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How Liongard Reduced Onboarding Time & Improved Documentation

Liongard
04/22/2026
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in why we invested and why we continue to use LionGuard. Number one, it helped us to onboard our customers faster and to reduce the amount of effort to maintain good, solid documentation about a customer's environment. Plus, it allows us to not forget to renew things like SSL certs, which are always pesky and they happen. So there's some real benefit to our customers and to Marco. For us, LionGuard is part of what we call a three-legged stool. We needed a third tool to help us document, look at the cloud services that a customer has, SSL. It's really that third leg to our complete management suite. In our business, before we chose to partner with LionGuard, we had an entire team of people that were dedicated to first onboard a customer. So it was a very large discovery effort. LionGuard is actually a pretty easy product. Considering a SAS-based, once we got access to our tenant, the inspectors are pretty easy to set up. So we onboard them at the beginning. LionGuard takes care of the data collection and the documentation portion, and we don't have to do those things on a manual basis. We did a proof of concept with LionGuard to determine, could we replace some of our manual processes with LionGuard? And is there other intangible benefits by doing so? And LionGuard was an easy tool for us to adopt. If you're a customer that is trying to solve lowering your onboarding time, keeping better documentation, my recommendation is ask for some referrals. Talk to people that use LionGuard. Predominantly, I'm in some peer groups, and everybody's had a very good experience with it. It's a pretty easy ROI to justify the tool.

TL;DR

  • Liongard replaced an entire team dedicated to manual customer discovery and documentation, significantly reducing onboarding time and operational overhead.
  • The platform serves as the third leg of their management suite, providing automated tracking of cloud services, SSL certificates, and environmental changes.
  • Easy deployment and clear ROI made adoption straightforward, with peer group feedback consistently positive across the MSP community.

Summary

Clay Ostlund shares how his MSP adopted Liongard to streamline customer onboarding and documentation processes. Before implementing Liongard, the company maintained a dedicated team for manual discovery and documentation during customer onboarding. Liongard's automated data collection and inspection capabilities replaced these manual workflows, reducing onboarding time and ensuring critical items like SSL certificate renewals are tracked consistently. The platform serves as the third component of their management suite, complementing existing tools by providing visibility into cloud services, SSL certificates, and environmental documentation. After a successful proof of concept, the team found Liongard easy to deploy and integrate, with inspectors being straightforward to configure within their SaaS tenant. Ostlund emphasizes the tangible ROI benefits and recommends prospective customers speak with existing users in peer groups, noting consistently positive experiences across the MSP community.

Chapters

0:00 - Key Benefits Overview
0:27 - Three-Legged Stool Strategy
0:43 - Before Liongard
1:15 - Proof of Concept & Recommendations

Key Quotes

0:06 "Number one, it helped us to onboard our customers faster and to reduce the amount of effort to maintain good, solid documentation about a customer's environment."
0:43 "In our business, before we chose to partner with LionGuard, we had an entire team of people that were dedicated to first onboard a customer."
1:48 "Predominantly, I'm in some peer groups, and everybody's had a very good experience with it. It's a pretty easy ROI to justify the tool."

Categories:
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Tags:
  • Customer Story
  • Getting Started
  • Best Practices
  • MSP automation
  • customer onboarding
  • documentation management
  • SSL certificate tracking
  • cloud service visibility
  • proof of concept
  • ROI justification
  • peer group validation
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