For Managed Service Providers
One Set of Workflows. Every Customer You Manage.
An MSP's cost base is the number of distinct procedures it maintains. StackHeal lets you build a workflow once, apply it across customers with per-customer policy, and keep the tenant isolation and audit trail that managed services contracts require.
Workflow canvas · wf.disk_reclaim.v3
The problem
What multiplies work in a managed estate
If several of these describe your week, the gap is process rather than tooling.
Every customer is slightly different
Different tooling, different approval expectations, different maintenance windows — so a single procedure becomes a dozen variants.
Technicians carry the context
Knowing which customer allows which action lives in people's heads, which limits who can pick up a ticket.
Onboarding is slow and uneven
Standing up monitoring, backup, documentation and access for a new customer takes weeks and never comes out identical.
Proving the work is its own job
Service reviews and audits need evidence that is scattered across tools.
The fit
How StackHeal fits a managed services practice
Build the procedure once. Bind policy, credentials and windows per customer.
Multi-tenant by design
Customers, credentials, policies and run history are isolated. A workflow runs against one tenant's scope at a time.
Shared workflow library
Maintain one version of each procedure and apply it everywhere, with per-customer parameters instead of per-customer forks.
Customer-specific guardrails
Approval requirements, maintenance windows and permitted actions are configured per tenant and enforced by the platform.
Evidence for service reviews
Run history gives you per-customer records of what was performed, when, by which workflow and under whose approval.
Use cases
MSPs commonly automate
The workflows teams in this segment build first, because the handling is already well understood.
Customer onboarding
Create tenant records, deploy monitoring and backup policy, collect and store credentials server-side, and verify coverage before go-live.
Patch management across customers
One campaign definition, executed inside each customer's own window with their own approval requirements.
First-line ticket handling
Classify, investigate and resolve common requests per customer, escalating to the assigned engineer with context when needed.
Backup assurance reporting
Reconcile backup outcomes across every customer and produce the monthly report from the same run data.
New-user and access provisioning
Run the customer's own joiner process, with their approval chain and their systems, from one workflow definition.
Offboarding a customer
Retain the agreed final copies, revoke credentials, remove monitoring, and produce the handover record.
Products this solution builds on
These are the products most relevant to this segment. All of them share one engine and one run history.
AI Support Automation
Turn incoming support requests into structured, actionable workflows.
Learn moreBackup Automation
Coordinate backup jobs, monitor outcomes, and simplify recovery procedures.
Learn moreWorkflow Orchestration
Connect systems and automate repetitive operational processes.
Learn moreManaged Service Providers: common questions
Something not covered here? Ask our team.
See StackHeal against your own managed service providers workflows.
Bring two or three of the request types your team handles most often. We will walk through how each would be built, where the approvals sit, and what the run history records.