TMCnet Feature
November 25, 2020

Document Management: How to make it safe and efficient

If you're a managed service provider (MSP) who's worried about the deluge of data that invariably creeps up as your company grows and takes on more clients, it's time to get serious about efficient document management. For starters, you need to make certain that all client data is safe. After that, it's imperative to have a logical organizational policy in place so you'll be able to retrieve what you need when you need it. Here are some key points to keep in mind when you begin to develop a better document handling process.

Passwords are Integral to What You Do

It's necessary for your clients' customers to have a way to easily deal with all their own passwords. That's where products like Passportal from N-able (News - Alert) come in. Within a co-managed IT environment, your clients can simply and safely share secure passwords with all their own customers. The main benefits of the product include password vaults, complete rebranding capability, full-scale document management, and a one-click login tool for ease of use.

Backup Needs to be Streamlined

Backing up essential files is the key to what MSPs do. That's why you need a user-friendly, cloud-based solution that comes with a central dashboard. For example, N-able Backup achieves both those criteria and more. Not only will you have several recovery and backup options all in one place, but you'll be able to back up and recover entire servers and work stations.

Know the Benefits of the Cloud

With cloud based documentation management comes with dozens of unique advantages. That's become especially true as more and more MSP clients migrate all or a portion of their IT function to the cloud. If your clients are there, you need to be there too so you can efficiently deal with their recurring needs for services like massive storage, high-security, and efficient on-demand retrieval.

Backup Capabilities are Crucial

There' no reason to let your customers' data suffer from input errors, hacks, or various kinds of cyber-based attacks. This often happens when they employ utilities like OneDrive. With OneDrive backup, your MSP will not only have the capability to keep all client files secure but also lets your customers gain easy access to their files after an unintended deletion or breach. An MSP with an active client base needs fast access via a console for recovery and search functions. N-able MSP Backup software also backs up as many apps, workstations, and servers as needed.

The Big Picture of Benefits

What are the benefits of efficiency? A non-exhaustive list includes things like accessibility to data files, having a centralized hub from which to work, more security, enhanced flexibility, consistent policies for naming documents so you can find what you need quickly (or so your clients can), and logical rules about retention. As an MSP, you want your customers to feel secure in knowing that you have everything under control. Smart managers know how to achieve optimum security alongside efficiency. When that happens, you'll have the potential to take on as many new customers as you can find.

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