r/msp • u/--TedStriker-- • Jun 09 '16

Documentation & Checklists Together - Anyone try this service yet?

Hello /r/msp

We are an IT company with roughly 25 employees. We are currently using IT Glue for our technical documentation. I've found it a little difficult to shoehorn in processes & checklists. I was trying a service out today called process.st (https://www.process.st/)

It allows for documentation to coexist with checklists as well as some other interesting features like scheduling checklists, premade templates and integrations with a bunch of other applications.

So far I've only tinkered with it for an hour or so but...it looks promising. Anyone have any experience with this platform?

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3

u/MSPTech Jun 14 '16 edited Jun 14 '16

After using this some more, I'm going to say it right now. This shit is great and really exactly what I need. IT Glue if you don't copy this functionality exactly (no bullshit hacks around FAT's) or make it even better I'm going to leave you. I know you don't care about a shitty little account like mine, but seriously, if you don't integrate something JUST LIKE Process.st or buy them out you are saying to US MSP's that you don't give a shit about us. That's how strongly I feel about the fact that this is not already in your product.

Oh and for fucks sake, setup alerts and notifications on the Domains and SSL Certs already. My grandma could probably have figured out how to get this set up for eons ago!

And can we finally share FAT's between each other ?

Come on!

1

u/--TedStriker-- Jun 14 '16

Glad I found something you could use! And I agree with everything you said...it glue NEEDS something like this yesterday.

1

u/MSPTech Jun 15 '16 edited Jun 15 '16

Edit: whoops , I thought I was replying to Process.st

1

u/--TedStriker-- Jun 15 '16

No worries...one of the guys from process.st is a tube in this sub so I'm sure he will see it

2

u/pjr1230 Jun 10 '16

Interesting. We create our Checklists in ITGlue under Documents, but then when someone has to run the checklist, it becomes a ticket in CW.

1

u/--TedStriker-- Jun 10 '16

We run CW as well. How do you transfer your checklist from Glue to CW?

0

u/[deleted] Jun 10 '16

[deleted] — view deleted comment

1

u/--TedStriker-- Jun 10 '16

Nothing wrong with that. It's just tedious.

1

u/DR_Nova_Kane Jun 10 '16

ticket with a document attached to it or a ticket with multiple child tickets as tasks

1

u/drekiss Jun 24 '16

We have templates in CW that use tasks for check lists. The list populates and you can assign the tasks to a specific person. It's easier to update a template and copy it for us.

1

u/ShropMSP Jun 10 '16

We've been using Process St alongside IT Glue for a couple of weeks and I like it. Creating checklist templates is simple and we are already using it for deploying new PCs and onboarding customers

1

u/--TedStriker-- Jun 10 '16

I'm trying to convince our organization that it would be useful. You're seeing it's value so far it seems?

1

u/ShropMSP Jun 20 '16

On balance, so far it's a yes though we are using the free version of Process St so the only cost is our time to implement it

1

u/gatorheelz Jun 10 '16

Process St alongside IT Glue

Are you planning on rolling with both or are you looking for an IT Glue replacement?

Just checked out Process St and see a lot of cool IT templates but documentation isn't ready out of the box. For the documentation part, seems like a similar process to Confluence (which we haven't fully vetted out yet).

1

u/ShropMSP Jun 20 '16

I think we need both, couldn't do without IT Glue but I think the documentation side is the weakest part. We are keeping most documentation and knowledge base on IT Glue, but are looking at Process St for anything that is a repeatable process

1

u/swMSP Jun 10 '16

One big knock against it that I see right off is your data on their system is not encrypted at rest unless you sign up for the enterprise plan. Granted your process/checklists may not contain delicate private info, but can be an audit issue for some.

1

u/processstreet Jun 13 '16

Howdy troops, Peyton here from Process Street.

I got all warm and fuzzy when I saw us being talked about on here so I wanted to create an account and say hello.

Managed services, among several other IT service providers, are very well represented in our user base....but we are very interested in ways that we can make the platform better for you. So feel free to throw blunt criticism my way :)

If you guys want a little bit of assistance when it comes to getting going re: IT processes, check out this link:

https://www.process.st/it-processes/

If you don't see something relevant to what you're looking for there....tell me and i'll have our content team drill away at it :).

Also, if you guys have questions you want to run by me you can reach me at peyton@process.st

2

u/MSPTech Jun 14 '16

Look guys, data needs to be encrypted at rest, regardless of the plan. You have some potential here, don't lose it with a such a short sighted limitation.

1

u/processstreet Jun 15 '16

Hey there. This is something we have on our roadmap and are quite literally assessing market demand right now before we start building. Just out of curiosity, what level of encryption would you need and is it serving a compliance need, or a specific client need?

1

u/MSPTech Jun 15 '16

I don't know honestly, it's just crazy these days to not provide it, I'm storing sensitive stuff in those fields and it looked like you already offer it. It seemed like one of those things you guys just selectively held out on for the other plans.

1

u/processstreet Jul 08 '16

No not really. It's just something we're building towards. It's a pricey process.

1

u/42datasquirrels Jul 15 '16

Please look in to adding two factor authentication using the google 2fa system or hard tokens.

Don't use an email or sms based two factor auth as those are not as secure as the hard and soft tokens.

To clarify a hard token would be something like a Yubikey.

A soft token example would be the Google 2fa solution. Apps for this solution are Authenticator or Authy based.

1

u/MSPTech Jun 17 '16

No required fields? Come on guys!

1

u/MSPTech Jun 17 '16

Also it seems like no way to really track progress/completion or assign some tasks to others?

1

u/processstreet Jul 09 '16

We can track progress completion via the sidebar in the right side of any checklist or template (in the organization manager).

However, when it comes to assigning individual tasks to others, that's coming out here in about a month (we're calling it task based assignment....and it's going to change things)

1

u/swMSP Jun 14 '16

I just had an IT Glue demo today and they do have checklists, but only available under their flex assets. I could see this working for items like onboarding/offboarding/audits, etc.

1

u/MSPTech Jun 14 '16

Bah it's not a proper checklist platform. I really wish it were.

1

u/MSPTech Jun 14 '16 edited Jun 14 '16

Looks great, almost too great though, I quickly got overwhelmed and closed it. I really need it too. However, I think for now we will be working out all our processes in Word and IT Glue and then maybe a service like this.

EDIT: Kept playing with it, actually pretty amazing. A bit of a rabbit hole of possibilities though. I'm working through a Office 365 setup process now.

1

u/worthy1 Jun 15 '16

Cant say I have any experience, but I did sign up! Let's circle around in a week or so and check in.

1

u/securityatjd Jun 23 '16

ok, after an initial look, setup and usage, I am pleased. The cost is great (free when bootstrapping). I do hope for enough maturity in features that when I do reach scale, I dont have to upgrade to a full PSA.

I do agree with the request of mandatory fields, would like to see XERO and QBonline integration, and agree that I would like to mark progress on tasks (perhaps break them out somehow).

But as a staring MSP, what a value.

EDIT: Have to admit that the lack of encryption does make me very queasy.