Managed Service Providers

A Turnkey Solution for
Managed Service Providers.

Free processes

Free AI automations

Processes are the backbone of every company. The better your processes, the better your company performs. Your ProcessPlan account comes set up with the processes a managed service provider runs every day, from bringing on a new client to reconciling a monthly agreement.

The setup is free. Your company pays only for its own ProcessPlan account.

What Comes With Your Account

The Processes That Run a Managed Service Provider.

Every step goes to the right person or AI Employee, and every handoff, approval and deadline is tracked.

Client Lifecycle

  • New client onboarding
  • New client site setup
  • Client offboarding
  • Agreement renewals and upgrades
  • Technology business reviews
  • Proactive site visits

User and Device Requests

  • New user setup
  • User changes and departures
  • Microsoft 365 license changes
  • Multi-factor authentication setup
  • New computer setup and deployment
  • Device enrollment in mobile device management
  • Device wipe, return and recycling
  • Hardware and peripheral requests

Service Delivery

  • Ticket intake and triage
  • Escalations
  • Monthly maintenance checks
  • Backup checks and restores
  • Server and cloud health checks
  • Firmware and patch updates
  • Change control
  • Security incident response

Projects

  • Site surveys and scoping
  • Network, server and wireless installs
  • Internet and phone line changes
  • Domain and DNS changes
  • Project checklists
  • Post-project reviews

Sales and Procurement

  • Lead to quote
  • Quote approval and signature
  • Vendor deal registration
  • Purchase orders and receiving
  • Stock and inventory intake
  • Toner and consumables orders

Billing and Finance

  • Agreement and license reconciliation
  • Block hours reconciliation
  • Invoice approval
  • Recurring and direct debit invoicing
  • Applying payments to invoices
  • Credit card reconciliation
  • Month-end close

People

  • Technician onboarding and offboarding
  • Time off requests
  • Expenses and ad-hoc time
  • Certification and training tracking

Every process on this list comes with your account, free. If your office needs a process that is not on the list, our team builds it free.

See the managed service provider jobs and the IT jobs we automate.

What Else Is Included

More Than a List of Processes.

AI Employees

AI Employees work on computer screens, in your service desk, remote monitoring and documentation tools, so there is nothing to integrate.

AI Strategist

Pretrained for your industry, managing your processes and making them better.
Learn more about the AI Strategist.

Managed Automations

Our team keeps every automation running, even when your software changes, so there is nothing for your company to maintain.

Ongoing Process Improvement

AI and our team keep improving every process, and each improvement reaches your company for you to approve.

Process Documentation

Every process comes with a diagram and its documentation, kept current as the process improves.

Your Processes Stay Yours

Every process is yours to change to fit the way your office works, and your records stay in your own account.

Get Your Turnkey Setup

Book a call. Tell us how your office works and which software you use. We will walk you through the processes your account comes with and any others our team will build free.