MJF Ventures Platform

Annual documentation audit per client

## Overview Documentation rots like milk—annual audit proves duty of care for audits/insurance. ## Scorecard Completeness % vs minimum viable templat...

psa-documentation-slas msp seed-library

Jun 28, 2024 Read more →

Offboarding checklist for terminated staff access

## Overview HR termination triggers fast IT lockout—delays equal insider risk. ## Timing Disable AD + cloud sessions **before** or simultaneous to HR...

psa-documentation-slas msp seed-library

Jun 27, 2024 Read more →

Dispute prevention: scope clarity in tickets

## Overview Disputes arise when ticket subject line promises unlimited outcomes. ## Crafting intakes Restate problem + **explicit non-goals** (“does...

psa-documentation-slas msp seed-library

Jun 26, 2024 Read more →

Automating monthly executive summary metrics

## Overview Humans assemble slides monthly inconsistently—script data pulls. ## Metrics examples Tickets opened/closed, backlog aging, critical incid...

psa-documentation-slas msp seed-library

Jun 25, 2024 Read more →

Measuring first-response time integrity

## Overview Gaming SLA clocks destroys trust—audit timestamp honesty. ## Checks Compare RMM first note vs PSA clock start; flag negative deltas. ##...

psa-documentation-slas msp seed-library

Jun 24, 2024 Read more →

Technician training matrix by competency

## Overview Hope is not a training plan—matrix map skills to people. ## Axes Identity, Network L2/L3, Windows Server, VMware, Security IR, Communicat...

psa-documentation-slas msp seed-library

Jun 23, 2024 Read more →

Client approval gates for project phases

## Overview Waterfall without sign-offs becomes scope arguments—gate each phase. ## Phases example Discovery sign-off → Design sign-off → Build freez...

psa-documentation-slas msp seed-library

Jun 22, 2024 Read more →

Escalation to vendor TAM: when and how

## Overview TAMs accelerate P1s—burn credibility on noise. ## When Reproducible bug affecting multiple clients, licensing entitlements wrong blocking...

psa-documentation-slas msp seed-library

Jun 21, 2024 Read more →

License true-up tracking spreadsheet pattern

## Overview True-ups surprise CFO—track monthly deviations vs baseline seats. ## Columns SKU, contract qty, deployed (auto where possible), variance,...

psa-documentation-slas msp seed-library

Jun 20, 2024 Read more →

Diagram standards: network and Azure

## Overview Consistent diagrams accelerate comprehension during incidents at 3 AM. ## Conventions Color legend: internet red, trusted green, DMZ ambe...

psa-documentation-slas msp seed-library

Jun 19, 2024 Read more →

Version control for runbooks

## Overview `Runbook_final_USETHIS_v8.docx` in Downloads is chaos—Git or structured wiki history. ## Standard Markdown in repo; PR review for major c...

psa-documentation-slas msp seed-library

Jun 18, 2024 Read more →

Internal knowledge vs client-facing articles

## Overview Leaking internal runbooks exposes attack paths—tag clearly in KB CMS. ## Tag standard `internal-only` vs `client-portal` with permission...

psa-documentation-slas msp seed-library

Jun 17, 2024 Read more →

Knowledge Base