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How Liongard Reduced Onboarding Time & Improved Documentation

Liongard
04/22/2026
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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:
  • » Data Protection
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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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