you to be organized and professional - documented IT infrastructure demonstrates operational maturity.
Many industries including legal, financial, and healthcare have specific regulatory requirements for IT documentation. Documented IT operations also increase firm value in M&A transactions by demonstrating reduced risk and ease of transition. And technicians spend less time figuring out your environment and more time solving problems when complete documentation exists.
Purpose-built platform
IT Glue is designed specifically for managed services documentation with relationship mapping and change tracking
Secure password management
Encrypted storage for credentials with secure access controls and audit logging
Mobile access
Technicians can access documentation from the field for faster problem resolution
Audit readiness
Always-current documentation with flexible reporting for compliance audits and reviews
Knowledge preservation
Documentation survives personnel changes - new technicians quickly understand your environment
Knowledge transfer
When IT personnel leave, their knowledge doesn't. Documentation ensures smooth transitions regardless of staffing changes
Disaster recovery
After fire, flood, or ransomware, know exactly what systems exist, how they're configured, and how to restore them
Compliance & audits
SOC2, ISO 27001, NIST frameworks require documented IT controls. Prove compliance to clients and auditors
Vendor independence
Detailed documentation means you're not locked into any specific vendor or technician
M&A due diligence
Selling or acquiring? Comprehensive IT documentation simplifies technical due diligence and valuations
Budget planning
Accurate asset inventory with lifecycle information enables proactive budget planning vs. emergency reactive spending
Procurement tracking
Purchase date, cost, vendor, order info, warranty dates, assigned user, and deployed configuration
Maintenance history
Service records, repairs, software updates, patches, hardware upgrades, incident history, and performance concerns
Refresh planning
Expected useful life (3-5 years), planned replacement date, budget allocation, and end-of-life notifications
Secure retirement
DOD-standard data wiping, license recovery, disposal/recycling certificates, asset write-offs, and e-waste compliance
Security policies
Access control, password requirements, data classification, acceptable use, incident response, and business continuity plans
Technical controls
Firewall configurations, MFA implementation, endpoint security, backups, encryption (at-rest and in-transit), and patch management
Audit evidence
Quarterly user access reviews, vulnerability scans, security training records, software inventory, incident logs, and change management
Professional services firms depend on technology for every aspect of operations. Comprehensive documentation ensures business continuity regardless of personnel changes or emergencies.
IT Glue Integration
We use IT Glue, the industry-leading IT documentation platform, to maintain all client documentation. This purpose-built system ensures consistent, real-time documentation that’s useful to anyone supporting your environment—not just us.
Our documentation isn’t just for technicians. It’s designed so compliance auditors can verify your controls, new staff can quickly understand your environment, and leadership can make informed technology investment decisions.
Business Continuity Value
Comprehensive IT documentation is insurance against common business continuity risks. What happens when your IT person leaves? After a ransomware attack, how quickly can you rebuild?
Documentation ensures smooth personnel transitions, enables rapid disaster recovery, proves compliance to auditors, prevents vendor lock-in, simplifies M&A due diligence, and enables proactive budget planning instead of emergency reactive spending.
Asset Lifecycle Tracking
We track every asset from procurement to disposal. This complete lifecycle view provides financial benefits including proactive replacement (preventing premium emergency purchases), even budget planning (avoiding spending spikes), warranty utilization (using existing coverage instead of paying out-of-pocket), accurate depreciation for accounting, and documented values for insurance claims.
Security & Compliance Documentation
For professional services firms pursuing SOC2, NIST compliance, or serving enterprise clients with security requirements, documentation is mandatory. Enterprise clients increasingly require their service providers demonstrate security maturity.
Comprehensive documentation proves you take security seriously and provides evidence during client security assessments. We document security policies, technical controls, and audit evidence to meet compliance framework requirements.
Related Services
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